account_balance
Investment manager · 13F filer · SEC CIK 1743413
Principle Wealth Partners LLC
Reported value$2.08Bas of Sep 30, 2026
Positions410 28 new, 16 sold out
Top 10 weight40.8%XLG alone is 8%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XLGInvesco Exchange Traded Fd T
8.0%
AAPLApple Inc.
5.9%
JPMJPMorgan Chase & Co
5.7%
BKDVBny Mellon ETF Trust II
5.7%Trimmed −14%
NVDANVIDIA Corp
3.2%
MSFTMicrosoft Corp
2.9%Added +2%
VUGVanguard Index FDS
2.8%Trimmed −11%
VIGVanguard Specialized Funds
2.5%
AMZNAmazon.com Inc
2.0%
VOOGVanguard Admiral FDS Inc
2.0%−6%
IEFiShares Tr
1.8%New
SMHVaneck ETF Trust
1.7%−10%
XLGInvesco Exchange Traded Fd T
8.0%
AAPLApple Inc.
5.9%
JPMJPMorgan Chase & Co
5.7%
BKDVBny Mellon ETF Trust II
5.7%−14%
NVDANVIDIA Corp
3.2%
MSFTMicrosoft Corp
2.9%
VUGVanguard Index FDS
2.8%
VIGVanguard Specialized Funds
2.5%
VOOG
IEF1.8%
SMH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XLG Invesco Exchange Traded Fd T 8.0% Held
AAPL Apple Inc. 5.9% HeldJPM JPMorgan Chase & Co 5.7% HeldBKDV Bny Mellon ETF Trust II 5.7% Trimmed −14%
NVDA NVIDIA Corp 3.2% HeldMSFT Microsoft Corp 2.9% Added +2%VUG Vanguard Index FDS 2.8% Trimmed −11%
VIG Vanguard Specialized Funds 2.5% Held
AMZN Amazon.com Inc 2.0% HeldVOOG Vanguard Admiral FDS Inc 2.0% Trimmed −6%
IEF iShares Tr 1.8% New
SMH Vaneck ETF Trust 1.7% Trimmed −10%
What changed
Biggest moves since Jun 30, 2026
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