Principle Wealth Partners LLC 13F Holdings

CIK 0001743413 · MADISON, CT

As of Sep 30, 2025, Principle Wealth Partners LLC reported 359 positions worth .7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO S&P 500 TOP 50 ETFXLG—2,741,301 57.7M9.49%
JPMORGAN CHASE & COJPMFinancial Services355,384 12.1M6.74%
BNY MELLON ETF TRUST II——3,709,142 03.1M6.20%
APPLE INCAAPLTechnology374,872$95.5M5.74%
VANGUARD GROWTH INDEX FUNDVUG—127,812$61.3M3.69%
MICROSOFT CORPMSFTTechnology111,393$57.7M3.47%
NVIDIA CORPNVDATechnology289,852$54.1M3.25%
VANGUARD DIVIDEND APPREC ETFVIG—244,233$52.7M3.17%
AMAZON.COM INCAMZNEquity160,548$35.3M2.12%
VANGUARD TOTAL STOCK MKT ETFVTI—84,101$27.6M1.66%
VANGUARD S&P 500 GROWTH INDEX FUNDVOOG—58,002$25.3M1.52%
ALPHABET INCGOOGEquity94,961$23.1M1.39%
ALPHABET INCGOOGLEquity93,814$22.8M1.37%
VANECK SEMICONDUCTOR ETFSMH—65,172$21.3M1.28%
MCDONALDS CORPMCDConsumer Cyclical68,175$20.7M1.25%
JOHNSON & JOHNSONJNJHealthcare111,468$20.7M1.24%
RTX CORPRTXEquity121,467$20.3M1.22%
ALPS SMITH CORE PLUS BOND ETFSMTH—766,311$20.0M1.21%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity719,176 9.6M1.18%
HOME DEPOT INCHDConsumer Cyclical41,626 6.9M1.01%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—119,660 6.9M1.01%
ORACLE CORPORCLTechnology57,424 6.2M0.97%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology56,645 6.0M0.96%
GOLDMAN SACHS GROUP INCGSFinancial Services18,764 4.9M0.90%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services28,409 4.3M0.86%