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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 18 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BN BROOKFIELD CORP Financial Services 5,337.0 $245K 0.01% +2K +51.4% $45.89 -1.1%
342 IWR ISHARES TR 2,542.0 $245K 0.01% $96.26 +10.0%
343 TGT TARGET CORP Consumer Defensive 2,445.0 $239K 0.01% $97.77 +28.5%
344 KVUE KENVUE INC Consumer Defensive 13,694.0 $236K 0.01% -500.0 -3.5% $17.25 +1.6%
345 XLU SELECT SECTOR SPDR TR 5,531.0 $236K 0.01% NEW $42.69 +6.2%
346 HYG ISHARES TR 2,924.0 $236K 0.01% +17.0 +0.6% $80.64 -0.9%
347 EZM WISDOMTREE TR 3,526.0 $236K 0.01% $66.80 +8.7%
348 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,180.0 $230K 0.01% $44.34 +8.0%
349 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 10,271.0 $223K 0.01% -1K -12.2% $21.72 -21.0%
350 PPA INVESCO EXCHANGE TRADED FD T 1,404.0 $220K 0.01% $156.63 +8.7%
351 XLY SELECT SECTOR SPDR TR 1,831.0 $219K 0.01% +912.0 +99.2% $119.42 -0.2%
352 VUSB VANGUARD BD INDEX FDS 4,370.0 $218K 0.01% NEW $49.84 -0.2%
353 SHOP SHOPIFY INC Technology 1,352.0 $218K 0.01% NEW $160.91 -36.0%
354 KLAC KLA CORP Technology 178.0 $216K 0.01% NEW $1215.08 +55.4%
355 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 4,699.0 $213K 0.01% NEW $45.40 -7.2%
356 CMCSA COMCAST CORP NEW Communication Services 7,134.0 $213K 0.01% -1K -17.0% $29.89 -15.7%
357 ALLY ALLY FINL INC Financial Services 4,700.0 $213K 0.01% NEW $45.29 -6.5%
358 AMCOR PLC 25,420.0 $212K 0.01% NEW $8.34
359 TIP ISHARES TR 1,878.0 $206K 0.01% $109.91 +0.4%
360 TMUS T-MOBILE US INC Communication Services 1,012.0 $205K 0.01% $203.04 -5.7%
Page 18 of 19  ·  372 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%