Principle Wealth Partners LLC
CIK 0001743413 · MADISON, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.03B
2026 Q2
Positions
398
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
XLG
INVESCO EXCHANGE TRADED FD T
7.8%
BKDV
BNY MELLON ETF TRUST II
6.7%
JPM
JPMORGAN CHASE & CO
5.8%
AAPL
APPLE INC
5.2%
VUG
VANGUARD INDEX FDS
3.1%
NVDA
NVIDIA CORPORATION
2.8%
VIG
VANGUARD SPECIALIZED FUNDS
2.6%
MSFT
MICROSOFT CORP
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.