Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Principle Wealth Partners LLC (CIK 1743413) reported $2.03B across 398 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: XLG ($158.8M, 7.84%), BKDV ($136.2M, 6.72%), JPM ($117.2M, 5.78%), AAPL ($104.7M, 5.17%), VUG ($63.1M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO EXCHANGE TRADED FD T | $158.8M | 7.84% | 2.6M | Added |
| 2 | BKDV | BNY MELLON ETF TRUST II | $136.2M | 6.72% | 4.1M | Added |
| 3 | JPM | JPMORGAN CHASE & CO | $117.2M | 5.78% | 357,917 | Added |
| 4 | AAPL | APPLE INC | $104.7M | 5.17% | 361,967 | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS | $63.1M | 3.11% | 732,355 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $57.2M | 2.82% | 285,774 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $53.7M | 2.65% | 226,788 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $43.6M | 2.15% | 116,758 | Added |
| 9 | VOOG | VANGUARD ADMIRAL FDS INC | $42.6M | 2.10% | 515,413 | Added |
| 10 | SMH | VANECK ETF TRUST | $41.2M | 2.03% | 62,788 | Added |
| 11 | AMZN | AMAZON COM INC | $40.1M | 1.98% | 168,332 | Added |
| 12 | GOOGL | ALPHABET INC | $33.4M | 1.65% | 93,329 | Added |
| 13 | GOOG | ALPHABET INC | $33.2M | 1.64% | 93,995 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $31.6M | 1.56% | 85,269 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $28.6M | 1.41% | 112,674 | Trimmed |
| 16 | CSCO | CISCO SYS INC | $22.3M | 1.10% | 190,130 | Trimmed |
| 17 | CAT | CATERPILLAR INC | $21.7M | 1.07% | 20,342 | Trimmed |
| 18 | RTX | RTX CORPORATION | $21.1M | 1.04% | 111,340 | Trimmed |
| 19 | IDVO | AMPLIFY ETF TR | $19.8M | 0.98% | 472,356 | Added |
| 20 | SCHD | SCHWAB STRATEGIC TR | $19.3M | 0.95% | 609,404 | Trimmed |
| 21 | MCD | MCDONALDS CORP | $18.8M | 0.93% | 69,482 | Added |
| 22 | PWRD | TCW ETF TRUST | $18.8M | 0.93% | 152,553 | Added |
| 23 | GS | GOLDMAN SACHS GROUP INC | $18.4M | 0.91% | 18,213 | Trimmed |
| 24 | VYM | VANGUARD WHITEHALL FDS | $17.7M | 0.87% | 111,870 | Trimmed |
| 25 | VGT | VANGUARD WORLD FD | $16.5M | 0.82% | 138,294 | Added |
Source: SEC Form 13F filings · as of 2026-06-30