Principle Wealth Partners LLC

13F filer · CIK 0001743413

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$2.03BU.S. long equity reported on 13F

Positions26614 new · 7 closed

Net flow last quarter+$12MBuys minus sells

Top 10 positions weight25.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026266 positions
JPMJPMorgan Chase & Co	$117M	5.78%	0.01%	0.0%	Q4 2018
AAPLApple Inc.	$105M	5.17%	0.00%	-1.3%	Q4 2018
NVDANvidia Corp	$57.2M	2.82%	0.00%	+0.7%	Q2 2020
MSFTMicrosoft Corp	$43.6M	2.15%	0.00%	+1.8%	Q4 2018
SMHMarket Vectors ETF Trust	$41.2M	2.03%	Not reported	+10.5%	Q4 2021
AMZNAmazon Com Inc	$40.1M	1.98%	0.00%	+0.4%	Q4 2018
GOOGLAlphabet Inc.	$33.4M	1.65%	0.00%	+0.7%	Q4 2018
GOOGAlphabet Inc.	$33.2M	1.64%	Not reported	-0.4%	Q4 2018
JNJJohnson & Johnson	$28.6M	1.41%	0.00%	-0.4%	Q4 2018
CSCOCisco Systems, Inc.	$22.3M	1.10%	0.00%	-1.3%	Q4 2018
CATCaterpillar Inc	$21.7M	1.07%	0.00%	-3.4%	Q2 2020
RTXRTX Corp	$21.1M	1.04%	0.01%	-5.6%	Q1 2020
MCDMcdonalds Corp	$18.8M	0.93%	0.01%	+0.9%	Q4 2018
GSGoldman Sachs Group Inc	$18.4M	0.91%	0.01%	-0.8%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$17.7M	0.87%	Not reported	-1.5%	Q1 2020
IBMInternational Business Machines Corp	$16.6M	0.82%	0.01%	-0.4%	Q4 2018
HDHome Depot, Inc.	$14.6M	0.72%	0.00%	-2.5%	Q4 2018
LLYELI LILLY & Co	$14.3M	0.71%	0.00%	-2.1%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$14M	0.69%	Not reported	+6.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$13.5M	0.67%	Not reported	-1.9%	Q4 2018
METAMeta Platforms, Inc.	$13.2M	0.65%	Not reported	+6.3%	Q4 2018
VVisa Inc.	$13.2M	0.65%	0.00%	+0.5%	Q4 2018
XOMExxonMobil Holdings Corp	$12.9M	0.64%	0.00%	-2.8%	Q4 2018
AMGNAmgen Inc	$11.4M	0.56%	0.01%	Not reported	Q4 2018
UNHUnitedhealth Group Inc	$11.1M	0.55%	0.00%	-0.8%	Q4 2018
PGPROCTER & GAMBLE Co	$11M	0.54%	0.00%	+0.8%	Q4 2018
CMICummins Inc	$10.9M	0.54%	0.01%	-4.8%	Q4 2018
MRKMerck & Co., Inc.	$10.3M	0.51%	0.00%	-0.3%	Q4 2018
TSLATesla, Inc.	$9.68M	0.48%	0.00%	-5.1%	Q4 2018
SOSouthern Co	$9.62M	0.48%	0.01%	+0.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$9.29M	0.46%	Not reported	-0.4%	Q4 2018
PANWPalo Alto Networks Inc	$9.22M	0.46%	0.00%	-2.8%	Q2 2020
KOCoca Cola Co	$8.91M	0.44%	0.00%	+1.5%	Q1 2019
GDGeneral Dynamics Corp	$8.81M	0.44%	0.01%	-4.6%	Q4 2018
ORCLOracle Corp	$8.58M	0.42%	0.00%	-0.1%	Q2 2020
CVXChevron Corp	$8.58M	0.42%	0.00%	-2.1%	Q4 2018
ABBVAbbVie Inc.	$8.17M	0.40%	0.00%	-1.8%	Q2 2019
ASMLAsml Holding NV	$7.51M	0.37%	0.00%	+1.0%	Q4 2024
MMM3m Co	$7.19M	0.35%	0.01%	-2.4%	Q4 2018
BACBank of America Corp	$7.11M	0.35%	0.00%	+3.0%	Q4 2018
PMPhilip Morris International Inc.	$6.4M	0.32%	0.00%	+1.0%	Q4 2018
QCOMQualcomm Inc	$6.22M	0.31%	0.00%	+1.8%	Q2 2020
KMBKimberly Clark Corp	$6.18M	0.31%	0.02%	+11.0%	Q4 2018
OFLXOmega Flex, Inc.	$6.04M	0.30%	1.90%	Not reported	Q4 2018
ALLAllstate Corp	$5.99M	0.30%	0.01%	+0.2%	Q3 2019
COSTCostco Wholesale Corp	$5.84M	0.29%	0.00%	+0.7%	Q4 2018
PNCPNC Financial Services Group, Inc.	$5.84M	0.29%	0.01%	Not reported	Q4 2018
EMREmerson Electric Co	$5.57M	0.28%	0.01%	-0.3%	Q2 2020
WMWaste Management Inc	$5.4M	0.27%	0.01%	+1.0%	Q2 2020
BLKBlackRock, Inc.	$5.29M	0.26%	0.00%	-4.4%	Q4 2018

Q1 2026Reported May 7, 2026258 positions
JPMJPMorgan Chase & Co	$105M	6.01%	0.01%	-0.1%	Q4 2018
AAPLApple Inc.	$93.1M	5.32%	0.00%	-1.4%	Q4 2018
NVDANvidia Corp	$49.5M	2.83%	0.00%	+0.9%	Q2 2020
MSFTMicrosoft Corp	$42.4M	2.43%	0.00%	+1.5%	Q4 2018
AMZNAmazon Com Inc	$34.9M	2.00%	0.00%	+2.0%	Q4 2018
JNJJohnson & Johnson	$27.7M	1.58%	0.00%	-0.1%	Q4 2018
GOOGAlphabet Inc.	$27.1M	1.55%	Not reported	-1.2%	Q4 2018
GOOGLAlphabet Inc.	$26.7M	1.52%	0.00%	-2.5%	Q4 2018
RTXRTX Corp	$22.8M	1.30%	0.01%	-0.6%	Q1 2020
SMHMarket Vectors ETF Trust	$21.8M	1.25%	Not reported	-3.2%	Q4 2021
MCDMcdonalds Corp	$21.4M	1.22%	0.01%	-0.1%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$16.8M	0.96%	Not reported	-4.5%	Q1 2020
XOMExxonMobil Holdings Corp	$16.4M	0.94%	0.00%	-1.8%	Q4 2018
GSGoldman Sachs Group Inc	$15.5M	0.89%	0.01%	-1.6%	Q4 2018
CSCOCisco Systems, Inc.	$14.9M	0.85%	0.00%	-0.2%	Q4 2018
CATCaterpillar Inc	$14.9M	0.85%	0.00%	-3.1%	Q2 2020
IBMInternational Business Machines Corp	$14.3M	0.82%	0.01%	+0.2%	Q4 2018
HDHome Depot, Inc.	$13.9M	0.80%	0.00%	-1.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$13.1M	0.75%	Not reported	+0.1%	Q4 2018
METAMeta Platforms, Inc.	$12.6M	0.72%	Not reported	+12.4%	Q4 2018
VVisa Inc.	$11.5M	0.66%	0.00%	-2.4%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$11.4M	0.65%	Not reported	-5.2%	Q4 2018
LLYELI LILLY & Co	$11.2M	0.64%	0.00%	-4.0%	Q4 2018
AMGNAmgen Inc	$11.1M	0.63%	0.01%	-0.8%	Q4 2018
CVXChevron Corp	$10.9M	0.62%	0.00%	-0.2%	Q4 2018
PGPROCTER & GAMBLE Co	$10.7M	0.61%	0.00%	-0.2%	Q4 2018
SOSouthern Co	$9.64M	0.55%	0.01%	-0.6%	Q4 2018
MRKMerck & Co., Inc.	$9.63M	0.55%	0.00%	-2.7%	Q4 2018
TSLATesla, Inc.	$9.02M	0.52%	0.00%	+1.1%	Q4 2018
GDGeneral Dynamics Corp	$8.95M	0.51%	0.01%	-2.5%	Q4 2018
CMICummins Inc	$8.63M	0.49%	0.01%	-2.0%	Q4 2018
ORCLOracle Corp	$8.62M	0.49%	0.00%	+1.5%	Q2 2020
KOCoca Cola Co	$8.22M	0.47%	0.00%	+0.3%	Q1 2019
QQQInvesco QQQ Trust, Series 1	$7.31M	0.42%	Not reported	-3.6%	Q4 2018
UNHUnitedhealth Group Inc	$7.27M	0.42%	0.00%	+52.0%	Q4 2018
ABBVAbbVie Inc.	$7.19M	0.41%	0.00%	+0.3%	Q2 2019
MMM3m Co	$6.61M	0.38%	0.01%	+0.4%	Q4 2018
COSTCostco Wholesale Corp	$6.18M	0.35%	0.00%	-0.7%	Q4 2018
OFLXOmega Flex, Inc.	$5.97M	0.34%	1.90%	Not reported	Q4 2018
BACBank of America Corp	$5.91M	0.34%	0.00%	+1.0%	Q4 2018
PMPhilip Morris International Inc.	$5.79M	0.33%	0.00%	-0.1%	Q4 2018
BLKBlackRock, Inc.	$5.54M	0.32%	0.00%	+0.8%	Q4 2018
WMWaste Management Inc	$5.51M	0.32%	0.01%	-3.6%	Q2 2020
DUKDuke Energy CORP	$5.43M	0.31%	0.01%	-0.4%	Q2 2019
ALLAllstate Corp	$5.21M	0.30%	0.01%	Not reported	Q3 2019
EMREmerson Electric Co	$5.11M	0.29%	0.01%	-0.5%	Q2 2020
ASMLAsml Holding NV	$4.94M	0.28%	0.00%	-0.1%	Q4 2024
PNCPNC Financial Services Group, Inc.	$4.93M	0.28%	0.01%	+0.3%	Q4 2018
KMBKimberly Clark Corp	$4.9M	0.28%	0.02%	+14.0%	Q4 2018
COPConocophillips	$4.79M	0.27%	0.00%	-2.8%	Q3 2019

Q4 2025Reported Feb 6, 2026253 positions
JPMJPMorgan Chase & Co	$115M	6.49%	0.01%	+0.8%	Q4 2018
AAPLApple Inc.	$101M	5.69%	0.00%	-0.8%	Q4 2018
MSFTMicrosoft Corp	$54.6M	3.07%	0.00%	+1.4%	Q4 2018
NVDANvidia Corp	$52.4M	2.95%	0.00%	-3.0%	Q2 2020
AMZNAmazon Com Inc	$37.9M	2.13%	0.00%	+2.4%	Q4 2018
GOOGAlphabet Inc.	$29.9M	1.69%	Not reported	+0.5%	Q4 2018
GOOGLAlphabet Inc.	$29.8M	1.68%	0.00%	+1.4%	Q4 2018
JNJJohnson & Johnson	$23.4M	1.32%	0.00%	+1.6%	Q4 2018
RTXRTX Corp	$21.8M	1.22%	0.01%	-2.3%	Q1 2020
SMHMarket Vectors ETF Trust	$21.1M	1.19%	Not reported	-9.9%	Q4 2021
MCDMcdonalds Corp	$21.1M	1.18%	0.01%	+1.1%	Q4 2018
IBMInternational Business Machines Corp	$17.5M	0.98%	0.01%	+4.2%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$17.1M	0.96%	Not reported	-0.6%	Q1 2020
GSGoldman Sachs Group Inc	$16.4M	0.92%	0.01%	-0.6%	Q4 2018
CSCOCisco Systems, Inc.	$14.9M	0.84%	0.00%	+0.5%	Q4 2018
HDHome Depot, Inc.	$14.8M	0.83%	0.00%	+3.0%	Q4 2018
BRK.BBerkshire Hathaway Inc	$13.8M	0.78%	Not reported	-3.5%	Q4 2018
VVisa Inc.	$13.7M	0.77%	0.00%	0.0%	Q4 2018
LLYELI LILLY & Co	$13.6M	0.77%	0.00%	+86.3%	Q4 2018
METAMeta Platforms, Inc.	$13M	0.73%	Not reported	+27.3%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$12.6M	0.71%	Not reported	+1.2%	Q4 2018
CATCaterpillar Inc	$12.4M	0.70%	0.00%	+1.5%	Q2 2020
XOMExxonMobil Holdings Corp	$11.9M	0.67%	0.00%	+17.4%	Q4 2018
ORCLOracle Corp	$11.3M	0.63%	0.00%	+0.6%	Q2 2020
TSLATesla, Inc.	$10.8M	0.61%	0.00%	+2.7%	Q4 2018
PGPROCTER & GAMBLE Co	$10.6M	0.60%	0.00%	+0.5%	Q4 2018
AMGNAmgen Inc	$10.4M	0.58%	0.01%	+2.4%	Q4 2018
GDGeneral Dynamics Corp	$9M	0.51%	0.01%	-1.3%	Q4 2018
SOSouthern Co	$8.77M	0.49%	0.01%	-2.3%	Q4 2018
MRKMerck & Co., Inc.	$8.66M	0.49%	0.00%	+8.4%	Q4 2018
CMICummins Inc	$8.35M	0.47%	0.01%	+0.2%	Q4 2018
CVXChevron Corp	$8.07M	0.45%	0.00%	-1.3%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$8.07M	0.45%	Not reported	-15.5%	Q4 2018
KOCoca Cola Co	$7.53M	0.42%	0.00%	+27.1%	Q1 2019
ABBVAbbVie Inc.	$7.53M	0.42%	0.00%	+0.1%	Q2 2019
MMM3m Co	$7.25M	0.41%	0.01%	+1.8%	Q4 2018
BACBank of America Corp	$6.6M	0.37%	0.00%	+0.6%	Q4 2018
QCOMQualcomm Inc	$6.32M	0.36%	0.00%	-2.5%	Q2 2020
BLKBlackRock, Inc.	$6.12M	0.34%	0.00%	+2.3%	Q4 2018
UNHUnitedhealth Group Inc	$5.84M	0.33%	0.00%	+7.4%	Q4 2018
OFLXOmega Flex, Inc.	$5.66M	0.32%	1.90%	Not reported	Q4 2018
PMPhilip Morris International Inc.	$5.62M	0.32%	0.00%	+2.5%	Q4 2018
WMWaste Management Inc	$5.47M	0.31%	0.01%	+4.2%	Q2 2020
COSTCostco Wholesale Corp	$5.39M	0.30%	0.00%	+4.0%	Q4 2018
ALLAllstate Corp	$5.23M	0.29%	0.01%	Not reported	Q3 2019
EMREmerson Electric Co	$5.2M	0.29%	0.01%	0.0%	Q2 2020
PANWPalo Alto Networks Inc	$5.03M	0.28%	0.00%	-0.3%	Q2 2020
PNCPNC Financial Services Group, Inc.	$4.94M	0.28%	0.01%	-1.5%	Q4 2018
DUKDuke Energy CORP	$4.88M	0.27%	0.01%	+4.3%	Q2 2019
PRUPrudential Financial Inc	$4.82M	0.27%	0.01%	-2.6%	Q2 2020

Q3 2025Reported Nov 3, 2025242 positions
JPMJPMorgan Chase & Co	$112M	6.51%	0.01%	-0.1%	Q4 2018
AAPLApple Inc.	$95.5M	5.54%	0.00%	-0.5%	Q4 2018
MSFTMicrosoft Corp	$57.7M	3.35%	0.00%	-0.6%	Q4 2018
NVDANvidia Corp	$54.1M	3.14%	0.00%	-1.4%	Q2 2020
AMZNAmazon Com Inc	$35.3M	2.05%	0.00%	-0.5%	Q4 2018
GOOGAlphabet Inc.	$23.1M	1.34%	Not reported	-1.5%	Q4 2018
GOOGLAlphabet Inc.	$22.8M	1.32%	0.00%	-0.3%	Q4 2018
SMHMarket Vectors ETF Trust	$21.3M	1.23%	Not reported	+2.0%	Q4 2021
MCDMcdonalds Corp	$20.7M	1.20%	0.01%	-0.1%	Q4 2018
JNJJohnson & Johnson	$20.7M	1.20%	0.00%	+0.2%	Q4 2018
RTXRTX Corp	$20.3M	1.18%	0.01%	-0.3%	Q1 2020
HDHome Depot, Inc.	$16.9M	0.98%	0.00%	+2.1%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$16.9M	0.98%	Not reported	-0.2%	Q1 2020
ORCLOracle Corp	$16.2M	0.94%	0.00%	-4.3%	Q2 2020
IBMInternational Business Machines Corp	$16M	0.93%	0.01%	+0.6%	Q4 2018
GSGoldman Sachs Group Inc	$14.9M	0.87%	0.01%	-1.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$14.3M	0.83%	Not reported	-0.3%	Q4 2018
VVisa Inc.	$13.4M	0.78%	0.00%	-0.8%	Q4 2018
CSCOCisco Systems, Inc.	$13.1M	0.76%	0.00%	-0.2%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$12.2M	0.71%	Not reported	+0.4%	Q4 2018
METAMeta Platforms, Inc.	$11.4M	0.66%	Not reported	-1.2%	Q4 2018
PGPROCTER & GAMBLE Co	$11.3M	0.66%	0.00%	+0.9%	Q4 2018
TSLATesla, Inc.	$10.4M	0.60%	0.00%	+1.9%	Q4 2018
CATCaterpillar Inc	$10.2M	0.59%	0.00%	+0.8%	Q2 2020
SOSouthern Co	$9.75M	0.57%	0.01%	-1.3%	Q4 2018
XOMExxonMobil Holdings Corp	$9.46M	0.55%	0.00%	+3.8%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$9.33M	0.54%	Not reported	+17.3%	Q4 2018
GDGeneral Dynamics Corp	$9.24M	0.54%	0.01%	-2.2%	Q4 2018
AMGNAmgen Inc	$8.75M	0.51%	0.01%	+2.1%	Q4 2018
CVXChevron Corp	$8.33M	0.48%	0.00%	+1.2%	Q4 2018
ABBVAbbVie Inc.	$7.63M	0.44%	0.00%	+0.4%	Q2 2019
MMM3m Co	$6.91M	0.40%	0.01%	+2.0%	Q4 2018
CMICummins Inc	$6.9M	0.40%	0.01%	+0.3%	Q4 2018
BLKBlackRock, Inc.	$6.51M	0.38%	0.00%	Not reported	Q4 2018
MRKMerck & Co., Inc.	$6.37M	0.37%	0.00%	-1.1%	Q4 2018
QCOMQualcomm Inc	$6.3M	0.37%	0.00%	-6.5%	Q2 2020
BACBank of America Corp	$6.16M	0.36%	0.00%	+3.2%	Q4 2018
OFLXOmega Flex, Inc.	$6M	0.35%	1.90%	Not reported	Q4 2018
UNHUnitedhealth Group Inc	$5.68M	0.33%	0.00%	+19.7%	Q4 2018
KOCoca Cola Co	$5.63M	0.33%	0.00%	+1.3%	Q1 2019
PANWPalo Alto Networks Inc	$5.58M	0.32%	0.00%	-4.4%	Q2 2020
COSTCostco Wholesale Corp	$5.56M	0.32%	0.00%	-0.6%	Q4 2018
PMPhilip Morris International Inc.	$5.54M	0.32%	0.00%	-0.7%	Q4 2018
BXBlackstone Inc.	$5.45M	0.32%	0.00%	-0.4%	Q3 2019
ALLAllstate Corp	$5.39M	0.31%	0.01%	Not reported	Q3 2019
KMBKimberly Clark Corp	$5.36M	0.31%	0.01%	+0.8%	Q4 2018
WMWaste Management Inc	$5.28M	0.31%	0.01%	0.0%	Q2 2020
LLYELI LILLY & Co	$5.19M	0.30%	0.00%	+0.7%	Q4 2018
EMREmerson Electric Co	$5.14M	0.30%	0.01%	-0.8%	Q2 2020
TXNTexas Instruments Inc	$4.95M	0.29%	0.00%	-6.0%	Q3 2019

Premium opens every quarter this fund has filed