§ 13F · FUND PROFILE
Principle Wealth Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 359Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO EXCHANGE TRADED FD T | 2.55M | $139M | 8.0% | +3% |
| 2 | BKDV | BNY MELLON ETF TRUST II | 3.97M | $118M | 6.7% | +4% |
| 3 | JPM | JPMORGAN CHASE & CO | 358K | $105M | 6.0% | ±0% |
| 4 | AAPL | APPLE INC | 367K | $93M | 5.3% | −1% |
| 5 | VUG | VANGUARD INDEX FDS | 123K | $54M | 3.1% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 284K | $49M | 2.8% | +1% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 228K | $49M | 2.8% | −2% |
| 8 | MSFT | MICROSOFT CORP | 115K | $42M | 2.4% | +2% |
| 9 | AMZN | AMAZON COM INC | 168K | $35M | 2.0% | +2% |
| 10 | JNJ | JOHNSON & JOHNSON | 113K | $28M | 1.6% | ±0% |
§ 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 $1.7 billion in assets. The fund runs a broad portfolio of 359 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed