★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Principia Wealth Advisory, LLC

CIK 2041436 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$377.43MReported 13F valueQ2 2026 · as filed
2,112Holdings listed
+23.8%vs prior quartervalue change includes market moves
3Quarters on record
Aug 26Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $118.1M$118.1MQ2 2025943 holdingsQ4 2025: $304.9M$304.9MQ4 20251,983 holdingsQ2 2026: $377.4M$377.4MQ2 20262,112 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 26 2026 13F-HR · period Q2 2026

$200.86M · 1,065 holdings listed · View original SEC filing ↗
Aug 26 2026 13F-HR · period Q2 2026

$176.57M · 1,047 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$145.01M · 968 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$159.89M · 1,015 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$118.15M · 943 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 26, 2026 · Change methodology