Principia Wealth Advisory’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Principia Wealth Advisory’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$715K	Sell	10,577 -845	-7%	-$44.4K	0.45%	38
2025 Q3	$508K	Sell	11,422 -325	-3%	-$12.2K	0.35%	40
2025 Q2	$404K	Buy	11,747 +15	+0.1%	+$481	0.34%	33
2025 Q1	$345K	Buy	11,732 +10	+0.1%	+$305	0.33%	31
2024 Q4	$323K	Buy	+11,722	New	+$351K	0.3%	34

Other funds holding SIVR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

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

Principia Wealth Advisory reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 7.4% in Q4 2025, selling an estimated $44.4K and leaving 10,577 shares worth $715K. The position accounts for 0.45% of the portfolio, ranked #38.

Principia Wealth Advisory first reported a position in SIVR in Q4 2024 and has held it in 5 quarters since. 367 funds tracked by Wall St. Rank hold SIVR as of Q4 2025.

Principia Wealth Advisory held 10,577 shares of abrdn Physical Silver Shares ETF worth $715K as of Q4 2025.
Principia Wealth Advisory sold 845 abrdn Physical Silver Shares ETF shares in Q4 2025, an estimated $44.4K.
abrdn Physical Silver Shares ETF made up 0.45% of Principia Wealth Advisory's portfolio in Q4 2025, its #38 holding.
Principia Wealth Advisory first reported a position in abrdn Physical Silver Shares ETF in Q4 2024 and has held it in 5 quarters since.
367 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2025.

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