Principle Wealth Partners LLC

Est. AUM

$1.75B

13F long equity, this entity only

Positions

378

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$139.3M	2552987	7.97%	SOLE
2	BNY MELLON ETF TRUST II	DYNAMIC VALUE	$117.7M	3969257	6.74%	SOLE
3	JPMORGAN CHASE & CO	COM	$105.2M	357768	6.02%	SOLE
4	APPLE INC	COM	$93.1M	366709	5.33%	SOLE
5	VANGUARD INDEX FDS	GROWTH ETF	$53.6M	122819	3.07%	DFND
6	NVIDIA CORPORATION	COM	$49.5M	283806	2.83%	SOLE
7	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$49.0M	227881	2.81%	SOLE
8	MICROSOFT CORP	COM	$42.4M	114654	2.43%	SOLE
9	AMAZON COM INC	COM	$34.9M	167632	2.00%	SOLE
10	JOHNSON & JOHNSON	COM	$27.7M	113128	1.58%	DFND
11	VANGUARD INDEX FDS	TOTAL STK MKT	$27.2M	84895	1.56%	SOLE
12	ALPHABET INC	CAP STK CL C	$27.1M	94342	1.55%	SOLE
13	ALPHABET INC	CAP STK CL A	$26.7M	92718	1.53%	SOLE
14	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$25.6M	62845	1.47%	SOLE
15	RTX CORPORATION	COM	$22.8M	117967	1.30%	SOLE
16	VANECK ETF TRUST	SEMICONDUCTR ETF	$21.8M	56849	1.25%	SOLE
17	MCDONALDS CORP	COM	$21.4M	68838	1.22%	SOLE
18	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$19.8M	644801	1.13%	SOLE
19	ALPS ETF TR	SMITH CORE PLUS	$17.4M	676565	1.00%	SOLE
20	AMPLIFY ETF TR	CWP INTL ENHANCE	$17.1M	421307	0.98%	SOLE
21	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$16.8M	113556	0.96%	SOLE
22	EXXON MOBIL CORP	COM	$16.4M	96782	0.94%	SOLE
23	GOLDMAN SACHS GROUP INC	COM	$15.5M	18352	0.89%	SOLE
24	CISCO SYS INC	COM	$14.9M	192585	0.86%	SOLE
25	CATERPILLAR INC	COM	$14.9M	21051	0.85%	SOLE
26	INTERNATIONAL BUSINESS MACHS	COM	$14.3M	59145	0.82%	SOLE
27	HOME DEPOT INC	COM	$13.9M	42339	0.80%	DFND
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$13.1M	27440	0.75%	DFND
29	META PLATFORMS INC	CL A	$12.7M	22110	0.72%	SOLE
30	T ROWE PRICE ETF INC	CAP APPRECIATION	$12.5M	351581	0.72%	SOLE
31	VANGUARD WORLD FD	INF TECH ETF	$12.1M	17397	0.69%	SOLE
32	VISA INC	COM CL A	$11.5M	38194	0.66%	SOLE
33	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$11.4M	223726	0.65%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.4M	17513	0.65%	DFND
35	ELI LILLY & CO	COM	$11.2M	12174	0.64%	SOLE
36	AMGEN INC	COM	$11.1M	31526	0.63%	SOLE
37	CHEVRON CORPORATION	COM	$10.9M	52844	0.63%	SOLE
38	PROCTER & GAMBLE CO	COM	$10.7M	74133	0.61%	DFND
39	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$10.7M	224757	0.61%	SOLE
40	SOUTHERN CO	COM	$9.6M	99904	0.55%	SOLE
41	MERCK & CO INC	COM	$9.6M	80052	0.55%	SOLE
42	TESLA INC	COM	$9.0M	24255	0.52%	SOLE
43	GENERAL DYNAMICS CORP	COM	$9.0M	26086	0.51%	SOLE
44	VANGUARD INDEX FDS	MID CAP ETF	$8.7M	30258	0.50%	SOLE
45	CUMMINS INC	COM	$8.6M	16033	0.49%	SOLE
46	ORACLE CORP	COM	$8.6M	58612	0.49%	SOLE
47	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$8.4M	151934	0.48%	SOLE
48	ISHARES TR	EXPANDED TECH	$8.4M	104505	0.48%	SOLE
49	COCA COLA CO	COM	$8.2M	108040	0.47%	SOLE
50	TCW ETF TRUST	TRANSFORM SYSTEM	$8.1M	82829	0.46%	SOLE

1–50 of 378

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.