§ 13F · FUND PROFILE
Principle Wealth Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1601.1T (13F)Positions · 358Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO EXCHANGE TRADED FD T | 2.47M | $146.2T | 8.2% | −10% |
| 2 | JPM | JPMORGAN CHASE & CO. | 358K | $115.4T | 6.5% | +1% |
| 3 | BKDV | BNY MELLON ETF TRUST II | 3.81M | $110.5T | 6.2% | +3% |
| 4 | AAPL | APPLE INC | 372K | $101.1T | 5.7% | −1% |
| 5 | VUG | VANGUARD INDEX FDS | 122K | $59.7T | 3.4% | −4% |
| 6 | MSFT | MICROSOFT CORP | 113K | $54.6T | 3.1% | +1% |
| 7 | NVDA | NVIDIA CORPORATION | 281K | $52.4T | 3.0% | −3% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 232K | $50.9T | 2.9% | −5% |
| 9 | AMZN | AMAZON COM INC | 164K | $37.9T | 2.1% | +2% |
| 10 | GOOG | ALPHABET INC | 95K | $29.9T | 1.7% | +1% |
§ 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 $1601120.0 trillion in assets. The fund runs a broad portfolio of 358 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed