Principle Wealth Partners LLC
Principle Wealth Partners LLC reported 398 positions worth $2.03B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: XLG (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | XLG | SH | $158.8M | 7.84% | 2,592,959 | — | — | |
| ▸ 2 | BKDV | SH | $136.2M | 6.72% | 4,065,430 | — | — | |
| ▸ 3 | JPM | SH | $117.2M | 5.78% | 357,917 | — | — | |
| ▸ 4 | AAPL | SH | $104.7M | 5.17% | 361,967 | — | — | |
| ▸ 5 | VUG | SH | $63.1M | 3.11% | 732,355 | — | — | |
| ▸ 6 | NVDA | SH | $57.2M | 2.82% | 285,774 | — | — | |
| ▸ 7 | VIG | SH | $53.7M | 2.65% | 226,788 | — | — | |
| ▸ 8 | MSFT | SH | $43.6M | 2.15% | 116,758 | — | — | |
| ▸ 9 | VOOG | SH | $42.6M | 2.10% | 515,413 | — | — | |
| ▸ 10 | SMH | SH | $41.2M | 2.03% | 62,788 | — | — |
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Frequently Asked Questions
What stocks does Principle Wealth Partners LLC hold as of Q2 2026?
Principle Wealth Partners LLC reported 398 positions worth $2.03B in its Q2 2026 13F filing. Largest positions: XLG (7.8%), BKDV (6.7%), JPM (5.8%), AAPL (5.2%) and VUG (3.1%).
What did Principle Wealth Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Principle Wealth Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.