Principle Wealth Partners Llc Portfolio Stock Holdings
Principle Wealth Partners Llc disclosed 380 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include INVESCO EXCHANGE TRADED FD T, JPMORGAN CHASE & CO, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 380
- Portfolio Value
- $1.7B
Holdings by Sector
Principle Wealth Partners Llc Portfolio Holdings in Q1 2026
366 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 7.96% | 2,552,987 | +85,970 | +3.48% | $139,265,445 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6.01% | 357,768 | -338 | -0.09% | $105,241,069 |
| APPLE INC | AAPL | Technology | 5.32% | 366,709 | -5,193 | -1.40% | $93,067,188 |
| VANGUARD INDEX FDS | VUG | Other | 3.07% | 122,819 | +379 | +0.31% | $53,646,020 |
| NVIDIA CORPORATION | NVDA | Technology | 2.83% | 283,806 | +2,653 | +0.94% | $49,495,851 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.80% | 227,881 | -3,814 | -1.65% | $49,008,122 |
| MICROSOFT CORP | MSFT | Technology | 2.43% | 114,654 | +1,694 | +1.50% | $42,441,375 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.00% | 167,632 | +3,271 | +1.99% | $34,912,782 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.58% | 113,128 | -69 | -0.06% | $27,653,069 |
| VANGUARD INDEX FDS | VTI | Other | 1.56% | 84,895 | -2,432 | -2.78% | $27,235,123 |
| ALPHABET INC | GOOG | Communication Services | 1.55% | 94,342 | -1,101 | -1.15% | $27,062,851 |
| ALPHABET INC | GOOGL | Communication Services | 1.52% | 92,718 | -2,406 | -2.53% | $26,661,968 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 1.46% | 62,845 | +4,997 | +8.64% | $25,621,116 |
| RTX CORPORATION | RTX | Industrials | 1.30% | 117,967 | -714 | -0.60% | $22,755,860 |
| VANECK ETF TRUST | SMH | Other | 1.25% | 56,849 | -1,853 | -3.16% | $21,796,002 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.22% | 68,838 | -63 | -0.09% | $21,394,118 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.13% | 644,801 | -3,796 | -0.59% | $19,782,495 |
| ALPS ETF TR | SMTH | Other | 1.00% | 676,565 | -34,373 | -4.83% | $17,424,929 |
| AMPLIFY ETF TR | IDVO | Other | 0.97% | 421,307 | +298,158 | +242.11% | $17,050,312 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.96% | 113,556 | -5,392 | -4.53% | $16,817,607 |
| EXXON MOBIL CORP | XOM | Energy | 0.94% | 96,782 | -1,772 | -1.80% | $16,420,100 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.89% | 18,352 | -294 | -1.58% | $15,525,975 |
| CISCO SYS INC | CSCO | Technology | 0.85% | 192,585 | -457 | -0.24% | $14,942,640 |
| CATERPILLAR INC | CAT | Industrials | 0.85% | 21,051 | -682 | -3.14% | $14,913,760 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.82% | 59,145 | +121 | +0.21% | $14,336,212 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.80% | 42,339 | -527 | -1.23% | $13,924,729 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.75% | 27,440 | +29 | +0.11% | $13,149,192 |
| META PLATFORMS INC | META | Communication Services | 0.72% | 22,110 | +2,430 | +12.35% | $12,649,990 |
| T ROWE PRICE ETF INC | TCAF | Other | 0.72% | 351,581 | +8,944 | +2.61% | $12,512,762 |
| VANGUARD WORLD FD | VGT | Other | 0.69% | 17,397 | +500 | +2.96% | $12,137,984 |
| VISA INC | V | Financial Services | 0.66% | 38,194 | -939 | -2.40% | $11,543,898 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.65% | 223,726 | +756 | +0.34% | $11,405,551 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.65% | 17,513 | -953 | -5.16% | $11,389,649 |
| ELI LILLY & CO | LLY | Healthcare | 0.64% | 12,174 | -500 | -3.95% | $11,197,480 |
| AMGEN INC | AMGN | Healthcare | 0.63% | 31,526 | -240 | -0.76% | $11,092,423 |
| CHEVRON CORPORATION | CVX | Energy | 0.62% | 52,844 | -105 | -0.20% | $10,933,480 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.61% | 74,133 | -117 | -0.16% | $10,707,778 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.61% | 224,757 | -5,337 | -2.32% | $10,684,949 |
| SOUTHERN CO | SO | Utilities | 0.55% | 99,904 | -647 | -0.64% | $9,642,773 |
| MERCK & CO INC | MRK | Healthcare | 0.55% | 80,052 | -2,214 | -2.69% | $9,629,460 |
| TESLA INC | TSLA | Consumer Cyclical | 0.52% | 24,255 | +251 | +1.05% | $9,016,781 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.51% | 26,086 | -659 | -2.46% | $8,953,240 |
| VANGUARD INDEX FDS | VO | Other | 0.50% | 30,258 | -1,122 | -3.58% | $8,689,447 |
| CUMMINS INC | CMI | Industrials | 0.49% | 16,033 | -330 | -2.02% | $8,626,075 |
| ORACLE CORP | ORCL | Technology | 0.49% | 58,612 | +872 | +1.51% | $8,622,338 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.48% | 151,934 | +6,827 | +4.70% | $8,435,381 |
| ISHARES TR | IGV | Other | 0.48% | 104,505 | +9,442 | +9.93% | $8,365,620 |
| COCA COLA CO | KO | Consumer Defensive | 0.47% | 108,040 | +271 | +0.25% | $8,216,472 |
| TCW ETF TRUST | NETZ | Other | 0.46% | 82,829 | +34,852 | +72.64% | $8,097,865 |
| INVESCO QQQ TR | QQQ | Other | 0.42% | 12,664 | -466 | -3.55% | $7,309,152 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.42% | 26,862 | +9,186 | +51.97% | $7,268,495 |
| ABBVIE INC | ABBV | Healthcare | 0.41% | 33,059 | +103 | +0.31% | $7,189,957 |
| 3M CO | MMM | Industrials | 0.38% | 45,500 | +190 | +0.42% | $6,607,920 |
| ISHARES TR | DVY | Other | 0.37% | 42,468 | -448 | -1.04% | $6,430,006 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 0.37% | 44,120 | +5,344 | +13.78% | $6,398,337 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.35% | 6,205 | -45 | -0.72% | $6,182,845 |
| OMEGA FLEX INC | OFLX | Industrials | 0.34% | 192,275 | - | - | $5,968,216 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 0.34% | 57,238 | -1,790 | -3.03% | $5,916,733 |
| BANK AMERICA CORP | BAC | Financial Services | 0.34% | 121,244 | +1,186 | +0.99% | $5,910,666 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.33% | 35,016 | -28 | -0.08% | $5,789,539 |
| ISHARES TR | ITA | Other | 0.32% | 25,867 | -400 | -1.52% | $5,658,487 |
| BLACKROCK INC | BLK | Other | 0.32% | 5,757 | +43 | +0.75% | $5,536,699 |
| WASTE MGMT INC DEL | WM | Industrials | 0.32% | 23,988 | -899 | -3.61% | $5,512,130 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.31% | 97,105 | +1,850 | +1.94% | $5,503,891 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.31% | 41,455 | -159 | -0.38% | $5,428,103 |
| ALLSTATE CORP | ALL | Financial Services | 0.30% | 25,110 | - | - | $5,206,307 |
| EMERSON ELEC CO | EMR | Industrials | 0.29% | 39,036 | -178 | -0.45% | $5,114,477 |
| ASML HLDG NV | ASML | Other | 0.28% | 3,737 | -5 | -0.13% | $4,936,139 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.28% | 23,716 | +70 | +0.30% | $4,934,958 |
| INVESCO EXCH TRADED FD TR II | IPKW | Other | 0.28% | 87,614 | +31,477 | +56.07% | $4,929,386 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.28% | 50,747 | +6,215 | +13.96% | $4,895,521 |
| VANGUARD WORLD FD | MGV | Other | 0.27% | 33,095 | -1,015 | -2.98% | $4,797,120 |
| CONOCOPHILLIPS | COP | Energy | 0.27% | 36,281 | -1,032 | -2.77% | $4,789,102 |
| PHILLIPS 66 | PSX | Energy | 0.27% | 26,228 | +24 | +0.09% | $4,778,217 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.26% | 15,863 | -64 | -0.40% | $4,626,785 |
| PFIZER INC | PFE | Healthcare | 0.26% | 163,441 | +6,223 | +3.96% | $4,589,432 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.26% | 7,552 | +11 | +0.15% | $4,564,357 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.25% | 27,822 | +491 | +1.80% | $4,460,423 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.25% | 33,254 | +30 | +0.09% | $4,358,934 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.25% | 29,771 | +7,149 | +31.60% | $4,354,945 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 34,947 | -238 | -0.68% | $4,343,231 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.25% | 6 | - | - | $4,308,840 |
| QUALCOMM INC | QCOM | Technology | 0.24% | 33,056 | -3,875 | -10.49% | $4,256,952 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.24% | 43,523 | +844 | +1.98% | $4,251,749 |
| VANGUARD INDEX FDS | VTV | Other | 0.23% | 20,581 | +1,952 | +10.48% | $4,037,960 |
| LEGG MASON ETF INVT | LVHI | Other | 0.22% | 96,216 | +2,241 | +2.38% | $3,900,590 |
| PEPSICO INC | PEP | Consumer Defensive | 0.22% | 25,047 | +288 | +1.16% | $3,889,600 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.22% | 8,937 | - | - | $3,878,390 |
| BOEING CO | BA | Industrials | 0.22% | 19,430 | -59 | -0.30% | $3,867,209 |
| DOMINION ENERGY INC | D | Utilities | 0.22% | 62,468 | +2,755 | +4.61% | $3,861,763 |
| VANGUARD STAR FDS | VXUS | Other | 0.22% | 49,666 | +106 | +0.21% | $3,829,773 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 0.22% | 19,516 | -1,895 | -8.85% | $3,813,426 |
| NETFLIX INC. | NFLX | Communication Services | 0.22% | 39,507 | +1,039 | +2.70% | $3,798,556 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.22% | 68,140 | -9,897 | -12.68% | $3,764,030 |
| HONEYWELL INTL INC | HON | Industrials | 0.21% | 16,482 | +332 | +2.06% | $3,725,380 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.21% | 39,438 | -566 | -1.41% | $3,663,020 |
| INVESCO EXCHANGE TRADED FD T | SPGP | Other | 0.20% | 33,116 | -12,290 | -27.07% | $3,563,959 |
| VANGUARD INDEX FDS | VOO | Other | 0.20% | 5,834 | -19 | -0.32% | $3,485,933 |
| TEXAS INSTRS INC | TXN | Technology | 0.18% | 16,618 | +10 | +0.06% | $3,226,259 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.18% | 13,516 | -111 | -0.81% | $3,193,560 |