13F Insight
DOSSIER · 13F-HR · Q2 2026

Principle Wealth Partners LLC

$2.0B in tracked AUM across 398 positions as of Q2 2026.

PW
CIK 0001743413 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
398
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Principle Wealth Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XLG
INVESCO EXCHANGE TRADED FD T
$159M2.6M7.8%02
BKDV
BNY MELLON ETF TRUST II
$136M4.1M6.7%03
JPM
JPMORGAN CHASE & CO
$117M358K5.8%04
AAPL
APPLE INC
$105M362K5.2%05
VUG
VANGUARD INDEX FDS
$63M732K3.1%06
NVDA
NVIDIA CORPORATION
$57M286K2.8%07
VIG
VANGUARD SPECIALIZED FUNDS
$54M227K2.6%08
MSFT
MICROSOFT CORP
$44M117K2.2%09
VOOG
VANGUARD ADMIRAL FDS INC
$43M515K2.1%10
SMH
VANECK ETF TRUST
$41M63K2.0%

Filing history

2026Q2Jun 30
$2.0B▲ 15.7%
398 positionsView →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 positionsLocked
Showing 12 of 31