Principia Wealth Advisory, LLC current holdings: USA Stocks
Principia Wealth Advisory, LLC reported $0.04 billion in share positions in stocks (listed in the US), 910 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are EYPT, IAU, OCUL.
- GNTX: Country of operation United States; Class Stock; Shares 2; Value $51.
- OCTV: Country of operation United States; Class Stock; Shares 3; Value $49.
- UBSI: Country of operation United States; Class Stock; Shares 1; Value $46.
- AM: Country of operation United States; Class Stock; Shares 2; Value $46.
Form 13F-HR as filed (SEC CIK 2041436): quarter ended 2026-06-30, filed 2026-08-26. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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