• 13F History

Principia Wealth Advisory, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$104M
Signature - Title
Aaron J. Plautz - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Principia Wealth Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Principia Wealth Advisory, LLC reported 852 stock holdings with total value $104M as of Q1 2025. Top holdings included SPTM, SPTS, VEU, SEPZ, and ADVM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 852 $104M +$21.9M -$21.1M +$829K SPTM, SPTS, VEU, SEPZ, ADVM 13F-HR 4/11/2025, 05:25 PM
Q4 2024 774 $106M $0 $0 SPTM, IWB, VEU, SEPZ, TARS 13F-HR 4/11/2025, 05:25 PM