Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Principle Wealth Partners LLC (CIK 1743413) reported $1.75B across 378 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XLG ($139.3M, 7.96%), BKDV ($117.7M, 6.73%), JPM ($105.2M, 6.01%), AAPL ($93.1M, 5.32%), VUG ($53.6M, 3.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO EXCHANGE TRADED FD T | $139.3M | 7.96% | 2.6M | Added |
| 2 | BKDV | BNY MELLON ETF TRUST II | $117.7M | 6.73% | 4.0M | Added |
| 3 | JPM | JPMORGAN CHASE & CO | $105.2M | 6.01% | 357,768 | Trimmed |
| 4 | AAPL | APPLE INC | $93.1M | 5.32% | 366,709 | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS | $53.6M | 3.07% | 122,819 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $49.5M | 2.83% | 283,806 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $49.0M | 2.80% | 227,881 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $42.4M | 2.43% | 114,654 | Added |
| 9 | AMZN | AMAZON COM INC | $34.9M | 2.00% | 167,632 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $27.7M | 1.58% | 113,128 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $27.2M | 1.56% | 84,895 | Trimmed |
| 12 | GOOG | ALPHABET INC | $27.1M | 1.55% | 94,342 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $26.7M | 1.52% | 92,718 | Trimmed |
| 14 | VOOG | VANGUARD ADMIRAL FDS INC | $25.6M | 1.46% | 62,845 | Added |
| 15 | RTX | RTX CORPORATION | $22.8M | 1.30% | 117,967 | Trimmed |
| 16 | SMH | VANECK ETF TRUST | $21.8M | 1.25% | 56,849 | Trimmed |
| 17 | MCD | MCDONALDS CORP | $21.4M | 1.22% | 68,838 | Trimmed |
| 18 | SCHD | SCHWAB STRATEGIC TR | $19.8M | 1.13% | 644,801 | Trimmed |
| 19 | SMTH | ALPS ETF TR | $17.4M | 1.00% | 676,565 | Trimmed |
| 20 | IDVO | AMPLIFY ETF TR | $17.1M | 0.97% | 421,307 | Added |
| 21 | VYM | VANGUARD WHITEHALL FDS | $16.8M | 0.96% | 113,556 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $16.4M | 0.94% | 96,782 | Trimmed |
| 23 | GS | GOLDMAN SACHS GROUP INC | $15.5M | 0.89% | 18,352 | Trimmed |
| 24 | CSCO | CISCO SYS INC | $14.9M | 0.85% | 192,585 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $14.9M | 0.85% | 21,051 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31