Principle Wealth Partners
$2.0B 13F equity value
408 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Principle Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | 2,592,959 | $159M | 7.8% |
| BKDV | BNY MELLON ETF TRUST II | 4,065,430 | $136M | 6.7% |
| JPM | JPMORGAN CHASE & CO | 357,917 | $117M | 5.8% |
| AAPL | APPLE INC | 361,967 | $105M | 5.2% |
| VUG | VANGUARD INDEX FDS | 732,355 | $63M | 3.1% |
| NVDA | NVIDIA CORPORATION | 285,774 | $57M | 2.8% |
| VIG | VANGUARD SPECIALIZED FUNDS | 226,788 | $54M | 2.6% |
| MSFT | MICROSOFT CORP | 116,758 | $44M | 2.2% |
| VOOG | VANGUARD ADMIRAL FDS INC | 515,413 | $43M | 2.1% |
| SMH | VANECK ETF TRUST | 62,788 | $41M | 2.0% |
Track Principle Wealth Partners's 13F portfolio: $2.0B in reported holdings, 408 positions. Top holdings and quarterly changes on SentiSense.
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