Principle Wealth Partners LLC
All 13F Filings
- Location
- Madison, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,025,364
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 398 | 2,025,364 | 13F-HR | Principle Wealth Partners LLC |
| Q1 2026 | 5/7/2026 | 380 | 1,749,803 | 13F-HR | Principle Wealth Partners LLC |
| Q4 2025 | 2/6/2026 | 372 | 1,777,362 | 13F-HR | Principle Wealth Partners LLC |
| Q3 2025 | 11/3/2025 | 359 | 1,722,697 | 13F-HR | Principle Wealth Partners LLC |
| Q2 2025 | 7/30/2025 | 358 | 1,601,120 | 13F-HR | Principle Wealth Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.143 M | 56.4% | 132.4 K | 0 | 132.4 K |
| ETFs | 882.2 K | 43.6% | 143.7 K | 0 | 143.7 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
2,025,364
Holdings
398
QoQ value change ($000)
275,561
(15.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.