Principle Wealth Partners LLC Top Holdings and 13F Report (2026) About Principle Wealth Partners LLCInvestment ActivityPrinciple Wealth Partners LLC has $1.75 billion in total holdings as of March 31, 2026.Principle Wealth Partners LLC owns shares of 380 different stocks, but just 70 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 1.53% of the portfolio was sold this quarter.This quarter, Principle Wealth Partners LLC has purchased 372 new stocks and bought additional shares in 126 stocks.Principle Wealth Partners LLC sold shares of 136 stocks and completely divested from 14 stocks this quarter.Largest Holdings Invesco S&P 500 Top 50 ETF $139,265,445BNY MELLON ETF TRUST II $117,728,160JPMorgan Chase & Co. $105,241,069Apple $93,067,188Vanguard Growth ETF $53,646,020 Largest New Holdings this Quarter 19761L888 - Columbia Short Duration Bond ETF $1,373,052 Holding631103108 - Nasdaq $601,996 Holding744573106 - Public Service Enterprise Group $516,947 Holding595112103 - Micron Technology $448,163 Holding09661T826 - BNY Mellon Global Infrastructure Income ETF $398,982 Holding Largest Purchases this Quarter Amplify CWP International Enhanced Dividend Income ETF 298,158 shares (about $12.07M)BNY MELLON ETF TRUST II 161,422 shares (about $4.79M)Invesco S&P 500 Top 50 ETF 85,970 shares (about $4.69M)TCW ETF TRUST 34,852 shares (about $3.41M)UnitedHealth Group 9,186 shares (about $2.49M) Largest Sales this Quarter Invesco S&P 500 GARP ETF 12,290 shares (about $1.32M)Apple 5,193 shares (about $1.32M)ALPS ETF TR 34,373 shares (about $885.28K)Vanguard Dividend Appreciation ETF 3,814 shares (about $820.24K)Vanguard High Dividend Yield ETF 5,392 shares (about $798.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrinciple Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLGInvesco S&P 500 Top 50 ETF$139,265,445$4,689,664 ▲3.5%2,552,9878.0%ETFBNY MELLON ETF TRUST II$117,728,160$4,787,776 ▲4.2%3,969,2576.7%DYNAMIC VALUEJPMJPMorgan Chase & Co.$105,241,069$99,426 ▼-0.1%357,7686.0%FinanceAAPLApple$93,067,188$1,317,933 ▼-1.4%366,7095.3%Computer and TechnologyVUGVanguard Growth ETF$53,646,020$165,543 ▲0.3%122,8193.1%ETFNVDANVIDIA$49,495,851$462,684 ▲0.9%283,8062.8%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$49,008,122$820,239 ▼-1.6%227,8812.8%ETFMSFTMicrosoft$42,441,375$627,067 ▲1.5%114,6542.4%Computer and TechnologyAMZNAmazon.com$34,912,782$681,252 ▲2.0%167,6322.0%Retail/WholesaleJNJJohnson & Johnson$27,653,069$16,866 ▼-0.1%113,1281.6%MedicalVTIVanguard Total Stock Market ETF$27,235,123$780,209 ▼-2.8%84,8951.6%ETFGOOGAlphabet$27,062,851$315,832 ▼-1.2%94,3421.5%Computer and TechnologyGOOGLAlphabet$26,661,968$691,869 ▼-2.5%92,7181.5%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$25,621,116$2,037,214 ▲8.6%62,8451.5%ETFRTXRTX$22,755,860$137,731 ▼-0.6%117,9671.3%AerospaceSMHVanEck Semiconductor ETF$21,796,002$710,443 ▼-3.2%56,8491.2%ManufacturingMCDMcDonald's$21,394,118$19,580 ▼-0.1%68,8381.2%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$19,782,495$116,461 ▼-0.6%644,8011.1%ETFALPS ETF TR$17,424,929$885,276 ▼-4.8%676,5651.0%SMITH CORE PLUSIDVOAmplify CWP International Enhanced Dividend Income ETF$17,050,312$12,066,467 ▲242.1%421,3071.0%ETFVYMVanguard High Dividend Yield ETF$16,817,607$798,553 ▼-4.5%113,5561.0%ETFXOMExxonMobil$16,420,100$300,639 ▼-1.8%96,7820.9%EnergyGSThe Goldman Sachs Group$15,525,975$248,727 ▼-1.6%18,3520.9%FinanceCSCOCisco Systems$14,942,640$35,459 ▼-0.2%192,5850.9%Computer and TechnologyCATCaterpillar$14,913,760$483,169 ▼-3.1%21,0510.9%IndustrialsIBMInternational Business Machines$14,336,212$29,329 ▲0.2%59,1450.8%Computer and TechnologyHDHome Depot$13,924,729$173,323 ▼-1.2%42,3390.8%Retail/WholesaleBRK.BBerkshire Hathaway$13,149,192$13,897 ▲0.1%27,4400.8%FinanceMETAMeta Platforms$12,649,990$1,390,297 ▲12.3%22,1100.7%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$12,512,762$318,317 ▲2.6%351,5810.7%ETFVGTVanguard Information Technology ETF$12,137,984$348,853 ▲3.0%17,3970.7%ETFVVisa$11,543,898$283,807 ▼-2.4%38,1940.7%Business ServicesJMSTJPMorgan Ultra-Short Municipal ETF$11,405,551$38,541 ▲0.3%223,7260.7%ETFSPYSPDR S&P 500 ETF Trust$11,389,649$619,787 ▼-5.2%17,5130.7%FinanceLLYEli Lilly and Company$11,197,480$459,893 ▼-3.9%12,1740.6%MedicalAMGNAmgen$11,092,423$84,444 ▼-0.8%31,5260.6%MedicalCVXChevron$10,933,480$21,725 ▼-0.2%52,8440.6%EnergyPGProcter & Gamble$10,707,778$16,899 ▼-0.2%74,1330.6%Consumer StaplesFMHIFirst Trust Municipal High Income ETF$10,684,949$253,721 ▼-2.3%224,7570.6%ManufacturingSOSouthern$9,642,773$62,449 ▼-0.6%99,9040.6%UtilitiesMRKMerck & Co., Inc.$9,629,460$266,322 ▼-2.7%80,0520.6%MedicalTSLATesla$9,016,781$93,309 ▲1.0%24,2550.5%Auto/Tires/TrucksGDGeneral Dynamics$8,953,240$226,182 ▼-2.5%26,0860.5%AerospaceVOVanguard Mid-Cap ETF$8,689,447$322,214 ▼-3.6%30,2580.5%ETFCMICummins$8,626,075$177,547 ▼-2.0%16,0330.5%Auto/Tires/TrucksORCLOracle$8,622,338$128,279 ▲1.5%58,6120.5%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$8,435,381$379,035 ▲4.7%151,9340.5%ETFIGViShares Expanded Tech-Software Sector ETF$8,365,620$755,832 ▲9.9%104,5050.5%ETFKOCocaCola$8,216,472$20,610 ▲0.3%108,0400.5%Consumer StaplesTCW ETF TRUST$8,097,865$3,407,343 ▲72.6%82,8290.5%TRANSFORM SYSTEMQQQInvesco QQQ$7,309,152$268,956 ▼-3.5%12,6640.4%FinanceUNHUnitedHealth Group$7,268,495$2,485,608 ▲52.0%26,8620.4%MedicalABBVAbbVie$7,189,957$22,401 ▲0.3%33,0590.4%MedicalMMM3M$6,607,920$27,594 ▲0.4%45,5000.4%Multi-Sector ConglomeratesDVYiShares Select Dividend ETF$6,430,006$67,831 ▼-1.0%42,4680.4%ETFXMMOInvesco S&P MidCap Momentum ETF$6,398,337$774,993 ▲13.8%44,1200.4%ETFCOSTCostco Wholesale$6,182,845$44,839 ▼-0.7%6,2050.4%Retail/WholesaleOFLXOmega Flex$5,968,2160.0%192,2750.3%IndustrialsXMHQInvesco S&P MidCap Quality ETF$5,916,733$185,034 ▼-3.0%57,2380.3%ETFBACBank of America$5,910,666$57,818 ▲1.0%121,2440.3%FinancePMPhilip Morris International$5,789,539$4,630 ▼-0.1%35,0160.3%Consumer StaplesITAiShares U.S. Aerospace & Defense ETF$5,658,487$87,501 ▼-1.5%25,8670.3%ETFBLACKROCK INC$5,536,699$41,355 ▲0.8%5,7570.3%COMWMWaste Management$5,512,130$206,578 ▼-3.6%23,9880.3%Business ServicesJEPIJPMorgan Equity Premium Income ETF$5,503,891$104,858 ▲1.9%97,1050.3%ETFDUKDuke Energy$5,428,103$20,819 ▼-0.4%41,4550.3%UtilitiesALLAllstate$5,206,3070.0%25,1100.3%FinanceEMREmerson Electric$5,114,477$23,321 ▼-0.5%39,0360.3%IndustrialsASMLASML$4,936,139$6,604 ▼-0.1%3,7370.3%Computer and TechnologyPNCThe PNC Financial Services Group$4,934,958$14,566 ▲0.3%23,7160.3%FinanceIPKWInvesco International BuyBack Achievers ETF$4,929,386$1,770,976 ▲56.1%87,6140.3%ManufacturingKIMBERLY-CLARK CORP$4,895,521$599,556 ▲14.0%50,7470.3%COMMGVVanguard Mega Cap Value ETF$4,797,120$147,124 ▼-3.0%33,0950.3%ETFCOPConocoPhillips$4,789,102$136,224 ▼-2.8%36,2810.3%EnergyPSXPhillips 66$4,778,217$4,372 ▲0.1%26,2280.3%EnergyTRVTravelers Companies$4,626,785$18,667 ▼-0.4%15,8630.3%FinancePFEPfizer$4,589,432$174,742 ▲4.0%163,4410.3%MedicalLMTLockheed Martin$4,564,357$6,648 ▲0.1%7,5520.3%AerospacePANWPalo Alto Networks$4,460,423$78,717 ▲1.8%27,8220.3%Computer and TechnologyAEPAmerican Electric Power$4,358,934$3,932 ▲0.1%33,2540.2%UtilitiesPALANTIR TECHNOLOGIES INC$4,354,945$1,045,766 ▲31.6%29,7710.2%CL AWALMART INC$4,343,231$29,579 ▼-0.7%34,9470.2%COMBRK.ABerkshire Hathaway$4,308,8400.0%60.2%FinanceQCOMQualcomm$4,256,952$499,023 ▼-10.5%33,0560.2%Computer and TechnologyPRUPrudential Financial$4,251,749$82,450 ▲2.0%43,5230.2%FinanceVTVVanguard Value ETF$4,037,960$382,979 ▲10.5%20,5810.2%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$3,900,590$90,850 ▲2.4%96,2160.2%ETFPEPPepsiCo$3,889,600$44,724 ▲1.2%25,0470.2%Consumer StaplesMSIMotorola Solutions$3,878,3900.0%8,9370.2%Computer and TechnologyBABoeing$3,867,209$11,743 ▼-0.3%19,4300.2%AerospaceDDominion Energy$3,861,763$170,314 ▲4.6%62,4680.2%UtilitiesVXUSVanguard Total International Stock ETF$3,829,773$8,174 ▲0.2%49,6660.2%ETFODFLOld Dominion Freight Line$3,813,426$370,283 ▼-8.9%19,5160.2%TransportationNFLXNetflix$3,798,556$99,899 ▲2.7%39,5070.2%Consumer DiscretionaryFDVVFidelity High Dividend ETF$3,764,030$546,707 ▼-12.7%68,1400.2%ETFHONHoneywell International$3,725,380$75,041 ▲2.1%16,4820.2%Multi-Sector ConglomeratesNEENextEra Energy$3,663,020$52,570 ▼-1.4%39,4380.2%UtilitiesSPGPInvesco S&P 500 GARP ETF$3,563,959$1,322,655 ▼-27.1%33,1160.2%ETFVOOVanguard S&P 500 ETF$3,485,933$11,353 ▼-0.3%5,8340.2%ETFTXNTexas Instruments$3,226,259$1,941 ▲0.1%16,6180.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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