EdgeMarket › What Principle Wealth Partners Llc reported owning
What Principle Wealth Partners Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
380Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| XLG Invesco S&P 500 Top 50 ETF | 139.3M | 8.0% | 2.6M | 62.08 | +14.5% |
| BKDV BNY Mellon Dynamic Value ETF | 117.7M | 6.7% | 4.0M | 34.86 | +28.3% |
| JPM JPMORGAN CHASE & CO | 105.2M | 6.0% | 357.8K | 351.58 | +20.3% |
| AAPL Apple Inc. | 93.1M | 5.3% | 366.7K | 309.35 | +36.9% |
| VUG Vanguard Morningstar Growth ETF | 53.6M | 3.1% | 122.8K | 87.50 | +15.9% |
| NVDA NVIDIA CORP | 49.5M | 2.8% | 283.8K | 214.72 | +22.4% |
| VIG Vanguard Div Appreciation ETF | 49.0M | 2.8% | 227.9K | 243.91 | +16.2% |
| MSFT MICROSOFT CORP | 42.4M | 2.4% | 114.7K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 34.9M | 2.0% | 167.6K | 258.63 | +15.6% |
| JNJ JOHNSON & JOHNSON | 27.7M | 1.6% | 113.1K | 270.24 | +51.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 27.2M | 1.6% | 84.9K | 378.24 | +20.5% |
| GOOG Alphabet Inc. | 27.1M | 1.5% | 94.3K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 26.7M | 1.5% | 92.7K | 344.82 | +73.0% |
| VOOG Vanguard S&P 500 Growth ETF | 25.6M | 1.5% | 62.8K | 83.46 | +22.2% |
| RTX RTX Corp | 22.8M | 1.3% | 118.0K | 209.91 | +34.1% |
| SMH VanEck Semiconductor ETF | 21.8M | 1.2% | 56.8K | 560.42 | +93.9% |
| MCD MCDONALDS CORP | 21.4M | 1.2% | 68.8K | 270.95 | -13.5% |
| SCHD Schwab US Dividend Equity ETF | 19.8M | 1.1% | 644.8K | 35.11 | +27.6% |
| SMTH ALPS Smith Core Plus Bond ETF | 17.4M | 1.0% | 676.6K | 25.27 | -2.5% |
| IDVO Amplify CWP International Enhanced Dividend In | 17.1M | 1.0% | 421.3K | 43.27 | +22.4% |
| VYM Vanguard High Dividend Yield ETF | 16.8M | 1.0% | 113.6K | 164.97 | +19.9% |
| XOM ExxonMobil Holdings Corp | 16.4M | 0.9% | 96.8K | 165.11 | +52.1% |
| GS GOLDMAN SACHS GROUP INC | 15.5M | 0.9% | 18.4K | 1,039.28 | +44.2% |
| CSCO CISCO SYSTEMS, INC. | 14.9M | 0.9% | 192.6K | 111.04 | +65.5% |
| CAT CATERPILLAR INC | 14.9M | 0.9% | 21.1K | 827.90 | +96.8% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 14.3M | 0.8% | 59.1K | 235.68 | -2.8% |
| HD HOME DEPOT, INC. | 13.9M | 0.8% | 42.3K | 335.61 | -16.5% |
| unmapped CUSIP 084670702 | 13.1M | 0.8% | 27.4K | — | — |
| META Meta Platforms, Inc. | 12.6M | 0.7% | 22.1K | 549.90 | -26.5% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 12.5M | 0.7% | 351.6K | 42.46 | +15.8% |
| VGT Vanguard Information Tech ETF | 12.1M | 0.7% | 17.4K | 118.42 | +38.5% |
| V VISA INC. | 11.5M | 0.7% | 38.2K | 371.04 | +7.9% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 11.4M | 0.7% | 223.7K | 50.92 | -0.1% |
| SPY SPDR S&P 500 ETF TRUST | 11.4M | 0.7% | 17.5K | 765.72 | +20.0% |
| LLY ELI LILLY & Co | 11.2M | 0.6% | 12.2K | 1,255.40 | +78.0% |
| AMGN AMGEN INC | 11.1M | 0.6% | 31.5K | 439.33 | +48.2% |
| CVX CHEVRON CORP | 10.9M | 0.6% | 52.8K | 205.27 | +34.0% |
| PG PROCTER & GAMBLE Co | 10.7M | 0.6% | 74.1K | 144.68 | -9.3% |
| FMHI First Trust Municipal High Income ETF | 10.7M | 0.6% | 224.8K | 47.39 | +2.4% |
| SO SOUTHERN CO | 9.6M | 0.6% | 99.9K | 88.94 | -6.3% |
| MRK Merck & Co., Inc. | 9.6M | 0.6% | 80.1K | 152.55 | +80.2% |
| TSLA Tesla, Inc. | 9.0M | 0.5% | 24.3K | 362.86 | +12.0% |
| GD GENERAL DYNAMICS CORP | 9.0M | 0.5% | 26.1K | 384.29 | +21.0% |
| VO Vanguard Morningstar Mid-Cap ETF | 8.7M | 0.5% | 30.3K | 82.97 | +15.9% |
| CMI CUMMINS INC | 8.6M | 0.5% | 16.0K | 587.68 | +48.3% |
| ORCL ORACLE CORP | 8.6M | 0.5% | 58.6K | 146.47 | -37.7% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 8.4M | 0.5% | 151.9K | 59.84 | +8.5% |
| IGV iShares Expanded Tech-Software Sector ETF | 8.4M | 0.5% | 104.5K | 103.37 | -2.8% |
| KO COCA COLA CO | 8.2M | 0.5% | 108.0K | 91.10 | +28.9% |
| PWRD TCW Transform Systems ETF | 8.1M | 0.5% | 82.8K | 108.28 | +18.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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