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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 2 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 79,812.0 $10.3M 0.51% -2K -3.0% $128.50 +21.7%
22 TSLA TESLA INC Consumer Cyclical 23,012.0 $9.7M 0.48% -992.0 -4.1% $420.60 -16.7%
23 QQQ INVESCO QQQ TR Financial Services 12,611.0 $9.3M 0.46% -519.0 -4.0% $736.41 -3.5%
24 PANW PALO ALTO NETWORKS INC Technology 27,047.0 $9.2M 0.46% -284.0 -1.0% $341.02 -0.3%
25 GD GENERAL DYNAMICS CORP Industrials 24,875.0 $8.8M 0.43% -2K -7.0% $354.23 +6.3%
26 CVX CHEVRON CORPORATION Energy 51,751.0 $8.6M 0.42% -1K -2.3% $165.76 +20.6%
27 ABBV ABBVIE INC Healthcare 32,482.0 $8.2M 0.40% -474.0 -1.4% $251.64 +5.6%
28 MMM 3M CO Industrials 44,403.0 $7.2M 0.35% -907.0 -2.0% $161.91 +10.8%
29 DVY ISHARES TR 42,009.0 $6.6M 0.32% -907.0 -2.1% $156.30 +5.0%
30 XMHQ INVESCO EXCHANGE TRADED FD T 56,075.0 $6.3M 0.31% -3K -5.0% $112.88 +5.0%
31 QCOM QUALCOMM INC Technology 33,640.0 $6.2M 0.31% -3K -8.9% $184.79 -13.1%
32 EMR EMERSON ELEC CO Industrials 38,925.0 $5.6M 0.28% -289.0 -0.7% $143.15 +8.2%
33 WM WASTE MGMT INC DEL Industrials 24,231.0 $5.4M 0.27% -656.0 -2.6% $222.88 -0.3%
34 MGV VANGUARD WORLD FD 32,920.0 $5.4M 0.27% -1K -3.5% $163.45 +3.1%
35 BLK BLACKROCK INC Financial Services 5,504.0 $5.3M 0.26% -210.0 -3.7% $961.65 +22.4%
36 TRV TRAVELERS COMPANIES INC Financial Services 15,470.0 $5.1M 0.25% -457.0 -2.9% $330.11 +12.0%
37 TXN TEXAS INSTRS INC Technology 16,191.0 $4.8M 0.24% -417.0 -2.5% $298.06 -12.8%
38 AEP AMERICAN ELEC PWR CO INC Utilities 33,014.0 $4.5M 0.22% -210.0 -0.6% $136.81 -10.3%
39 ODFL OLD DOMINION FREIGHT LINE IN Industrials 19,516.0 $4.2M 0.21% -2K -8.8% $216.60 -8.4%
40 JEPI J P MORGAN EXCHANGE TRADED F 72,467.0 $4.1M 0.20% -23K -23.9% $56.48 +2.9%
Page 2 of 8  ·  145 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%