Principle Wealth Partners LLC
382 holdingsFiling period: 2026-03-31Current AUM: $2.00Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO EXCHANGE TRADED FD T | 2.55M | $139.3M | $155.1M | 7.75% | +86.0K | 2026-03-31 |
| 2 | BKDV | BNY MELLON ETF TRUST II | 3.97M | $117.7M | $135.0M | 6.75% | +161.4K | 2026-03-31 |
| 3 | JPM | JPMORGAN CHASE & CO | 357.8K | $105.2M | $125.9M | 6.29% | -338 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 366.7K | $93.1M | $113.3M | 5.66% | -5,193 | 2026-03-31 |
| 5 | VUG | VANGUARD INDEX FDS | 122.8K | $53.6M | $62.8M | 3.14% | +379 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 283.8K | $49.5M | $57.0M | 2.85% | +2.7K | 2026-03-31 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 227.9K | $49.0M | $54.5M | 2.72% | -3,814 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 114.7K | $42.4M | $53.3M | 2.66% | +1.7K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 167.6K | $34.9M | $45.5M | 2.27% | +3.3K | 2026-03-31 |
| 10 | JNJ | JOHNSON & JOHNSON | 113.1K | $27.7M | $29.0M | 1.45% | -69 | 2026-03-31 |
| 11 | VTI | VANGUARD INDEX FDS | 84.9K | $27.2M | $31.3M | 1.56% | -2,432 | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 94.3K | $27.1M | $33.6M | 1.68% | -1,101 | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 92.7K | $26.7M | $33.0M | 1.65% | -2,406 | 2026-03-31 |
| 14 | VOOG | VANGUARD ADMIRAL FDS INC | 62.8K | $25.6M | $30.7M | 1.53% | +5.0K | 2026-03-31 |
| 15 | RTX | RTX CORPORATION | 118.0K | $22.8M | $25.4M | 1.27% | -714 | 2026-03-31 |
| 16 | SMH | VANECK ETF TRUST | 56.8K | $21.8M | $30.7M | 1.54% | -1,853 | 2026-03-31 |
| 17 | MCD | MCDONALDS CORP | 68.8K | $21.4M | $18.6M | 0.93% | -63 | 2026-03-31 |
| 18 | SCHD | SCHWAB STRATEGIC TR | 644.8K | $19.8M | $21.6M | 1.08% | -3,796 | 2026-03-31 |
| 19 | SMTH | ALPS ETF TR | 676.6K | $17.4M | $17.1M | 0.85% | -34,373 | 2026-03-31 |
| 20 | IDVO | AMPLIFY ETF TR | 421.3K | $17.1M | $18.0M | 0.90% | +298.2K | 2026-03-31 |
| 21 | VYM | VANGUARD WHITEHALL FDS | 113.6K | $16.8M | $18.4M | 0.92% | -5,392 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 96.8K | $16.4M | $15.0M | 0.75% | -1,772 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 96.8K | $16.4M | $15.0M | 0.75% | -1,772 | 2026-03-31 |
| 24 | GS | GOLDMAN SACHS GROUP INC | 18.4K | $15.5M | $18.7M | 0.93% | -294 | 2026-03-31 |
| 25 | CSCO | CISCO SYS INC | 192.6K | $14.9M | $22.3M | 1.12% | -457 | 2026-03-31 |
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