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Principle Wealth Partners LLC 13F holdings

Filed 2026-08-07 · Principle Wealth Partners LLC · 398 positions · $2.0B

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TickerCompanySharesValue% of portfolio
XLGINVESCO EXCHANGE TRADED FD T2.6M$158.8M7.8%
BKDVBNY MELLON ETF TRUST II4.1M$136.2M6.7%
JPMJPMORGAN CHASE & CO357.9K$117.2M5.8%
AAPLAPPLE INC362.0K$104.7M5.2%
VUGVANGUARD INDEX FDS732.4K$63.1M3.1%
NVDANVIDIA CORPORATION285.8K$57.2M2.8%
VIGVANGUARD SPECIALIZED FUNDS226.8K$53.7M2.6%
MSFTMICROSOFT CORP116.8K$43.6M2.2%
VOOGVANGUARD ADMIRAL FDS INC515.4K$42.6M2.1%
SMHVANECK ETF TRUST62.8K$41.2M2.0%
AMZNAMAZON COM INC168.3K$40.1M2.0%
GOOGLALPHABET INC93.3K$33.4M1.6%
GOOGALPHABET INC94.0K$33.2M1.6%
VTIVANGUARD INDEX FDS85.3K$31.6M1.6%
JNJJOHNSON & JOHNSON112.7K$28.6M1.4%
CSCOCISCO SYS INC190.1K$22.3M1.1%
CATCATERPILLAR INC20.3K$21.7M1.1%
RTXRTX CORPORATION111.3K$21.1M1.0%
IDVOAMPLIFY ETF TR472.4K$19.8M1.0%
SCHDSCHWAB STRATEGIC TR609.4K$19.3M1.0%
MCDMCDONALDS CORP69.5K$18.8M0.9%
PWRDTCW ETF TRUST152.6K$18.8M0.9%
GSGOLDMAN SACHS GROUP INC18.2K$18.4M0.9%
VYMVANGUARD WHITEHALL FDS111.9K$17.7M0.9%
IBMINTERNATIONAL BUSINESS MACHS58.9K$16.6M0.8%
SMTHALPS ETF TR642.5K$16.5M0.8%
VGTVANGUARD WORLD FD138.3K$16.5M0.8%
JMSTJ P MORGAN EXCHANGE TRADED F291.5K$14.9M0.7%
HDHOME DEPOT INC41.3K$14.6M0.7%
LLYELI LILLY & CO11.9K$14.3M0.7%
TCAFT ROWE PRICE EXCHANGE-TRADED346.0K$14.2M0.7%
SPYSTATE STR SPDR S&P 500 ETF T18.7K$14.0M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL26.9K$13.5M0.7%
METAMETA PLATFORMS INC23.5K$13.2M0.7%
VVISA INC38.4K$13.2M0.7%
EXMOCEXXON MOBIL CORP94.1K$12.9M0.6%
AMGNAMGEN INC31.5K$11.4M0.6%
UNHUNITEDHEALTH GROUP INC26.7K$11.1M0.5%
PGPROCTER & GAMBLE CO74.7K$11.0M0.5%
CMICUMMINS INC15.3K$10.9M0.5%
FMHIFIRST TR EXCH TRADED FD III223.0K$10.8M0.5%
XMMOINVESCO EXCHANGE TRADED FD T60.4K$10.3M0.5%
MRKMERCK & CO INC79.8K$10.3M0.5%
IGVISHARES TR109.3K$9.9M0.5%
TSLATESLA INC23.0K$9.7M0.5%
SOSOUTHERN CO100.6K$9.6M0.5%
JEPQJ P MORGAN EXCHANGE TRADED F156.5K$9.6M0.5%
VOVANGUARD INDEX FDS116.7K$9.4M0.5%
QQQINVESCO QQQ TR12.6K$9.3M0.5%
PANWPALO ALTO NETWORKS INC27.0K$9.2M0.5%
KOCOCA COLA CO109.6K$8.9M0.4%
GDGENERAL DYNAMICS CORP24.9K$8.8M0.4%
ORCLORACLE CORP58.6K$8.6M0.4%
CVXCHEVRON CORPORATION51.8K$8.6M0.4%
—COLUMBIA ETF TR I453.4K$8.5M0.4%
ABBVABBVIE INC32.5K$8.2M0.4%
ASMLASML HLDG NV3.8K$7.5M0.4%
MMM3M CO44.4K$7.2M0.4%
BACBANK OF AMER CORP124.8K$7.1M0.4%
ITAISHARES TR27.3K$6.6M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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