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 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	NEM	NEWMONT CORP	Basic Materials	2,010	$201K	0.01%	SOLD
22	CAG	CONAGRA BRANDS INC	Consumer Defensive	11,020	$191K	0.01%	SOLD

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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%