Principia Wealth Advisory, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Dallas, TX
CIK
0002041436
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 855 104,402 SPTM, SPTS, VEU, SEPZ 13F-HR 4/11/2025 000204143625000002
Q4 2024 776 106,533 SPTM, IWB, VEU, SEPZ 13F-HR 4/11/2025 000204143625000001