Institutional Manager · CIK 0001743413
Principle Wealth Partners LLC
MADISON, CT · File #028-19590
Latest AUM
$1.78B
Positions
372
Top-10 Concentration
57.3%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025372 pos · $1.78B
- 13F HOLDINGS REPORTQ/E Sep 2025359 pos · $1.72B
- 13F HOLDINGS REPORTQ/E Jun 2025358 pos · $1.60B
- 13F HOLDINGS REPORTQ/E Mar 2025340 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Dec 2024334 pos · $1.42B
- 13F HOLDINGS REPORTQ/E Sep 2024340 pos · $1.41B
- 13F HOLDINGS REPORTQ/E Jun 2024325 pos · $1.31B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024344 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Mar 2024344 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Dec 2023319 pos · $995.2M
- 13F HOLDINGS REPORTQ/E Sep 2023321 pos · $995.1M
- 13F HOLDINGS REPORTQ/E Jun 2023313 pos · $935.4M
- 13F HOLDINGS REPORTQ/E Mar 2023312 pos · $882.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,467,017 | $146.2M | 11.05% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 358,106 | $115.4M | 8.72% |
| 3 | BNY MELLON ETF TRUST II | 05613H100 | 3,807,835 | $110.5M | 8.35% |
| 4 | APPLE INC | AAPL | 371,902 | $101.1M | 7.64% |
| 5 | VANGUARD INDEX FDS | 922908736 | 122,440 | $59.7M | 4.51% |
| 6 | MICROSOFT CORP | MSFT | 112,960 | $54.6M | 4.13% |
| 7 | NVIDIA CORPORATION | NVDA | 281,153 | $52.4M | 3.96% |
| 8 | VANGUARD SPECIALIZED FUNDS | 921908844 | 231,695 | $50.9M | 3.85% |
| 9 | AMAZON COM INC | AMZN | 164,361 | $37.9M | 2.87% |
| 10 | ALPHABET INC | GOOG | 95,443 | $29.9M | 2.26% |
| 11 | ALPHABET INC | GOOG | 95,124 | $29.8M | 2.25% |
| 12 | VANGUARD INDEX FDS | 922908769 | 87,327 | $29.3M | 2.21% |
| 13 | VANGUARD ADMIRAL FDS INC | 921932505 | 57,848 | $25.7M | 1.94% |
| 14 | JOHNSON & JOHNSON | JNJ | 113,197 | $23.4M | 1.77% |
| 15 | RTX CORPORATION | RTX | 118,681 | $21.8M | 1.64% |
| 16 | VANECK ETF TRUST | 92189F676 | 58,702 | $21.1M | 1.60% |
| 17 | MCDONALDS CORP | MCD | 68,901 | $21.1M | 1.59% |
| 18 | ALPS ETF TR | 00162Q346 | 710,938 | $18.5M | 1.40% |
| 19 | SCHWAB STRATEGIC TR | 808524797 | 648,597 | $17.8M | 1.34% |
| 20 | INTERNATIONAL BUSINESS MACHS | INTR | 59,024 | $17.5M | 1.32% |