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Principia Wealth Advisory’s Brandes International ETF BINV Stock Holding History

Principia Wealth Advisory’s Portfolio BINV Stock Details BINV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$12.1K Buy
303
+76
+33% +$2.98K 0.01% 181
2025
Q3 		$8.72K Buy
227
+2
+0.9% +$74 0.01% 219
2025
Q2 		$8.03K Buy
+225
New +$7.71K 0.01% 188

Other funds holding BINV

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $322M AUM 14.31% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Principia Wealth Advisory's BINV Position: Q4 2025 in Review

Principia Wealth Advisory increased its Brandes International ETF (BINV) stake by 33% in Q4 2025, buying an estimated $2.98K and bringing the position to 303 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #181.

Principia Wealth Advisory first reported a position in BINV in Q2 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold BINV as of Q4 2025.

  • Principia Wealth Advisory held 303 shares of Brandes International ETF worth $12.1K as of Q4 2025.
  • Principia Wealth Advisory bought 76 Brandes International ETF shares in Q4 2025, an estimated $2.98K.
  • Brandes International ETF made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #181 holding.
  • Principia Wealth Advisory first reported a position in Brandes International ETF in Q2 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Brandes International ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.