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Portfolio (Quarterly) Guide ↗

Principle Wealth Partners LLC

· CIK 0001743413
13F Portfolio $1.8B AUM 372 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 113 Added 90 Reduced 11 Exited
Page 1 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLG INVESCO EXCHANGE TRADED FD T 2,467,017.0 $146.2M 8.23% -274K -10.0% $59.28 +7.2%
2 AAPL APPLE INC Technology 371,902.0 $101.1M 5.69% -3K -0.8% $271.86 +13.6%
3 VUG VANGUARD INDEX FDS 122,440.0 $59.7M 3.36% -5K -4.2% $487.86 -82.1%
4 NVDA NVIDIA CORPORATION Technology 281,153.0 $52.4M 2.95% -9K -3.0% $186.50 +15.5%
5 VIG VANGUARD SPECIALIZED FUNDS 231,695.0 $50.9M 2.87% -13K -5.1% $219.78 +6.1%
6 RTX RTX CORPORATION Industrials 118,681.0 $21.8M 1.23% -3K -2.3% $183.40 -3.5%
7 SMH VANECK ETF TRUST 58,702.0 $21.1M 1.19% -6K -9.9% $360.13 +60.0%
8 SMTH ALPS ETF TR 710,938.0 $18.5M 1.04% -55K -7.2% $26.07 -1.8%
9 SCHD SCHWAB STRATEGIC TR 648,597.0 $17.8M 1.00% -71K -9.8% $27.43 +19.7%
10 VYM VANGUARD WHITEHALL FDS 118,948.0 $17.1M 0.96% -712.0 -0.6% $143.52 +10.6%
11 GS GOLDMAN SACHS GROUP INC Financial Services 18,646.0 $16.4M 0.92% -118.0 -0.6% $879.00 +13.4%
12 BERKSHIRE HATHAWAY INC DEL 27,411.0 $13.8M 0.78% -998.0 -3.5% $502.65
13 VGT VANGUARD WORLD FD 16,897.0 $12.7M 0.72% -452.0 -2.6% $753.78 -84.6%
14 FMHI FIRST TR EXCH TRADED FD III 230,094.0 $11.0M 0.62% -57K -19.9% $47.93 -0.6%
15 GD GENERAL DYNAMICS CORP Industrials 26,745.0 $9.0M 0.51% -349.0 -1.3% $336.66 +1.9%
16 SO SOUTHERN CO Utilities 100,551.0 $8.8M 0.49% -2K -2.3% $87.20 +8.4%
17 CVX CHEVRON CORP NEW Energy 52,949.0 $8.1M 0.45% -690.0 -1.3% $152.41 +25.6%
18 QQQ INVESCO QQQ TR Financial Services 13,130.0 $8.1M 0.45% -2K -15.5% $614.33 +16.8%
19 QCOM QUALCOMM INC Technology 36,931.0 $6.3M 0.35% -934.0 -2.5% $171.05 +39.2%
20 DVY ISHARES TR 42,916.0 $6.1M 0.34% -349.0 -0.8% $141.14 +10.4%
Page 1 of 5  ·  90 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 28.6%
Financial Services 23.3%
Industrials 11.3%
Consumer Cyclical 9.1%
Healthcare 8.5%
Communication Services 7.9%
Consumer Defensive 4.4%
Utilities 3.2%
Energy 3.0%
Basic Materials 0.5%