Principia Wealth Advisory, LLC filed its 13F report for Q2 2026 on August 26, 2026. The portfolio totaled 200.86 M reflecting a +13.76% change from the prior quarter, spanning 1,065 assets. The top 10 holdings comprised 51.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 50 new positions and 34 complete exits.
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Principia Wealth Advisory submitted their Form 13F-HR for the Q2 2026 period on 08/26/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Principia Wealth Advisory reported a managed portfolio value of 200.86 M, consisting of 1,065 individual positions.
This page displays the raw filing documents. To see which stocks Principia Wealth Advisory bought or sold during Q2 2026, please visit Principia Wealth Advisory's Portfolio Analysis page.