Principle Wealth Partners LLC Top Holdings and 13F Report (2026)

About Principle Wealth Partners LLC

Investment Activity

Principle Wealth Partners LLC has $2.08 billion in total holdings as of September 30, 2026.
Principle Wealth Partners LLC owns shares of 410 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 4.64% of the portfolio was purchased this quarter.
About 3.20% of the portfolio was sold this quarter.
This quarter, Principle Wealth Partners LLC has purchased 398 new stocks and bought additional shares in 185 stocks.
Principle Wealth Partners LLC sold shares of 117 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Invesco S&P 500 Top 50 ETF: $166,004,783
Apple: $122,600,639
JPMorgan Chase & Co.: $118,349,807
BNY MELLON ETF TRUST II: $117,795,389
NVIDIA: $65,794,763

Largest New Holdings this Quarter

464287440 - iShares 7-10 Year Treasury Bond ETF: $37,508,982 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $15,586,166 Holding
37960A529 - GLOBAL X FDS: $1,470,158 Holding
80004C200 - SANDISK CORP: $989,566 Holding
92206C680 - Vanguard Russell 1000 Growth ETF: $578,638 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF: 419,986 shares (about $37.51M)
EXXONMOBIL HOLDINGS CORP: 95,767 shares (about $15.59M)
CrowdStrike: 13,867 shares (about $3.67M)
SPACE EXPLORATION TECHN CORP: 20,483 shares (about $3.09M)
Apple: 6,180 shares (about $2.06M)

Largest Sales this Quarter

BNY MELLON ETF TRUST II: 570,018 shares (about $19.21M)
Vanguard Growth ETF: 78,653 shares (about $7.09M)
VanEck Semiconductor ETF: 6,382 shares (about $3.89M)
Vanguard S&P 500 Growth ETF: 29,754 shares (about $2.54M)
Palo Alto Networks: 3,242 shares (about $1.29M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
XLG Invesco S&P 500 Top 50 ETF	$166,004,783	$1,066,613 ▲	0.6%	2,609,727	8.0%	ETF
AAPL Apple	$122,600,639	$2,058,069 ▲	1.7%	368,147	5.9%	Technology
JPM JPMorgan Chase & Co.	$118,349,807	$59,880 ▼	-0.1%	357,736	5.7%	Finance
BNY MELLON ETF TRUST II	$117,795,389	$19,209,607 ▼	-14.0%	3,495,412	5.7%	DYNAMIC VALUE
NVDA NVIDIA	$65,794,763	$529,614 ▲	0.8%	288,093	3.2%	Technology
MSFT Microsoft	$61,215,525	$1,329,958 ▲	2.2%	119,351	2.9%	Technology
VUG Vanguard Growth ETF	$58,905,052	$7,087,418 ▼	-10.7%	653,702	2.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$52,631,790	$280,206 ▼	-0.5%	225,587	2.5%	ETF
AMZN Amazon.com	$41,773,755	$166,183 ▼	-0.4%	167,665	2.0%	Consumer Discretionary
VOOG Vanguard S&P 500 Growth ETF	$41,514,173	$2,543,374 ▼	-5.8%	485,659	2.0%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$37,508,982	$37,508,982 ▲	New Holding	419,986	1.8%	ETF
SMH VanEck Semiconductor ETF	$34,351,771	$3,886,696 ▼	-10.2%	56,406	1.7%	ETF
VTI Vanguard Total Stock Market ETF	$32,915,220	$1,004,088 ▲	3.1%	87,952	1.6%	ETF
GOOGL Alphabet	$32,184,305	$71,569 ▲	0.2%	93,537	1.6%	Communication Services
GOOG Alphabet	$32,121,656	$93,704 ▲	0.3%	94,270	1.5%	Communication Services
JNJ Johnson & Johnson	$29,824,463	$4,765 ▼	0.0%	112,656	1.4%	Healthcare
IDVO Amplify CWP International Enhanced Dividend Income ETF	$21,279,542	$1,657,862 ▲	8.4%	512,266	1.0%	ETF
RTX RTX	$20,646,871	$23,578 ▼	-0.1%	111,213	1.0%	Industrials
CSCO Cisco Systems	$20,200,866	$262,833 ▼	-1.3%	187,688	1.0%	Technology
SCHD Schwab US Dividend Equity ETF	$19,696,682	$127,258 ▼	-0.6%	605,492	0.9%	ETF
TCW ETF TRUST	$17,984,118	$1,936,416 ▲	12.1%	170,961	0.9%	TRANS SYSTE ETF
META Meta Platforms	$17,403,896	$364,772 ▲	2.1%	23,999	0.8%	Communication Services
VYM Vanguard High Dividend Yield ETF	$17,398,368	$36,007 ▲	0.2%	112,102	0.8%	ETF
VGT Vanguard Information Technology ETF	$17,285,642	$93,876 ▼	-0.5%	137,547	0.8%	ETF
GS The Goldman Sachs Group	$16,263,729	$135,058 ▼	-0.8%	18,063	0.8%	Finance
MCD McDonald's	$16,075,374	$29,099 ▲	0.2%	69,608	0.8%	Consumer Discretionary
CAT Caterpillar	$16,064,350	$428,912 ▼	-2.6%	19,813	0.8%	Industrials
EXXONMOBIL HOLDINGS CORP	$15,586,166	$15,586,166 ▲	New Holding	95,767	0.8%	COM SHS
ALPS ETF TR	$15,128,181	$638,040 ▼	-4.0%	616,470	0.7%	SMITH CORE PLUS
TCAF T. Rowe Price Capital Appreciation Equity ETF	$14,952,017	$328,565 ▲	2.2%	353,726	0.7%	ETF
BRK.B Berkshire Hathaway	$14,494,214	$1,090,004 ▲	8.1%	29,108	0.7%	Finance
LLY Eli Lilly and Company	$14,295,074	$501,033 ▲	3.6%	12,354	0.7%	Healthcare
J P MORGAN EXCHANGE TRADED F	$14,008,732	$729,531 ▼	-4.9%	277,071	0.7%	ULTRA SHT MUNCPL
V Visa	$13,770,004	$23,716 ▼	-0.2%	38,321	0.7%	Finance
IGV iShares Expanded Tech-Software Sector ETF	$13,367,494	$1,724,883 ▲	14.8%	125,539	0.6%	ETF
AMGN Amgen	$13,365,374	$76,716 ▲	0.6%	31,708	0.6%	Healthcare
SPY SPDR S&P 500 ETF Trust	$13,314,027	$938,037 ▼	-6.6%	17,458	0.6%	ETF
IBM International Business Machines	$12,798,331	$151,974 ▼	-1.2%	58,192	0.6%	Technology
HD Home Depot	$11,851,286	$102,416 ▲	0.9%	41,658	0.6%	Consumer Discretionary
MRK Merck & Co., Inc.	$11,663,229	$65,680 ▲	0.6%	80,264	0.6%	Healthcare
PG Procter & Gamble	$10,983,259	$129,589 ▲	1.2%	75,601	0.5%	Consumer Staples
CVX Chevron	$10,808,912	$240,765 ▲	2.3%	52,930	0.5%	Energy
XMMO Invesco S&P MidCap Momentum ETF	$9,974,098	$1,112,081 ▲	12.5%	67,966	0.5%	ETF
UNH UnitedHealth Group	$9,928,037	$142,432 ▲	1.5%	27,045	0.5%	Healthcare
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$9,817,541	$228,439 ▲	2.4%	160,260	0.5%	ETF
KO Coca-Cola	$9,485,248	$50,529 ▲	0.5%	110,191	0.5%	Consumer Staples
PANW Palo Alto Networks	$9,458,051	$1,288,091 ▼	-12.0%	23,805	0.5%	Technology
FMHI First Trust Municipal High Income ETF	$9,387,279	$612,564 ▼	-6.1%	209,303	0.5%	ETF
QQQ Invesco QQQ	$9,242,785	$86,554 ▼	-0.9%	12,494	0.4%	ETF
VO Vanguard Mid-Cap ETF	$8,839,887	$313,134 ▼	-3.4%	112,724	0.4%	ETF
ABBV AbbVie	$8,500,930	$3,924 ▲	0.0%	32,497	0.4%	Healthcare
TSLA Tesla	$8,433,725	$268,599 ▲	3.3%	23,769	0.4%	Consumer Discretionary
SO Southern	$8,301,497	$33,405 ▼	-0.4%	100,150	0.4%	Utilities
GD General Dynamics	$8,100,441	$153,972 ▼	-1.9%	24,411	0.4%	Industrials
ORCL Oracle	$8,011,682	$31,442 ▼	-0.4%	58,351	0.4%	Technology
CMI Cummins	$7,489,232	$393,626 ▼	-5.0%	14,498	0.4%	Industrials
MMM 3M	$7,233,171	$55,647 ▼	-0.8%	44,064	0.3%	Industrials
SBND Columbia Short Duration Bond ETF	$7,029,714	$1,262,633 ▼	-15.2%	384,347	0.3%	ETF
ASML ASML	$6,954,952	$112,352 ▲	1.6%	3,838	0.3%	Technology
BAC Bank of America	$6,875,846	$81,210 ▲	1.2%	126,324	0.3%	Finance
PM Philip Morris International	$6,823,020	$74,039 ▲	1.1%	35,756	0.3%	Consumer Staples
PSX Phillips 66	$6,703,302	$2,808 ▲	0.0%	26,255	0.3%	Energy
SPACE EXPLORATION TECHN CORP	$6,411,446	$3,090,088 ▲	93.0%	42,499	0.3%	CLASS A COM STK
DVY iShares Select Dividend ETF	$6,385,020	$3,346 ▼	-0.1%	41,987	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$6,327,290	$231,573 ▲	3.8%	33,826	0.3%	CL A
QCOM Qualcomm	$6,073,688	$117,418 ▼	-1.9%	33,002	0.3%	Technology
EMR Emerson Electric	$6,017,291	$20,008 ▼	-0.3%	38,796	0.3%	Industrials
IPKW Invesco International BuyBack Achievers ETF	$5,986,373	$413,986 ▲	7.4%	100,933	0.3%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$5,898,685	$362,199 ▼	-5.8%	52,831	0.3%	ETF
BLACKROCK INC	$5,697,814	$128,076 ▼	-2.2%	5,383	0.3%	COM
COST Costco Wholesale	$5,626,634	$60,090 ▼	-1.1%	6,180	0.3%	Consumer Staples
ALL Allstate	$5,581,849		0.0%	25,159	0.3%	Finance
ITA iShares U.S. Aerospace & Defense ETF	$5,453,822	$204,487 ▼	-3.6%	26,324	0.3%	ETF
TRV Travelers Companies	$5,416,366	$99,115 ▼	-1.8%	15,192	0.3%	Finance
KIMBERLY-CLARK CORP	$5,391,095	$95,676 ▼	-1.7%	55,333	0.3%	COM
MGV Vanguard Mega Cap Value ETF	$5,303,083		0.0%	32,920	0.3%	ETF
PNC The PNC Financial Services Group	$5,250,357	$20,893 ▼	-0.4%	23,622	0.3%	Finance
VTV Vanguard Value ETF	$4,986,855	$539,569 ▲	12.1%	23,078	0.2%	ETF
WM Waste Management	$4,963,247	$22,024 ▲	0.4%	24,339	0.2%	Industrials
CRWD CrowdStrike	$4,930,378	$3,671,440 ▲	291.6%	18,622	0.2%	Technology
PRU Prudential Financial	$4,889,946	$84,960 ▼	-1.7%	43,052	0.2%	Finance
FSMB First Trust Short Duration Managed Municipal ETF	$4,751,373	$246,519 ▲	5.5%	244,161	0.2%	ETF
OFLX Omega Flex	$4,629,785	$254,000 ▼	-5.2%	182,275	0.2%	Industrials
TXN Texas Instruments	$4,620,794	$85,710 ▲	1.9%	16,497	0.2%	Technology
COP ConocoPhillips	$4,578,001	$51,187 ▲	1.1%	36,580	0.2%	Energy
PFE Pfizer	$4,569,585	$12,663 ▼	-0.3%	160,224	0.2%	Healthcare
DUK Duke Energy	$4,545,499	$217,647 ▼	-4.6%	39,869	0.2%	Utilities
BRK.A Berkshire Hathaway	$4,482,030		0.0%	6	0.2%	Finance
VXUS Vanguard Total International Stock ETF	$4,459,906	$155,307 ▲	3.6%	52,494	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$4,322,625	$528,730 ▲	13.9%	22,082	0.2%	ETF
J P MORGAN EXCHANGE TRADED F	$4,268,925	$475,800 ▼	-10.0%	89,721	0.2%	MUNICIPAL ETF
VOO Vanguard S&P 500 ETF	$4,148,101	$39,252 ▼	-0.9%	5,918	0.2%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$4,010,566	$125 ▲	0.0%	96,153	0.2%	ETF
LMT Lockheed Martin	$3,965,621	$190,973 ▲	5.1%	7,787	0.2%	Industrials
MSI Motorola Solutions	$3,937,728	$446 ▼	0.0%	8,829	0.2%	Technology
AEP American Electric Power	$3,918,784	$1,898 ▲	0.0%	33,030	0.2%	Utilities
WALMART INC	$3,883,816	$212,413 ▲	5.8%	37,373	0.2%	COM
FDVV Fidelity High Dividend ETF	$3,859,887	$69,718 ▼	-1.8%	63,558	0.2%	ETF
AMD Advanced Micro Devices	$3,855,390	$128,472 ▲	3.4%	6,302	0.2%	Technology
D Dominion Energy	$3,733,773	$15,251 ▲	0.4%	61,695	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Principle Wealth Partners LLC Top Holdings and 13F Report (2026)

About Principle Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Principle Wealth Partners LLC Top Holdings and 13F Report (2026)

About Principle Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrinciple Wealth Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools