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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 2 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VYM VANGUARD WHITEHALL FDS 118,948.0 $17.1M 0.96% -712.0 -0.6% $143.52 +10.6%
22 GS GOLDMAN SACHS GROUP INC Financial Services 18,646.0 $16.4M 0.92% -118.0 -0.6% $879.00 +13.4%
23 CSCO CISCO SYS INC Technology 193,042.0 $14.9M 0.84% $77.03 +56.3%
24 HD HOME DEPOT INC Consumer Cyclical 42,866.0 $14.8M 0.83% +1K +3.0% $344.10 -9.0%
25 BERKSHIRE HATHAWAY INC DEL 27,411.0 $13.8M 0.78% -998.0 -3.5% $502.65
26 V VISA INC Financial Services 39,133.0 $13.7M 0.77% $350.71 -6.2%
27 LLY ELI LILLY & CO Healthcare 12,674.0 $13.6M 0.77% +6K +86.3% $1074.66 -0.9%
28 TCAF T ROWE PRICE ETF INC 342,637.0 $13.1M 0.74% $38.22 +5.8%
29 META META PLATFORMS INC Communication Services 19,680.0 $13.0M 0.73% +4K +27.3% $660.10 -7.6%
30 VGT VANGUARD WORLD FD 16,897.0 $12.7M 0.72% -452.0 -2.6% $753.78 -84.6%
31 SPY SPDR S&P 500 ETF TR Financial Services 18,466.0 $12.6M 0.71% +211.0 +1.2% $681.91 +9.3%
32 CAT CATERPILLAR INC Industrials 21,733.0 $12.4M 0.70% +324.0 +1.5% $572.86 +53.6%
33 XOM EXXON MOBIL CORP Energy 98,554.0 $11.9M 0.67% +15K +17.4% $120.34 +28.7%
34 JMST J P MORGAN EXCHANGE TRADED F 222,970.0 $11.4M 0.64% +3K +1.3% $50.94 -0.1%
35 ORCL ORACLE CORP Technology 57,740.0 $11.3M 0.63% +316.0 +0.6% $194.91 -1.5%
36 FMHI FIRST TR EXCH TRADED FD III 230,094.0 $11.0M 0.62% -57K -19.9% $47.93 -0.6%
37 TSLA TESLA INC Consumer Cyclical 24,004.0 $10.8M 0.61% +640.0 +2.7% $449.72 -5.3%
38 PG PROCTER AND GAMBLE CO Consumer Defensive 74,250.0 $10.6M 0.60% +397.0 +0.5% $143.31 +0.8%
39 AMGN AMGEN INC Healthcare 31,766.0 $10.4M 0.58% +758.0 +2.4% $327.31 +3.7%
40 IGV ISHARES TR 95,063.0 $10.0M 0.56% +13K +15.6% $105.69 -11.1%
Page 2 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%