Principle Wealth Partners LLC reported 251 positions worth $1.12B for the quarter ended Jun 30, 2026, up 11.2% on the prior quarter. It opened 13 new positions, added to 87, trimmed 87 and exited 6. Its largest holding is Jpmorgan Chase & Co at 10.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +22.0K | – | $3.76M | 0.336% |
| HONA Honeywell Aerospace Inc. | +8,231 | – | $1.82M | 0.163% |
| MSFT Microsoft Corp | +2,104 | +1.8% | $784.84K | 3.89% |
| META Meta Platforms, Inc. | +1,386 | +6.3% | $780.71K | 1.18% |
| CRWV CoreWeave, Inc. | +7,275 | +32.1% | $724.15K | 0.266% |
| AVGO Broadcom Inc. | +1,910 | +33.4% | $721.47K | 0.258% |
| KMB Kimberly Clark Corp | +5,568 | +11.0% | $611.19K | 0.553% |
| MU Micron Technology Inc | +525 | +39.6% | $605.92K | 0.191% |
| MRVL Marvell Technology, Inc. | +1,478 | – | $440.29K | 0.039% |
| HOOD Robinhood Markets, Inc. | +4,129 | +41.6% | $414.06K | 0.126% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -4,742 | -1.3% | $1.37M | 9.36% |
| RTX RTX Corp | -6,627 | -5.6% | $1.26M | 1.89% |
| CAT Caterpillar Inc | -709 | -3.4% | $755.03K | 1.94% |
| TJX Tjx Companies Inc | -3,697 | -23.4% | $560.09K | 0.164% |
| CMI Cummins Inc | -773 | -4.8% | $551.31K | 0.973% |
| TSLA Tesla, Inc. | -1,243 | -5.1% | $522.81K | 0.865% |
| AMAT Applied Materials Inc | -643 | -24.8% | $464.79K | 0.126% |
| GIS General Mills Inc | -11.8K | -100.0% | $438.74K | Exited |
| ES Eversource Energy | -5,960 | -32.7% | $430.71K | 0.079% |
| GD General Dynamics Corp | -1,211 | -4.6% | $428.98K | 0.788% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +22.0K | $3.76M | 0.336% |
| HONA Honeywell Aerospace Inc. | +8,231 | $1.82M | 0.163% |
| MRVL Marvell Technology, Inc. | +1,478 | $440.29K | 0.039% |
| GLW Corning Inc | +1,586 | $405.15K | 0.036% |
| LRCX Lam Research Corp | +900 | $390.17K | 0.035% |
| RKLB Rocket Lab Corp | +3,237 | $329.04K | 0.029% |
| CRDO Credo Technology Group Holding Ltd | +1,175 | $319.67K | 0.029% |
| CWEN Clearway Energy, Inc. | +8,838 | $302.08K | 0.027% |
| ALAB Astera Labs, Inc. | +520 | $251.17K | 0.022% |
| FCX Freeport-Mcmoran Inc | +3,875 | $243.70K | 0.022% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GIS General Mills Inc | -11.8K | $438.74K | 0.044% |
| ACN Accenture plc | -1,465 | $290.45K | 0.029% |
| TTE TotalEnergies SE | -2,532 | $230.40K | 0.023% |
| BSX Boston Scientific Corp | -3,392 | $212.85K | 0.021% |
| TMUS T-Mobile US, Inc. | -1,012 | $212.55K | 0.021% |
| CAG Conagra Brands Inc. | -11.0K | $173.23K | 0.017% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPM Jpmorgan Chase & Co | Financial Services | 357.9K | $117.16M | 10.47% | +149 | +0.0% | Added | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 362.0K | $104.74M | 9.36% | -4,742 | -1.3% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 285.8K | $57.18M | 5.11% | +1,968 | +0.7% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 116.8K | $43.55M | 3.89% | +2,104 | +1.8% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 168.3K | $40.12M | 3.59% | +700 | +0.4% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 93.3K | $33.35M | 2.98% | +611 | +0.7% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 94.0K | $33.21M | 2.97% | -347 | -0.4% | Reduced | 0% |
| 8 | JNJ Johnson & Johnson | Healthcare | 112.7K | $28.62M | 2.56% | -454 | -0.4% | Reduced | 0% |
| 9 | CSCO Cisco Systems, Inc. | Technology | 190.1K | $22.33M | 2% | -2,455 | -1.3% | Reduced | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 20.3K | $21.66M | 1.94% | -709 | -3.4% | Reduced | 0% |
| 11 | RTX RTX Corp | Industrials | 111.3K | $21.12M | 1.89% | -6,627 | -5.6% | Reduced | 0.01% |
| 12 | MCD Mcdonalds Corp | Consumer Discretionary | 69.5K | $18.78M | 1.68% | +644 | +0.9% | Added | 0.01% |
| 13 | GS Goldman Sachs Group Inc | Financial Services | 18.2K | $18.42M | 1.65% | -139 | -0.8% | Reduced | 0.01% |
| 14 | IBM International Business Machines Corp | Technology | 58.9K | $16.56M | 1.48% | -262 | -0.4% | Reduced | 0.01% |
| 15 | HD Home Depot, Inc. | Consumer Discretionary | 41.3K | $14.57M | 1.3% | -1,041 | -2.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Principle Wealth Partners.
As of its Q2 2026 13F filing, Principle Wealth Partners LLC’s five largest positions were Jpmorgan Chase & Co (JPM) at 10.5%, Apple Inc. (AAPL) at 9.4%, Nvidia Corp (NVDA) at 5.1%, Microsoft Corp (MSFT) at 3.9%, Amazon Com Inc (AMZN) at 3.6% of the reported portfolio.
Principle Wealth Partners LLC reported a 13F portfolio worth $1.12B across 251 positions for Q2 2026. That is up 11.2% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($3.76M), Honeywell Aerospace Inc. ($1.82M), Microsoft Corp ($784.84K). It opened 13 new positions.
Its largest sales by value were Apple Inc. ($1.37M), RTX Corp ($1.26M), Caterpillar Inc ($755.03K). It exited 6 positions entirely.
From the Form 13F-HR reports Principle Wealth Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.