Principle Wealth Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.75B
Q ending 2026-03-31
Prior quarter
$1.78B
Q ending 2025-12-31
Change
-1.6% QoQ · +25.1% YoY
Positions
380
reported holdings
Largest positions
Top 100 of 380 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Exchange Traded Fd T | XLG | Shares | $139.3M | 2.6M |
| Bny Mellon Etf Trust Ii | BKDV | Shares | $117.7M | 4.0M |
| Jpmorgan Chase & Co | JPM | Shares | $105.2M | 358K |
| Apple Inc | AAPL | Shares | $93.1M | 367K |
| Vanguard Index Fds | VUG | Shares | $53.6M | 123K |
| Nvidia Corporation | NVDA | Shares | $49.5M | 284K |
| Vanguard Specialized Funds | VIG | Shares | $49.0M | 228K |
| Microsoft Corp | MSFT | Shares | $42.4M | 115K |
| Amazon Com Inc | AMZN | Shares | $34.9M | 168K |
| Johnson & Johnson | JNJ | Shares | $27.7M | 113K |
| Vanguard Index Fds | VTI | Shares | $27.2M | 85K |
| Alphabet Inc | GOOG | Shares | $27.1M | 94K |
| Alphabet Inc | GOOGL | Shares | $26.7M | 93K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $25.6M | 63K |
| Rtx Corporation | RTX | Shares | $22.8M | 118K |
| Vaneck Etf Trust | SMH | Shares | $21.8M | 57K |
| Mcdonalds Corp | MCD | Shares | $21.4M | 69K |
| Schwab Strategic Tr | SCHD | Shares | $19.8M | 645K |
| Alps Etf Tr | SMTH | Shares | $17.4M | 677K |
| Amplify Etf Tr | IDVO | Shares | $17.1M | 421K |
| Vanguard Whitehall Fds | VYM | Shares | $16.8M | 114K |
| Exxon Mobil Corp | XOM | Shares | $16.4M | 97K |
| Goldman Sachs Group Inc | GS | Shares | $15.5M | 18K |
| Cisco Sys Inc | CSCO | Shares | $14.9M | 193K |
| Caterpillar Inc | CAT | Shares | $14.9M | 21K |
| International Business Machs | IBM | Shares | $14.3M | 59K |
| Home Depot Inc | HD | Shares | $13.9M | 42K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $13.1M | 27K |
| Meta Platforms Inc | META | Shares | $12.6M | 22K |
| T Rowe Price Etf Inc | TCAF | Shares | $12.5M | 352K |
| Vanguard World Fd | VGT | Shares | $12.1M | 17K |
| Visa Inc | V | Shares | $11.5M | 38K |
| J P Morgan Exchange Traded F | JMST | Shares | $11.4M | 224K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $11.4M | 18K |
| Eli Lilly & Co | LLY | Shares | $11.2M | 12K |
| Amgen Inc | AMGN | Shares | $11.1M | 32K |
| Chevron Corporation | CVX | Shares | $10.9M | 53K |
| Procter & Gamble Co | PG | Shares | $10.7M | 74K |
| First Tr Exch Traded Fd Iii | FMHI | Shares | $10.7M | 225K |
| Southern Co | SO | Shares | $9.6M | 100K |
| Merck & Co Inc | MRK | Shares | $9.6M | 80K |
| Tesla Inc | TSLA | Shares | $9.0M | 24K |
| General Dynamics Corp | GD | Shares | $9.0M | 26K |
| Vanguard Index Fds | VO | Shares | $8.7M | 30K |
| Cummins Inc | CMI | Shares | $8.6M | 16K |
| Oracle Corp | ORCL | Shares | $8.6M | 59K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $8.4M | 152K |
| Ishares Tr | IGV | Shares | $8.4M | 105K |
| Coca Cola Co | KO | Shares | $8.2M | 108K |
| Tcw Etf Trust | PWRD | Shares | $8.1M | 83K |
| Invesco Qqq Tr | QQQ | Shares | $7.3M | 13K |
| Unitedhealth Group Inc | UNH | Shares | $7.3M | 27K |
| Abbvie Inc | ABBV | Shares | $7.2M | 33K |
| 3M Co | MMM | Shares | $6.6M | 46K |
| Ishares Tr | DVY | Shares | $6.4M | 42K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $6.4M | 44K |
| Costco Wholesale Corporation | COST | Shares | $6.2M | 6K |
| Omega Flex Inc | OFLX | Shares | $6.0M | 192K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $5.9M | 57K |
| Bank America Corp | BAC | Shares | $5.9M | 121K |
| Philip Morris Intl Inc | PM | Shares | $5.8M | 35K |
| Ishares Tr | ITA | Shares | $5.7M | 26K |
| Blackrock Inc | BLK | Shares | $5.5M | 6K |
| Waste Mgmt Inc Del | WM | Shares | $5.5M | 24K |
| J P Morgan Exchange Traded F | JEPI | Shares | $5.5M | 97K |
| Duke Energy Corp New | DUK | Shares | $5.4M | 41K |
| Allstate Corp | ALL | Shares | $5.2M | 25K |
| Emerson Elec Co | EMR | Shares | $5.1M | 39K |
| Asml Hldg Nv | Shares | $4.9M | 4K | |
| Pnc Finl Svcs Group Inc | PNC | Shares | $4.9M | 24K |
| Invesco Exch Traded Fd Tr Ii | IPKW | Shares | $4.9M | 88K |
| Kimberly-Clark Corp | KMB | Shares | $4.9M | 51K |
| Vanguard World Fd | MGV | Shares | $4.8M | 33K |
| Conocophillips | COP | Shares | $4.8M | 36K |
| Phillips 66 | PSX | Shares | $4.8M | 26K |
| Travelers Companies Inc | TRV | Shares | $4.6M | 16K |
| Pfizer Inc | PFE | Shares | $4.6M | 163K |
| Lockheed Martin Corp | LMT | Shares | $4.6M | 8K |
| Palo Alto Networks Inc | PANW | Shares | $4.5M | 28K |
| American Elec Pwr Co Inc | AEP | Shares | $4.4M | 33K |
| Palantir Technologies Inc | PLTR | Shares | $4.4M | 30K |
| Walmart Inc | WMT | Shares | $4.3M | 35K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $4.3M | 6 |
| Qualcomm Inc | QCOM | Shares | $4.3M | 33K |
| Prudential Finl Inc | PRU | Shares | $4.3M | 44K |
| Vanguard Index Fds | VTV | Shares | $4.0M | 21K |
| Legg Mason Etf Invt | LVHI | Shares | $3.9M | 96K |
| Pepsico Inc | PEP | Shares | $3.9M | 25K |
| Motorola Solutions Inc | MSI | Shares | $3.9M | 9K |
| Boeing Co | BA | Shares | $3.9M | 19K |
| Dominion Energy Inc | D | Shares | $3.9M | 62K |
| Vanguard Star Fds | VXUS | Shares | $3.8M | 50K |
| Old Dominion Freight Line In | ODFL | Shares | $3.8M | 20K |
| Netflix Inc. | NFLX | Shares | $3.8M | 40K |
| Fidelity Covington Trust | FDVV | Shares | $3.8M | 68K |
| Honeywell Intl Inc | HONGBP | Shares | $3.7M | 16K |
| Nextera Energy Inc | NEE | Shares | $3.7M | 39K |
| Invesco Exchange Traded Fd T | SPGP | Shares | $3.6M | 33K |
| Vanguard Index Fds | VOO | Shares | $3.5M | 6K |
| Texas Instrs Inc | TXN | Shares | $3.2M | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.