StockDriftsStockDriftsTop 50 Principle Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | 7.84% | 2.59M | $158.8M | +1.57%(+39.97K) | $46.09(+36.58%) | 2026-06-30 | |
| BKDV | BNY MELLON ETF TRUST II | 6.72% | 4.07M | $136.2M | +2.42%(+96.17K) | $26.00(+33.77%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 5.78% | 357.9K | $117.2M | +0.04%(+149) | $115.52(+215.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.17% | 362.0K | $104.7M | -1.29%(-4.74K) | $82.58(+269.78%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.11% | 732.4K | $63.1M | -0.62%(-4.56K) | $37.66(+136.81%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.82% | 285.8K | $57.2M | +0.69%(+1.97K) | $63.58(+255.54%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.65% | 226.8K | $53.7M | -0.48%(-1.09K) | $121.01(+102.51%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.15% | 116.8K | $43.6M | +1.84%(+2.10K) | $217.52(+123.46%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 2.1% | 515.4K | $42.6M | +36.69%(+138.34K) | $49.11(+71.25%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 2.03% | 62.8K | $41.2M | +10.45%(+5.94K) | $286.73(+105.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.36% | +61.66% | +9.23% | +55.48% |
| Top 20 Holdings Unweighted | +16.05% | +56.27% | +7.75% | +45.24% |
Principle Wealth Partners LLC reports $2.03B in US-listed equity holdings across 398 positions in its most recent 13F filing. Its largest disclosed positions are XLG (7.8%), BKDV (6.7%) and JPM (5.8%). The top 20 holdings account for 53.75% of reported assets. Its disclosed equity book has returned +61.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Principle Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1743413). View Principle Wealth Partners LLC’s 13F filings on SEC