CIK 1743413
Principle Wealth Partners LLC
Institutional 13F holdings & portfolio
Holdings
372
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 372
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | 2.5M | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 358K | $1M+ | SH |
| BKDV | BNY MELLON ETF TRUST II | 3.8M | $1M+ | SH |
| AAPL | APPLE INC | 372K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 122K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 113K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 281K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 232K | $1M+ | SH |
| AMZN | AMAZON COM INC | 164K | $1M+ | SH |
| GOOG | ALPHABET INC | 95K | $1M+ | SH |
| GOOGL | ALPHABET INC | 95K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 87K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 58K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 113K | $1M+ | SH |
| RTX | RTX CORPORATION | 119K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 59K | $1M+ | SH |
| MCD | MCDONALDS CORP | 69K | $1M+ | SH |
| SMTH | ALPS ETF TR | 711K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 649K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 59K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 119K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 19K | $1M+ | SH |
| CSCO | CISCO SYS INC | 193K | $1M+ | SH |
| HD | HOME DEPOT INC | 43K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 27K | $1M+ | SH |
| V | VISA INC | 39K | $1M+ | SH |
| LLY | ELI LILLY & CO | 13K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 343K | $1M+ | SH |
| META | META PLATFORMS INC | 20K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 17K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 18K | $1M+ | SH |
| CAT | CATERPILLAR INC | 22K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 99K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 223K | $1M+ | SH |
| ORCL | ORACLE CORP | 58K | $1M+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 230K | $1M+ | SH |
| TSLA | TESLA INC | 24K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 74K | $1M+ | SH |
| AMGN | AMGEN INC | 32K | $1M+ | SH |
| IGV | ISHARES TR | 95K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 27K | $1M+ | SH |
| SO | SOUTHERN CO | 101K | $1M+ | SH |
| MRK | MERCK & CO INC | 82K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 145K | $1M+ | SH |
| CMI | CUMMINS INC | 16K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 53K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 13K | $1M+ | SH |
| KO | COCA COLA CO | 108K | $1M+ | SH |
| ABBV | ABBVIE INC | 33K | $1M+ | SH |