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Principle Wealth Partners LLC
Updated 3 days agoManaged by Principle Wealth Partners Llc • Latest filing Q3 2026
Portfolio value
$2.1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.7B |
| Q4 2025 | $1.8B |
| Q1 2026 | $1.7B |
| Q2 2026 | $2B |
| Q3 2026 | $2.1B |
Top holdings
410 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $166M | 2.61M | 8.00% | — | |
| 2 | $122.6M | 368.1K | 5.91% | — | |
| 3 | $118.3M | 357.7K | 5.70% | — | |
| 4 | $117.8M | 3.50M | 5.67% | — | |
| 5 | $65.8M | 288.1K | 3.17% | — | |
| 6 | $61.2M | 119.4K | 2.95% | — | |
| 7 | $58.9M | 653.7K | 2.84% | — | |
| 8 | $52.6M | 225.6K | 2.54% | — | |
| 9 | $41.8M | 167.7K | 2.01% | — | |
| 10 | $41.5M | 485.7K | 2.00% | — | |
| 11 | $37.5M | 420.0K | 1.81% | — | |
| 12 | $34.4M | 56.4K | 1.65% | — | |
| 13 | $32.9M | 88.0K | 1.59% | — | |
| 14 | $32.2M | 93.5K | 1.55% | — | |
| 15 | $32.1M | 94.3K | 1.55% | — | |
| 16 | $29.8M | 112.7K | 1.44% | — | |
| 17 | ? N/A AMPLIFY ETF TR | $21.3M | 512.3K | 1.03% | — |
| 18 | $20.6M | 111.2K | 0.99% | — | |
| 19 | $20.2M | 187.7K | 0.97% | — | |
| 20 | $19.7M | 605.5K | 0.95% | — |