Principle Wealth Partners LLC

Q4 2025 13F-HR Holdings

Location
Madison, CT
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
372
Total value ($000)
$1,777,362
Net value change ($000)
+54,665 (3.2%)
New positions
23
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: 11/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LLY 8,430 162.4%
BKDV 7,389 7.2%
GOOGL 6,968 30.6%
GOOGL 6,822 29.5%
AAPL 5,651 5.9%
XMMO 3,439 178.2%
JPM 3,290 2.9%
PWRD 3,225 232.3%
IDVO 3,088 188.9%
JNJ 2,758 13.3%
Top Reduces (Value $000, Stocks/ETFs)
XLG -11,435 -7.3%
ORCL -4,896 -30.3%
MSFT -3,066 -5.3%
FMHI -2,622 -19.2%
HD -2,117 -12.6%
TXN -2,064 -41.7%
SCHD -1,843 -9.4%
VIG -1,781 -3.4%
NVDA -1,646 -3.0%
VUG -1,566 -2.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,133 (0.2% of total reported value)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type