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CIK: 0001743413
Total reported value
$2.0B
$2.0B
380 檔
25.1%
According to the latest 13F quarterly dataset, Principle Wealth Partners LLC managed an equity portfolio of $2.0B at the end of Q1 2026, spanning 380 distinct U.S. exchange-listed positions.
Principle Wealth Partners LLC executed strategic sector rebalancing during Q1 2026, establishing 22 new positions while fully exiting 14 holdings and trimming 72 positions.
Showing top 200 holdings (of 380 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 | 7.96% | -0.12% | +3.48% | |
| 2 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 6.73% | -0.01% | +4.24% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.01% | -0.23% | -0.09% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.32% | -0.15% | -1.40% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.07% | +0.04% | +0.31% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | -0.01% | +0.94% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.80% | -0.15% | -1.65% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.43% | -0.28% | +1.50% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | -0.02% | +1.99% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.58% | -0.17% | -0.06% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.56% | — | -2.78% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.55% | +0.09% | -1.15% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.13% | -2.53% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.46% | +0.64% | +8.64% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.30% | -0.26% | -0.60% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.25% | +0.78% | -3.16% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.22% | -0.29% | -0.09% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.13% | -0.18% | -0.59% | |
| 19 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.00% | -0.18% | -4.83% | |
| 20 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 0.97% | +0.01% | +242.11% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.09% | -4.53% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.30% | -1.80% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.89% | +0.02% | -1.58% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.25% | -0.24% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.85% | +0.22% | -3.14% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | — | +0.20% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.08% | -1.23% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.08% | +0.11% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.07% | +12.35% | |
| 30 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.72% | -0.02% | +2.61% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.69% | +0.13% | +2.96% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.01% | -2.40% | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.65% | +0.08% | +0.34% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.04% | -5.16% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.07% | -3.95% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.07% | -0.76% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.20% | -0.20% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.07% | -0.16% | |
| 39 | FMHI | First Trust Municipal High I | ETF-Other | 0.61% | -0.08% | -2.32% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.55% | -0.07% | -0.64% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.04% | -2.69% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.04% | +1.05% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.51% | -0.07% | -2.46% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | -0.04% | -3.58% | |
| 45 | CMI | Cummins Inc | Stock-Industrials | 0.49% | +0.05% | -2.02% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.07% | +1.51% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.48% | — | +4.70% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.48% | +0.01% | +9.93% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.03% | +0.25% | |
| 50 | PWRD | Tcw Transform Systems ETF | ETF-Other | 0.46% | +0.47% | +72.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDVO | Amplify Cwp Intl Enh Dvd Inc | +0.7% | +242.11% | Add |
| 2 | BKDV | Bny Mellon Dynamic Value | +0.5% | +4.24% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.3% | -1.80% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.3% | -0.06% | Trim |
| 5 | PWRD | Tcw Transform Systems ETF | +0.2% | +72.64% | Add |
| 6 | CVX | Chevron CORP | +0.2% | -0.20% | Trim |
| 7 | CAT | Caterpillar Inc | +0.2% | -3.14% | Trim |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.59% | Trim |
| 9 | IPKW | Invesco International Buybac | +0.1% | +56.07% | Add |
| 10 | RAAX | Vaneck Real Assets ETF | +0.1% | +96.74% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.1% | +51.97% | Add |
| 12 | PSX | Phillips 66 | +0.1% | +0.09% | Add |
| 13 | RTX | Rtx CORP | +0.1% | -0.60% | Trim |
| 14 | COP | Conocophillips | +0.1% | -2.77% | Trim |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +243.46% | Add |
| 16 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +13.78% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -2.69% | Trim |
| 18 | SO | Southern Co/the | +0.1% | -0.64% | Trim |
| 19 | SMH | Vaneck Semiconductor ETF | +0.1% | -3.16% | Trim |
| 20 | ASML | ASML Holding N.V. | +0.1% | -0.13% | Trim |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +0.15% | Add |
| 22 | CRWV | Coreweave Inc-cl A | +0.1% | +79.75% | Add |
| 23 | TPL | Texas Pacific Land CORP | +0.1% | +0.02% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | -0.72% | Trim |
| 25 | AMGN | Amgen Inc | +0.1% | -0.76% | Trim |
| 26 | KO | Coca-cola Co/the | +0.1% | +0.25% | Add |
| 27 | PFE | Pfizer Inc | 0% | +3.96% | Add |
| 28 | GEV | GE Vernova Inc | 0% | +6.92% | Add |
| 29 | DUK | Duke Energy CORP | 0% | -0.38% | Trim |
| 30 | MCD | Mcdonald's CORP | 0% | -0.09% | Trim |
| 31 | HON | Honeywell International Inc | 0% | +2.06% | Add |
| 32 | GLD | Spdr Gold Shares | 0% | +21.59% | Add |
| 33 | AEP | American Electric Power | 0% | +0.09% | Add |
| 34 | VTV | Vanguard Value ETF | 0% | +10.48% | Add |
| 35 | ODFL | Old Dominion Freight Line | 0% | -8.85% | Trim |
| 36 | MSI | Motorola Solutions Inc | 0% | — | Unchanged |
| 37 | NEE | Nextera Energy Inc | 0% | -1.41% | Trim |
| 38 | LVHI | Franklin International Low V | 0% | +2.38% | Add |
| 39 | WMT | Walmart Inc | 0% | -0.68% | Trim |
| 40 | VZ | Verizon Communications Inc | 0% | +1.25% | Add |
| 41 | KMB | Kimberly-clark CORP | 0% | +13.96% | Add |
| 42 | DVY | Ishares Select Dividend ETF | 0% | -1.04% | Trim |
| 43 | JPST | Jpmorgan Ultra-short Income | 0% | +45.15% | Add |
| 44 | D | Dominion Energy Inc | 0% | +4.61% | Add |
| 45 | TXN | Texas Instruments Inc | 0% | +0.06% | Add |
| 46 | PEP | Pepsico Inc | 0% | +1.16% | Add |
| 47 | PLTR | Palantir Technologies Inc-a | 0% | +31.60% | Add |
| 48 | HOOD | Robinhood Markets Inc - A | 0% | +202.99% | Add |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.64% | Add |
| 50 | OFLX | Omega Flex Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Principle Wealth Partners LLC reported a total U.S. public equity portfolio value of $2.0B across 380 disclosed positions in Q1 2026.
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, BKDV, JPM) accounted for 25.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
SBND
市值: $1.4M
Top Position Liquidated / Trimmed
Invesco QQQ Tr Put Option 06/2
前期市值: $3.1M
During Q1 2026, Principle Wealth Partners LLC's top holdings by market value included XLG (8.0%)、BKDV (6.7%)、JPM (6.0%). The largest single position, XLG, represented 8.0% of total portfolio value.
In Q1 2026, Principle Wealth Partners LLC made 180 total portfolio adjustments, initiating 22 new buys, adding to 72 positions, trimming 72 holdings, and fully liquidating 14 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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