Principle Wealth Partners LLC
CIK 1743413
13F filing for Q2 2026・No. 1,627
- Holdings
- US$2.03B
- Quarter change
- +US$275.56M
- Entries
- 398
- Net bought (estimate)
- +US$51.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 11
- Cut 131
- Added 130
- Corporate actions 2
- Unchanged 108
Largest holdings
398 stocks worth US$2.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 | Added | 2,592,959 | US$158.77M | 7.84% |
| BNY MELLON ETF TRUST IIDYNAMIC VALUE | Added | 4,065,430 | US$136.15M | 6.72% |
| JPMJPMORGAN CHASE & COCOM | Added | 357,917 | US$117.16M | 5.78% |
| AAPLAppleCOM | Cut | 361,967 | US$104.74M | 5.17% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 732,355 | US$63.09M | 3.11% |
| NVDANvidiaCOM | Added | 285,774 | US$57.18M | 2.82% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 226,788 | US$53.66M | 2.65% |
| MSFTMicrosoftCOM | Added | 116,758 | US$43.55M | 2.15% |
| VANGUARD ADMIRAL FDS INC500 GRTH IDX F | AddedSplit 8:1 | 515,413 | US$42.58M | 2.10% |
| SMHVANECK ETF TRUSTSEMICONDUCTR ETF | Added | 62,788 | US$41.18M | 2.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.