Institutions / Principle Wealth Partners LLC
Principle Wealth Partners LLC
CIK 1743413 · Institution · as of Jun 30, 2026
Portfolio value
$2.03B
Positions
398
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$2.03B+14.2%Positions
398+7.3%Top holdings
Jun 30, 2026View all 398 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exchange Traded Fd T | $158.77M | 7.8% |
| BNY Mellon ETF Trust II | $136.15M | 6.7% |
| JPMORGAN CHASE & CO | $117.16M | 5.8% |
| Apple Inc. | $104.74M | 5.2% |
| Vanguard Index Fds | $63.09M | 3.1% |
| NVIDIA Corp | $57.18M | 2.8% |
| Vanguard Specialized Funds | $53.66M | 2.6% |
| Microsoft Corp | $43.55M | 2.2% |
| Vanguard Admiral Fds Inc | $42.58M | 2.1% |
| VanEck ETF Trust | $41.18M | 2.0% |
| Amazon.com Inc | $40.12M | 2.0% |
| Alphabet Inc. | $33.35M | 1.6% |
| Alphabet Inc. | $33.21M | 1.6% |
| Vanguard Index Fds | $31.55M | 1.6% |
| Johnson & Johnson | $28.62M | 1.4% |
| Cisco Systems, Inc. | $22.33M | 1.1% |
| Caterpillar Inc | $21.66M | 1.1% |
| RTX Corp | $21.12M | 1.0% |
| Amplify ETF Tr | $19.84M | 1.0% |
| Schwab Strategic Tr | $19.32M | 1.0% |
| Mcdonald'S Corp | $18.78M | 0.9% |
| Tcw ETF Trust | $18.76M | 0.9% |
| The Goldman Sachs Group, Inc. | $18.42M | 0.9% |
| Vanguard Whitehall Fds | $17.68M | 0.9% |
| International Business Machines Corp | $16.56M | 0.8% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 | $52.54M | +610K +498.13% | 732,355 3.11% of portfolio | high |
| Q2 2026 as of | Add | 921932505 | $37.80M | +458K +790.98% | 515,413 2.10% of portfolio | medium |
| Q2 2026 as of | Add | 032108722 | $14.67M | +349K +283.56% | 472,356 0.98% of portfolio | medium |
| Q2 2026 as of | Add | 92204A702 | $14.51M | +121K +718.45% | 138,294 0.82% of portfolio | medium |
| Q2 2026 as of | Add | 29287L205 | $12.86M | +105K +217.97% | 152,553 0.93% of portfolio | medium |
| Q2 2026 as of | Add | 05613H100 | $8.63M | +258K +6.76% | 4,065,430 6.72% of portfolio | medium |
| Q2 2026 as of | New | 19761L888 | $8.52M | +453K | 453,381 0.42% of portfolio | medium |
| Q2 2026 as of | Add | 46137V233 | $7.71M | +126K +5.11% | 2,592,959 7.84% of portfolio | medium |
| Q2 2026 as of | Add | 922908629 | $6.88M | +85K +271.95% | 116,717 0.46% of portfolio | medium |
| Q2 2026 as of | New | 77926X320 | $4.25M | +58K | 57,544 0.21% of portfolio | low |