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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 3 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPGP INVESCO EXCHANGE TRADED FD T 32,150.0 $3.9M 0.19% -13K -29.2% $122.29 +4.6%
42 FDVV FIDELITY COVINGTON TRUST 64,706.0 $3.9M 0.19% -13K -17.1% $60.29 +4.8%
43 LMT LOCKHEED MARTIN CORP Industrials 7,412.0 $3.8M 0.19% -129.0 -1.7% $509.44 +11.0%
44 COP CONOCOPHILLIPS Energy 36,171.0 $3.8M 0.19% -1K -3.1% $103.96 +25.6%
45 MSI MOTOROLA SOLUTIONS INC Technology 8,830.0 $3.7M 0.18% -107.0 -1.2% $415.29 +17.3%
46 AMD ADVANCED MICRO DEVICES INC Technology 6,092.0 $3.5M 0.17% -69.0 -1.1% $580.90 -17.2%
47 GWW WW GRAINGER INC Industrials 2,541.0 $3.5M 0.17% -230.0 -8.3% $1360.40 -1.8%
48 NSC NORFOLK SOUTHN CORP Industrials 10,519.0 $3.3M 0.16% -265.0 -2.5% $314.59 +12.1%
49 SDY SPDR SERIES TRUST 20,917.0 $3.2M 0.16% -385.0 -1.8% $152.18 +4.1%
50 XLV SELECT SECTOR SPDR TR 19,682.0 $3.1M 0.15% -807.0 -3.9% $158.66 +9.4%
51 MA MASTERCARD INCORPORATED Financial Services 5,800.0 $3.0M 0.15% -74.0 -1.3% $513.59 +16.5%
52 LOW LOWES COS INC Consumer Cyclical 13,273.0 $2.9M 0.14% -354.0 -2.6% $220.49 -4.6%
53 BX BLACKSTONE INC Financial Services 24,324.0 $2.9M 0.14% -5K -18.4% $117.67 +21.7%
54 ETN EATON CORP PLC Industrials 6,338.0 $2.7M 0.13% -307.0 -4.6% $426.15 -1.6%
55 BK BANK OF NY MELLON CORP Financial Services 15,930.0 $2.3M 0.11% -857.0 -5.1% $144.61 -1.9%
56 INTC INTEL CORP Technology 16,488.0 $2.3M 0.11% -442.0 -2.6% $139.63 -36.8%
57 DIS DISNEY WALT CO Communication Services 22,866.0 $2.2M 0.11% -757.0 -3.2% $96.25 +13.9%
58 USB US BANCORP Financial Services 34,218.0 $2.1M 0.10% -500.0 -1.4% $60.40 +4.0%
59 VHT VANGUARD WORLD FD 6,588.0 $2.0M 0.10% -444.0 -6.3% $299.02 +9.1%
60 TJX TJX COS INC NEW Consumer Cyclical 12,087.0 $1.8M 0.09% -4K -26.7% $151.50 -9.7%
Page 3 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%