Principia Wealth Advisory, LLC
Top Portfolio Positions
911 positions ·
$47,324,763 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
19,505 | $11,982,116 | 25.32% | |
| EYPT |
EyePoint, Inc.
Healthcare
|
530,725 | $9,696,345 | 20.49% | |
| IAU |
Ishares Gold Trust
|
54,670 | $4,437,563 | 9.38% | |
| SJT |
San Juan Basin Royalty Trust
Energy
|
531,022 | $2,984,343 | 6.31% | |
| SLV |
iShares Silver Trust
|
43,199 | $2,782,879 | 5.88% | |
| IBIT |
iShares Bitcoin Trust ETF
|
30,614 | $1,519,985 | 3.21% | |
| AMCR |
Amcor plc
Consumer Cyclical
|
21,180 | $883,206 | 1.87% | |
| AAPL |
Apple Inc.
Technology
|
2,823 | $767,460 | 1.62% | |
| MSFT |
Microsoft Corp
Technology
|
1,501 | $725,913 | 1.53% | |
| SIVR |
abrdn Silver ETF Trust
|
10,577 | $715,428 | 1.51% |
Portfolio Trend
5 quarters · across all stocks
Holdings in DBL
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $30,545 | 2,003 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,206 | 2,003 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $61,227 | 3,981 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $62,223 | 3,981 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $43,725 | 2,821 | Shares | Sole | 2025-04-11 | |
| No 13F history on record for this holder in this stock. | ||||||