StockDriftsStockDriftsTop 50 Principia Wealth Advisory, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO NASDAQ 100 ETF | 10.11% | 954.8K | $16.2M | +1615.90%(+899.15K) | $249.27(+5.30%) | 2025-12-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 7.49% | 19.5K | $12.0M | +7.15%(+1.30K) | $516.77(+23.34%) | 2025-12-31 | |
| EYPT | EYEPOINT INC COM NEW | 6.06% | 530.7K | $9.7M | +0.00%(+0) | $7.09(+106.47%) | 2025-12-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 6.02% | 154.0K | $9.6M | +53.15%(+53.45K) | $58.77(+16.90%) | 2025-12-31 | |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 5.69% | 69.5K | $9.1M | +69.83%(+28.58K) | $123.81(+8.25%) | 2025-12-31 | |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 4.1% | 79.5K | $6.6M | -13.57%(-12.48K) | $70.72(+20.15%) | 2025-12-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 3.73% | 110.8K | $6.0M | +15.48%(+14.86K) | $46.92(+23.81%) | 2025-12-31 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 3.35% | 63.9K | $5.4M | +73.77%(+27.14K) | $83.60(-0.29%) | 2025-12-31 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 3.32% | 72.2K | $5.3M | -10.98%(-8.90K) | $60.07(+33.99%) | 2025-12-31 | |
| IAU | ISHARES GOLD TRUST | 2.78% | 54.7K | $4.4M | +13.57%(+6.53K) | $52.89(+70.61%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.35% | +96.97% |
| Top 20 Holdings Unweighted | +30.12% | +120.30% |
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