Principle Wealth Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Principle Wealth Partners Llc disclosed 404 stock positions valued at approximately $2.08B as of quarter-end September 30, 2026. The largest holdings include INVESCO EXCHANGE TRADED FD T, APPLE INC, and JPMORGAN CHASE & CO.
- Report Period
- September 30, 2026
- No. of Stocks
- 404
- Portfolio Value
- $2.08B
Holdings by Sector
Principle Wealth Partners Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 8.00% | 2,609,727 | +16,768 | +0.65% | $166,004,783 |
| APPLE INC | AAPL | Technology | 5.91% | 368,147 | +6,180 | +1.71% | $122,600,639 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5.70% | 357,736 | -181 | -0.05% | $118,349,807 |
| BNY MELLON ETF TRUST II | BKDV | Other | 5.67% | 3,495,412 | -570,018 | -14.02% | $117,795,389 |
| NVIDIA CORPORATION | NVDA | Technology | 3.17% | 288,093 | +2,319 | +0.81% | $65,794,763 |
| MICROSOFT CORP | MSFT | Technology | 2.95% | 119,351 | +2,593 | +2.22% | $61,215,525 |
| VANGUARD INDEX FDS | VUG | Other | 2.84% | 653,702 | -78,653 | -10.74% | $58,905,052 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.54% | 225,587 | -1,201 | -0.53% | $52,631,790 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.01% | 167,665 | -667 | -0.40% | $41,773,755 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 2.00% | 485,659 | -29,754 | -5.77% | $41,514,173 |
| ISHARES TR | IEF | Other | 1.81% | 419,986 | +419,986 | +100.00% | $37,508,982 |
| VANECK ETF TRUST | SMH | Other | 1.65% | 56,406 | -6,382 | -10.16% | $34,351,771 |
| VANGUARD INDEX FDS | VTI | Other | 1.59% | 87,952 | +2,683 | +3.15% | $32,915,220 |
| ALPHABET INC | GOOGL | Communication Services | 1.55% | 93,537 | +208 | +0.22% | $32,184,305 |
| ALPHABET INC | GOOG | Communication Services | 1.55% | 94,270 | +275 | +0.29% | $32,121,656 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.44% | 112,656 | -18 | -0.02% | $29,824,463 |
| AMPLIFY ETF TR | IDVO | Other | 1.03% | 512,266 | +39,910 | +8.45% | $21,279,542 |
| RTX CORPORATION | RTX | Industrials | 0.99% | 111,213 | -127 | -0.11% | $20,646,871 |
| CISCO SYS INC | CSCO | Technology | 0.97% | 187,688 | -2,442 | -1.28% | $20,200,866 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.95% | 605,492 | -3,912 | -0.64% | $19,696,682 |
| TCW ETF TRUST | NETZ | Other | 0.87% | 170,961 | +18,408 | +12.07% | $17,984,118 |
| META PLATFORMS INC | META | Communication Services | 0.84% | 23,999 | +503 | +2.14% | $17,403,896 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.84% | 112,102 | +232 | +0.21% | $17,398,368 |
| VANGUARD WORLD FD | VGT | Other | 0.83% | 137,547 | -747 | -0.54% | $17,285,642 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.78% | 18,063 | -150 | -0.82% | $16,263,729 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.77% | 69,608 | +126 | +0.18% | $16,075,374 |
| CATERPILLAR INC | CAT | Industrials | 0.77% | 19,813 | -529 | -2.60% | $16,064,350 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.75% | 95,767 | +1,669 | +1.77% | $15,586,166 |
| ALPS ETF TR | SMTH | Other | 0.73% | 616,470 | -26,000 | -4.05% | $15,128,181 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | Other | 0.72% | 353,726 | +7,773 | +2.25% | $14,952,017 |
Showing 30 of 404 holdings in the latest reporting period.