Principle Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Principle Wealth Partners LLC held in its portfolio 365 assets valued at $1,777,361,888 (i.e. $1.78B).

The most valuable assets in the portfolio included: INVESCO EXCHANGE TRADED FD T ($146.25M), JPMORGAN CHASE & CO. ($115.39M), and BNY MELLON ETF TRUST II ($110.50M).

The chart below shows the top 10 valuable assets, and the table below shows the top 365 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Principle Wealth Partners LLC Portfolio
INVESCO EXCHANGE TRADED FD T
JPMORGAN CHASE & CO.
BNY MELLON ETF TRUST II
APPLE INC
VANGUARD INDEX FDS
MICROSOFT CORP
NVIDIA CORPORATION
VANGUARD SPECIALIZED FUNDS
AMAZON COM INC
ALPHABET INC
Principle Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
INVESCO EXCHANGE TRADED FD T 2467017 146244760 S&P 500 TOP 50
JPMORGAN CHASE & CO. 358106 115388926 COM
BNY MELLON ETF TRUST II 3807835 110503370 DYNAMIC VALUE
APPLE INC 371902 101105393 COM
VANGUARD INDEX FDS 122440 59733560 GROWTH ETF
MICROSOFT CORP 112960 54629515 COM
NVIDIA CORPORATION 281153 52435021 COM
VANGUARD SPECIALIZED FUNDS 231695 50922004 DIV APP ETF
AMAZON COM INC 164361 37937895 COM
ALPHABET INC 95443 29949962 CAP STK CL C
ALPHABET INC 95124 29773670 CAP STK CL A
VANGUARD INDEX FDS 87327 29278246 TOTAL STK MKT
VANGUARD ADMIRAL FDS INC 57848 25718645 500 GRTH IDX F
JOHNSON & JOHNSON 113197 23426130 COM
RTX CORPORATION 118681 21766030 COM
VANECK ETF TRUST 58702 21140409 SEMICONDUCTR ETF
MCDONALDS CORP 68901 21058060 COM
ALPS ETF TR 710938 18534159 SMITH CORE PLUS
SCHWAB STRATEGIC TR 648597 17791019 US DIVIDEND EQ
INTERNATIONAL BUSINESS MACHS 59024 17483573 COM
VANGUARD WHITEHALL FDS 118948 17071487 HIGH DIV YLD
GOLDMAN SACHS GROUP INC 18646 16389895 COM
CISCO SYS INC 193042 14869992 COM
HOME DEPOT INC 42866 14750021 COM
BERKSHIRE HATHAWAY INC DEL 27411 13778225 CL B NEW
VISA INC 39133 13724443 COM CL A
ELI LILLY & CO 12674 13620260 COM
T ROWE PRICE ETF INC 342637 13095588 CAP APPRECIATION
META PLATFORMS INC 19680 12990743 CL A
VANGUARD WORLD FD 16897 12736692 INF TECH ETF
SPDR S&P 500 ETF TR 18466 12592199 TR UNIT
CATERPILLAR INC 21733 12449937 COM
EXXON MOBIL CORP 98554 11860013 COM
J P MORGAN EXCHANGE TRADED F 222970 11358093 ULTRA SHT MUNCPL
ORACLE CORP 57740 11254201 COM
FIRST TR EXCH TRADED FD III 230094 11029429 MUNI HI INCM ETF
TESLA INC 24004 10795060 COM
PROCTER AND GAMBLE CO 74250 10640839 COM
AMGEN INC 31766 10397329 COM
ISHARES TR 95063 10047202 EXPANDED TECH
VANGUARD INDEX FDS 31380 9107135 MID CAP ETF
GENERAL DYNAMICS CORP 26745 9003934 COM
SOUTHERN CO 100551 8768053 COM
MERCK & CO INC 82266 8659273 COM
J P MORGAN EXCHANGE TRADED F 145107 8433609 NASDAQ EQT PREM
CUMMINS INC 16363 8352493 COM
CHEVRON CORP NEW 52949 8069892 COM
INVESCO QQQ TR 13130 8066169 UNIT SER 1
COCA COLA CO 107769 7534098 COM
ABBVIE INC 32956 7530034 COM
3M CO 45310 7254163 COM
BANK AMERICA CORP 120058 6603202 COM
QUALCOMM INC 36931 6317048 COM
BLACKROCK INC 5714 6115668 COM
ISHARES TR 42916 6057107 SELECT DIVID ETF
INVESCO EXCHANGE TRADED FD T 59028 6045619 S&P MDCP QUALITY
UNITEDHEALTH GROUP INC 17676 5835006 COM
OMEGA FLEX INC 192275 5660576 COM
ISHARES TR 26267 5639177 US AER DEF ETF
PHILIP MORRIS INTL INC 35044 5621117 COM
WASTE MGMT INC DEL 24887 5467992 COM
J P MORGAN EXCHANGE TRADED F 95255 5452376 EQUITY PREMIUM
COSTCO WHSL CORP NEW 6250 5389300 COM
INVESCO EXCHANGE TRADED FD T 38776 5368919 S&P MDCP MOMNTUM
SPDR SERIES TRUST 50155 5280990 STATE STREET SPD
ALLSTATE CORP 25110 5226646 COM
EMERSON ELEC CO 39214 5204462 COM
INVESCO EXCHANGE TRADED FD T 45406 5169912 S&P 500 GARP ETF
PALO ALTO NETWORKS INC 27331 5034370 COM
PNC FINL SVCS GROUP INC 23646 4935525 COM
DUKE ENERGY CORP NEW 41614 4877576 COM NEW
PRUDENTIAL FINL INC 42679 4817619 COM
VANGUARD WORLD FD 34110 4814968 MEGA CAP VAL ETF
AMPLIFY ETF TR 123149 4722776 CWP INTL ENHANCE
TRAVELERS COMPANIES INC 15927 4619746 COM
TCW ETF TRUST 47977 4613220 TRANSFORM SYSTEM
BLACKSTONE INC 29805 4594173 COM
BERKSHIRE HATHAWAY INC DEL 6 4528800 CL A
KIMBERLY-CLARK CORP 44532 4492789 COM
FIDELITY COVINGTON TRUST 78037 4423908 HIGH DIVID ETF
BOEING CO 19489 4231513 COM
PALANTIR TECHNOLOGIES INC 22622 4021146 CL A
ASML HOLDING N V 3742 4003265 N Y REGISTRY SHS
WALMART INC 35185 3919932 COM
PFIZER INC 157218 3914729 COM
AMERICAN ELEC PWR CO INC 33224 3831059 COM
VANGUARD STAR FDS 49560 3738830 VG TL INTL STK F
VANGUARD INDEX FDS 5853 3670698 S&P 500 ETF SHS
LOCKHEED MARTIN CORP 7541 3647557 COM
NETFLIX INC 38468 3606718 COM
VANGUARD INDEX FDS 18629 3558035 VALUE ETF
PEPSICO INC 24759 3553426 COM
DOMINION ENERGY INC 59713 3498577 COM
CONOCOPHILLIPS 37313 3492877 COM
LEGG MASON ETF INVT 93975 3460150 FRANKLIN INTL LW
MOTOROLA SOLUTIONS INC 8937 3425731 COM NEW
PHILLIPS 66 26204 3381364 COM
OLD DOMINION FREIGHT LINE IN 21411 3357245 COM
MASTERCARD INCORPORATED 5874 3353173 CL A
LOWES COS INC 13627 3286287 COM
NEXTERA ENERGY INC 40004 3211515 COM
AMERICAN EXPRESS CO 8597 3180310 COM
SELECT SECTOR SPDR TR 20489 3171652 STATE STREET HEA
HONEYWELL INTL INC 16150 3150788 COM
INVESCO EXCH TRADED FD TR II 56137 3119697 INTL BUYBACK
TRUIST FINL CORP 63300 3115017 COM
NORFOLK SOUTHN CORP 10784 3113556 COM
TEXAS INSTRS INC 16608 2881299 COM
GE AEROSPACE 9340 2876917 COM NEW
AUTOMATIC DATA PROCESSING IN 10927 2810752 COM
SELECT SECTOR SPDR TR 19441 2798943 STATE STREET TEC
WW GRAINGER INC 2771 2796078 COM
DISNEY WALT CO 23623 2687599 COM
PARKER-HANNIFIN CORP 3017 2651822 COM
TJX COS INC NEW 16482 2531800 COM
SALESFORCE INC 9441 2501015 COM
VANGUARD INDEX FDS 9673 2495081 SMALL CP ETF
VISTRA CORP 14462 2333232 COM
ISHARES TR 11548 2305807 U.S. TECH ETF
EXELON CORP 51335 2237693 COM
INTUITIVE SURGICAL INC 3751 2124416 COM NEW
EATON CORP PLC 6645 2116499 SHS
MORGAN STANLEY 11837 2101370 COM NEW
THERMO FISHER SCIENTIFIC INC 3571 2069219 COM
J P MORGAN EXCHANGE TRADED F 40151 2027626 MUNICIPAL ETF
VANGUARD WORLD FD 7032 2024086 HEALTH CAR ETF
BANK NEW YORK MELLON CORP 16787 1948803 COM
TAIWAN SEMICONDUCTOR MFG LTD 6234 1894349 SPONSORED ADS
US BANCORP DEL 34718 1852578 COM NEW
AMPLIFY ETF TR 41542 1848620 CWP ENHANCED DIV
BROADCOM INC 5302 1835153 COM
SERVICENOW INC 11724 1795983 COM
FIDELITY WISE ORIGIN BITCOIN 23179 1766972 SHS
SPDR GOLD TR 4441 1759870 GOLD SHS
THE CIGNA GROUP 6272 1726290 COM
VERIZON COMMUNICATIONS INC 40678 1656828 COM
CVS HEALTH CORP 20712 1643733 COM
MARKEL GROUP INC 737 1584292 COM
ISHARES TR 12833 1542211 CORE S&P SCP ETF
ISHARES GOLD TR 18567 1507083 ISHARES NEW
ILLINOIS TOOL WKS INC 6104 1503415 COM
GE VERNOVA INC 2297 1501447 COM
VANGUARD WHITEHALL FDS 16645 1498050 INTL HIGH ETF
INVESCO EXCHANGE TRADED FD T 30570 1434344 RAFI US 1000 ETF
ISHARES TR 2080 1424985 CORE S&P500 ETF
UNION PAC CORP 6053 1400180 COM
WELLS FARGO CO NEW 14758 1375446 COM
SELECT SECTOR SPDR TR 8719 1352551 STATE STREET IND
CARRIER GLOBAL CORPORATION 25464 1345518 COM
VANECK ETF TRUST 38078 1330077 REAL ASSETS ETF
ADVANCED MICRO DEVICES INC 6161 1319386 COM
NORTHROP GRUMMAN CORP 2257 1286964 COM
VANGUARD INDEX FDS 4591 1281532 MCAP GR IDXVIP
VANGUARD INTL EQUITY INDEX F 9054 1277172 TT WRLD ST ETF
VANGUARD WORLD FD 9266 1236954 FINANCIALS ETF
M & T BK CORP 6129 1234791 COM
TEXAS PACIFIC LAND CORPORATI 4280 1229324 COM
AFLAC INC 10921 1204302 COM
EVERSOURCE ENERGY 17584 1183902 COM
DANAHER CORPORATION 4988 1141853 COM
ISHARES TR 16593 1095138 CORE S&P MCP ETF
CHUBB LIMITED 3483 1087114 COM
WISDOMTREE TR 21045 1085922 US MIDCAP DIVID
VANECK ETF TRUST 10363 1073195 MRNGSTR WDE MOAT
ABBOTT LABS 8495 1064302 COM
ISHARES TR 2234 1057352 RUS 1000 GRW ETF
CAPITAL GROUP GLOBAL EQUITY 32090 1015007 SHS
INVESCO EXCH TRADED FD TR II 14139 1009820 S&P500 LOW VOL
WHEATON PRECIOUS METALS CORP 8346 980822 COM
OTIS WORLDWIDE CORP 11158 974674 COM
INTUIT 1417 938830 COM
PRICE T ROWE GROUP INC 9025 923980 COM
AT&T INC 36639 910105 COM
COREWEAVE INC 12615 903360 COM CL A
ISHARES TR 6887 887252 ESG MSCI KLD 400
ELEVANCE HEALTH INC FORMERLY 2499 876009 COM
OR ROYALTIES INC. 24516 867621 COM SHS
J P MORGAN EXCHANGE TRADED F 16932 856577 ULTRA SHRT ETF
ISHARES TR 2806 844906 ISHARES SEMICDTR
ZOETIS INC 6706 843749 CL A
INVESCO EXCHANGE TRADED FD T 38262 841764 INTL DIVI ACHI
STRYKER CORPORATION 2376 835100 COM
ALTRIA GROUP INC 14269 822779 COM
FULTON FINL CORP PA 42396 819515 COM
BANK AMERICA CORP 647 810044 7.25%CNV PFD L
ISHARES TR 4781 806889 ISHARES BIOTECH
CORTEVA INC 11872 795780 COM
STARBUCKS CORP 9338 786311 COM
ISHARES TR 10661 740071 CORE DIV GRWTH
UBER TECHNOLOGIES INC 9006 735880 COM
STRATEGY INC 4763 723774 CL A NEW
SELECT SECTOR SPDR TR 13190 722431 STATE STREET FIN
ENBRIDGE INC 14930 714102 COM
LINDE PLC 1673 713563 SHS
CME GROUP INC 2556 697992 COM
SELECT SECTOR SPDR TR 15479 692058 STATE STREET ENE
ISHARES TR 2766 680879 RUSSELL 2000 ETF
ISHARES TR 4789 675994 S&P SML 600 GWT
ADOBE INC 1928 674781 COM
BRISTOL-MYERS SQUIBB CO 12485 673441 COM
VANGUARD WORLD FD 5290 666131 ENERGY ETF
APPLIED MATLS INC 2590 665677 COM
CROWDSTRIKE HLDGS INC 1415 663254 CL A
GENERAL MTRS CO 8154 663077 COM
NOVARTIS AG 4800 661776 SPONSORED ADR
S&P GLOBAL INC 1264 660310 COM
ISHARES TR 5319 655620 S&P 500 GRWT ETF
KKR & CO INC 5030 641224 COM
ISHARES TR 4670 639510 RUS MD CP GR ETF
VANGUARD WORLD FD 3000 633720 CONSUM STP ETF
DEERE & CO 1354 630382 COM
SCHWAB CHARLES CORP 6266 626044 COM
INTEL CORP 16930 624704 COM
JANUS DETROIT STR TR 12258 620031 HENDRSON AAA CL
COLGATE PALMOLIVE CO 7788 615408 COM
TE CONNECTIVITY PLC 2689 611774 ORD SHS
AIR PRODS & CHEMS INC 2462 608163 COM
NOVO-NORDISK A S 11721 596364 ADR
RYDER SYS INC 3109 595032 COM
SHELL PLC 8000 587811 SPON ADS
ANALOG DEVICES INC 2167 587690 COM
PJT PARTNERS INC 3505 586097 COM CL A
PROLOGIS INC. 4576 584111 COM
ISHARES TR 4110 579716 RUS MDCP VAL ETF
VANGUARD INDEX FDS 3212 569712 MCAP VL IDXVIP
INVESCO EXCHANGE TRADED FD T 2942 563647 S&P500 EQL WGT
REALTY INCOME CORP 9881 556980 COM
VANGUARD WORLD FD 1338 552315 MEGA GRWTH IND
GENERAL MLS INC 11788 548126 COM
UNILEVER PLC 8362 546875 SPON ADR NEW
UNITED PARCEL SERVICE INC 5491 544610 CL B
CONSOLIDATED EDISON INC 5459 542202 COM
ARROW ELECTRS INC 4905 540433 COM
MERCADOLIBRE INC 265 533479 COM
ISHARES BITCOIN TRUST ETF 10587 525639 SHS BEN INT
FIRST TR EXCH TRADED FD III 28400 517448 PFD SECS INC ETF
MONDELEZ INTL INC 9561 514642 CL A
INVESCO EXCHANGE TRADED FD T 4395 511597 DORSEY WRIGHT MO
PROSHARES TR 4903 510255 S&P 500 DV ARIST
CHURCHILL DOWNS INC 4400 500632 COM
ISHARES TR 3333 495627 CORE S&P TTL STK
AMERICAN TOWER CORP NEW 2782 488436 COM
PAYPAL HLDGS INC 8350 487473 COM
FIRST TR EXCH TRADED FD III 24040 481882 SHRT DUR MNG MUN
ISHARES TR 1736 480768 RUS TP200 GR ETF
ISHARES TR 5100 478839 U.S. REAL ES ETF
ARK ETF TR 6173 474827 INNOVATION ETF
PUTNAM ETF TRUST 10147 462417 FOCUSED LAR CAP
CHURCH & DWIGHT CO INC 5400 452790 COM
FIDELITY COVINGTON TRUST 10118 446529 SML MID MLTFCT
FIDELITY COVINGTON TRUST 6167 445689 VLU FACTOR ETF
AIRBNB INC 3280 445162 COM CL A
STANLEY BLACK & DECKER INC 5989 444863 COM
WILLIAMS COS INC 7369 442970 COM
ACCENTURE PLC IRELAND 1650 442633 SHS CLASS A
SCHWAB STRATEGIC TR 15477 440786 US SML CAP ETF
NUSHARES ETF TR 4489 439024 NUVEEN ESG LRGCP
ISHARES TR 14157 438301 PFD AND INCM SEC
ISHARES TR 3665 437418 3 7 YR TREAS BD
SPROTT ASSET MANAGEMENT LP 9450 432810 PHYSICAL GOLD AN
IQVIA HLDGS INC 1920 432787 COM
VANECK ETF TRUST 11904 430926 MORNINGSTAR SMID
CARLYLE GROUP INC 7131 421513 COM
FIRST TR EXCHANGE-TRADED FD 4555 421347 CAP STRENGTH ETF
MSA SAFETY INC 2598 416044 COM
FISERV INC 6152 413212 COM
VANGUARD INDEX FDS 1309 412218 LARGE CAP ETF
DELL TECHNOLOGIES INC 3259 410243 CL C
HOLOGIC INC 5500 409695 COM
APPLOVIN CORP 602 405640 COM CL A
CBOE GLOBAL MKTS INC 1600 401600 COM
CAE INC 13152 400084 COM
VANGUARD INDEX FDS 1321 399087 SML CP GRW ETF
TRANE TECHNOLOGIES PLC 1006 391341 SHS
J P MORGAN EXCHANGE TRADED F 5757 389547 GLOBAL SEL EQUIT
METLIFE INC 4880 385267 COM
ARCHER DANIELS MIDLAND CO 6646 382079 COM
VANGUARD WORLD FD 3154 381508 ESG US STK ETF
CLEARWAY ENERGY INC 12141 381470 CL A
MGM RESORTS INTERNATIONAL 10380 378766 COM
FIRST TR EXCHANGE TRADED FD 2458 376125 NASDQ CLN EDGE
MEDTRONIC PLC 3910 375595 SHS
ROBINHOOD MKTS INC 3273 370176 COM CL A
INVESCO EXCH TRADED FD TR II 1455 367938 NASDAQ 100 ETF
HERCULES CAPITAL INC 19385 364826 COM
ENTERPRISE PRODS PARTNERS L 11361 364219 COM
MICROCHIP TECHNOLOGY INC. 6230 363084 DEP SHS REPSTG
ISHARES TR 5435 353818 US HLTHCARE ETF
PAYCHEX INC 3142 352470 COM
ISHARES TR 1728 343214 MSCI USA QLT FCT
HERSHEY CO 1869 340121 COM
WASHINGTON TR BANCORP INC 11494 339648 COM
XCEL ENERGY INC 4523 334069 COM
QUANTA SVCS INC 787 332161 COM
CAPITAL ONE FINL CORP 1362 329973 COM
BOSTON SCIENTIFIC CORP 3425 326574 COM
RAYMOND JAMES FINL INC 2005 321983 COM
FIRST TR EXCHANGE-TRADED FD 7260 321908 SHS
SABRA HEALTH CARE REIT INC 16882 319745 COM
KINDER MORGAN INC DEL 11517 316591 COM
ISHARES TR 816 315507 RUSSELL 3000 ETF
ISHARES TR 837 312569 RUS 1000 ETF
INTERNATIONAL FLAVORS&FRAGRA 4630 312016 COM
VANGUARD ADMIRAL FDS INC 1520 311432 500 VAL IDX FD
WESTERN DIGITAL CORP 1803 310603 COM
GALLAGHER ARTHUR J & CO 1195 309254 COM
GILEAD SCIENCES INC 2519 309182 COM
FIRST TR EXCHANGE TRADED FD 4441 308516 RISNG DIVD ACHIV
ISHARES TR 1453 305700 RUS 1000 VAL ETF
WEC ENERGY GROUP INC 2895 305307 COM
LAMAR ADVERTISING CO NEW 2407 304678 CL A
DOW INC 12982 303526 COM
FASTENAL CO 7549 302958 COM
NIKE INC 4608 293576 CL B
BORGWARNER INC 6500 292890 COM
CINTAS CORP 1536 288876 COM
YUM BRANDS INC 1905 288188 COM
QNITY ELECTRONICS INC 3524 287735 COMMON STOCK
HARTFORD INSURANCE GROUP INC 2084 287175 COM
FIRST TR EXCHNG TRADED FD VI 9000 286556 FT VEST NAS
DUPONT DE NEMOURS INC 7050 283410 COM
DEVON ENERGY CORP NEW 7730 283150 COM
ECOLAB INC 1075 282163 COM
CITIGROUP INC 2403 280406 COM NEW
INVESCO EXCHANGE TRADED FD T 6000 275340 RAFI US 1500
MOODYS CORP 535 273392 COM
RYMAN HOSPITALITY PPTYS INC 2825 267302 COM
SPDR DOW JONES INDL AVERAGE 540 259508 UT SER 1
CLOROX CO DEL 2545 256612 COM
OKLO INC 3575 256542 COM CL A
VERISIGN INC 1050 255098 COM
INTERCONTINENTAL EXCHANGE IN 1538 249094 COM
EOG RES INC 2344 246157 COM
BROOKFIELD CORP 5337 244915 CL A LTD VT SH
ISHARES TR 2542 244701 RUS MID CAP ETF
TARGET CORP 2445 239046 COM
KENVUE INC 13694 236222 COM
SELECT SECTOR SPDR TR 5531 236112 STATE STREET UTI
ISHARES TR 2924 235786 IBOXX HI YD ETF
WISDOMTREE TR 3526 235534 US MIDCAP FUND
OMEGA HEALTHCARE INVS INC 5180 229681 COM
SIXTH STREET SPECIALTY LENDI 10271 223086 COM
INVESCO EXCHANGE TRADED FD T 1404 219909 AEROSPACE DEFN
SELECT SECTOR SPDR TR 1831 218665 STATE STREET CON
VANGUARD BD INDEX FDS 4370 217812 VANGUARD ULTRA
SHOPIFY INC 1352 217552 CL A SUB VTG SHS
KLA CORP 178 216284 COM NEW
BROOKFIELD INFRASTRUCTURE CO 4699 213335 COM SUB VTG A
COMCAST CORP NEW 7134 213235 CL A
ALLY FINL INC 4700 212863 COM
AMCOR PLC 25420 212003 ORD
ISHARES TR 1878 206411 TIPS BD ETF
T-MOBILE US INC 1012 205476 COM
COLUMBIA BKG SYS INC 7326 204762 COM
ANHEUSER BUSCH INBEV SA/NV 3139 201022 SPONSORED ADR
NEWMONT CORP 2010 200698 COM
CONAGRA BRANDS INC 11020 190756 COM
EATON VANCE TAX-MANAGED BUY- 12800 183808 COM
POSTAL REALTY TRUST INC 11240 181414 CL A
ARDAGH METAL PACKAGING S A 44086 180753 SHS
WESTERN UN CO 17533 163232 COM
VIATRIS INC 12242 152413 COM
COHEN & STEERS QUALITY INCOM 10373 118462 COM
NUVEEN MUN HIGH INCOME OPPOR 11000 112090 COM
AMERICAN BITCOIN CORP. 50000 85000 COM CL A