Principle Wealth Partners LLC
Sector Allocation
- Other33.5%$678.0M
- Financials21.6%$438.4M
- Technology21.0%$426.0M
- Healthcare6.2%$125.7M
- Industrials5.8%$117.9M
- Consumer Discretionary4.7%$95.9M
- Consumer Staples2.3%$46.2M
- Utilities2.0%$40.5M
- Energy1.6%$33.5M
- Materials0.6%$11.2M
AUM History
13fpro.ai/research/fund/principle-wealth-partners-llc-1743413
Conviction and streaks
Stable · top 10 = 40.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
IVZ
$158.8M- BNY$136.2M
JPM
$117.2MAAPL
$104.7M- VANGUARD$63.1M
NVDA
$57.2M- VANGUARD$53.7M
MSFT
$43.6M- VANGUARD$42.6M
- VANECK$41.2M
AMZN
$40.1MGOOGL
$33.4MGOOG
$33.2M- VANGUARD$31.6M
JNJ
$28.6MCSCO
$22.3MCAT
$21.7MRTX
$21.1M- AMPLIFY$19.8M
- SCHWAB$19.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/principle-wealth-partners-llc-1743413
Principle Wealth Partners LLC 13F holdings — Q2 2026
$2.0B portfolio (+15.8% QoQ) · 398 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
$158.8M
7.8% of stocks
+2%This quarter-9.7%Since filed6+ qtrsHeld- 2
BNY MELLON ETF TRUST II - DYNAMIC VALUE
$136.2M
6.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $117.2M
5.8% of stocks
+0.0%This quarter-6.6%Since filed6+ qtrsHeld$104.7M
5.2% of stocks
-1%This quarter+9.8%Since filed6+ qtrsHeld- 5
VANGUARD INDEX FDS - GROWTH ETF
$63.1M
3.1% of stocks
+496%This quarter—Since filed—HeldAIQuality—Est. buy— $57.2M
2.8% of stocks
+0.7%This quarter-3.5%Since filed6+ qtrsHeld- 7
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$53.7M
2.6% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $43.6M
2.1% of stocks
+2%This quarter+6.5%Since filed6+ qtrsHeld- 9
VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F
$42.6M
2.1% of stocks
+720%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANECK ETF TRUST - SEMICONDUCTR ETF
$41.2M
2.0% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $158.8M | 7.8% | +2% | -9.7% | 6+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | BNY MELLON ETF TRUST II - DYNAMIC VALUE | $136.2M | 6.7% | +2% | — | — | — | — | |
| 3 | $117.2M | 5.8% | +0.0% | -6.6% | 6+ qtrs | 71.8#170 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $104.7M | 5.2% | -1% | +9.8% | 6+ qtrsTrimmed 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INDEX FDS - GROWTH ETF | $63.1M | 3.1% | +496% | — | — | — | — | |
| 6 | $57.2M | 2.8% | +0.7% | -3.5% | 6+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $53.7M | 2.6% | -0.5% | — | — | — | — | |
| 8 | $43.6M | 2.1% | +2% | +6.5% | 6+ qtrsAdded 3 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $42.6M | 2.1% | +720% | — | — | — | — | |
| 10 | VANECK ETF TRUST - SEMICONDUCTR ETF | $41.2M | 2.0% | +10% | — | — | — | — |
All holdings — Principle Wealth Partners LLC (Q2 2026)
398 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $40.1M | 2.0% | 168K | +0.4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Alphabet Inc. | Technology | $33.4M | 1.6% | 93K | +0.7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Alphabet Inc. | Technology | $33.2M | 1.6% | 94K | -0.4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $31.6M | 1.6% | 85K | +0.4% | — | — | 13F |
| 15 | JOHNSON & JOHNSON | Healthcare | $28.6M | 1.4% | 113K | -0.4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CISCO SYSTEMS, INC. | Technology | $22.3M | 1.1% | 190K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CATERPILLAR INC | Industrials | $21.7M | 1.1% | 20K | -3% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | RTX Corp | Industrials | $21.1M | 1.0% | 111K | -6% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | AMPLIFY ETF TR - CWP INTL ENHANCEetf/fund | — | $19.8M | 1.0% | 472K | +12% | — | — | 13F |
| 20 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $19.3M | 0.9% | 609K | -5% | — | — | 13F |
| 21 | MCDONALDS CORP | Consumer Discretionary | $18.8M | 0.9% | 69K | +0.9% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | TCW ETF TRUST - TRANS SYSTE ETFetf/fund | — | $18.8M | 0.9% | 153K | +84% | — | — | 13F |
| 23 | GOLDMAN SACHS GROUP INC | Financials | $18.4M | 0.9% | 18K | -0.8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $17.7M | 0.9% | 112K | -1% | — | — | 13F |
| 25 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $16.6M | 0.8% | 59K | -0.4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ALPS | Alps Group Inc | Healthcare | $16.5M | 0.8% | 642K | -5% | |||
| 27 | — | VANGUARD WORLD FD - INF TECH ETF | — | $16.5M | 0.8% | 138K | +695% | |||
| 28 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $14.9M | 0.7% | 292K | +30% | |||
| 29 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $14.6M | 0.7% | 41K | -2% | |||
| 30 | $LLY | ELI LILLY & Co | Healthcare | $14.3M | 0.7% | 12K | -2% | |||
| 31 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $14.2M | 0.7% | 346K | -2% | |||
| 32 | $SPY | SPDR S&P 500 ETF TRUST | — | $14.0M | 0.7% | 19K | +7% | |||
| 33 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $13.5M | 0.7% | 27K | -2% | |||
| 34 | $META | Meta Platforms, Inc. | Technology | $13.2M | 0.7% | 23K | +6% | |||
| 35 | $V | VISA INC. | Financials | $13.2M | 0.7% | 38K | +0.5% | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $12.9M | 0.6% | 94K | -3% | |||
| 37 | $AMGN | AMGEN INC | Healthcare | $11.4M | 0.6% | 32K | — | |||
| 38 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $11.1M | 0.6% | 27K | -0.8% | |||
| 39 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $11.0M | 0.5% | 75K | +0.8% | |||
| 40 | $CMI | CUMMINS INC | Industrials | $10.9M | 0.5% | 15K | -5% | |||
| 41 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $10.8M | 0.5% | 223K | -0.8% | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $10.3M | 0.5% | 60K | +37% | |||
| 43 | $MRK | Merck & Co., Inc. | Healthcare | $10.3M | 0.5% | 80K | -0.3% | |||
| 44 | — | ISHARES TR - EXPANDED TECH | — | $9.9M | 0.5% | 109K | +5% | |||
| 45 | $TSLA | Tesla, Inc. | Consumer Discretionary | $9.7M | 0.5% | 23K | -5% | |||
| 46 | $SO | SOUTHERN CO | Utilities | $9.6M | 0.5% | 101K | +0.6% | |||
| 47 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $9.6M | 0.5% | 157K | +3% | |||
| 48 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $9.4M | 0.5% | 117K | +286% | |||
| 49 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $9.3M | 0.5% | 13K | -0.4% | |||
| 50 | $PANW | Palo Alto Networks Inc | Technology | $9.2M | 0.5% | 27K | -3% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $8.9M | 0.4% | 110K | +1% | |||
| 52 | $GD | GENERAL DYNAMICS CORP | Industrials | $8.8M | 0.4% | 25K | -5% | |||
| 53 | $ORCL | ORACLE CORP | Technology | $8.6M | 0.4% | 59K | -0.1% | |||
| 54 | $CVX | CHEVRON CORP | Energy | $8.6M | 0.4% | 52K | -2% | |||
| 55 | — | COLUMBIA ETF TR I - SHORT DURATION | — | $8.5M | 0.4% | 453K | +520% | |||
| 56 | $ABBV | AbbVie Inc. | Healthcare | $8.2M | 0.4% | 32K | -2% | |||
| 57 | $ASML | ASML HOLDING NV | Technology | $7.5M | 0.4% | 3,776 | +1% | |||
| 58 | $MMM | 3M CO | Healthcare | $7.2M | 0.3% | 44K | -2% | |||
| 59 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $7.1M | 0.3% | 125K | +3% | |||
| 60 | — | ISHARES TR - US AER DEF ETF | — | $6.6M | 0.3% | 27K | +6% | |||
| 61 | — | ISHARES TR - SELECT DIVID ETF | — | $6.6M | 0.3% | 42K | -1% | |||
| 62 | $PM | Philip Morris International Inc. | Consumer Staples | $6.4M | 0.3% | 35K | +1% | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $6.3M | 0.3% | 56K | -2% | |||
| 64 | $QCOM | QUALCOMM INC/DE | Technology | $6.2M | 0.3% | 34K | +2% | |||
| 65 | $KMB | KIMBERLY CLARK CORP | Materials | $6.2M | 0.3% | 56K | +11% | |||
| 66 | $OFLX | Omega Flex, Inc. | Industrials | $6.0M | 0.3% | 192K | — | |||
| 67 | $ALL | ALLSTATE CORP | Financials | $6.0M | 0.3% | 25K | +0.2% | |||
| 68 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.8M | 0.3% | 6,246 | +0.7% | |||
| 69 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $5.8M | 0.3% | 24K | — | |||
| 70 | $EMR | EMERSON ELECTRIC CO | Industrials | $5.6M | 0.3% | 39K | -0.3% | |||
| 71 | $WM | WASTE MANAGEMENT INC | Utilities | $5.4M | 0.3% | 24K | +1% | |||
| 72 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $5.4M | 0.3% | 33K | -0.5% | |||
| 73 | $BLK | BlackRock, Inc. | Financials | $5.3M | 0.3% | 5,504 | -4% | |||
| 74 | $IVZ | Invesco Ltd. | Financials | $5.3M | 0.3% | 94K | +7% | |||
| 75 | $DUK | Duke Energy CORP | Utilities | $5.3M | 0.3% | 42K | +0.8% | |||
| 76 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $5.1M | 0.3% | 15K | -2% | |||
| 77 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $5.1M | 0.3% | 100K | +148% | |||
| 78 | $TXN | TEXAS INSTRUMENTS INC | Technology | $4.8M | 0.2% | 16K | -3% | |||
| 79 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $4.7M | 0.2% | 44K | +0.6% | |||
| 80 | — | FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | — | $4.6M | 0.2% | 231K | +635% | |||
| 81 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $4.5M | 0.2% | 33K | -0.7% | |||
| 82 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $4.5M | 0.2% | 6 | — | |||
| 83 | — | VANGUARD INDEX FDS - VALUE ETF | — | $4.5M | 0.2% | 21K | — | |||
| 84 | $PSX | Phillips 66 | Energy | $4.4M | 0.2% | 26K | +0.1% | |||
| 85 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $4.3M | 0.2% | 51K | +2% | |||
| 86 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $4.2M | 0.2% | 58K | New | |||
| 87 | $BA | BOEING CO | Industrials | $4.2M | 0.2% | 20K | +0.8% | |||
| 88 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $4.2M | 0.2% | 20K | — | |||
| 89 | $D | DOMINION ENERGY, INC | Utilities | $4.2M | 0.2% | 61K | -2% | |||
| 90 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $4.1M | 0.2% | 5,974 | +2% | |||
| 91 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $4.1M | 0.2% | 72K | -25% | |||
| 92 | $WMT | Walmart Inc. | Consumer Staples | $4.0M | 0.2% | 35K | +1% | |||
| 93 | $IVZ | Invesco Ltd. | Financials | $3.9M | 0.2% | 32K | -3% | |||
| 94 | $GE | GENERAL ELECTRIC CO | Industrials | $3.9M | 0.2% | 10K | +4% | |||
| 95 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $3.9M | 0.2% | 96K | -0.1% | |||
| 96 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $3.9M | 0.2% | 65K | -5% | |||
| 97 | $PFE | PFIZER INC | Healthcare | $3.9M | 0.2% | 161K | -2% | |||
| 98 | $PLTR | Palantir Technologies Inc. | Technology | $3.8M | 0.2% | 33K | +9% | |||
| 99 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.8M | 0.2% | 7,412 | -2% | |||
| 100 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $3.8M | 0.2% | 22K | New | |||
| 101 | $COP | CONOCOPHILLIPS | Energy | $3.8M | 0.2% | 36K | -0.3% | |||
| 102 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $3.7M | 0.2% | 19K | +0.7% | |||
| 103 | $MSI | Motorola Solutions, Inc. | Technology | $3.7M | 0.2% | 8,830 | -1% | |||
| 104 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.6M | 0.2% | 4,755 | -2% | |||
| 105 | $NEE | NEXTERA ENERGY INC | Utilities | $3.6M | 0.2% | 41K | +4% | |||
| 106 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.5M | 0.2% | 6,092 | -9% | |||
| 107 | $PEP | PEPSICO INC | Consumer Staples | $3.5M | 0.2% | 26K | +2% | |||
| 108 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $3.5M | 0.2% | 2,541 | — | |||
| 109 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.3M | 0.2% | 6,978 | +7% | |||
| 110 | — | VANECK ETF TRUST - REAL ASSETS ETF | — | $3.3M | 0.2% | 84K | +12% | |||
| 111 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $3.3M | 0.2% | 11K | — | |||
| 112 | $TFC | TRUIST FINANCIAL CORP | Financials | $3.3M | 0.2% | 66K | +0.4% | |||
| 113 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $3.2M | 0.2% | 21K | -0.1% | |||
| 114 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $3.1M | 0.1% | 20K | +0.7% | |||
| 115 | $GEV | GE Vernova Inc. | Industrials | $3.0M | 0.1% | 2,572 | +5% | |||
| 116 | $CRWV | CoreWeave, Inc. | Technology | $3.0M | 0.1% | 30K | +32% | |||
| 117 | $PH | Parker-Hannifin Corp | Industrials | $3.0M | 0.1% | 3,047 | +1.0% | |||
| 118 | $MA | Mastercard Inc | Financials | $3.0M | 0.1% | 5,800 | -0.7% | |||
| 119 | $AXP | AMERICAN EXPRESS CO | Financials | $2.9M | 0.1% | 8,662 | +2% | |||
| 120 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $2.9M | 0.1% | 9,658 | +0.2% | |||
| 121 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.9M | 0.1% | 13K | -2% | |||
| 122 | — | ISHARES TR - U.S. TECH ETF | — | $2.9M | 0.1% | 12K | — | |||
| 123 | $AVGO | Broadcom Inc. | Technology | $2.9M | 0.1% | 7,636 | +33% | |||
| 124 | $NFLX | NETFLIX INC | Communication Services | $2.9M | 0.1% | 40K | +2% | |||
| 125 | $BX | Blackstone Inc. | Financials | $2.9M | 0.1% | 24K | +2% | |||
| 126 | $ETN | Eaton Corp plc | Industrials | $2.7M | 0.1% | 6,338 | -2% | |||
| 127 | $MS | MORGAN STANLEY | Financials | $2.6M | 0.1% | 13K | +3% | |||
| 128 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.5M | 0.1% | 11K | +0.5% | |||
| 129 | $EXC | EXELON CORP | Utilities | $2.4M | 0.1% | 51K | — | |||
| 130 | $VST | Vistra Corp. | Utilities | $2.3M | 0.1% | 15K | +0.3% | |||
| 131 | $BNY | Bank of New York Mellon Corp | Financials | $2.3M | 0.1% | 16K | -5% | |||
| 132 | $INTC | INTEL CORP | Technology | $2.3M | 0.1% | 16K | -4% | |||
| 133 | $DIS | Walt Disney Co | Communication Services | $2.2M | 0.1% | 23K | -2% | |||
| 134 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $2.2M | 0.1% | 48K | +6% | |||
| 135 | $CVS | CVS HEALTH Corp | Healthcare | $2.1M | 0.1% | 21K | +0.0% | |||
| 136 | $MU | MICRON TECHNOLOGY INC | Technology | $2.1M | 0.1% | 1,852 | +40% | |||
| 137 | — | ISHARES TR - ISHARES SEMICDTR | — | $2.1M | 0.1% | 3,253 | +16% | |||
| 138 | $USB | US BANCORP \DE\ | Financials | $2.1M | 0.1% | 34K | — | |||
| 139 | $GLD | SPDR GOLD TRUST | Financials | $2.0M | 0.1% | 5,357 | -0.8% | |||
| 140 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $2.0M | 0.1% | 6,588 | — | |||
| 141 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.8M | 0.1% | 8,231 | -50% | |||
| 142 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.8M | 0.1% | 12K | -23% | |||
| 143 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.8M | 0.1% | 8,231 | New | |||
| 144 | $NOW | ServiceNow, Inc. | Technology | $1.8M | 0.1% | 18K | +17% | |||
| 145 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.8M | 0.1% | 12K | -3% | |||
| 146 | $TPL | Texas Pacific Land Corp | Financials | $1.8M | 0.1% | 4,017 | -6% | |||
| 147 | $CI | Cigna Group | Healthcare | $1.7M | 0.1% | 6,295 | +0.2% | |||
| 148 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.7M | 0.1% | 41K | -1% | |||
| 149 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.7M | 0.1% | 3,345 | -0.3% | |||
| 150 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.7M | 0.1% | 6,186 | +0.7% |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 135 added to, 130 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
- ROUNDHILL ETF TRUST - MEMORY ETF$4.2M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$3.8Mfirst bought this quarter
$HONAHoneywell Aerospace Inc.$1.8M
first bought this quarter
- GLOBAL X FDS - ARTIFICIAL ETF$602K
first bought this quarter
$MRVLMarvell Technology, Inc.$440K
first bought this quarter
$GLWCORNING INC /NY$405K
first bought this quarter
+19 more in the Excel export
Added to (135)
- VANGUARD INDEX FDS - GROWTH ETF+496%
now $63.1M
- VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+720%
now $42.6M
- VANGUARD WORLD FD - INF TECH ETF+695%
now $16.5M
- TCW ETF TRUST - TRANS SYSTE ETF+84%
now $18.8M
- COLUMBIA ETF TR I - SHORT DURATION+520%
now $8.5M
- VANGUARD INDEX FDS - MID CAP ETF+286%
now $9.4M
+129 more in the Excel export
Trimmed (130)
$HONHONEYWELL INTERNATIONAL INC-50%
now $1.8M · held 6+ qtrs
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM-25%
now $4.1M
now $104.7M · held 6+ qtrs, 2 trims in a row
now $21.1M · held 6+ qtrs
- SCHWAB STRATEGIC TR - US DIVIDEND EQ-5%
now $19.3M
$ALPSAlps Group Inc-5%
now $16.5M · held 6+ qtrs, 5 trims in a row
+124 more in the Excel export
Holdings by quarter
Every 13F Principle Wealth Partners LLC has filed, 30 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Principle Wealth Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-4.1%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Principle Wealth Partners LLC disclosed 398 positions worth $2.0B in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 7.8% of the equity portfolio. During the quarter the fund opened 25 new positions and exited 8 and a full exit from $GIS. The portfolio is most concentrated in Other (33.5% of disclosed assets). All figures are sourced directly from Principle Wealth Partners LLC’s Form 13F-HR filing with the SEC under CIK 1743413.
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AI-Powered Hedge Fund Analysis: Principle Wealth Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Principle Wealth Partners LLC (SEC CIK: 1743413), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Principle Wealth Partners LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.