Q2 2026 13F · SEC CIK 1743413

Principle Wealth Partners LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 398
Top holdings a year, 3 yrs: +19.4%
Assets under management: $3.2B

Principle Wealth Partners LLC is a wealth manager that reported 398 positions worth $2.0B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Invesco S&P 500 Top 50 ETF Total (XLG, 7.8%), Bny Mellon Dynamic Value ETF (BKDV, 6.7%), Jpmorgan Chase & Co (JPM, 5.8%). A portfolio copying its top holdings returned 19.4% a year over the last 3 years, against 20.4% for the S&P 500.

Principle Wealth Partners LLC holdings largest 50 of 398 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Principle Wealth Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
XLGInvesco S&P 500 Top 50 ETF Total	7.8%	8.0%	2,592,959	+1.6%	$158.8M
BKDVBny Mellon Dynamic Value ETF	6.7%	6.7%	4,065,430	+2.4%	$136.2M
JPMJpmorgan Chase & Co	5.8%	6.0%	357,917	+0.0%	$117.2M
AAPLApple Inc	5.2%	5.3%	361,967	-1.3%	$104.7M
VUGVanguard Indx Fd	3.1%	3.1%	732,355	+496.3%	$63.1M
NVDANvidia Corporation Com	2.8%	2.8%	285,774	+0.7%	$57.2M
VIGVanguard Dividend Appreciation ETF	2.6%	2.8%	226,788	-0.5%	$53.7M
MSFTMicrosoft Corp	2.1%	2.4%	116,758	+1.8%	$43.6M
VOOGVanguard S&P 500 Growth ETF Total	2.1%	1.5%	515,413	+720.1%	$42.6M
SMHVaneck Semiconductor ETF	2.0%	1.2%	62,788	+10.4%	$41.2M
AMZNAmazon Com Inc Com	2.0%	2.0%	168,332	+0.4%	$40.1M
GOOGLAlphabet Inc	1.6%	1.5%	93,329	+0.7%	$33.4M
GOOGAlphabet Inc	1.6%	1.5%	93,995	-0.4%	$33.2M
VTIVanguard Index Fds	1.6%	1.6%	85,269	+0.4%	$31.6M
JNJJohnson & Johnson	1.4%	1.6%	112,674	-0.4%	$28.6M
CSCOCisco Sys Inc	1.1%	0.9%	190,130	-1.3%	$22.3M
CATCaterpillar Inc Com	1.1%	0.9%	20,342	-3.4%	$21.7M
RTXRtx Corporation Com	1.0%	1.3%	111,340	-5.6%	$21.1M
IDVOAmplify ETF Tr	1.0%	1.0%	472,356	+12.1%	$19.8M
SCHDSchwab Strategic Tr	1.0%	1.1%	609,404	-5.5%	$19.3M
MCDMcdonalds Corp Com	0.9%	1.2%	69,482	+0.9%	$18.8M
PWRDTcw Transform ETF Trust	0.9%	0.5%	152,553	+84.2%	$18.8M
GSGoldman Sachs Group Inc	0.9%	0.9%	18,213	-0.8%	$18.4M
VYMVym	0.9%	1.0%	111,870	-1.5%	$17.7M
IBMInternational Business Machs	0.8%	0.8%	58,883	-0.4%	$16.6M
SMTHAlps ETF Tr	0.8%	1.0%	642,470	-5.0%	$16.5M
VGTVanguard Info Tech	0.8%	0.7%	138,294	+694.9%	$16.5M
JMSTJ P Morgan Exchange Traded F	0.7%	0.7%	291,500	+30.3%	$14.9M
HDHome Depot Inc Com	0.7%	0.8%	41,298	-2.5%	$14.6M
LLYLilly Eli & Co	0.7%	0.6%	11,921	-2.1%	$14.3M
TCAFT Rowe Price ETF Inc Capital Appreciatio	0.7%	0.7%	345,953	-1.6%	$14.2M
SPYSpdr S&p 500 ETF Tr	0.7%	0.7%	18,688	+6.7%	$14.0M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	26,919	-1.9%	$13.5M
METAMeta Platforms Inc Class A	0.7%	0.7%	23,496	+6.3%	$13.2M
VVisa Inc Com Cl A	0.7%	0.7%	38,387	+0.5%	$13.2M
XOMExxon Mobil Corp	0.6%	0.9%	94,098	-2.8%	$12.9M
AMGNAmgen Inc Com	0.6%	0.6%	31,526	+0.0%	$11.4M
UNHUnitedhealth Group Inc Com	0.5%	—	26,657	—	$11.1M
PGProcter & Gamble Co Com	0.5%	0.6%	74,709	+0.8%	$11.0M
CMICummins Inc	0.5%	0.5%	15,260	-4.8%	$10.9M
FMHIFirst Tr Exch Traded Fd III	0.5%	0.6%	222,961	-0.8%	$10.8M
XMMOInvesco S&p Midcap Momentum ETF	0.5%	—	60,388	—	$10.3M
MRKMerck & Co. Inc	0.5%	0.6%	79,812	-0.3%	$10.3M
IGVIshares Tr	0.5%	0.5%	109,340	+4.6%	$9.9M
TSLATesla Inc Com	0.5%	0.5%	23,012	-5.1%	$9.7M
SOSouthern Co.	0.5%	0.6%	100,553	+0.6%	$9.6M
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.5%	0.5%	156,531	+3.0%	$9.6M
VOVanguard Index Fds	0.5%	0.5%	116,717	+285.7%	$9.4M
QQQInvesco Qqq Tr	0.5%	—	12,611	—	$9.3M
PANWPalo Alto Networks Inc	0.5%	—	27,047	—	$9.2M

What Principle Wealth Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VOOG Vanguard S&P 500 Growth ETF Total+720.1% shares
VGT Vanguard Info Tech+694.9% shares
VUG Vanguard Indx Fd+496.3% shares
VO Vanguard Index Fds+285.7% shares
PWRD Tcw Transform ETF Trust+84.2% shares
JMST J P Morgan Exchange Traded F+30.3% shares
IDVO Amplify ETF Tr+12.1% shares
SMH Vaneck Semiconductor ETF+10.4% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.7% /yr; S&P 500 +20.1%
3 years: +19.4% /yr; S&P 500 +20.4%
5 years: +10.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.0B	398
Q1 2026	$1.7B	380
Q4 2025	$1.8B	371
Q3 2025	$1.7B	359
Q2 2025	$1.6B	358
Q1 2025	$1.4B	340
Q4 2024	$1.4B	334
Q3 2024	$1.4B	339
Q2 2024	$1.3B	325
Q1 2024	$1.3B	344
Q4 2023	$1.2B	335
Q3 2023	$995.2M	319

Questions about Principle Wealth Partners LLC's portfolio

What stocks does Principle Wealth Partners LLC own?

Principle Wealth Partners LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 398 positions worth $2.0B. The largest are Invesco S&P 500 Top 50 ETF Total (XLG) at 7.8%, Bny Mellon Dynamic Value ETF (BKDV) at 6.7%, Jpmorgan Chase & Co (JPM) at 5.8%, Apple Inc (AAPL) at 5.2% and Vanguard Indx Fd (VUG) at 3.1%.

What did Principle Wealth Partners LLC buy last quarter?

In Q2 2026, Principle Wealth Partners LLC added Vanguard S&P 500 Growth ETF Total (VOOG) (+720.1% shares), Vanguard Info Tech (VGT) (+694.9% shares) and Vanguard Indx Fd (VUG) (+496.3% shares), compared with its Q1 2026 filing.

What did Principle Wealth Partners LLC sell last quarter?

In Q2 2026, Principle Wealth Partners LLC cut from its top 50 Chevron Corp New (CVX), cut from its top 50 General Dynamics Corp (GD), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Coca Cola Co (KO), Rtx Corporation Com (RTX) (-5.6% shares), Schwab Strategic Tr (SCHD) (-5.5% shares) and Tesla Inc Com (TSLA) (-5.1% shares), compared with its Q1 2026 filing.

How has Principle Wealth Partners LLC's portfolio performed?

A portfolio copying Principle Wealth Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.7% against +20.1%. Over 5 years: +10.0% a year against +11.6%.

When is Principle Wealth Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Principle Wealth Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Principle Wealth Partners LLC manage?

Principle Wealth Partners LLC reported $3.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.0B.