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CIK: 0001743413
Total reported value
$2.0B
$2.0B
372 檔
26.3%
As reported in its official Q4 2025 Form 13F filing, Principle Wealth Partners LLC's tracked investment portfolio stood at $2.0B with 372 total positions.
In Q4 2025, Principle Wealth Partners LLC displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 8.23% | -0.12% | -10.01% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.49% | -0.23% | +0.77% | |
| 3 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 6.22% | -0.01% | +2.66% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.69% | -0.15% | -0.79% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.36% | +0.04% | -4.20% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.28% | +1.41% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | -0.01% | -3.00% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.87% | -0.15% | -5.13% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | -0.02% | +2.38% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.69% | +0.09% | +0.51% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.13% | +1.40% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.65% | — | +3.84% | |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.45% | +0.64% | -0.27% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.17% | +1.55% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.22% | -0.26% | -2.29% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.19% | +0.78% | -9.93% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.18% | -0.29% | +1.06% | |
| 18 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.04% | -0.18% | -7.23% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.00% | -0.18% | -9.81% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.98% | — | +4.20% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.09% | -0.59% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | +0.02% | -0.63% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | +0.25% | +0.49% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.08% | +2.98% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.08% | -3.51% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.01% | +0.01% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.07% | +86.33% | |
| 28 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.74% | -0.02% | -0.15% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.07% | +27.30% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.72% | +0.13% | -2.61% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.04% | +1.16% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.22% | +1.51% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.30% | +17.42% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.64% | +0.08% | +1.34% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.07% | +0.55% | |
| 36 | FMHI | First Trust Municipal High I | ETF-Other | 0.62% | -0.08% | -19.92% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.04% | +2.74% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.07% | +0.54% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.58% | -0.07% | +2.44% | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.57% | +0.01% | +15.62% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | -0.04% | +2.35% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.51% | -0.07% | -1.29% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.49% | -0.07% | -2.30% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.04% | +8.37% | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.47% | — | +1.71% | |
| 46 | CMI | Cummins Inc | Stock-Industrials | 0.47% | +0.05% | +0.19% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.20% | -1.29% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.04% | -15.48% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.03% | +27.05% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.01% | +0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.5% | +86.33% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.40% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +0.51% | Add |
| 4 | BKDV | Bny Mellon Dynamic Value | +0.2% | +2.66% | Add |
| 5 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +171.75% | Add |
| 6 | PWRD | Tcw Transform Systems ETF | +0.2% | +237.63% | Add |
| 7 | IDVO | Amplify Cwp Intl Enh Dvd Inc | +0.2% | +180.80% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -0.79% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.1% | +1.55% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +17.42% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +8.37% | Add |
| 12 | IPKW | Invesco International Buybac | +0.1% | +198.49% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | +1.51% | Add |
| 14 | WMT | Walmart Inc | +0.1% | +82.77% | Add |
| 15 | KO | Coca-cola Co/the | +0.1% | +27.05% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +2.38% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.49% | Add |
| 18 | AMGN | Amgen Inc | +0.1% | +2.44% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +27.30% | Add |
| 20 | CMI | Cummins Inc | +0.1% | +0.19% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.84% | Add |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +4.20% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | -0.63% | Trim |
| 24 | RAAX | Vaneck Real Assets ETF | +0.1% | +402.35% | Add |
| 25 | PEP | Pepsico Inc | +0.1% | +32.30% | Add |
| 26 | RTX | Rtx CORP | 0% | -2.29% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +0.77% | Add |
| 28 | MSI | Motorola Solutions Inc | -0.1% | — | Unchanged |
| 29 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -14.75% | Trim |
| 30 | KMB | Kimberly-clark CORP | -0.1% | +3.27% | Add |
| 31 | BX | Blackstone Inc | -0.1% | -6.65% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.1% | +0.54% | Add |
| 33 | NFLX | Netflix Inc | -0.1% | +900.47% | Add |
| 34 | SO | Southern Co/the | -0.1% | -2.30% | Trim |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -15.48% | Trim |
| 36 | SMTH | Alps Smth Cor Bd Plus ETF | -0.1% | -7.23% | Trim |
| 37 | TXN | Texas Instruments Inc | -0.1% | -38.30% | Trim |
| 38 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -9.81% | Trim |
| 39 | HD | Home Depot Inc | -0.2% | +2.98% | Add |
| 40 | FMHI | First Trust Municipal High I | -0.2% | -19.92% | Trim |
| 41 | NVDA | Nvidia CORP | -0.2% | -3.00% | Trim |
| 42 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -5.13% | Trim |
| 43 | VUG | Vanguard Growth ETF | -0.2% | -4.20% | Trim |
| 44 | MSFT | Microsoft CORP | -0.3% | +1.41% | Add |
| 45 | ORCL | Oracle CORP | -0.3% | +0.55% | Add |
| 46 | XLG | Invesco S&p 500 Top 50 ETF | -0.9% | -10.01% | Trim |
| 47 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | NEW | New buy |
| 48 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 49 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 50 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
According to official SEC Form 13F filings, Principle Wealth Partners LLC reported a total U.S. public equity portfolio value of $2.0B across 372 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLG, JPM, BKDV) accounted for 26.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
Invesco QQQ Tr Put Option 06/2
市值: $3.1M
Top Position Liquidated / Trimmed
XLG
前期市值: $157.7M
During Q4 2025, Principle Wealth Partners LLC's top holdings by market value included XLG (8.2%)、JPM (6.5%)、BKDV (6.2%). The largest single position, XLG, represented 8.2% of total portfolio value.
In Q4 2025, Principle Wealth Partners LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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