Principia Wealth Advisory, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$159.9B
Holdings
1,015
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,015 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | TAT&T INC COM | 380 | $9.0M | 0.01% | |
| 202 | ETNEATON CORP PLC SHS | 29 | $9.0M | 0.01% | |
| 203 | MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 620 | $9.0M | 0.01% | |
| 204 | BHPBHP GROUP LTD SPONSORED ADS | 157 | $9.0M | 0.01% | |
| 205 | UBERUBER TECHNOLOGIES INC COM | 122 | $9.0M | 0.01% | |
| 206 | COFCAPITAL ONE FINL CORP COM | 38 | $9.0M | 0.01% | |
| 207 | BABOEING CO COM | 44 | $9.0M | 0.01% | |
| 208 | SPGIS&P GLOBAL INC COM | 18 | $9.0M | 0.01% | |
| 209 | PHPARKER-HANNIFIN CORP COM | 11 | $9.0M | 0.01% | |
| 210 | PFEPFIZER INC COM | 401 | $9.0M | 0.01% | |
| 211 | FCTESMI 3FOURTEEN FULL-CYCLE TREND ETF | 368 | $9.0M | 0.01% | |
| 212 | AXPAMERICAN EXPRESS CO COM | 24 | $8.0M | 0.01% | |
| 213 | NVONOVO-NORDISK A S ADR | 162 | $8.0M | 0.01% | |
| 214 | UBSUBS GROUP AG SHS | 185 | $8.0M | 0.01% | |
| 215 | DELLDELL TECHNOLOGIES INC CL C | 66 | $8.0M | 0.01% | |
| 216 | ATAIATAIBECKLEY INC COM SHS | 2,000 | $8.0M | 0.01% | |
| 217 | NOWSERVICENOW INC COM | 58 | $8.0M | 0.01% | |
| 218 | APPAPPLOVIN CORP COM CL A | 13 | $8.0M | 0.01% | |
| 219 | SONYSONY GROUP CORP SPONSORED ADR | 349 | $8.0M | 0.01% | |
| 220 | SYYSYSCO CORP COM | 111 | $8.0M | 0.01% | |
| 221 | CRWDCROWDSTRIKE HLDGS INC CL A | 19 | $8.0M | 0.01% | |
| 222 | NEMNEWMONT CORP COM | 85 | $8.0M | 0.01% | |
| 223 | PGRPROGRESSIVE CORP COM | 31 | $7.0M | 0.00% | |
| 224 | BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 305 | $7.0M | 0.00% | |
| 225 | CEGCONSTELLATION ENERGY CORP COM | 22 | $7.0M | 0.00% | |
| 226 | CTVACORTEVA INC COM | 115 | $7.0M | 0.00% | |
| 227 | BSXBOSTON SCIENTIFIC CORP COM | 76 | $7.0M | 0.00% | |
| 228 | TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 200 | $7.0M | 0.00% | |
| 229 | TXNTEXAS INSTRS INC COM | 45 | $7.0M | 0.00% | |
| 230 | TTETOTALENERGIES SE ACT | 110 | $7.0M | 0.00% | |
| 231 | CBCHUBB LIMITED COM | 23 | $7.0M | 0.00% | |
| 232 | PLDPROLOGIS INC. COM | 55 | $7.0M | 0.00% | |
| 233 | BXBLACKSTONE INC COM | 42 | $6.0M | 0.00% | |
| 234 | LINLINDE PLC SHS | 15 | $6.0M | 0.00% | |
| 235 | TMUST-MOBILE US INC COM | 30 | $6.0M | 0.00% | |
| 236 | DASHDOORDASH INC CL A | 27 | $6.0M | 0.00% | |
| 237 | DEDEERE & CO COM | 15 | $6.0M | 0.00% | |
| 238 | BMTABRITISH AMERN TOB PLC SPONSORED ADR | 112 | $6.0M | 0.00% | |
| 239 | HWMHOWMET AEROSPACE INC COM | 32 | $6.0M | 0.00% | |
| 240 | MARMARRIOTT INTL INC NEW CL A | 22 | $6.0M | 0.00% | |
| 241 | WELLWELLTOWER INC COM | 36 | $6.0M | 0.00% | |
| 242 | UNPUNION PAC CORP COM | 29 | $6.0M | 0.00% | |
| 243 | SOSOUTHERN CO COM | 69 | $6.0M | 0.00% | |
| 244 | SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | 341 | $6.0M | 0.00% | |
| 245 | PANWPALO ALTO NETWORKS INC COM | 33 | $6.0M | 0.00% | |
| 246 | BLKBLACKROCK INC COM | 6 | $6.0M | 0.00% | |
| 247 | CVSCVS HEALTH CORP COM | 70 | $5.0M | 0.00% | |
| 248 | TPLTEXAS PACIFIC LAND CORPORATION COM | 18 | $5.0M | 0.00% | |
| 249 | BKBANK NEW YORK MELLON CORP COM | 44 | $5.0M | 0.00% | |
| 250 | VRTXVERTEX PHARMACEUTICALS INC COM | 13 | $5.0M | 0.00% | |
| 251 | WMWASTE MGMT INC DEL COM | 26 | $5.0M | 0.00% | |
| 252 | PWRQUANTA SVCS INC COM | 13 | $5.0M | 0.00% | |
| 253 | KKRKKR & CO INC COM | 41 | $5.0M | 0.00% | |
| 254 | ELVELEVANCE HEALTH INC FORMERLY A COM | 16 | $5.0M | 0.00% | |
| 255 | BKNGBOOKING HOLDINGS INC COM | 1 | $5.0M | 0.00% | |
| 256 | ICEINTERCONTINENTAL EXCHANGE INC COM | 32 | $5.0M | 0.00% | |
| 257 | EBAEBAY INC. COM | 59 | $5.0M | 0.00% | |
| 258 | SNPSSYNOPSYS INC COM | 11 | $5.0M | 0.00% | |
| 259 | DHRDANAHER CORPORATION COM | 26 | $5.0M | 0.00% | |
| 260 | HOODROBINHOOD MKTS INC COM CL A | 51 | $5.0M | 0.00% | |
| 261 | CMECME GROUP INC COM | 20 | $5.0M | 0.00% | |
| 262 | GLWCORNING INC COM | 58 | $5.0M | 0.00% | |
| 263 | GSKGSK PLC SPONSORED ADR | 109 | $5.0M | 0.00% | |
| 264 | ADIANALOG DEVICES INC COM | 21 | $5.0M | 0.00% | |
| 265 | CMCSACOMCAST CORP NEW CL A | 182 | $5.0M | 0.00% | |
| 266 | NGGNATIONAL GRID PLC SPONSORED ADR NE | 72 | $5.0M | 0.00% | |
| 267 | RIORIO TINTO PLC SPONSORED ADR | 68 | $5.0M | 0.00% | |
| 268 | TTTRANE TECHNOLOGIES PLC SHS | 15 | $5.0M | 0.00% | |
| 269 | MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR | 698 | $5.0M | 0.00% | |
| 270 | GDGENERAL DYNAMICS CORP COM | 15 | $5.0M | 0.00% | |
| 271 | SNOWSNOWFLAKE INC COM SHS | 25 | $5.0M | 0.00% | |
| 272 | SBUXSTARBUCKS CORP COM | 66 | $5.0M | 0.00% | |
| 273 | MRSHMARSH & MCLENNAN COS INC COM | 29 | $5.0M | 0.00% | |
| 274 | IQVIQVIA HLDGS INC COM | 19 | $4.0M | 0.00% | |
| 275 | CCOCLEAR CHANNEL OUTDOOR HLDGS IN COM | 2,000 | $4.0M | 0.00% | |
| 276 | WBDWARNER BROS DISCOVERY INC COM SER A | 147 | $4.0M | 0.00% | |
| 277 | BCSBARCLAYS PLC ADR | 193 | $4.0M | 0.00% | |
| 278 | CMICUMMINS INC COM | 8 | $4.0M | 0.00% | |
| 279 | MNSTMONSTER BEVERAGE CORP NEW COM | 58 | $4.0M | 0.00% | |
| 280 | RELXRELX PLC SPONSORED ADR | 107 | $4.0M | 0.00% | |
| 281 | ROSTROSS STORES INC COM | 27 | $4.0M | 0.00% | |
| 282 | MMM3M CO COM | 28 | $4.0M | 0.00% | |
| 283 | GMGENERAL MTRS CO COM | 53 | $4.0M | 0.00% | |
| 284 | BPBP PLC SPONSORED ADR | 138 | $4.0M | 0.00% | |
| 285 | APOAPOLLO GLOBAL MGMT INC COM | 33 | $4.0M | 0.00% | |
| 286 | LMTLOCKHEED MARTIN CORP COM | 9 | $4.0M | 0.00% | |
| 287 | BMYBRISTOL-MYERS SQUIBB CO COM | 88 | $4.0M | 0.00% | |
| 288 | SNYSANOFI SA SPONSORED ADR | 100 | $4.0M | 0.00% | |
| 289 | ORLYOREILLY AUTOMOTIVE INC COM | 53 | $4.0M | 0.00% | |
| 290 | INGING GROEP N.V. SPONSORED ADR | 172 | $4.0M | 0.00% | |
| 291 | USBUS BANCORP COM NEW | 81 | $4.0M | 0.00% | |
| 292 | CSGPCOSTAR GROUP INC COM | 64 | $4.0M | 0.00% | |
| 293 | SYKSTRYKER CORPORATION COM | 14 | $4.0M | 0.00% | |
| 294 | MOALTRIA GROUP INC COM | 78 | $4.0M | 0.00% | |
| 295 | OREALTY INCOME CORP COM | 74 | $4.0M | 0.00% | |
| 296 | FCXFREEPORT-MCMORAN INC CL B | 95 | $4.0M | 0.00% | |
| 297 | TTANSERVICETITAN INC SHS CL A | 46 | $4.0M | 0.00% | |
| 298 | AEPAMERICAN ELEC PWR CO INC COM | 39 | $4.0M | 0.00% | |
| 299 | LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | 824 | $4.0M | 0.00% | |
| 300 | MCOMOODYS CORP COM | 8 | $4.0M | 0.00% |