13F Insight
DOSSIER · 13F-HR · Q1 2026

Principle Wealth Partners LLC

$1.7B in tracked AUM across 380 positions as of Q1 2026.

PW
CIK 0001743413 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
380
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Principle Wealth Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XLG
INVESCO EXCHANGE TRADED FD T
$139M2.6M8.0%02
BKDV
BNY MELLON ETF TRUST II
$118M4.0M6.7%03
JPM
JPMORGAN CHASE & CO
$105M358K6.0%04
AAPL
APPLE INC
$93M367K5.3%05
VUG
VANGUARD INDEX FDS
$54M123K3.1%06
NVDA
NVIDIA CORPORATION
$49M284K2.8%07
VIG
VANGUARD SPECIALIZED FUNDS
$49M228K2.8%08
MSFT
MICROSOFT CORP
$42M115K2.4%09
AMZN
AMAZON COM INC
$35M168K2.0%10
JNJ
JOHNSON & JOHNSON
$28M113K1.6%

Filing history

2026Q1Mar 31
$1.7B▼ 1.6%
380 positionsView →2025Q4Dec 31
$1.8B▲ 3.2%
372 positionsView →2025Q3Sep 30
$1.7B▲ 7.6%
359 positionsView →2025Q2Jun 30
$1.6B▲ 14.4%
358 positionsLocked2025Q1Mar 31
$1.4B▼ 1.8%
340 positionsLocked2024Q4Dec 31
$1.4B▲ 0.9%
334 positionsLocked2024Q3Sep 30
$1.4B▲ 7.5%
340 positionsLocked2024Q2Jun 30
$1.3B▲ 2.6%
325 positionsLocked2024Q1Mar 31
$1.3B▲ 10.2%
344 positionsLocked2023Q4Dec 31
$1.2B▲ 16.7%
335 positionsLocked2023Q3Sep 30
$995M▲ 0.0%
319 positionsLocked2023Q2Jun 30
$995M▲ 6.4%
321 positionsLocked
Showing 12 of 30