Principle Wealth Partners LLC

Q3 2025 13F-HR Holdings

Location
Madison, CT
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
359
Total value ($000)
$1,722,697
Net value change ($000)
+121,577 (7.6%)
New positions
12
Sold out positions
11
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/30/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 18,179 23.5%
XLG 17,936 12.8%
JPM 9,002 8.7%
NVDA 7,632 16.4%
BKDV 7,115 7.4%
GOOGL 6,216 37.5%
GOOGL 6,026 35.2%
VUG 5,344 9.6%
JNJ 3,677 21.6%
SMH 3,446 19.3%
Top Reduces (Value $000, Stocks/ETFs)
SPGP -6,821 -56.1%
SCHD -5,560 -22.1%
JPST -5,238 -100.0%
TXN -999 -16.8%
GIS -778 -50.4%
PM -726 -11.6%
V -644 -4.6%
IBM -612 -3.7%
VGSH -611 -100.0%
NFLX -553 -10.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type