Holders — by stockHoldings — by fund
Principle Wealth Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1743413
$2.03B
disclosed book value
398
positions
7.8%
largest position share
Positions, as of 2026-06-30
top 100 of 398 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XLGINVESCO EXCHANGE TRADED FD T | 2.6M | $158.8M | 7.8% |
| 2 | BKDVBNY MELLON ETF TRUST II | 4.1M | $136.2M | 6.7% |
| 3 | JPMJPMORGAN CHASE & CO | 357,917 | $117.2M | 5.8% |
| 4 | AAPLAPPLE INC | 361,967 | $104.7M | 5.2% |
| 5 | VUGVANGUARD INDEX FDS | 732,355 | $63.1M | 3.1% |
| 6 | NVDANVIDIA CORPORATION | 285,774 | $57.2M | 2.8% |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 226,788 | $53.7M | 2.6% |
| 8 | MSFTMICROSOFT CORP | 116,758 | $43.6M | 2.2% |
| 9 | VOOGVANGUARD ADMIRAL FDS INC | 515,413 | $42.6M | 2.1% |
| 10 | SMHVANECK ETF TRUST | 62,788 | $41.2M | 2% |
| 11 | AMZNAMAZON COM INC | 168,332 | $40.1M | 2% |
| 12 | GOOGLALPHABET INC | 93,329 | $33.4M | 1.6% |
| 13 | GOOGALPHABET INC | 93,995 | $33.2M | 1.6% |
| 14 | VTIVANGUARD INDEX FDS | 85,269 | $31.6M | 1.6% |
| 15 | JNJJOHNSON & JOHNSON | 112,674 | $28.6M | 1.4% |
| 16 | CSCOCISCO SYS INC | 190,130 | $22.3M | 1.1% |
| 17 | CATCATERPILLAR INC | 20,342 | $21.7M | 1.1% |
| 18 | RTXRTX CORPORATION | 111,340 | $21.1M | 1% |
| 19 | AMPLIFY ETF TR | 472,356 | $19.8M | 1% |
| 20 | SCHDSCHWAB STRATEGIC TR | 609,404 | $19.3M | 1% |
| 21 | MCDMCDONALDS CORP | 69,482 | $18.8M | 0.9% |
| 22 | PWRDTCW ETF TRUST | 152,553 | $18.8M | 0.9% |
| 23 | GSGOLDMAN SACHS GROUP INC | 18,213 | $18.4M | 0.9% |
| 24 | VYMVANGUARD WHITEHALL FDS | 111,870 | $17.7M | 0.9% |
| 25 | IBMINTERNATIONAL BUSINESS MACHS | 58,883 | $16.6M | 0.8% |
| 26 | SMTHALPS ETF TR | 642,470 | $16.5M | 0.8% |
| 27 | VGTVANGUARD WORLD FD | 138,294 | $16.5M | 0.8% |
| 28 | JMSTJ P MORGAN EXCHANGE TRADED F | 291,500 | $14.9M | 0.7% |
| 29 | HDHOME DEPOT INC | 41,298 | $14.6M | 0.7% |
| 30 | LLYELI LILLY & CO | 11,921 | $14.3M | 0.7% |
| 31 | TCAFT ROWE PRICE EXCHANGE-TRADED | 345,953 | $14.2M | 0.7% |
| 32 | SPYSTATE STR SPDR S&P 500 ETF T | 18,688 | $14.0M | 0.7% |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 26,919 | $13.5M | 0.7% |
| 34 | METAMETA PLATFORMS INC | 23,496 | $13.2M | 0.7% |
| 35 | VVISA INC | 38,387 | $13.2M | 0.7% |
| 36 | EXMOCEXXON MOBIL CORP | 94,098 | $12.9M | 0.6% |
| 37 | AMGNAMGEN INC | 31,526 | $11.4M | 0.6% |
| 38 | UNHUNITEDHEALTH GROUP INC | 26,657 | $11.1M | 0.5% |
| 39 | PGPROCTER & GAMBLE CO | 74,709 | $11.0M | 0.5% |
| 40 | CMICUMMINS INC | 15,260 | $10.9M | 0.5% |
| 41 | FMHIFIRST TR EXCH TRADED FD III | 222,961 | $10.8M | 0.5% |
| 42 | XMMOINVESCO EXCHANGE TRADED FD T | 60,388 | $10.3M | 0.5% |
| 43 | MRKMERCK & CO INC | 79,812 | $10.3M | 0.5% |
| 44 | IGVISHARES TR | 109,340 | $9.9M | 0.5% |
| 45 | TSLATESLA INC | 23,012 | $9.7M | 0.5% |
| 46 | SOSOUTHERN CO | 100,553 | $9.6M | 0.5% |
| 47 | JEPQJ P MORGAN EXCHANGE TRADED F | 156,531 | $9.6M | 0.5% |
| 48 | VOVANGUARD INDEX FDS | 116,717 | $9.4M | 0.5% |
| 49 | QQQINVESCO QQQ TR | 12,611 | $9.3M | 0.5% |
| 50 | PANWPALO ALTO NETWORKS INC | 27,047 | $9.2M | 0.5% |
| 51 | KOCOCA COLA CO | 109,604 | $8.9M | 0.4% |
| 52 | GDGENERAL DYNAMICS CORP | 24,875 | $8.8M | 0.4% |
| 53 | ORCLORACLE CORP | 58,580 | $8.6M | 0.4% |
| 54 | CVXCHEVRON CORPORATION | 51,751 | $8.6M | 0.4% |
| 55 | COLUMBIA ETF TR I | 453,381 | $8.5M | 0.4% |
| 56 | ABBVABBVIE INC | 32,482 | $8.2M | 0.4% |
| 57 | ASML HLDG NV | 3,776 | $7.5M | 0.4% |
| 58 | MMM3M CO | 44,403 | $7.2M | 0.4% |
| 59 | BACBANK OF AMER CORP | 124,832 | $7.1M | 0.4% |
| 60 | ITAISHARES TR | 27,311 | $6.6M | 0.3% |
| 61 | DVYISHARES TR | 42,009 | $6.6M | 0.3% |
| 62 | PMPHILIP MORRIS INTL INC | 35,368 | $6.4M | 0.3% |
| 63 | XMHQINVESCO EXCHANGE TRADED FD T | 56,075 | $6.3M | 0.3% |
| 64 | QCOMQUALCOMM INC | 33,640 | $6.2M | 0.3% |
| 65 | KMBKIMBERLY-CLARK CORP | 56,315 | $6.2M | 0.3% |
| 66 | OMEGA FLEX INC | 192,275 | $6.0M | 0.3% |
| 67 | ALLALLSTATE CORP | 25,159 | $6.0M | 0.3% |
| 68 | COSTCOSTCO WHOLESALE CORPORATION | 6,246 | $5.8M | 0.3% |
| 69 | PNCPNC FINL SVCS GROUP INC | 23,716 | $5.8M | 0.3% |
| 70 | EMREMERSON ELEC CO | 38,925 | $5.6M | 0.3% |
| 71 | WMWASTE MGMT INC DEL | 24,231 | $5.4M | 0.3% |
| 72 | MGVVANGUARD WORLD FD | 32,920 | $5.4M | 0.3% |
| 73 | BLKBLACKROCK INC | 5,504 | $5.3M | 0.3% |
| 74 | INVESCO EXCH TRADED FD TR II | 93,953 | $5.3M | 0.3% |
| 75 | DUKDUKE ENERGY CORP NEW | 41,778 | $5.3M | 0.3% |
| 76 | TRVTRAVELERS COMPANIES INC | 15,470 | $5.1M | 0.3% |
| 77 | JMUBJ P MORGAN EXCHANGE TRADED F | 99,721 | $5.1M | 0.2% |
| 78 | TXNTEXAS INSTRS INC | 16,191 | $4.8M | 0.2% |
| 79 | PRUPRUDENTIAL FINL INC | 43,800 | $4.7M | 0.2% |
| 80 | FIRST TR EXCH TRADED FD III | 231,493 | $4.6M | 0.2% |
| 81 | AEPAMERICAN ELEC PWR CO INC | 33,014 | $4.5M | 0.2% |
| 82 | BRK/ABERKSHIRE HATHAWAY INC DEL | 6 | $4.5M | 0.2% |
| 83 | VTVVANGUARD INDEX FDS | 20,581 | $4.5M | 0.2% |
| 84 | PSXPHILLIPS 66 | 26,244 | $4.4M | 0.2% |
| 85 | VXUSVANGUARD STAR FDS | 50,666 | $4.3M | 0.2% |
| 86 | ROUNDHILL ETF TRUST | 57,544 | $4.2M | 0.2% |
| 87 | BABOEING CO | 19,594 | $4.2M | 0.2% |
| 88 | ODFLOLD DOMINION FREIGHT LINE IN | 19,516 | $4.2M | 0.2% |
| 89 | DDOMINION ENERGY INC | 61,443 | $4.2M | 0.2% |
| 90 | VOOVANGUARD INDEX FDS | 5,974 | $4.1M | 0.2% |
| 91 | JEPIJ P MORGAN EXCHANGE TRADED F | 72,467 | $4.1M | 0.2% |
| 92 | WMTWALMART INC | 35,329 | $4.0M | 0.2% |
| 93 | SPGPINVESCO EXCHANGE TRADED FD T | 32,150 | $3.9M | 0.2% |
| 94 | GEGE AEROSPACE | 10,448 | $3.9M | 0.2% |
| 95 | LVHILEGG MASON ETF INVT | 96,150 | $3.9M | 0.2% |
| 96 | FDVVFIDELITY COVINGTON TRUST | 64,706 | $3.9M | 0.2% |
| 97 | PFEPFIZER INC | 160,668 | $3.9M | 0.2% |
| 98 | PLTRPALANTIR TECHNOLOGIES INC | 32,588 | $3.8M | 0.2% |
| 99 | LMTLOCKHEED MARTIN CORP | 7,412 | $3.8M | 0.2% |
| 100 | SPCXSPACE EXPLORATION TECHN CORP | 22,016 | $3.8M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.