Principle Wealth Partners LLC

Institutional manager (13F) · CIK 1743413

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B

#	Issuer	Value	Shares
1	INVESCO EXCHANGE TRADED FD T	$139M	2,552,987
2	BNY MELLON ETF TRUST II	$118M	3,969,257
3	JPMORGAN CHASE & CO	$105M	357,768
4	APPLE INC	$93M	366,709
5	VANGUARD INDEX FDS	$54M	122,819
6	NVIDIA CORPORATION	$49M	283,806
7	VANGUARD SPECIALIZED FUNDS	$49M	227,881
8	MICROSOFT CORP	$42M	114,654
9	AMAZON COM INC	$35M	167,632
10	JOHNSON & JOHNSON	$28M	113,128
11	VANGUARD INDEX FDS	$27M	84,895
12	ALPHABET INC	$27M	94,342
13	ALPHABET INC	$27M	92,718
14	VANGUARD ADMIRAL FDS INC	$26M	62,845
15	RTX CORPORATION	$23M	117,967
16	VANECK ETF TRUST	$22M	56,849
17	MCDONALDS CORP	$21M	68,838
18	SCHWAB STRATEGIC TR	$20M	644,801
19	ALPS ETF TR	$17M	676,565
20	AMPLIFY ETF TR	$17M	421,307
21	VANGUARD WHITEHALL FDS	$17M	113,556
22	EXXON MOBIL CORP	$16M	96,782
23	GOLDMAN SACHS GROUP INC	$16M	18,352
24	CISCO SYS INC	$15M	192,585
25	CATERPILLAR INC	$15M	21,051
26	INTERNATIONAL BUSINESS MACHS	$14M	59,145
27	HOME DEPOT INC	$14M	42,339
28	BERKSHIRE HATHAWAY INC DEL	$13M	27,440
29	META PLATFORMS INC	$13M	22,110
30	T ROWE PRICE ETF INC	$13M	351,581
31	VANGUARD WORLD FD	$12M	17,397
32	VISA INC	$12M	38,194
33	J P MORGAN EXCHANGE TRADED F	$11M	223,726
34	STATE STR SPDR S&P 500 ETF T	$11M	17,513
35	ELI LILLY & CO	$11M	12,174
36	AMGEN INC	$11M	31,526
37	CHEVRON CORPORATION	$11M	52,844
38	PROCTER & GAMBLE CO	$11M	74,133
39	FIRST TR EXCH TRADED FD III	$11M	224,757
40	SOUTHERN CO	$10M	99,904
41	MERCK & CO INC	$10M	80,052
42	TESLA INC	$9M	24,255
43	GENERAL DYNAMICS CORP	$9M	26,086
44	VANGUARD INDEX FDS	$9M	30,258
45	CUMMINS INC	$9M	16,033
46	ORACLE CORP	$9M	58,612
47	J P MORGAN EXCHANGE TRADED F	$8M	151,934
48	ISHARES TR	$8M	104,505
49	COCA COLA CO	$8M	108,040
50	TCW ETF TRUST	$8M	82,829

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.