Principle Wealth Partners
$1.7B Assets Reported
392 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | 2,552,987 | $139M | 8.0% |
| BKDV | BNY MELLON ETF TRUST II | 3,969,257 | $118M | 6.7% |
| JPM | JPMORGAN CHASE & CO | 357,768 | $105M | 6.0% |
| AAPL | APPLE INC | 366,709 | $93M | 5.3% |
| VUG | VANGUARD INDEX FDS | 122,819 | $54M | 3.1% |
| NVDA | NVIDIA CORPORATION | 283,806 | $49M | 2.8% |
| VIG | VANGUARD SPECIALIZED FUNDS | 227,881 | $49M | 2.8% |
| MSFT | MICROSOFT CORP | 114,654 | $42M | 2.4% |
| AMZN | AMAZON COM INC | 167,632 | $35M | 2.0% |
| JNJ | JOHNSON & JOHNSON | 113,128 | $28M | 1.6% |
Track Principle Wealth Partners's 13F portfolio: $1.7B in reported holdings, 392 positions. Top holdings, AUM, and quarterly changes on SentiSense.