13F Filings History of Principia Wealth Advisory, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$143,719,354
Signature - Title
Aaron J. Plautz - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Principia Wealth Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Principia Wealth Advisory, LLC reported 1015 stock holdings with total value $143,719,354 as of Q4 2025. Top holdings included QQQ, EYPT, VEA, BKLC, and SPTM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,015 $143,719,354 +$31,433,878 -$19,544,728 +$11,889,150 QQQ, EYPT, VEA, BKLC, SPTM 13F-HR 09 Feb 2026, 21:34
Q3 2025 966 $140,128,700 +$40,064,451 -$33,879,492 +$6,184,959 QQQM, QQQ, ADVM, EYPT, SPTM 13F-HR 09 Feb 2026, 21:34
Q2 2025 940 $117,749,019 +$28,918,484 -$23,765,613 +$5,152,871 SPTM, QQQ, VEU, TRUESHARES STRUCTURED OUTCOME (SEPTEMBER) ETF, DBMF 13F-HR 14 Aug 2025, 15:34
Q1 2025 852 $103,708,555 +$21,893,765 -$21,064,452 +$829,313 SPTM, SPTS, VEU, SEPZ, ADVM 13F-HR 11 Apr 2025, 17:25
Q4 2024 774 $106,418,028 $0 $0 $0 SPTM, IWB, VEU, SEPZ, TARS 13F-HR 11 Apr 2025, 17:25