Principle Wealth Partners LLC

Q3 2026 13F-HR Holdings

Location
Madison, CT
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
410
Total value ($000)
$2,075,798
Net value change ($000)
+50,434 (2.5%)
New positions
29
Sold out positions
17
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IEF 37,509 NEW
AAPL 17,862 17.1%
MSFT 17,663 40.6%
EXXONMOBIL HOLDINGS CORP 15,586 NEW
NVDA 8,615 15.1%
XLG 7,238 4.6%
META 4,169 31.5%
IGV 3,461 34.9%
SPACE EXPLORATION TECHN CORP 2,649 70.4%
PLTR 2,525 66.4%
Top Reduces (Value $000, Stocks/ETFs)
BKDV -18,356 -13.5%
XOM -12,865 -100.0%
SMH -6,830 -16.6%
CAT -5,599 -25.8%
VUG -4,180 -6.6%
IBM -3,760 -22.7%
CMI -3,395 -31.2%
HD -2,714 -18.6%
MCD -2,707 -14.4%
GS -2,156 -11.7%
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.
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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