Advertisement
Screener

Principia Wealth Advisory, LLC Current Holdings: USA Everything Else

Principia Wealth Advisory, LLC current holdings: USA Everything Else

Principia Wealth Advisory, LLC reported $0.00 billion in partnership units, exchange-traded notes and anything else (listed in the US), 0 positions, in its Form 13F for the quarter ended 2026-06-30.

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.

No position of this class in the Form 13F-HR for the quarter ended 2026-06-30.

Similar Firms

Firm NameCountry13F ValueHoldings
PATRICK M SWEENEY & ASSOCIATES, INCUnited States$0.160B159
ALLIANZ INVESTMENT MANAGEMENT LLCUnited States$0.160B30
Canandaigua National Trust Co of FloridaUnited States$0.160B129
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCUnited States$0.160B86
Ballast Rock Private Wealth LLCUnited States$0.160B171
General Equity Holdings LPUnited States$0.160B12
Rare Wolf Capital LLCUnited States$0.160B124
Providence Wealth Advisors, LLCUnited States$0.160B89
MEMBERS WEALTH LLCUnited States$0.160B106
FLYWHEEL PRIVATE WEALTH LLCUnited States$0.160B84