Principle Wealth Partners Llc Portfolio Shifts in Q2 2026: Focus on ETF Buys

As of June 30th, 2026, Principle Wealth Partners Llc's portfolio has undergone several adjustments. The total value remains substantial at $1.86 billion, but the composition shows clear movement through changes in share counts across various holdings.

Significant Increases (Buys)

This quarter's data reveals a strong emphasis on acquiring more shares of exchange-traded funds (ETFs). Notable purchases include:

• VUG (Vanguard Index Funds), which saw its share count increase by an impressive 496.29% from the previous period, adding significantly to its allocation.
• VOOG (Vanguard Admiral Inc.), with a 720.13% surge in shares, indicating substantial confidence in this fund category.
• FSMB (First Trust Exchange Traded Fund III), bought at a high rate of 635.06%, suggesting aggressive portfolio expansion.
• VGT (Vanguard World ETF) and VO (Vanguard Index Fund), both showing substantial buying activity with share increases of 694.93% and 285.74%, respectively.
• NETZ (TCW ETF Trust) also demonstrated significant buying interest, increasing its stake by 84.18%.

Moderate Increases and Holding Decisions

Beyond the large buys, several existing holdings saw moderate increases or were held despite slight reductions in share count:

• XLG (Invesco Exchange Traded Fund T) experienced a small increase of just 1.57%.
• SCHD (Schwab Strategic Trust), though showing a decrease in shares (-5.49%), still remains part of the portfolio, indicating it was not sold outright but perhaps trimmed.

  Holds and Minor Adjustments

  The investor maintained positions in several key holdings while making minor adjustments:

  • SMTH (Alps ETF Trust) saw a slight decrease of -5.04%.
  • JEPi (JPMorgan Exchange Traded Fund), despite showing a significant reduction in shares (-25.37%), is still listed, meaning it was not completely exited but substantially reduced.

    No New Positions or Exits from Scratches

    The portfolio adjustments this quarter appear focused on modifying existing positions rather than adding entirely new ones or removing holdings completely from the list provided in the filing. There are no direct indications of brand-new acquisitions starting from zero shares, nor exits where a holding is removed altogether.

    Overall Portfolio Activity

    The total number of holdings fluctuated during this period, with 377 positions reported as of June 30th. The top five holdings by weight accounted for approximately 24.73% of the portfolio's value, a common structure in diversified investment strategies. This quarter featured activity across various sectors and asset classes, including further ETF purchases.

    Conclusion

    In summary, Principle Wealth Partners Llc demonstrated active buying behavior this quarter, particularly favoring exchange-traded funds like VUG, VOOG, FSMB, NETZ, and others. While some holdings saw minor reductions or were held steady (like XLG), the overall trend points towards portfolio growth through strategic acquisitions.