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.
- CRS: Country of operation United States; Class Stock; Shares 4; Value $2,467.
- TSCO: Country of operation United States; Class Stock; Shares 78; Value $2,466.
- ARES: Country of operation United States; Class Stock; Shares 22; Value $2,449.
- CRDO: Country of operation Cayman Islands; Class Stock; Shares 9; Value $2,448.
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 |
|---|
CRS
CARPENTER TECHNOLOGY CORP COM | United States | Stock | 4 | $2,467 | 0.01% | 2026-06-30 | 2026-08-26 | -36.49% |
|---|
TSCO
TRACTOR SUPPLY CO COM | United States | Stock | 78 | $2,466 | 0.01% | 2026-06-30 | 2026-08-26 | -0.32% |
|---|
ARES
ARES MANAGEMENT CORPORATION CL A COM STK | United States | Stock | 22 | $2,449 | 0.01% | 2026-06-30 | 2026-08-26 | +6.88% |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Cayman Islands | Stock | 9 | $2,448 | 0.01% | 2026-06-30 | 2026-08-26 | -29.27% |
|---|
NTNX
NUTANIX INC CL A | United States | Stock | 48 | $2,446 | 0.01% | 2026-06-30 | 2026-08-26 | +37.54% |
|---|
ADM
ARCHER DANIELS MIDLAND CO COM | United States | Stock | 32 | $2,445 | 0.01% | 2026-06-30 | 2026-08-26 | +3.93% |
|---|
ED
CONSOLIDATED EDISON INC COM | United States | Stock | 22 | $2,434 | 0.01% | 2026-06-30 | 2026-08-26 | -6.60% |
|---|
CINF
CINCINNATI FINL CORP COM | United States | Stock | 13 | $2,407 | 0.01% | 2026-06-30 | 2026-08-26 | -12.97% |
|---|
EVR
EVERCORE INC CLASS A | United States | Stock | 7 | $2,390 | 0.01% | 2026-06-30 | 2026-08-26 | -24.30% |
|---|
HIG
HARTFORD INSURANCE GROUP INC COM | United States | Stock | 18 | $2,385 | 0.01% | 2026-06-30 | 2026-08-26 | -5.03% |
|---|
ROP
ROPER TECHNOLOGIES INC COM | United States | Stock | 7 | $2,369 | 0.01% | 2026-06-30 | 2026-08-26 | +3.27% |
|---|
MAS
MASCO CORP COM | United States | Stock | 29 | $2,360 | 0.01% | 2026-06-30 | 2026-08-26 | -15.98% |
|---|
DXCM
DEXCOM INC COM | United States | Stock | 35 | $2,357 | 0.01% | 2026-06-30 | 2026-08-26 | +28.64% |
|---|
PINS
PINTEREST INC CL A | United States | Stock | 112 | $2,355 | 0.01% | 2026-06-30 | 2026-08-26 | -11.84% |
|---|
BSX
BOSTON SCIENTIFIC CORP COM | United States | Stock | 55 | $2,347 | 0.01% | 2026-06-30 | 2026-08-26 | +2.81% |
|---|
COIN
COINBASE GLOBAL INC COM CL A | United States | Stock | 16 | $2,339 | 0.01% | 2026-06-30 | 2026-08-26 | +29.98% |
|---|
DINO
HF SINCLAIR CORP COM | United States | Stock | 33 | $2,298 | 0.01% | 2026-06-30 | 2026-08-26 | +51.60% |
|---|
TXT
TEXTRON INC COM | United States | Stock | 25 | $2,293 | 0.01% | 2026-06-30 | 2026-08-26 | -15.37% |
|---|
LII
LENNOX INTL INC COM | United States | Stock | 4 | $2,292 | 0.01% | 2026-06-30 | 2026-08-26 | -37.14% |
|---|
MTSI
MACOM TECH SOLUTIONS HLDGS INC COM | United States | Stock | 6 | $2,282 | 0.01% | 2026-06-30 | 2026-08-26 | -25.26% |
|---|
CHTR
CHARTER COMMUNICATIONS INC CL A | United States | Stock | 16 | $2,275 | 0.01% | 2026-06-30 | 2026-08-26 | -22.18% |
|---|
XPO
XPO INC COM | United States | Stock | 11 | $2,258 | 0.01% | 2026-06-30 | 2026-08-26 | -13.60% |
|---|
FISV
FISERV INC COM | United States | Stock | 46 | $2,256 | 0.01% | 2026-06-30 | 2026-08-26 | -7.52% |
|---|
WAT
WATERS CORP COM | United States | Stock | 6 | $2,250 | 0.01% | 2026-06-30 | 2026-08-26 | +18.19% |
|---|
MSCI
MSCI INC COM | United States | Stock | 4 | $2,240 | 0.01% | 2026-06-30 | 2026-08-26 | -3.62% |
|---|
ATO
ATMOS ENERGY CORP COM | United States | Stock | 13 | $2,240 | 0.01% | 2026-06-30 | 2026-08-26 | -8.52% |
|---|
OXY
OCCIDENTAL PETE CORP COM | United States | Stock | 46 | $2,234 | 0.01% | 2026-06-30 | 2026-08-26 | +13.12% |
|---|
CUBE
CUBESMART COM | United States | REIT | 56 | $2,227 | 0.01% | 2026-06-30 | 2026-08-26 | -4.78% |
|---|
P
EVERPURE INC CL A | United States | Stock | 28 | $2,206 | 0.01% | 2026-06-30 | 2026-08-26 | +65.06% |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | United States | Stock | 34 | $2,176 | 0.01% | 2026-06-30 | 2026-08-26 | +3.83% |
|---|
CPT
CAMDEN PPTY TR SH BEN INT | United States | REIT | 19 | $2,175 | 0.01% | 2026-06-30 | 2026-08-26 | -14.00% |
|---|
UTHR
UNITED THERAPEUTICS CORP DEL COM | United States | Stock | 4 | $2,167 | 0.01% | 2026-06-30 | 2026-08-26 | -11.14% |
|---|
PFG
PRINCIPAL FINANCIAL GROUP INC COM | United States | Stock | 20 | $2,156 | 0.01% | 2026-06-30 | 2026-08-26 | +5.74% |
|---|
Z
ZILLOW GROUP INC CL C CAP STK | United States | Stock | 68 | $2,143 | 0.01% | 2026-06-30 | 2026-08-26 | -13.26% |
|---|
MTB
M & T BK CORP COM | United States | Stock | 9 | $2,142 | 0.01% | 2026-06-30 | 2026-08-26 | -8.62% |
|---|
LSCC
LATTICE SEMICONDUCTOR CORP COM | United States | Stock | 14 | $2,141 | 0.01% | 2026-06-30 | 2026-08-26 | -17.99% |
|---|
IFF
INTERNATIONAL FLAVORS&FRAGRANC COM | United States | Stock | 27 | $2,139 | 0.01% | 2026-06-30 | 2026-08-26 | +7.61% |
|---|
HEI
HEICO CORP NEW COM | United States | Stock | 6 | $2,137 | 0.01% | 2026-06-30 | 2026-08-26 | -13.78% |
|---|
ELAN
ELANCO ANIMAL HEALTH INC COM | United States | Stock | 86 | $2,116 | 0.01% | 2026-06-30 | 2026-08-26 | -8.13% |
|---|
AVY
AVERY DENNISON CORP COM | United States | Stock | 13 | $2,111 | 0.01% | 2026-06-30 | 2026-08-26 | +5.19% |
|---|
STE
STERIS PLC SHS USD | Ireland | Stock | 10 | $2,106 | 0.01% | 2026-06-30 | 2026-08-26 | +0.04% |
|---|
FIS
FIDELITY NATL INFORMATION SVCS COM | United States | Stock | 54 | $2,100 | 0.01% | 2026-06-30 | 2026-08-26 | -14.22% |
|---|
SUNB
SUNBELT RENTALS HOLDINGS INC SHS | United States | Stock | 28 | $2,095 | 0.01% | 2026-06-30 | 2026-08-26 | -1.38% |
|---|
AIG
AMERICAN INTL GROUP INC COM NEW | United States | Stock | 28 | $2,087 | 0.01% | 2026-06-30 | 2026-08-26 | +0.99% |
|---|
MAA
MID-AMER APT CMNTYS INC COM | United States | REIT | 15 | $2,084 | 0.01% | 2026-06-30 | 2026-08-26 | -14.76% |
|---|
DUOL
DUOLINGO INC CL A COM | United States | Stock | 18 | $2,070 | 0.01% | 2026-06-30 | 2026-08-26 | +24.00% |
|---|
VMC
VULCAN MATLS CO COM | United States | Stock | 7 | $2,065 | 0.01% | 2026-06-30 | 2026-08-26 | -17.71% |
|---|
CPNG
COUPANG INC CL A | United States | Stock | 118 | $2,050 | 0.01% | 2026-06-30 | 2026-08-26 | -20.26% |
|---|
AER
AERCAP HOLDINGS NV SHS | | Stock | 14 | $2,041 | 0.01% | 2026-06-30 | 2026-08-26 | -0.47% |
|---|
AMRZ
AMRIZE LTD SHS | | Stock | 38 | $2,025 | 0.01% | 2026-06-30 | 2026-08-26 | -29.25% |
|---|
ACM
AECOM COM | United States | Stock | 29 | $2,024 | 0.01% | 2026-06-30 | 2026-08-26 | -15.69% |
|---|
EQT
EQT CORP COM | United States | Stock | 38 | $2,020 | 0.01% | 2026-06-30 | 2026-08-26 | -8.07% |
|---|
RLI
RLI CORP COM | United States | Stock | 34 | $2,008 | 0.01% | 2026-06-30 | 2026-08-26 | -4.38% |
|---|
KEY
KEYCORP COM | United States | Stock | 87 | $2,005 | 0.01% | 2026-06-30 | 2026-08-26 | -12.71% |
|---|
TDY
TELEDYNE TECHNOLOGIES INC COM | United States | Stock | 3 | $2,001 | 0.01% | 2026-06-30 | 2026-08-26 | -9.19% |
|---|
DOCU
DOCUSIGN INC COM | United States | Stock | 45 | $1,999 | 0.01% | 2026-06-30 | 2026-08-26 | +50.79% |
|---|
GPK
GRAPHIC PACKAGING HLDG CO COM | United States | Stock | 189 | $1,998 | 0.01% | 2026-06-30 | 2026-08-26 | -12.87% |
|---|
DOW
DOW HLDGS INC COM | United States | Stock | 73 | $1,997 | 0.01% | 2026-06-30 | 2026-08-26 | +0.91% |
|---|
INVH
INVITATION HOMES INC COM | United States | REIT | 66 | $1,994 | 0.01% | 2026-06-30 | 2026-08-26 | -12.05% |
|---|
ZM
ZOOM COMMUNICATIONS INC CL A | United States | Stock | 23 | $1,985 | 0.01% | 2026-06-30 | 2026-08-26 | +2.37% |
|---|
CVE
CENOVUS ENERGY INC COM | | Stock | 80 | $1,985 | 0.01% | 2026-06-30 | 2026-08-26 | +24.79% |
|---|
CVLT
COMMVAULT SYS INC COM | United States | Stock | 14 | $1,984 | 0.01% | 2026-06-30 | 2026-08-26 | +3.26% |
|---|
BAX
Baxter International, Inc. | United States | Stock | 93 | $1,983 | 0.01% | 2026-06-30 | 2026-08-26 | +10.13% |
|---|
FIX
COMFORT SYS USA INC COM | United States | Stock | 1 | $1,982 | 0.01% | 2026-06-30 | 2026-08-26 | -15.99% |
|---|
IVZ
INVESCO LTD SHS | United States | Stock | 75 | $1,979 | 0.01% | 2026-06-30 | 2026-08-26 | +15.27% |
|---|
LPLA
LPL FINL HLDGS INC COM | United States | Stock | 7 | $1,972 | 0.01% | 2026-06-30 | 2026-08-26 | +9.36% |
|---|
SLAB
SILICON LABORATORIES INC COM | United States | Stock | 9 | $1,967 | 0.01% | 2026-06-30 | 2026-08-26 | +1.19% |
|---|
RMD
RESMED INC COM | United States | Stock | 10 | $1,949 | 0.01% | 2026-06-30 | 2026-08-26 | +14.34% |
|---|
ALAB
ASTERA LABS INC COM | United States | Stock | 4 | $1,932 | 0.00% | 2026-06-30 | 2026-08-26 | -25.92% |
|---|
WY
WEYERHAEUSER CO COM NEW | United States | REIT | 80 | $1,915 | 0.00% | 2026-06-30 | 2026-08-26 | -18.34% |
|---|
NTRA
NATERA INC COM | United States | Stock | 7 | $1,900 | 0.00% | 2026-06-30 | 2026-08-26 | +52.71% |
|---|
EL
LAUDER ESTEE COS INC CL A | United States | Stock | 24 | $1,895 | 0.00% | 2026-06-30 | 2026-08-26 | +19.53% |
|---|
HPQ
HP INC COM | United States | Stock | 86 | $1,887 | 0.00% | 2026-06-30 | 2026-08-26 | +40.06% |
|---|
CBRE
CBRE GROUP INC CL A | United States | Stock | 14 | $1,886 | 0.00% | 2026-06-30 | 2026-08-26 | -2.86% |
|---|
WSM
WILLIAMS SONOMA INC COM | United States | Stock | 8 | $1,865 | 0.00% | 2026-06-30 | 2026-08-26 | -1.35% |
|---|
ACGL
ARCH CAP GROUP LTD ORD | | Stock | 19 | $1,844 | 0.00% | 2026-06-30 | 2026-08-26 | -2.00% |
|---|
DG
DOLLAR GEN CORP COM | United States | Stock | 16 | $1,842 | 0.00% | 2026-06-30 | 2026-08-26 | +6.54% |
|---|
STLD
STEEL DYNAMICS INC COM | United States | Stock | 8 | $1,836 | 0.00% | 2026-06-30 | 2026-08-26 | -3.29% |
|---|
AMP
AMERIPRISE FINL INC COM | United States | Stock | 4 | $1,835 | 0.00% | 2026-06-30 | 2026-08-26 | +8.41% |
|---|
RRC
RANGE RES CORP COM | United States | Stock | 49 | $1,822 | 0.00% | 2026-06-30 | 2026-08-26 | -0.83% |
|---|
BLDR
BUILDERS FIRSTSOURCE INC COM | United States | Stock | 20 | $1,790 | 0.00% | 2026-06-30 | 2026-08-26 | -35.71% |
|---|
ITT
ITT INC COM | United States | Stock | 9 | $1,780 | 0.00% | 2026-06-30 | 2026-08-26 | +3.43% |
|---|
OMF
ONEMAIN HLDGS INC COM | United States | Stock | 29 | $1,768 | 0.00% | 2026-06-30 | 2026-08-26 | -7.58% |
|---|
PPL
PPL CORP COM | United States | Stock | 48 | $1,745 | 0.00% | 2026-06-30 | 2026-08-26 | -10.37% |
|---|
CCI
CROWN CASTLE INC COM | United States | REIT | 23 | $1,742 | 0.00% | 2026-06-30 | 2026-08-26 | -11.44% |
|---|
KR
KROGER CO COM | United States | Stock | 31 | $1,721 | 0.00% | 2026-06-30 | 2026-08-26 | +9.47% |
|---|
POOL
POOL CORP COM | United States | Stock | 8 | $1,719 | 0.00% | 2026-06-30 | 2026-08-26 | -24.37% |
|---|
CHKP
CHECK POINT SOFTWARE TECH LTD ORD | | Stock | 13 | $1,709 | 0.00% | 2026-06-30 | 2026-08-26 | -3.42% |
|---|
ARW
ARROW ELECTRS INC COM | United States | Stock | 8 | $1,707 | 0.00% | 2026-06-30 | 2026-08-26 | +7.88% |
|---|
CCEP
COCA-COLA EUROPACIFIC PARTNERS SHS | | Stock | 17 | $1,701 | 0.00% | 2026-06-30 | 2026-08-26 | +2.22% |
|---|
GDDY
GODADDY INC CL A | United States | Stock | 20 | $1,698 | 0.00% | 2026-06-30 | 2026-08-26 | +10.82% |
|---|
DGX
QUEST DIAGNOSTICS INC COM | United States | Stock | 8 | $1,696 | 0.00% | 2026-06-30 | 2026-08-26 | +9.45% |
|---|
DLTR
DOLLAR TREE INC COM | United States | Stock | 14 | $1,693 | 0.00% | 2026-06-30 | 2026-08-26 | -6.32% |
|---|
SFM
SPROUTS FMRS MKT INC COM | United States | Stock | 20 | $1,692 | 0.00% | 2026-06-30 | 2026-08-26 | -23.56% |
|---|
MDB
MONGODB INC CL A | United States | Stock | 5 | $1,680 | 0.00% | 2026-06-30 | 2026-08-26 | +0.38% |
|---|
STRL
STERLING INFRASTRUCTURE INC COM | United States | Stock | 2 | $1,679 | 0.00% | 2026-06-30 | 2026-08-26 | -39.84% |
|---|
NE
Noble Energy Corp | United States | Stock | 45 | $1,679 | 0.00% | 2026-06-30 | 2026-08-26 | +12.44% |
|---|
SSD
SIMPSON MFG INC COM | United States | Stock | 8 | $1,675 | 0.00% | 2026-06-30 | 2026-08-26 | -16.89% |
|---|
MTZ
MASTEC INC COM | United States | Stock | 4 | $1,664 | 0.00% | 2026-06-30 | 2026-08-26 | -49.47% |
|---|
S
SENTINELONE INC CL A | United States | Stock | 98 | $1,663 | 0.00% | 2026-06-30 | 2026-08-26 | +37.36% |
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