Principle Wealth Partners LLC

Q2 2026 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 5/7/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Gilman Hill Asset Management, LLC