Universe · entity
PRINCIPAL SECURITIES, INC.
Institutional manager (13F) · CIK 12600
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | PRINCIPAL EXCHANGE TRADED FD | $305M | 4,736,954 |
| 2 | ISHARES TR | $202M | 309,596 |
| 3 | PRINCIPAL EXCHANGE TRADED FD | $145M | 2,536,322 |
| 4 | PRINCIPAL EXCHANGE TRADED FD | $141M | 4,141,800 |
| 5 | PRINCIPAL EXCHANGE TRADED FD | $140M | 4,819,169 |
| 6 | PRINCIPAL EXCHANGE TRADED FD | $139M | 4,254,860 |
| 7 | ISHARES TR | $135M | 1,357,568 |
| 8 | GOLDMAN SACHS ETF TR | $104M | 1,157,612 |
| 9 | PRINCIPAL EXCHANGE TRADED FD | $100M | 4,852,973 |
| 10 | NVIDIA CORPORATION | $84M | 480,360 |
| 11 | MICROSOFT CORP | $83M | 223,933 |
| 12 | APPLE INC | $80M | 314,960 |
| 13 | PRINCIPAL EXCHANGE TRADED FD | $74M | 1,428,413 |
| 14 | ISHARES TR | $72M | 702,083 |
| 15 | AMAZON COM INC | $71M | 338,859 |
| 16 | SPDR SERIES TRUST | $66M | 866,610 |
| 17 | ISHARES TR | $65M | 182,403 |
| 18 | PRINCIPAL EXCHANGE TRADED FD | $63M | 3,336,359 |
| 19 | GOLDMAN SACHS ETF TR | $60M | 1,445,620 |
| 20 | ISHARES TR | $58M | 638,337 |
| 21 | ISHARES INC | $56M | 803,495 |
| 22 | ALPHABET INC | $56M | 194,773 |
| 23 | TRUST FOR PROFESSIONAL MANAG | $55M | 1,368,975 |
| 24 | VANGUARD INDEX FDS | $55M | 170,307 |
| 25 | SCHWAB STRATEGIC TR | $52M | 1,949,070 |
| 26 | ISHARES TR | $49M | 396,724 |
| 27 | ISHARES TR | $48M | 422,113 |
| 28 | FIDELITY COVINGTON TRUST | $44M | 212,930 |
| 29 | GOLDMAN SACHS ETF TR | $43M | 1,006,889 |
| 30 | SCHWAB STRATEGIC TR | $43M | 1,474,680 |
| 31 | ISHARES TR | $41M | 496,389 |
| 32 | META PLATFORMS INC | $41M | 71,947 |
| 33 | ISHARES TR | $39M | 254,203 |
| 34 | BROADCOM INC | $39M | 126,181 |
| 35 | ALPHABET INC | $37M | 130,477 |
| 36 | ISHARES TR | $37M | 425,599 |
| 37 | ISHARES TR | $35M | 370,956 |
| 38 | GOLDMAN SACHS ETF TR | $35M | 278,631 |
| 39 | VANGUARD TAX-MANAGED FDS | $32M | 498,917 |
| 40 | JPMORGAN CHASE &CO | $30M | 102,594 |
| 41 | VANGUARD BD INDEX FDS | $30M | 407,882 |
| 42 | ISHARES TR | $30M | 1,303,146 |
| 43 | VANGUARD INDEX FDS | $29M | 147,560 |
| 44 | ISHARES TR | $28M | 614,297 |
| 45 | ISHARES TR | $27M | 127,933 |
| 46 | INVESCO QQQ TR | $27M | 46,772 |
| 47 | BERKSHIRE HATHAWAY INC DEL | $26M | 53,557 |
| 48 | BLACKROCK ETF TRUST | $25M | 427,852 |
| 49 | TRUST FOR PROFESSIONAL MANAG | $24M | 694,896 |
| 50 | VISA INC | $24M | 80,335 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.