§ 13F · FUND PROFILE
Principle Wealth Partners LLC.
AUM · $2.0B (13F)Positions · 398Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO EXCHANGE TRADED FD T | 2.59M | $159M | 7.8% | +2% |
| 2 | BKDV | BNY MELLON ETF TRUST II | 4.07M | $136M | 6.7% | +2% |
| 3 | JPM | JPMORGAN CHASE & CO | 358K | $117M | 5.8% | ±0% |
| 4 | AAPL | APPLE INC | 362K | $105M | 5.2% | −1% |
| 5 | VUG | VANGUARD INDEX FDS | 732K | $63M | 3.1% | +496% |
| 6 | NVDA | NVIDIA CORPORATION | 286K | $57M | 2.8% | +1% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 227K | $54M | 2.6% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 117K | $44M | 2.2% | +2% |
| 9 | VOOG | VANGUARD ADMIRAL FDS INC | 515K | $43M | 2.1% | +720% |
| 10 | SMH | VANECK ETF TRUST | 63K | $41M | 2.0% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRINCIPLE SIGNAL
AC read
Principle Wealth Partners LLC is a Other fund managing $2.0 billion in assets. The fund runs a broad portfolio of 398 positions.
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