Q2 2026 13F · SEC CIK 1743413

Principle Wealth Partners LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 398
Top holdings a year, 3 yrs: +19.4%
Assets under management: $3.2B

Principle Wealth Partners LLC is a wealth manager that reported 398 positions worth $2.0B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Invesco Exchange Traded Fd T (XLG, 7.8%), Bny Mellon ETF Trust II (BKDV, 6.7%), Jpmorgan Chase & Co (JPM, 5.8%). A portfolio copying its top holdings returned 19.4% a year over the last 3 years, against 20.4% for the S&P 500.

Principle Wealth Partners LLC holdings largest 50 of 398 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Principle Wealth Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
XLGInvesco Exchange Traded Fd T	7.8%	8.0%	2,592,959	+1.6%	$158.8M
BKDVBny Mellon ETF Trust II	6.7%	6.7%	4,065,430	+2.4%	$136.2M
JPMJpmorgan Chase & Co	5.8%	6.0%	357,917	+0.0%	$117.2M
AAPLApple Inc	5.2%	5.3%	361,967	-1.3%	$104.7M
VUGVanguard Index Fds	3.1%	3.1%	732,355	+496.3%	$63.1M
NVDANvidia Corporation	2.8%	2.8%	285,774	+0.7%	$57.2M
VIGVanguard Specialized Funds	2.6%	2.8%	226,788	-0.5%	$53.7M
MSFTMicrosoft Corp	2.1%	2.4%	116,758	+1.8%	$43.6M
VOOGVanguard Admiral Fds Inc	2.1%	1.5%	515,413	+720.1%	$42.6M
SMHVaneck ETF Trust	2.0%	1.2%	62,788	+10.4%	$41.2M
AMZNAmazon Com Inc	2.0%	2.0%	168,332	+0.4%	$40.1M
GOOGLAlphabet Inc	1.6%	1.5%	93,329	+0.7%	$33.4M
GOOGAlphabet Inc	1.6%	1.5%	93,995	-0.4%	$33.2M
VTIVanguard Index Fds	1.6%	1.6%	85,269	+0.4%	$31.6M
JNJJohnson & Johnson	1.4%	1.6%	112,674	-0.4%	$28.6M
CSCOCisco Sys Inc	1.1%	0.9%	190,130	-1.3%	$22.3M
CATCaterpillar Inc	1.1%	0.9%	20,342	-3.4%	$21.7M
RTXRtx Corporation	1.0%	1.3%	111,340	-5.6%	$21.1M
IDVOAmplify ETF Tr	1.0%	1.0%	472,356	+12.1%	$19.8M
SCHDSchwab Strategic Tr	1.0%	1.1%	609,404	-5.5%	$19.3M
MCDMcdonalds Corp	0.9%	1.2%	69,482	+0.9%	$18.8M
PWRDTcw ETF Trust	0.9%	0.5%	152,553	+84.2%	$18.8M
GSGoldman Sachs Group Inc	0.9%	0.9%	18,213	-0.8%	$18.4M
VYMVanguard Whitehall Fds	0.9%	1.0%	111,870	-1.5%	$17.7M
IBMInternational Business Machs	0.8%	0.8%	58,883	-0.4%	$16.6M
SMTHALPS/Smith Core Plus, Bond. Exchange	0.8%	1.0%	642,470	-5.0%	$16.5M
VGTVanguard World Fd	0.8%	0.7%	138,294	+694.9%	$16.5M
JMSTJ P Morgan Exchange Traded F	0.7%	0.7%	291,500	+30.3%	$14.9M
HDHome Depot Inc	0.7%	0.8%	41,298	-2.5%	$14.6M
LLYEli Lilly & Co	0.7%	0.6%	11,921	-2.1%	$14.3M
TCAFT Rowe Price Exchange-Traded	0.7%	0.7%	345,953	-1.6%	$14.2M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	18,688	+6.7%	$14.0M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	26,919	-1.9%	$13.5M
METAMeta Platforms Inc	0.7%	0.7%	23,496	+6.3%	$13.2M
VVisa Inc	0.7%	0.7%	38,387	+0.5%	$13.2M
XOMExxon Mobil Corp	0.6%	0.9%	94,098	-2.8%	$12.9M
AMGNAmgen Inc	0.6%	0.6%	31,526	+0.0%	$11.4M
UNHUnitedhealth Group Inc	0.5%	—	26,657	—	$11.1M
PGProcter & Gamble Co	0.5%	0.6%	74,709	+0.8%	$11.0M
CMICummins Inc	0.5%	0.5%	15,260	-4.8%	$10.9M
FMHIFirst Trust Municipal High Income ETF	0.5%	0.6%	222,961	-0.8%	$10.8M
XMMOInvesco Exchange Traded Fd T	0.5%	—	60,388	—	$10.3M
MRKMerck & Co Inc	0.5%	0.6%	79,812	-0.3%	$10.3M
IGVIshares Tr	0.5%	0.5%	109,340	+4.6%	$9.9M
TSLATesla Inc	0.5%	0.5%	23,012	-5.1%	$9.7M
SOSouthern Co	0.5%	0.6%	100,553	+0.6%	$9.6M
JEPQJ P Morgan Exchange Traded F	0.5%	0.5%	156,531	+3.0%	$9.6M
VOVanguard Index Fds	0.5%	0.5%	116,717	+285.7%	$9.4M
QQQInvesco Qqq Tr	0.5%	—	12,611	—	$9.3M
PANWPalo Alto Networks Inc	0.5%	—	27,047	—	$9.2M

What Principle Wealth Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VOOG Vanguard Admiral Fds Inc+720.1% shares
VGT Vanguard World Fd+694.9% shares
VUG Vanguard Index Fds+496.3% shares
VO Vanguard Index Fds+285.7% shares
PWRD Tcw ETF Trust+84.2% shares
JMST J P Morgan Exchange Traded F+30.3% shares
IDVO Amplify ETF Tr+12.1% shares
SMH Vaneck ETF Trust+10.4% shares

Reduced

RTX Rtx Corporation-5.6% shares
SCHD Schwab Strategic Tr-5.5% shares
TSLA Tesla Inc-5.1% shares
SMTH ALPS/Smith Core Plus, Bond. Exchange-5.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.7% /yr; S&P 500 +20.1%
3 years: +19.4% /yr; S&P 500 +20.4%
5 years: +10.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.0B	398
Q1 2026	$1.7B	380
Q4 2025	$1.8B	371
Q3 2025	$1.7B	359
Q2 2025	$1.6B	358
Q1 2025	$1.4B	340
Q4 2024	$1.4B	334
Q3 2024	$1.4B	339
Q2 2024	$1.3B	325
Q1 2024	$1.3B	344
Q4 2023	$1.2B	335
Q3 2023	$995.2M	319

Questions about Principle Wealth Partners LLC's portfolio

What stocks does Principle Wealth Partners LLC own?

Principle Wealth Partners LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 398 positions worth $2.0B. The largest are Invesco Exchange Traded Fd T (XLG) at 7.8%, Bny Mellon ETF Trust II (BKDV) at 6.7%, Jpmorgan Chase & Co (JPM) at 5.8%, Apple Inc (AAPL) at 5.2% and Vanguard Index Fds (VUG) at 3.1%.

What did Principle Wealth Partners LLC buy last quarter?

In Q2 2026, Principle Wealth Partners LLC added Vanguard Admiral Fds Inc (VOOG) (+720.1% shares), Vanguard World Fd (VGT) (+694.9% shares) and Vanguard Index Fds (VUG) (+496.3% shares), compared with its Q1 2026 filing.

What did Principle Wealth Partners LLC sell last quarter?

In Q2 2026, Principle Wealth Partners LLC cut from its top 50 Chevron Corporation (CVX), cut from its top 50 General Dynamics Corp (GD), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Coca Cola Co (KO), Rtx Corporation (RTX) (-5.6% shares), Schwab Strategic Tr (SCHD) (-5.5% shares) and Tesla Inc (TSLA) (-5.1% shares), compared with its Q1 2026 filing.

How has Principle Wealth Partners LLC's portfolio performed?

A portfolio copying Principle Wealth Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.7% against +20.1%. Over 5 years: +10.0% a year against +11.6%.

When is Principle Wealth Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Principle Wealth Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Principle Wealth Partners LLC manage?

Principle Wealth Partners LLC reported $3.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.0B.