Funds › Principle Wealth Partners LLC
Principle Wealth Partners LLC
13F for Q3 2026, filed Nov 2, 2026. 410 positions worth $2.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 2, 2026
Reported value
$2.1B
+$50.4M (2.5%) vs Q2 2026
Positions
410
398 in Q2 2026
Top 10 share
40.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Principle Wealth Partners LLC in the latest 13F quarter?
Using 13F.ai, how has Principle Wealth Partners LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Principle Wealth Partners LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T S&P 500 Top 50 | 2.61M | $166.0M | 8.0% | +0.6% | 13F ↗ |
| 2 | AAPL Apple Inc. | 368,147 | $122.6M | 5.9% | +1.7% | 13F ↗ |
| 3 | JPM JPMorgan Chase & Co. | 357,736 | $118.3M | 5.7% | -0.1% | 13F ↗ |
| 4 | Bny Mellon ETF Trust II Dynamic Value | 3.50M | $117.8M | 5.7% | -14.0% | 13F ↗ |
| 5 | NVDA NVIDIA Corporation | 288,093 | $65.8M | 3.2% | +0.8% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 119,351 | $61.2M | 2.9% | +2.2% | 13F ↗ |
| 7 | Vanguard Index Fds Mrngstr Grwt Etf | 653,702 | $58.9M | 2.8% | -10.7% | 13F ↗ |
| 8 | Vanguard Specialized Funds Div App Etf | 225,587 | $52.6M | 2.5% | -0.5% | 13F ↗ |
| 9 | AMZN Amazon.com, Inc. | 167,665 | $41.8M | 2.0% | -0.4% | 13F ↗ |
| 10 | Vanguard Admiral Fds Inc 500 Grth Idx F | 485,659 | $41.5M | 2.0% | -5.8% | 13F ↗ |
| 11 | iShares Tr 7-10 Yr Trsy Bd | 419,986 | $37.5M | 1.8% | New | 13F ↗ |
| 12 | Vaneck ETF Trust Semiconductr Etf | 56,406 | $34.4M | 1.7% | -10.2% | 13F ↗ |
| 13 | Vanguard Index Fds Mrngstr Ttl Stk | 87,952 | $32.9M | 1.6% | +3.1% | 13F ↗ |
| 14 | GOOGL Alphabet Inc. Class A | 93,537 | $32.2M | 1.6% | +0.2% | 13F ↗ |
| 15 | GOOG Alphabet Inc. Class C | 94,270 | $32.1M | 1.5% | +0.3% | 13F ↗ |
| 16 | JNJ Johnson & Johnson | 112,656 | $29.8M | 1.4% | Unchanged | 13F ↗ |
| 17 | Amplify ETF Tr Cwp Intl Enhance | 512,266 | $21.3M | 1.0% | +8.4% | 13F ↗ |
| 18 | RTX RTX Corporation | 111,213 | $20.6M | 1.0% | -0.1% | 13F ↗ |
| 19 | CSCO Cisco Systems, Inc. | 187,688 | $20.2M | 1.0% | -1.3% | 13F ↗ |
| 20 | Schwab Strategic Tr Us Dividend Eq | 605,492 | $19.7M | 0.9% | -0.6% | 13F ↗ |
| 21 | Tcw ETF Trust Trans Syste Etf | 170,961 | $18.0M | 0.9% | +12.1% | 13F ↗ |
| 22 | META Meta Platforms, Inc. | 23,999 | $17.4M | 0.8% | +2.1% | 13F ↗ |
| 23 | Vanguard Whitehall Fds High Div Yld | 112,102 | $17.4M | 0.8% | +0.2% | 13F ↗ |
| 24 | Vanguard World Fd Inf Tech Etf | 137,547 | $17.3M | 0.8% | -0.5% | 13F ↗ |
| 25 | GS Goldman Sachs Group, Inc. | 18,063 | $16.3M | 0.8% | -0.8% | 13F ↗ |
| 26 | MCD McDonald's Corporation | 69,608 | $16.1M | 0.8% | +0.2% | 13F ↗ |
| 27 | CAT Caterpillar, Inc. | 19,813 | $16.1M | 0.8% | -2.6% | 13F ↗ |
| 28 | XOM ExxonMobil Holdings Corporation | 95,767 | $15.6M | 0.8% | New | 13F ↗ |
| 29 | Alps ETF Tr Smith Core Plus | 616,470 | $15.1M | 0.7% | -4.0% | 13F ↗ |
| 30 | T Rowe Price Exchange-Traded Cap Appreciation | 353,726 | $15.0M | 0.7% | +2.2% | 13F ↗ |
| 31 | BRK-B Berkshire Hathaway Inc. Class B | 29,108 | $14.5M | 0.7% | +8.1% | 13F ↗ |
| 32 | LLY Eli Lilly and Company | 12,354 | $14.3M | 0.7% | +3.6% | 13F ↗ |
| 33 | J P Morgan Exchange Traded F Ultra Sht Muncpl | 277,071 | $14.0M | 0.7% | -4.9% | 13F ↗ |
| 34 | V Visa Inc. | 38,321 | $13.8M | 0.7% | -0.2% | 13F ↗ |
| 35 | iShares Tr Expanded Tech | 125,539 | $13.4M | 0.6% | +14.8% | 13F ↗ |
| 36 | AMGN Amgen Inc. | 31,708 | $13.4M | 0.6% | +0.6% | 13F ↗ |
| 37 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 17,458 | $13.3M | 0.6% | -6.6% | 13F ↗ |
| 38 | IBM International Business Machines Corporation | 58,192 | $12.8M | 0.6% | -1.2% | 13F ↗ |
| 39 | HD Home Depot, Inc. | 41,658 | $11.9M | 0.6% | +0.9% | 13F ↗ |
| 40 | MRK Merck & Company, Inc. | 80,264 | $11.7M | 0.6% | +0.6% | 13F ↗ |
| 41 | PG Procter & Gamble Company | 75,601 | $11.0M | 0.5% | +1.2% | 13F ↗ |
| 42 | CVX Chevron Corporation | 52,930 | $10.8M | 0.5% | +2.3% | 13F ↗ |
| 43 | Invesco Exchange Traded Fd T Etf | 67,966 | $10.0M | 0.5% | +12.5% | 13F ↗ |
| 44 | UNH UnitedHealth Group Incorporated | 27,045 | $9.9M | 0.5% | +1.5% | 13F ↗ |
| 45 | J P Morgan Exchange Traded F Nasdaq Eqt Prem | 160,260 | $9.8M | 0.5% | +2.4% | 13F ↗ |
| 46 | KO Coca-Cola Company | 110,191 | $9.5M | 0.5% | +0.5% | 13F ↗ |
| 47 | PANW Palo Alto Networks, Inc. | 23,805 | $9.5M | 0.5% | -12.0% | 13F ↗ |
| 48 | First Tr Exch Traded Fd III Muni Hi Incm Etf | 209,303 | $9.4M | 0.5% | -6.1% | 13F ↗ |
| 49 | Invesco Qqq Tr | 12,494 | $9.2M | 0.4% | -0.9% | 13F ↗ |
| 50 | Vanguard Index Fds Mrngstr Mid Cap | 112,724 | $8.8M | 0.4% | -3.4% | 13F ↗ |
Showing the top 50 of 410 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
29 new, 184 added to, 118 trimmed, 17 exited, 79 unchanged. By estimated dollars.
New positions (29)
| iShares Tr 7-10 Yr Trsy Bd | 419,986 | New | $37.5M |
| XOM ExxonMobil Holdings Corporation | 95,767 | New | $15.6M |
| Global X Fds Defense Tech Etf | 24,470 | New | $1.5M |
| SNDK Sandisk Corporation | 568 | New | $989.6K |
| Vanguard Scottsdale Fds Vng RUS1000GRW | 4,488 | New | $578.6K |
| CET Central Securities Corporation | 7,550 | New | $419.1K |
| NUV Nuveen Municipal Value Fund, Inc. | 38,000 | New | $315.0K |
| ALNY Alnylam Pharmaceuticals, Inc. | 1,210 | New | $298.6K |
| ACN Accenture plc | 1,366 | New | $250.6K |
| SHOP Shopify Inc. | 1,648 | New | $244.5K |
Added to (184)
| SPCX Space Exploration Technologies Corp. | 42,499 | +93.0% | $3.1M |
| AAPL Apple Inc. | 368,147 | +1.7% | $2.1M |
| Tcw ETF Trust Trans Syste Etf | 170,961 | +12.1% | $1.9M |
| iShares Tr Expanded Tech | 125,539 | +14.8% | $1.7M |
| Amplify ETF Tr Cwp Intl Enhance | 512,266 | +8.4% | $1.7M |
| MSFT Microsoft Corporation | 119,351 | +2.2% | $1.3M |
| Invesco Exchange Traded Fd T Etf | 67,966 | +12.5% | $1.1M |
| BRK-B Berkshire Hathaway Inc. Class B | 29,108 | +8.1% | $1.1M |
| Invesco Exchange Traded Fd T S&P 500 Top 50 | 2.61M | +0.6% | $1.1M |
| Vanguard Index Fds Mrngstr Ttl Stk | 87,952 | +3.1% | $1.0M |
Trimmed (118)
| Bny Mellon ETF Trust II Dynamic Value | 3.50M | -14.0% | -$19.2M |
| Vanguard Index Fds Mrngstr Grwt Etf | 653,702 | -10.7% | -$7.1M |
| Vaneck ETF Trust Semiconductr Etf | 56,406 | -10.2% | -$3.9M |
| Vanguard Admiral Fds Inc 500 Grth Idx F | 485,659 | -5.8% | -$2.5M |
| PANW Palo Alto Networks, Inc. | 23,805 | -12.0% | -$1.3M |
| Columbia ETF Tr I | 384,347 | -15.2% | -$1.3M |
| J P Morgan Exchange Traded F Equity Premium | 52,821 | -27.1% | -$1.1M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 17,458 | -6.6% | -$938.0K |
| J P Morgan Exchange Traded F Ultra Sht Muncpl | 277,071 | -4.9% | -$729.5K |
| Vanguard Whitehall Fds Etf | 8,953 | -44.5% | -$727.4K |
Exited (17)
| Exxon Mobil Corp | 94,098 | Exited | -$12.9M |
| Global X Fds Artificial Etf | 9,175 | Exited | -$602.0K |
| QBTS D-Wave Quantum Inc. | 23,180 | Exited | -$556.1K |
| GLW Corning Incorporated | 1,586 | Exited | -$405.1K |
| TEX Terex Corporation | 3,571 | Exited | -$258.5K |
| ALAB Astera Labs, Inc. | 520 | Exited | -$251.2K |
| iShares Tr New York Mun Etf | 4,467 | Exited | -$240.8K |
| Select Sector Spdr Tr St Str Discr Etf | 1,976 | Exited | -$231.7K |
| MRP Millrose Properties, Inc. | 7,690 | Exited | -$231.1K |
| BN Brookfield Corporation | 5,337 | Exited | -$227.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 2, 2026 | 13F-HR | 410 | $2.1B | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 398 | $2.0B | Current | SEC ↗ |
| Q1 2026 | May 7, 2026 | 13F-HR | 380 | $1.7B | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 372 | $1.8B | Current | SEC ↗ |
| Q3 2025 | Nov 3, 2025 | 13F-HR | 359 | $1.7B | Current | SEC ↗ |
| Q2 2025 | Jul 30, 2025 | 13F-HR | 358 | $1.6B | Current | SEC ↗ |
| Q1 2025 | May 6, 2025 | 13F-HR | 340 | $1.4B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer