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Portfolio (Quarterly) Guide ↗

Principle Wealth Partners LLC

· CIK 0001743413
13F Portfolio $2.0B AUM 398 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 48 New 111 Added 145 Reduced 22 Exited
Page 1 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLG INVESCO EXCHANGE TRADED FD T 2,592,959.0 $158.8M 7.84% +126K +5.1% $61.23 +1.4%
2 BKDV BNY MELLON ETF TRUST II 4,065,430.0 $136.2M 6.72% +258K +6.8% $33.49 +4.2%
3 VUG VANGUARD INDEX FDS 732,355.0 $63.1M 3.12% +610K +498.1% $86.14 +1.5%
4 NVDA NVIDIA CORPORATION Technology 285,774.0 $57.2M 2.82% +5K +1.6% $200.09 +6.5%
5 MSFT MICROSOFT CORP Technology 116,758.0 $43.6M 2.15% +4K +3.4% $373.02 +31.8%
6 VOOG VANGUARD ADMIRAL FDS INC 515,413.0 $42.6M 2.10% +458K +791.0% $82.62 +1.0%
7 SMH VANECK ETF TRUST 62,788.0 $41.2M 2.03% +4K +7.0% $655.89 -15.3%
8 AMZN AMAZON COM INC Consumer Cyclical 168,332.0 $40.1M 1.98% +4K +2.4% $238.34 +9.5%
9 IDVO AMPLIFY ETF TR 472,356.0 $19.8M 0.98% +349K +283.6% $42.00 +3.7%
10 MCD MCDONALDS CORP Consumer Cyclical 69,482.0 $18.8M 0.93% +581.0 +0.8% $270.31 -0.8%
11 PWRD TCW ETF TRUST 152,553.0 $18.8M 0.93% +105K +218.0% $122.96 -12.7%
12 VGT VANGUARD WORLD FD 138,294.0 $16.5M 0.82% +121K +718.5% $119.52 -1.7%
13 JMST J P MORGAN EXCHANGE TRADED F 291,500.0 $14.9M 0.73% +69K +30.7% $51.00 -0.1%
14 TCAF T ROWE PRICE EXCHANGE-TRADED 345,953.0 $14.2M 0.70% +3K +1.0% $41.10 +3.7%
15 SPY STATE STR SPDR S&P 500 ETF T Financial Services 18,688.0 $14.0M 0.69% +222.0 +1.2% $746.76 +2.6%
16 META META PLATFORMS INC Communication Services 23,496.0 $13.2M 0.65% +4K +19.4% $563.28 +1.2%
17 UNH UNITEDHEALTH GROUP INC Healthcare 26,657.0 $11.1M 0.55% +9K +50.8% $415.62 -4.6%
18 PG PROCTER & GAMBLE CO Consumer Defensive 74,709.0 $11.0M 0.54% +459.0 +0.6% $146.64 -0.8%
19 XMMO INVESCO EXCHANGE TRADED FD T 60,388.0 $10.3M 0.51% +22K +55.7% $170.14 -8.6%
20 IGV ISHARES TR 109,340.0 $9.9M 0.49% +14K +15.0% $90.60 +12.4%
Page 1 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Financial Services 22.9%
Industrials 12.1%
Healthcare 9.3%
Consumer Cyclical 8.5%
Communication Services 5.0%
Consumer Defensive 4.7%
Utilities 3.6%
Energy 3.2%
Basic Materials 0.5%