Institutional Fund
Principle Wealth Partners LLC
Madison, CTCIK 17434135 filings on record
Portfolio Value
$1.75B
Q1 2026
Holdings
380
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-1.4%
from $1.77B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T8.0%
- Bny Mellon ETF Trust II6.7%
- Jpmorgan Chase & Co.6.0%
- Apple Inc5.3%
- Vanguard Index Fds3.1%
- Nvidia Corporation2.8%
- Other68.1%
Portfolio Holdings
380 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 2.55M | $139.27M | 8.0% | +86.0K | Added |
| 2 | Bny Mellon ETF Trust II | 3.97M | $117.73M | 6.7% | +161.4K | Added |
| 3 | Jpmorgan Chase & Co. | 357.8K | $105.24M | 6.0% | −338 | Reduced |
| 4 | Apple Inc | 366.7K | $93.07M | 5.3% | −5.2K | Reduced |
| 5 | Vanguard Index Fds | 122.8K | $53.65M | 3.1% | +379 | Added |
| 6 | Nvidia Corporation | 283.8K | $49.50M | 2.8% | +2.7K | Added |
| 7 | Vanguard Specialized Funds | 227.9K | $49.01M | 2.8% | −3.8K | Reduced |
| 8 | Microsoft Corp | 114.7K | $42.44M | 2.4% | +1.7K | Added |
| 9 | Amazon Com Inc | 167.6K | $34.91M | 2.0% | +3.3K | Added |
| 10 | Johnson & Johnson | 113.1K | $27.65M | 1.6% | −69 | Reduced |
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