Principle Wealth Partners LLC

Q2 2026 13F-HR Holdings

Location
Madison, CT
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
398
Total value ($000)
$2,025,364
Net value change ($000)
+275,561 (15.7%)
New positions
29
Sold out positions
11
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XLG 19,502 14.0%
SMH 19,386 88.9%
BKDV 18,423 15.6%
VOOG 16,962 66.2%
JPM 11,916 11.3%
AAPL 11,672 12.5%
PWRD 10,660 131.6%
VUG 9,439 17.6%
NVDA 7,684 15.5%
CSCO 7,390 49.5%
Top Reduces (Value $000, Stocks/ETFs)
HON -3,725 -100.0%
XOM -3,555 -21.7%
MCD -2,612 -12.2%
CVX -2,355 -21.5%
RTX -1,631 -7.2%
JEPI -1,411 -25.6%
COP -1,029 -21.5%
NFLX -916 -24.1%
SMTH -888 -5.1%
LMT -788 -17.3%
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.
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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