Principia Wealth Advisory, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 200,862
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/26/2026 | 1,065 | 200,862 | 13F-HR | Principia Wealth Advisory, LLC |
| Q1 2026 | 8/26/2026 | 1,047 | 176,570 | 13F-HR | Principia Wealth Advisory, LLC |
| Q4 2025 | 2/10/2026 | 1,015 | 159,885 | 13F-HR | Principia Wealth Advisory, LLC |
| Q3 2025 | 2/10/2026 | 968 | 145,009 | 13F-HR | Principia Wealth Advisory, LLC |
| Q2 2025 | 8/14/2025 | 943 | 118,149 | 13F-HR | Principia Wealth Advisory, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
928
(0.5% of total reported value)
· QoQ Δ:
+928
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.42 K | 16.2% | 5.69 K | 0 | 5.69 K |
| ETFs | 167.5 K | 83.8% | 17.68 K | 0 | 17.68 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/26/2026
Total value ($000)
200,862
Holdings
1065
QoQ value change ($000)
24,292
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.