Principia Wealth Advisory, LLC
Annual return '25
+32.6%
SPY '25
+17.7%
Alpha
+14.9ptsvs SPY
Invested
$159.9M
Holdings
1,014
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 85%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QQQM
INVESCO NASDAQ 100 ETF
Held since at least Q1 2024
10.1%
02
$NDQ
INVESCO QQQ TRUST SERIES I
Held since at least Q1 2024
7.5%
03
$EYPT
EYEPOINT INC COM NEW
Held since at least Q1 2024
6.1%
04
$VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
Held since at least Q1 2024
6.0%
05
$BKLC
BNY MELLON US LARGE CAP CORE EQUITY ETF
Held since at least Q1 2024
5.7%
06
$SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
Held since at least Q1 2024
4.1%
07
$VWO
VANGUARD FTSE EMERGING MARKETS ETF
Held since at least Q1 2024
3.7%
08
$VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Held since at least Q1 2024
3.3%
09
$VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Held since at least Q1 2024
3.3%
10
$IAU
ISHARES GOLD TRUST
Held since at least Q1 2024
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:53 UTC.