Long-term investor
Principia Wealth Advisory, LLC @principiawealthadvisoryl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002041436).
Record
- Tracked since 2025-06-30 (434 days), 132 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months +10.2% · 1 year +15.7% · all +15.7%
- Max drawdown -1.2% · Sharpe 0.60 · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QQQM · 11.4% · long · since 2025-06-30
- VEA · 7.2% · long · since 2025-06-30
- BKLC · 7.1% · long · since 2025-06-30
- SPTS · 6.8% · long · since 2026-06-30
- EYPT · 4.6% · long · since 2025-06-30
- VCIT · 4.3% · long · since 2025-06-30
- VWO · 3.7% · long · since 2025-06-30
- SCYB · 3.3% · long · since 2025-06-30
- SPTM · 2.8% · long · since 2025-06-30
- SCHD · 2.7% · long · since 2025-06-30
- VEU · 2.6% · long · since 2025-06-30
- IAU · 2.4% · long · since 2025-06-30