Principle Wealth Partners LLC

CIK

1743413

Location

MADISON, CT

Portfolio Value

Mid $1,208,567,907

Diversification

Diversified

Reports for

Gilman Hill Asset Management, LLC

Filing Date

Global Rank

#1,758 / 8,700 ▼ 135

Top Industry

Banks - Diversified 11.5%

Period ended 2 months ago

Filed Aug 7, 2026 · 37d

26 quarters · since Mar 2020

Portfolio Concentration

264 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.7%

+0.1 pts

Top 5

33.0%

+1.1 pts

Top 10

46.0%

+0.4 pts

HHI

314

Diversified+13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$326,688,530	43
Financial Services	19.7%	$238,424,780	53
Industrials	11.5%	$138,609,973	39
Healthcare	8.4%	$101,480,735	23
Consumer Cyclical	7.7%	$92,520,823	18
Unclassified	7.6%	$91,787,520	14
Communication Services	7.3%	$87,812,231	7
Consumer Defensive	4.2%	$51,363,905	18
Energy	2.9%	$35,443,865	15
Utilities	2.9%	$35,239,248	15
Basic Materials	0.5%	$5,622,246	9
Real Estate	0.3%	$3,574,051	10

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABTC	American Bitcoin Corp.	+90,000	250,000	$170,250
CMCSA	Comcast Corp	+10,075	17,153	$421,106
CRWV	CoreWeave, Inc.	+7,275	29,950	$2,981,223
KMB	Kimberly Clark Corp	+5,568	56,315	$6,181,697
KVUE	Kenvue Inc.	+5,500	19,194	$366,797
HOOD	Robinhood Markets, Inc.	+4,129	14,046	$1,408,532
BAC	Bank Of America Corp /De/	+3,588	124,832	$7,112,927
SMR	NUSCALE POWER Corp	+3,000	15,000	$150,450
PLTR	Palantir Technologies Inc.	+2,817	32,588	$3,802,041
BIPH	Brookfield Infrastructure Partners L.P.	+2,610	8,922	$137,577
NOW	ServiceNow, Inc.	+2,589	18,182	$1,805,108
EPD	Enterprise Products Partners L.P.	+2,342	18,016	$662,268
UBER	Uber Technologies, Inc	+2,242	8,541	$616,318
MSFT	Microsoft Corp	+2,104	116,758	$43,553,069
MO	Altria Group, Inc.	+2,037	16,767	$1,206,385
NVDA	Nvidia Corp	+1,968	285,774	$57,180,519
AVGO	Broadcom Inc.	+1,910	7,636	$2,884,499
KLAC	Kla Corp	+1,895	2,093	$631,479
NEE	Nextera Energy Inc	+1,644	41,082	$3,605,767
NKE	NIKE, Inc.	+1,611	6,228	$255,659
KO	Coca Cola Co	+1,564	109,604	$8,907,517
IBIT	iShares Bitcoin Trust ETF	+1,523	13,903	$462,830
SNOW	Snowflake Inc.	+1,390	3,531	$898,639
META	Meta Platforms, Inc.	+1,386	23,496	$13,235,061
CRM	Salesforce, Inc.	+1,315	6,808	$1,066,541
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	−274,800	9,658	$2,927,532
VIGI	Vanguard International Dividend Appreciation ETF	−127,878	2,323	$216,921
HON	Honeywell International Inc	−8,251	8,231	$1,842,920
RTX	RTX Corp	−6,627	111,340	$21,124,538
ES	Eversource Energy	−5,960	12,256	$885,741
AAPL	Apple Inc.	−4,742	361,967	$104,738,771
DD	DuPont de Nemours, Inc.	−4,601	2,249	$305,054
FBTC	Fidelity Wise Origin Bitcoin Fund	−4,177	21,166	$1,080,524
CARR	CARRIER GLOBAL Corp	−3,716	21,648	$1,587,880
TJX	Tjx Companies Inc /De/	−3,697	12,087	$1,831,180
T	At&T Inc.	−2,814	38,076	$788,173
PFE	Pfizer Inc	−2,773	160,668	$3,868,885
CWEN	Clearway Energy, Inc.	−2,703	8,838	$302,082
XOM	ExxonMobil Holdings Corp	−2,684	94,098	$12,865,078
CSCO	Cisco Systems, Inc.	−2,455	190,130	$22,332,669
CEF	Sprott Physical Gold & Silver Trust	−2,150	7,300	$293,679
PSTL	Postal Realty Trust, Inc.	−1,903	9,277	$228,585
NVO	Novo Nordisk A S	−1,868	10,497	$503,226
SCHW	Schwab Charles Corp	−1,513	4,753	$438,559
BMY	Bristol Myers Squibb Co	−1,485	11,000	$633,820
SBRA	Sabra Health Care REIT, Inc.	−1,480	15,402	$300,493
MSTR	Strategy Inc	−1,422	3,771	$327,813
MCHP	Microchip Technology Inc	−1,335	4,850	$372,043
QBTS	D-Wave Quantum Inc.	−1,295	23,180	$556,088
HTGC	Hercules Capital, Inc.	−1,290	20,945	$330,302
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	22,016	$3,761,653
HONA	Honeywell Aerospace Inc.	8,231	$1,819,709
MRVL	Marvell Technology, Inc.	1,478	$440,281
GLW	Corning Inc /Ny	1,586	$405,111
LRCX	Lam Research Corp	900	$389,997
RKLB	Rocket Lab Corp	3,237	$329,041
CRDO	Credo Technology Group Holding Ltd	1,175	$319,541
CGGO	Capital Group Global Growth Equity ETF	6,451	$273,070
ALAB	Astera Labs, Inc.	520	$251,170
FCX	Freeport-Mcmoran Inc	3,875	$243,698
MRP	Millrose Properties, Inc.	7,690	$231,084
ALLY	Ally Financial Inc.	4,900	$225,155
JCI	Johnson Controls International plc	1,423	$207,914
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ABI	VictoryShares Pioneer Asset-Based Income ETF	2,766,469	$159,052,005
BEDY	BNY Mellon Enhanced Dividend and Income ETF	3,969,257	$117,728,162
AAXJ	iShares MSCI All Country Asia ex Japan ETF	288,990	$34,124,446
AFK	VanEck Africa Index ETF	153,745	$26,256,623
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	446,185	$23,470,285
FNDA	Schwab Fundamental U.S. Small Company ETF	660,278	$20,232,565
AIEQ	Amplify AI Powered Equity ETF	466,180	$19,062,848
ACES	ALPS Clean Energy ETF	676,565	$17,424,931
TACN	T. Rowe Price Active Core International Equity ETF	351,581	$12,512,767
FCAL	First Trust California Municipal High income ETF	256,250	$11,313,547
EDV	Vanguard World Funds Extended Duration ETF	77,833	$11,049,812
ACLO	TCW AAA CLO ETF	82,829	$8,097,860
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	67,744	$7,997,032
IVZ	Invesco Ltd.	89,228	$5,312,856
FBCG	Fidelity Blue Chip Growth ETF	84,747	$4,658,918
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	37,056	$4,598,714
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	64,367	$4,580,378
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	96,216	$3,900,596
BKF	iShares MSCI BIC ETF	11,548	$2,095,038
AAAC	Columbia AAA CLO ETF	73,093	$1,373,052
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	24,581	$1,343,393
VEU	Vanguard FTSE All-World Ex-US ETF	9,272	$1,282,503
BAB	Invesco Taxable Municipal Bond ETF	14,140	$1,034,199
—		6,406	$1,030,306
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	11,815	$791,329
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

264 tracked positions · $1,208,567,907 total · filing declares 398 positions · $2,025,364,018 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 264 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Added	357,917	+149	$117,156,971	+11.3%	9.69%
AAPL	Apple Inc. Technology	Reduced	361,967	-4,742	$104,738,771	+12.5%	8.67%
GOOGL	Alphabet Inc. Communication Services	Added	187,324	+264	$66,564,237	+23.9%	5.51%
NVDA	Nvidia Corp Technology	Added	285,774	+1,968	$57,180,519	+15.5%	4.73%
VIG	Vanguard Dividend Appreciation ETF	Reduced	226,788	-1,093	$53,662,576	+9.5%	4.44%
MSFT	Microsoft Corp Technology	Added	116,758	+2,104	$43,553,069	+2.6%	3.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	168,332	+700	$40,120,248	+14.9%	3.32%
JNJ	Johnson & Johnson Healthcare	Reduced	112,674	-454	$28,615,815	+3.5%	2.37%
CSCO	Cisco Systems, Inc. Technology	Reduced	190,130	-2,455	$22,332,669	+49.5%	1.85%
CAT	Caterpillar Inc Industrials	Reduced	20,342	-709	$21,662,195	+45.2%	1.79%
RTX	RTX Corp Industrials	Reduced	111,340	-6,627	$21,124,538	−7.2%	1.75%
MCD	Mcdonalds Corp Consumer Cyclical	Added	69,482	+644	$18,781,679	−12.2%	1.55%
GS	Goldman Sachs Group Inc Financial Services	Reduced	18,213	-139	$18,420,081	+18.6%	1.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	26,925	-521	$17,963,098	+2.9%	1.49%
IBM	International Business Machines Corp Technology	Reduced	58,883	-262	$16,558,488	+15.5%	1.37%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	41,298	-1,041	$14,564,978	+4.6%	1.21%
LLY	ELI LILLY & Co Healthcare	Reduced	11,921	-253	$14,298,406	+27.7%	1.18%
SPY	Spdr S&P 500 ETF Trust	Added	18,688	+1,175	$13,955,637	+22.5%	1.15%
META	Meta Platforms, Inc. Communication Services	Added	23,496	+1,386	$13,235,061	+4.6%	1.10%
V	Visa Inc. Financial Services	Added	38,387	+193	$13,170,195	+14.1%	1.09%
XOM	ExxonMobil Holdings Corp Energy	Reduced	94,098	-2,684	$12,865,078	−21.7%	1.06%
AMGN	Amgen Inc Healthcare	Held	31,526	0	$11,416,195	+2.9%	0.94%
UNH	Unitedhealth Group Inc Healthcare	Reduced	26,657	-205	$11,079,448	+52.4%	0.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	74,709	+576	$10,955,327	+2.3%	0.91%
CMI	Cummins Inc Industrials	Reduced	15,260	-773	$10,883,584	+26.2%	0.90%
MRK	Merck & Co., Inc. Healthcare	Reduced	79,812	-240	$10,255,842	+6.5%	0.85%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	23,012	-1,243	$9,678,847	+7.3%	0.80%
SO	Southern Co Utilities	Added	100,553	+649	$9,623,927	−0.2%	0.80%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,611	-53	$9,286,740	+27.1%	0.77%
PANW	Palo Alto Networks Inc Technology	Reduced	27,047	-775	$9,223,567	+106.8%	0.76%
KO	Coca Cola Co Consumer Defensive	Added	109,604	+1,564	$8,907,517	+8.4%	0.74%
GD	General Dynamics Corp Industrials	Reduced	24,875	-1,211	$8,811,720	−1.6%	0.73%
ORCL	Oracle Corp Technology	Reduced	58,580	-32	$8,584,899	−0.4%	0.71%
CVX	Chevron Corp Energy	Reduced	51,751	-1,093	$8,578,245	−21.5%	0.71%
ABBV	AbbVie Inc. Healthcare	Reduced	32,482	-577	$8,173,770	+13.7%	0.68%
ASML	Asml Holding NV Technology	Added	3,776	+39	$7,512,125	+52.2%	0.62%
MMM	3M Co Industrials	Reduced	44,403	-1,097	$7,189,289	+8.8%	0.59%
BAC	Bank Of America Corp /De/ Financial Services	Added	124,832	+3,588	$7,112,927	+20.3%	0.59%
PM	Philip Morris International Inc. Consumer Defensive	Added	35,368	+352	$6,398,424	+10.5%	0.53%
QCOM	Qualcomm Inc/De Technology	Added	33,640	+584	$6,216,335	+46.0%	0.51%
KMB	Kimberly Clark Corp Consumer Defensive	Added	56,315	+5,568	$6,181,697	+26.3%	0.51%
OFLX	Omega Flex, Inc. Industrials	Held	192,275	0	$6,035,512	+1.1%	0.50%
ALL	Allstate Corp Financial Services	Added	25,159	+49	$5,986,332	+15.0%	0.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,246	+41	$5,842,945	−5.5%	0.48%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	23,716	0	$5,839,353	+18.3%	0.48%
EMR	Emerson Electric Co Industrials	Reduced	38,925	-111	$5,572,113	+8.9%	0.46%
WM	Waste Management Inc Industrials	Added	24,231	+243	$5,400,605	−2.0%	0.45%
BLK	BlackRock, Inc. Financial Services	Reduced	5,504	-253	$5,292,426	−4.4%	0.44%
DUK	Duke Energy CORP Utilities	Added	41,778	+323	$5,288,259	−2.6%	0.44%
TRV	Travelers Companies, Inc. Financial Services	Reduced	15,470	-393	$5,106,956	+10.4%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.