Instuitional Investor - Principia Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Principia Wealth Advisory, Llc |
| Portfolio Value | $200,861,660 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Nasdaq 100 Etf - ETF | 970,826 | $24,030,473 | 11.96% | |
| 2. | Bny Mellon Us Large Cap Core Equity Etf - ETF | 102,922 | $14,755,245 | 7.35% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 162,058 | $11,545,183 | 5.75% | |
| 4. | Invesco Qqq Trust Series I - ETF | 14,387 | $10,589,756 | 5.27% | |
| 5. | EYPT | 649,944 | $9,293,530 | 4.63% |