Principia Wealth Advisory, LLC
Principia Wealth Advisory, LLC is a Dallas, Texas-based registered investment adviser (RIA) serving individual and institutional clients. As of 2025, the firm manages over $100 million in assets, providing comprehensive portfolio management and financial advisory services. The firm is incorporated in Texas and specializes in personalized wealth management using a wide range of investment vehicles and strategies.
Investment Strategy
Principia Wealth Advisory, LLC employs a diversified investment strategy focused on allocating client portfolios across U.S. and international equities, fixed income, ETFs, and alternative vehicles. The firm customizes portfolios based on client objectives and risk tolerances, aiming to balance growth with capital preservation. Holdings frequently include broad-market equity and bond ETFs, sector-specific instruments, and structured outcome strategies, with active rebalancing informed by market analysis and client needs.
Top Holdings
Equity Positions (928)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 10.33% | $12.2M | 163,049 | $71.35 | $74.89 | +$193.1K |
Q QQQ | INVESCO QQQ TRUST SERIES I | 8.69% | $10.3M | 18,606 | $551.63 | $551.64 | +$10.3M |
V VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 7.75% | $9.2M | 136,154 | $57.77 | $67.22 | +$237.3K |
D DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 4.37% | $5.2M | 200,450 | $26.06 | $25.73 | -$192.7K |
V VWO | VANGUARD FTSE EMERGING MARKETS ETF | 4.33% | $5.1M | 103,328 | $44.15 | $49.46 | +$697.8K |