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.
- CRWD: Country of operation United States; Class Stock; Shares 28; Value $21,368.
- ETN: Country of operation —; Class Stock; Shares 49; Value $20,880.
- COP: Country of operation United States; Class Stock; Shares 199; Value $20,688.
- ADI: Country of operation United States; Class Stock; Shares 51; Value $20,256.
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.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
CRWD
CROWDSTRIKE HLDGS INC CL A | United States | Stock | 28 | $21,368 | 0.06% | 2026-06-30 | 2026-08-26 | +37.71% |
|---|
ETN
EATON CORP PLC SHS | | Stock | 49 | $20,880 | 0.05% | 2026-06-30 | 2026-08-26 | +1.68% |
|---|
COP
CONOCOPHILLIPS COM | United States | Stock | 199 | $20,688 | 0.05% | 2026-06-30 | 2026-08-26 | +20.66% |
|---|
ADI
ANALOG DEVICES INC COM | United States | Stock | 51 | $20,256 | 0.05% | 2026-06-30 | 2026-08-26 | +0.26% |
|---|
TJX
TJX COS INC NEW COM | United States | Stock | 129 | $19,544 | 0.05% | 2026-06-30 | 2026-08-26 | -11.68% |
|---|
HON
HONEYWELL INTL INC COM | United States | Stock | 87 | $19,479 | 0.05% | 2026-06-30 | 2026-08-26 | -6.15% |
|---|
HONA
HONEYWELL AEROSPACE INC COM | United States | Stock | 87 | $19,234 | 0.05% | 2026-06-30 | 2026-08-26 | -29.69% |
|---|
ORCL
ORACLE CORP COM | United States | Stock | 129 | $18,905 | 0.05% | 2026-06-30 | 2026-08-26 | -5.98% |
|---|
GLW
CORNING INC COM | United States | Stock | 73 | $18,646 | 0.05% | 2026-06-30 | 2026-08-26 | -37.87% |
|---|
MRVL
MARVELL TECHNOLOGY INC COM | United States | Stock | 61 | $18,171 | 0.05% | 2026-06-30 | 2026-08-26 | -11.62% |
|---|
NKE
NIKE INC CL B | United States | Stock | 435 | $17,857 | 0.05% | 2026-06-30 | 2026-08-26 | -12.69% |
|---|
ABT
ABBOTT LABORATORIES COM | United States | Stock | 192 | $17,422 | 0.04% | 2026-06-30 | 2026-08-26 | +11.25% |
|---|
CB
CHUBB LIMITED COM | | Stock | 49 | $16,696 | 0.04% | 2026-06-30 | 2026-08-26 | -2.54% |
|---|
SLB
SLB LIMITED COM STK | | Stock | 359 | $16,690 | 0.04% | 2026-06-30 | 2026-08-26 | +7.27% |
|---|
DIS
DISNEY WALT CO COM | United States | Stock | 170 | $16,373 | 0.04% | 2026-06-30 | 2026-08-26 | +9.52% |
|---|
QCOM
QUALCOMM INC COM | United States | Stock | 88 | $16,262 | 0.04% | 2026-06-30 | 2026-08-26 | -0.37% |
|---|
PLTR
PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 136 | $15,867 | 0.04% | 2026-06-30 | 2026-08-26 | +60.26% |
|---|
BNY
BANK OF NY MELLON CORP COM | United States | Stock | 107 | $15,473 | 0.04% | 2026-06-30 | 2026-08-26 | +1.64% |
|---|
STX
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | | Stock | 16 | $15,440 | 0.04% | 2026-06-30 | 2026-08-26 | -5.34% |
|---|
WDC
WESTERN DIGITAL CORP COM | United States | Stock | 24 | $15,329 | 0.04% | 2026-06-30 | 2026-08-26 | -29.00% |
|---|
UNP
UNION PAC CORP COM | United States | Stock | 56 | $15,232 | 0.04% | 2026-06-30 | 2026-08-26 | +0.79% |
|---|
PSX
PHILLIPS 66 COM | United States | Stock | 88 | $14,876 | 0.04% | 2026-06-30 | 2026-08-26 | +49.22% |
|---|
PGR
PROGRESSIVE CORP COM | United States | Stock | 68 | $14,855 | 0.04% | 2026-06-30 | 2026-08-26 | -3.63% |
|---|
HAL
HALLIBURTON CO COM | United States | Stock | 436 | $14,802 | 0.04% | 2026-06-30 | 2026-08-26 | -7.10% |
|---|
VRTX
VERTEX PHARMACEUTICALS INC COM | United States | Stock | 29 | $14,405 | 0.04% | 2026-06-30 | 2026-08-26 | +6.04% |
|---|
GILD
GILEAD SCIENCES INC COM | United States | Stock | 114 | $14,403 | 0.04% | 2026-06-30 | 2026-08-26 | +19.74% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC COM | United States | Stock | 28 | $14,038 | 0.04% | 2026-06-30 | 2026-08-26 | +35.55% |
|---|
FLEX
FLEX LTD ORD | | Stock | 85 | $13,776 | 0.04% | 2026-06-30 | 2026-08-26 | -29.76% |
|---|
SO
SOUTHERN CO COM | United States | Stock | 142 | $13,591 | 0.04% | 2026-06-30 | 2026-08-26 | -12.81% |
|---|
AXP
AMERICAN EXPRESS CO COM | United States | Stock | 39 | $13,192 | 0.03% | 2026-06-30 | 2026-08-26 | -9.71% |
|---|
CTVA
CORTEVA INC COM | United States | Stock | 154 | $13,042 | 0.03% | 2026-06-30 | 2026-08-26 | -8.05% |
|---|
UBS
UBS GROUP AG SHS | | Stock | 263 | $13,034 | 0.03% | 2026-06-30 | 2026-08-26 | -1.57% |
|---|
SNOW
SNOWFLAKE INC COM SHS | United States | Stock | 51 | $12,980 | 0.03% | 2026-06-30 | 2026-08-26 | +29.79% |
|---|
WELL
WELLTOWER INC COM | United States | REIT | 57 | $12,937 | 0.03% | 2026-06-30 | 2026-08-26 | +2.61% |
|---|
MO
ALTRIA GROUP INC COM | United States | Stock | 176 | $12,663 | 0.03% | 2026-06-30 | 2026-08-26 | -4.49% |
|---|
PWR
QUANTA SVCS INC COM | United States | Stock | 17 | $12,241 | 0.03% | 2026-06-30 | 2026-08-26 | -9.48% |
|---|
MAR
MARRIOTT INTL INC NEW CL A | United States | Stock | 33 | $12,229 | 0.03% | 2026-06-30 | 2026-08-26 | -2.42% |
|---|
ADP
AUTOMATIC DATA PROCESSING INC COM | United States | Stock | 54 | $12,093 | 0.03% | 2026-06-30 | 2026-08-26 | +16.90% |
|---|
DE
DEERE & CO COM | United States | Stock | 19 | $12,052 | 0.03% | 2026-06-30 | 2026-08-26 | +7.28% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO COM | United States | Stock | 207 | $11,927 | 0.03% | 2026-06-30 | 2026-08-26 | +9.09% |
|---|
TTE
TOTALENERGIES SE ACT | | Stock | 150 | $11,664 | 0.03% | 2026-06-30 | 2026-08-26 | +12.80% |
|---|
PLD
PROLOGIS INC. COM | United States | REIT | 86 | $11,650 | 0.03% | 2026-06-30 | 2026-08-26 | -2.11% |
|---|
CRM
SALESFORCE INC COM | United States | Stock | 74 | $11,593 | 0.03% | 2026-06-30 | 2026-08-26 | +43.82% |
|---|
HWM
HOWMET AEROSPACE INC COM | United States | Stock | 43 | $11,561 | 0.03% | 2026-06-30 | 2026-08-26 | -14.10% |
|---|
MNST
MONSTER BEVERAGE CORP NEW COM | United States | Stock | 120 | $11,534 | 0.03% | 2026-06-30 | 2026-08-26 | — split 2026-07-20, ratio not on file |
|---|
NOW
SERVICENOW INC COM | United States | Stock | 116 | $11,516 | 0.03% | 2026-06-30 | 2026-08-26 | +30.88% |
|---|
BA
BOEING CO COM | United States | Stock | 53 | $11,473 | 0.03% | 2026-06-30 | 2026-08-26 | -13.30% |
|---|
PNC
PNC FINL SVCS GROUP INC COM | United States | Stock | 46 | $11,326 | 0.03% | 2026-06-30 | 2026-08-26 | -9.98% |
|---|
PFE
PFIZER INC COM | United States | Stock | 468 | $11,269 | 0.03% | 2026-06-30 | 2026-08-26 | +19.27% |
|---|
FTNT
FORTINET INC COM | United States | Stock | 72 | $11,061 | 0.03% | 2026-06-30 | 2026-08-26 | +14.54% |
|---|
COF
CAPITAL ONE FINL CORP COM | United States | Stock | 53 | $10,633 | 0.03% | 2026-06-30 | 2026-08-26 | -2.07% |
|---|
CMCSA
COMCAST CORP NEW CL A | United States | Stock | 432 | $10,606 | 0.03% | 2026-06-30 | 2026-08-26 | -12.02% |
|---|
BLK
BLACKROCK INC COM | United States | Stock | 11 | $10,577 | 0.03% | 2026-06-30 | 2026-08-26 | +11.06% |
|---|
ATAI
ATAIBECKLEY INC COM SHS | United States | Stock | 2,000 | $10,540 | 0.03% | 2026-06-30 | 2026-08-26 | |
|---|
CVS
CVS HEALTH CORP COM | United States | Stock | 101 | $10,448 | 0.03% | 2026-06-30 | 2026-08-26 | -15.80% |
|---|
EBAY
EBAY INC. COM | United States | Stock | 93 | $10,393 | 0.03% | 2026-06-30 | 2026-08-26 | -5.85% |
|---|
T
AT&T INC COM | United States | Stock | 498 | $10,309 | 0.03% | 2026-06-30 | 2026-08-26 | +18.26% |
|---|
CSX
CSX CORP COM | United States | Stock | 216 | $10,266 | 0.03% | 2026-06-30 | 2026-08-26 | -1.26% |
|---|
UBER
UBER TECHNOLOGIES INC COM | United States | Stock | 142 | $10,247 | 0.03% | 2026-06-30 | 2026-08-26 | -3.88% |
|---|
ETR
ENTERGY CORP NEW COM | United States | Stock | 89 | $10,223 | 0.03% | 2026-06-30 | 2026-08-26 | -13.15% |
|---|
A
AGILENT TECHNOLOGIES INC COM | United States | Stock | 74 | $9,829 | 0.03% | 2026-06-30 | 2026-08-26 | +31.77% |
|---|
VLO
VALERO ENERGY CORP COM | United States | Stock | 37 | $9,636 | 0.02% | 2026-06-30 | 2026-08-26 | +48.87% |
|---|
SYY
SYSCO CORP COM | United States | Stock | 115 | $9,612 | 0.02% | 2026-06-30 | 2026-08-26 | -6.09% |
|---|
AEP
AMERICAN ELEC PWR CO INC COM | United States | Stock | 70 | $9,577 | 0.02% | 2026-06-30 | 2026-08-26 | -12.80% |
|---|
ORLY
OREILLY AUTOMOTIVE INC COM | United States | Stock | 103 | $9,485 | 0.02% | 2026-06-30 | 2026-08-26 | -6.54% |
|---|
FDX
FEDEX CORP COM | United States | Stock | 30 | $9,394 | 0.02% | 2026-06-30 | 2026-08-26 | -8.19% |
|---|
CI
THE CIGNA GROUP COM | United States | Stock | 34 | $9,373 | 0.02% | 2026-06-30 | 2026-08-26 | -0.15% |
|---|
WM
WASTE MGMT INC DEL COM | United States | Stock | 42 | $9,361 | 0.02% | 2026-06-30 | 2026-08-26 | -7.08% |
|---|
BKNG
BOOKING HOLDINGS INC COM | United States | Stock | 52 | $9,268 | 0.02% | 2026-06-30 | 2026-08-26 | -8.92% |
|---|
SBUX
STARBUCKS CORP COM | United States | Stock | 90 | $9,197 | 0.02% | 2026-06-30 | 2026-08-26 | -6.62% |
|---|
CL
COLGATE PALMOLIVE CO COM | United States | Stock | 99 | $9,076 | 0.02% | 2026-06-30 | 2026-08-26 | -5.69% |
|---|
VRT
VERTIV HOLDINGS CO COM CL A | United States | Stock | 27 | $9,040 | 0.02% | 2026-06-30 | 2026-08-26 | -25.83% |
|---|
CDNS
CADENCE DESIGN SYSTEM INC COM | United States | Stock | 24 | $9,008 | 0.02% | 2026-06-30 | 2026-08-26 | -13.63% |
|---|
DT
DYNATRACE INC COM NEW | United States | Stock | 201 | $8,826 | 0.02% | 2026-06-30 | 2026-08-26 | +31.02% |
|---|
APP
APPLOVIN CORP COM CL A | United States | Stock | 17 | $8,759 | 0.02% | 2026-06-30 | 2026-08-26 | -40.68% |
|---|
TMUS
T-MOBILE US INC COM | United States | Stock | 52 | $8,722 | 0.02% | 2026-06-30 | 2026-08-26 | -2.83% |
|---|
INTU
INTUIT COM | United States | Stock | 33 | $8,613 | 0.02% | 2026-06-30 | 2026-08-26 | +2.69% |
|---|
GD
GENERAL DYNAMICS CORP COM | United States | Stock | 24 | $8,502 | 0.02% | 2026-06-30 | 2026-08-26 | -6.18% |
|---|
NEM
NEWMONT CORP COM | United States | Stock | 91 | $8,499 | 0.02% | 2026-06-30 | 2026-08-26 | +25.36% |
|---|
EOG
EOG RES INC COM | United States | Stock | 65 | $8,432 | 0.02% | 2026-06-30 | 2026-08-26 | +7.65% |
|---|
HLT
HILTON WORLDWIDE HLDGS INC COM | United States | Stock | 25 | $8,262 | 0.02% | 2026-06-30 | 2026-08-26 | -2.12% |
|---|
FCX
FREEPORT MCMORAN INC CL B | United States | Stock | 130 | $8,176 | 0.02% | 2026-06-30 | 2026-08-26 | +12.56% |
|---|
AGNC
AGNC INVT CORP COM | United States | REIT | 737 | $8,033 | 0.02% | 2026-06-30 | 2026-08-26 | -13.30% |
|---|
JHX
JAMES HARDIE INDS PLC ORD SHS | | Stock | 300 | $7,854 | 0.02% | 2026-06-30 | 2026-08-26 | -4.13% |
|---|
SPG
SIMON PPTY GROUP INC NEW COM | United States | REIT | 35 | $7,828 | 0.02% | 2026-06-30 | 2026-08-26 | -8.66% |
|---|
EMR
EMERSON ELEC CO COM | United States | Stock | 54 | $7,730 | 0.02% | 2026-06-30 | 2026-08-26 | +9.84% |
|---|
SYK
STRYKER CORPORATION COM | United States | Stock | 24 | $7,556 | 0.02% | 2026-06-30 | 2026-08-26 | -11.46% |
|---|
MSI
MOTOROLA SOLUTIONS INC COM NEW | United States | Stock | 18 | $7,475 | 0.02% | 2026-06-30 | 2026-08-26 | +7.42% |
|---|
DUK
DUKE ENERGY CORP NEW COM NEW | United States | Stock | 58 | $7,342 | 0.02% | 2026-06-30 | 2026-08-26 | -9.77% |
|---|
SPGI
S&P GLOBAL INC COM | United States | Stock | 18 | $7,331 | 0.02% | 2026-06-30 | 2026-08-26 | +1.86% |
|---|
CME
CME GROUP INC COM | United States | Stock | 33 | $7,287 | 0.02% | 2026-06-30 | 2026-08-26 | +19.20% |
|---|
ROST
ROSS STORES INC COM | United States | Stock | 34 | $7,237 | 0.02% | 2026-06-30 | 2026-08-26 | +10.12% |
|---|
JCI
JOHNSON CTLS INTL PLC SHS | | Stock | 48 | $7,013 | 0.02% | 2026-06-30 | 2026-08-26 | +2.27% |
|---|
NET
CLOUDFLARE INC CL A COM | United States | Stock | 28 | $6,868 | 0.02% | 2026-06-30 | 2026-08-26 | +43.62% |
|---|
HOOD
ROBINHOOD MKTS INC COM CL A | United States | Stock | 68 | $6,819 | 0.02% | 2026-06-30 | 2026-08-26 | +15.90% |
|---|
ISRG
INTUITIVE SURGICAL INC COM NEW | United States | Stock | 17 | $6,761 | 0.02% | 2026-06-30 | 2026-08-26 | +3.65% |
|---|
SNPS
SYNOPSYS INC COM | United States | Stock | 15 | $6,691 | 0.02% | 2026-06-30 | 2026-08-26 | -6.95% |
|---|
H
HYATT HOTELS CORP COM CL A | United States | Stock | 34 | $6,591 | 0.02% | 2026-06-30 | 2026-08-26 | -16.42% |
|---|
USB
US BANCORP COM NEW | United States | Stock | 109 | $6,584 | 0.02% | 2026-06-30 | 2026-08-26 | -3.74% |
|---|
ELV
ELEVANCE HEALTH INC FORMERLY A COM | United States | Stock | 17 | $6,574 | 0.02% | 2026-06-30 | 2026-08-26 | +1.55% |
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