Principle Wealth Partners LLC
All holdings · as of Jun 30, 2026
| 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% |
| ALPS ETF TR | $16.54M | 0.8% |
| VANGUARD WORLD FD | $16.53M | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $14.87M | 0.7% |
| HOME DEPOT, INC. | $14.57M | 0.7% |
| ELI LILLY & Co | $14.30M | 0.7% |
| T ROWE PRICE EXCHANGE-TRADED | $14.22M | 0.7% |
| STATE STR SPDR S&P 500 ETF T | $13.96M | 0.7% |
| Warren E. Buffett | $13.47M | 0.7% |
| Meta Platforms Inc | $13.23M | 0.7% |
| Visa Inc | $13.17M | 0.7% |
| EXXON MOBIL CORP | $12.87M | 0.6% |
| AMGEN INC | $11.42M | 0.6% |
| UNITEDHEALTH GROUP INC | $11.08M | 0.5% |
| PROCTER & GAMBLE Co | $10.96M | 0.5% |
| CUMMINS INC | $10.88M | 0.5% |
| FIRST TR EXCH TRADED FD III | $10.81M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $10.27M | 0.5% |
| Merck & Co., Inc. | $10.26M | 0.5% |
| ISHARES TR | $9.91M | 0.5% |
| Tesla Inc | $9.68M | 0.5% |
| SOUTHERN CO | $9.62M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $9.62M | 0.5% |
| VANGUARD INDEX FDS | $9.40M | 0.5% |
| INVESCO QQQ TR | $9.29M | 0.5% |
| Palo Alto Networks Inc | $9.22M | 0.5% |