13FBOX
Principle Wealth Partners LLC · 13F Holdings
Options Calculator Rankings

Principle Wealth Partners LLC

No.1736 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.03B
QoQ Change Q1 2026
+$275.6M+15.7%
Holdings
398
New Buys
27
Adds
135
Reduces
129
Exits
9
Unchanged
107
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IINVESCO EXCHANGE TRADED FD TXLG
7.84%7.96%$158.8M2.6M$139.3M2.6M+39,972+1.57%Add
BBNY MELLON ETF TRUST IIBKDV
6.72%6.73%$136.2M4.1M$117.7M4.0M+96,173+2.42%Add
JPMORGAN CHASE & COJPM
5.78%6.01%$117.2M357,917$105.2M357,768+149+0.04%Add
APPLE INCAAPL
5.17%5.32%$104.7M361,967$93.1M366,709-4,742-1.29%Reduce
VVANGUARD INDEX FDSVUG
3.11%3.07%$63.1M732,355$53.6M122,819+609,536+496.29%Add
NVIDIA CORPORATIONNVDA
2.82%2.83%$57.2M285,774$49.5M283,806+1,968+0.69%Add
VVANGUARD SPECIALIZED FUNDSVIG
2.65%2.8%$53.7M226,788$49.0M227,881-1,093-0.48%Reduce
MICROSOFT CORPMSFT
2.15%2.43%$43.6M116,758$42.4M114,654+2,104+1.84%Add
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
2.1%1.46%$42.6M515,413$25.6M62,845+452,568+720.13%Add
VANECK ETF TRUSTSMH
2.03%1.25%$41.2M62,788$21.8M56,849+5,939+10.45%Add
AMAZON COM INCAMZN
1.98%2%$40.1M168,332$34.9M167,632+700+0.42%Add
ALPHABET INCGOOGL
1.65%1.52%$33.4M93,329$26.7M92,718+611+0.66%Add
AAlphabet Inc Class CGOOG
1.64%1.55%$33.2M93,995$27.1M94,342-347-0.37%Reduce
GGENERAL DYNAMICS CORPVTI
1.56%1.56%$31.6M85,269$27.2M84,895+374+0.44%Add
JOHNSON & JOHNSONJNJ
1.41%1.58%$28.6M112,674$27.7M113,128-454-0.40%Reduce
CISCO SYS INCCSCO
1.1%0.85%$22.3M190,130$14.9M192,585-2,455-1.27%Reduce
CATERPILLAR INCCAT
1.07%0.85%$21.7M20,342$14.9M21,051-709-3.37%Reduce
RTX CORPORATIONRTX
1.04%1.3%$21.1M111,340$22.8M117,967-6,627-5.62%Reduce
AAMPLIFY ETF TRIDVO
0.98%0.97%$19.8M472,356$17.1M421,307+51,049+12.12%Add
SSCHWAB STRATEGIC TRSCHD
0.95%1.13%$19.3M609,404$19.8M644,801-35,397-5.49%Reduce
MCDONALDS CORPMCD
0.93%1.22%$18.8M69,482$21.4M68,838+644+0.94%Add
TTCW ETF TRUST TRANSFORM SYSTEMPWRD
0.93%0.46%$18.8M152,553$8.1M82,829+69,724+84.18%Add
GOLDMAN SACHS GROUP INCGS
0.91%0.89%$18.4M18,213$15.5M18,352-139-0.76%Reduce
VVANGUARD WHITEHALL FDSVYM
0.87%0.96%$17.7M111,870$16.8M113,556-1,686-1.48%Reduce
IINTERNATIONAL BUSINESS MACHSIBM
0.82%0.82%$16.6M58,883$14.3M59,145-262-0.44%Reduce
AALPS ETF TRSMTH
0.82%1%$16.5M642,470$17.4M676,565-34,095-5.04%Reduce
VVANGUARD WORLD FDVGT
0.82%0.69%$16.5M138,294$12.1M17,397+120,897+694.93%Add
JJ P MORGAN EXCHANGE TRADED FJMST
0.73%0.65%$14.9M291,500$11.4M223,726+67,774+30.29%Add
HOME DEPOT INCHD
0.72%0.8%$14.6M41,298$13.9M42,339-1,041-2.46%Reduce
ELI LILLY & COLLY
0.71%0.64%$14.3M11,921$11.2M12,174-253-2.08%Reduce
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.7%0.72%$14.2M345,953$12.5M351,581-5,628-1.60%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
0.69%0.65%$14.0M18,688$11.4M17,513+1,175+6.71%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.67%0.75%$13.5M26,919$13.1M27,440-521-1.90%Reduce
META PLATFORMS INCMETA
0.65%0.72%$13.2M23,496$12.6M22,110+1,386+6.27%Add
VISA INCV
0.65%0.66%$13.2M38,387$11.5M38,194+193+0.51%Add
EXXON MOBIL CORPXOM
0.64%0.94%$12.9M94,098$16.4M96,782-2,684-2.77%Reduce
AMGEN INC COMAMGN
0.56%0.63%$11.4M31,526$11.1M31,52600.00%Unchanged
UNITEDHEALTH GROUP INCUNH
0.55%0.42%$11.1M26,657$7.3M26,862-205-0.76%Reduce
PROCTER & GAMBLE COPG
0.54%0.61%$11.0M74,709$10.7M74,133+576+0.78%Add
CUMMINS INCCMI
0.54%0.49%$10.9M15,260$8.6M16,033-773-4.82%Reduce
FFIRST TRUSTFMHI
0.53%0.61%$10.8M222,961$10.7M224,757-1,796-0.80%Reduce
IINVESCO S&P MIDCAP MOMENTUM ETFXMMO
0.51%0.37%$10.3M60,388$6.4M44,120+16,268+36.87%Add
MERCK & CO INCMRK
0.51%0.55%$10.3M79,812$9.6M80,052-240-0.30%Reduce
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
0.49%0.48%$9.9M109,340$8.4M104,505+4,835+4.63%Add
TESLA INCTSLA
0.48%0.52%$9.7M23,012$9.0M24,255-1,243-5.12%Reduce
SOUTHERN COSO
0.48%0.55%$9.6M100,553$9.6M99,904+649+0.65%Add
JJ P MORGAN EXCHANGE TRADED FJEPQ
0.47%0.48%$9.6M156,531$8.4M151,934+4,597+3.03%Add
VVANGUARD MIDVO
0.46%0.5%$9.4M116,717$8.7M30,258+86,459+285.74%Add
IINVESCO QQQ TRVOO
0.46%0.42%$9.3M12,611$7.3M12,664-53-0.42%Reduce
PALO ALTOPANW
0.46%0.25%$9.2M27,047$4.5M27,822-775-2.79%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow