Principle Wealth Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Principle Wealth Partners Llc disclosed 384 stock positions valued at approximately $2.03B as of quarter-end June 30, 2026. The largest holdings include INVESCO EXCHANGE TRADED FD T, JPMORGAN CHASE & CO, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 384
- Portfolio Value
- $2.03B
Holdings by Sector
Principle Wealth Partners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 7.84% | 2,592,959 | +39,972 | +1.57% | $158,766,854 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5.78% | 357,917 | +149 | +0.04% | $117,156,896 |
| APPLE INC | AAPL | Technology | 5.17% | 361,967 | -4,742 | -1.29% | $104,738,674 |
| VANGUARD INDEX FDS | VUG | Other | 3.11% | 732,355 | +609,536 | +496.29% | $63,085,071 |
| NVIDIA CORPORATION | NVDA | Technology | 2.82% | 285,774 | +1,968 | +0.69% | $57,180,457 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.65% | 226,788 | -1,093 | -0.48% | $53,662,534 |
| MICROSOFT CORP | MSFT | Technology | 2.15% | 116,758 | +2,104 | +1.84% | $43,553,190 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 2.10% | 515,413 | +452,568 | +720.13% | $42,583,404 |
| VANECK ETF TRUST | SMH | Other | 2.03% | 62,788 | +5,939 | +10.45% | $41,182,301 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.98% | 168,332 | +700 | +0.42% | $40,120,232 |
| ALPHABET INC | GOOGL | Communication Services | 1.65% | 93,329 | +611 | +0.66% | $33,353,088 |
| ALPHABET INC | GOOG | Communication Services | 1.64% | 93,995 | -347 | -0.37% | $33,211,219 |
| VANGUARD INDEX FDS | VTI | Other | 1.56% | 85,269 | +374 | +0.44% | $31,552,813 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.41% | 112,674 | -454 | -0.40% | $28,615,889 |
| CISCO SYS INC | CSCO | Technology | 1.10% | 190,130 | -2,455 | -1.27% | $22,332,678 |
| CATERPILLAR INC | CAT | Industrials | 1.07% | 20,342 | -709 | -3.37% | $21,662,531 |
| RTX CORPORATION | RTX | Industrials | 1.04% | 111,340 | -6,627 | -5.62% | $21,124,576 |
| AMPLIFY ETF TR | IDVO | Other | 0.98% | 472,356 | +51,049 | +12.12% | $19,838,951 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.95% | 609,404 | -35,397 | -5.49% | $19,324,199 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.93% | 69,482 | +644 | +0.94% | $18,781,612 |
| TCW ETF TRUST | NETZ | Other | 0.93% | 152,553 | +69,724 | +84.18% | $18,757,877 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.91% | 18,213 | -139 | -0.76% | $18,420,183 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.87% | 111,870 | -1,686 | -1.48% | $17,678,805 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.82% | 58,883 | -262 | -0.44% | $16,558,461 |
| ALPS ETF TR | SMTH | Other | 0.82% | 642,470 | -34,095 | -5.04% | $16,537,184 |
| VANGUARD WORLD FD | VGT | Other | 0.82% | 138,294 | +120,897 | +694.93% | $16,528,932 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.73% | 291,500 | +67,774 | +30.29% | $14,866,485 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.72% | 41,298 | -1,041 | -2.46% | $14,565,031 |
| ELI LILLY & CO | LLY | Healthcare | 0.71% | 11,921 | -253 | -2.08% | $14,298,595 |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | Other | 0.70% | 345,953 | -5,628 | -1.60% | $14,218,659 |
Showing 30 of 384 holdings in the latest reporting period.