Instuitional Investor - Principia Wealth Advisory, Llc
Fund Profile
Filing Period:
| Fund Name: | Principia Wealth Advisory, Llc |
| Portfolio Value | $159,885,140 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Nasdaq 100 Etf - ETF | 954,798 | $16,165,786 | 10.11% | |
| 2. | Invesco Qqq Trust Series I - ETF | 19,505 | $11,982,136 | 7.49% | |
| 3. | EYPT | 530,725 | $9,696,346 | 6.06% | |
| 4. | Vanguard Ftse Developed Markets Etf - ETF | 154,009 | $9,620,954 | 6.02% | |
| 5. | Bny Mellon Us Large Cap Core Equity Etf - ETF | 69,497 | $9,090,165 | 5.69% |
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