Principle Wealth Partners LLC

CIK

1743413

Location

MADISON, CT

Portfolio Value

Small $996,078,155

Diversification

Diversified

Filing Date

Global Rank

#1,768 / 8,622 ▲ 21 · as of Mar 2026

Top Industry

Banks - Diversified 11.8%

3Y Alpha vs SPY

-0.4%

Period ended 4 months ago

Filed May 7, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.1%

SPY

+67.9%

Annualised alpha

-0.4%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

250 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.6%

−0.7 pts

Top 5

32.6%

−2.6 pts

Top 10

44.2%

−2.1 pts

HHI

320

Diversified−33

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$270,852,723	38
Financial Services	21.1%	$210,117,430	52
Industrials	12.2%	$121,838,441	35
Healthcare	9.3%	$92,739,718	25
Consumer Cyclical	9.0%	$89,333,744	18
Consumer Defensive	5.0%	$49,821,912	20
Communication Services	4.9%	$49,022,803	8
Energy	4.4%	$43,338,957	16
Utilities	3.5%	$35,216,276	14
Unclassified	2.5%	$24,841,471	7
Basic Materials	0.6%	$5,756,617	8
Real Estate	0.3%	$3,198,063	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABTC	American Bitcoin Corp.	+110,000	160,000	$9,856
CRWV	CoreWeave, Inc.	+10,060	22,675	$1,756,632
UNH	Unitedhealth Group Inc	+9,186	26,862	$7,268,588
PLTR	Palantir Technologies Inc.	+7,149	29,771	$4,354,901
HOOD	Robinhood Markets, Inc.	+6,644	9,917	$687,248
PFE	Pfizer Inc	+6,223	163,441	$4,589,423
KMB	Kimberly Clark Corp	+6,215	50,747	$4,895,563
EPD	Enterprise Products Partners L.P.	+4,313	15,674	$593,104
T	At&T Inc.	+4,251	40,890	$1,185,401
NOW	ServiceNow, Inc.	+3,869	15,593	$1,630,248
CRWD	CrowdStrike Holdings, Inc.	+3,445	4,860	$1,897,392
AMZN	Amazon Com Inc	+3,271	167,632	$34,912,716
HTGC	Hercules Capital, Inc.	+2,850	22,235	$328,410
D	Dominion Energy, Inc	+2,755	62,468	$3,861,771
NVDA	Nvidia Corp	+2,653	283,806	$49,495,766
TFC	Truist Financial Corp	+2,509	65,809	$3,025,239
META	Meta Platforms, Inc.	+2,430	22,110	$12,649,794
FBTC	Fidelity Wise Origin Bitcoin Fund	+2,164	25,343	$1,495,997
CLX	Clorox Co /De/	+2,139	4,684	$485,402
IBIT	iShares Bitcoin Trust ETF	+1,793	12,380	$475,639
RQI	Cohen & Steers Quality Income Realty Fund Inc	+1,780	12,153	$146,443
MSFT	Microsoft Corp	+1,694	114,654	$42,441,471
BAC	Bank Of America Corp /De/	+1,186	121,244	$5,910,645
KMI	Kinder Morgan, Inc.	+1,176	12,693	$425,596
NFLX	Netflix Inc	+1,039	39,507	$3,798,598
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BX	Blackstone Inc.	−5,940	23,865	$2,744,236
AAPL	Apple Inc.	−5,193	366,709	$93,067,077
CRM	Salesforce, Inc.	−3,948	5,493	$1,025,378
QCOM	Qualcomm Inc/De	−3,875	33,056	$4,256,951
WMB	Williams Companies, Inc.	−3,089	4,280	$311,498
UBER	Uber Technologies, Inc	−2,707	6,299	$453,087
BWA	Borgwarner Inc	−2,500	4,000	$217,040
GOOGL	Alphabet Inc.	−2,406	92,718	$26,661,988
MRK	Merck & Co., Inc.	−2,214	80,052	$9,629,455
ODFL	Old Dominion Freight Line, Inc.	−1,895	19,516	$3,813,426
XOM	ExxonMobil Holdings Corp	−1,772	96,782	$16,420,034
AFL	Aflac Inc	−1,466	9,455	$1,037,308
FULT	Fulton Financial Corp	−1,300	41,096	$835,892
COP	Conocophillips	−1,032	36,281	$4,789,092
SPY	Spdr S&P 500 ETF Trust	−953	17,513	$11,389,404
V	Visa Inc.	−939	38,194	$11,543,754
WM	Waste Management Inc	−899	23,988	$5,512,202
MDLZ	Mondelez International, Inc.	−839	8,722	$502,736
MDT	Medtronic plc	−768	3,142	$272,254
RTX	RTX Corp	−714	117,967	$22,755,834
TJX	Tjx Companies Inc /De/	−698	15,784	$2,520,704
CAT	Caterpillar Inc	−682	21,051	$14,913,791
GD	General Dynamics Corp	−659	26,086	$8,953,236
SO	Southern Co	−647	99,904	$9,642,734
NEE	Nextera Energy Inc	−566	39,438	$3,663,001
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
NDAQ	Nasdaq, Inc.	7,091	$601,954
PEG	Public Service Enterprise Group Inc	6,386	$516,946
MU	Micron Technology Inc	1,327	$448,313
QBTS	D-Wave Quantum Inc.	24,475	$353,174
SNOW	Snowflake Inc.	2,141	$322,905
PAGP	Plains Gp Holdings LP	11,445	$277,884
KNTK	Kinetik Holdings Inc.	4,957	$239,968
FLNG	Flex LNG Ltd.	7,806	$231,916
TTE	TotalEnergies SE	2,532	$230,361
BIPH	Brookfield Infrastructure Partners L.P.	6,312	$227,989
VICI	Vici Properties Inc.	8,130	$222,111
MPC	Marathon Petroleum Corp	902	$220,250
TEX	Terex Corp	3,571	$211,046
AEE	Ameren Corp	1,882	$206,869
AMCR	Amcor plc	5,084	$202,089
BBY	Best Buy Co Inc	3,130	$200,946
SMR	NUSCALE POWER Corp	12,000	$130,080
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	8,350	$487,473
FISV	Fiserv Inc	6,152	$413,229
APP	AppLovin Corp	602	$405,639
WDC	Western Digital Corp	1,803	$310,602
DVN	Devon Energy Corp/De	7,730	$283,149
ECL	Ecolab Inc.	1,075	$282,209
OKLO	Oklo Inc.	3,575	$256,542
SHOP	Shopify Inc.	1,352	$217,631
BIPC	Brookfield Infrastructure Corp	4,699	$213,334
ALLY	Ally Financial Inc.	4,700	$212,863
NEM	NEWMONT Corp /DE/	2,010	$200,698
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

250 tracked positions · $996,078,155 total · as of Mar 31, 2026

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

Showing 1–50 of 250 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Reduced	357,768	-338	$105,241,034	−8.8%	10.57%
AAPL	Apple Inc. Technology	Reduced	366,709	-5,193	$93,067,077	−8.0%	9.34%
NVDA	Nvidia Corp Technology	Added	283,806	+2,653	$49,495,766	−5.6%	4.97%
MSFT	Microsoft Corp Technology	Added	114,654	+1,694	$42,441,471	−22.3%	4.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	167,632	+3,271	$34,912,716	−8.0%	3.51%
JNJ	Johnson & Johnson Healthcare	Reduced	113,128	-69	$27,653,008	+18.0%	2.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	92,718	-2,406	$26,661,988	−10.5%	2.68%
RTX	RTX Corp Industrials	Reduced	117,967	-714	$22,755,834	+4.5%	2.28%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	68,838	-63	$21,394,162	+1.6%	2.15%
XOM	ExxonMobil Holdings Corp Energy	Reduced	96,782	-1,772	$16,420,034	+38.4%	1.65%
GS	Goldman Sachs Group Inc Financial Services	Reduced	18,352	-294	$15,525,608	−5.3%	1.56%
CSCO	Cisco Systems, Inc. Technology	Reduced	192,585	-457	$14,942,670	+0.5%	1.50%
CAT	Caterpillar Inc Industrials	Reduced	21,051	-682	$14,913,791	+19.8%	1.50%
IBM	International Business Machines Corp Technology	Added	59,145	+121	$14,336,156	−18.0%	1.44%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	42,339	-527	$13,924,873	−5.6%	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	27,440	+29	$13,149,248	−4.6%	1.32%
META	Meta Platforms, Inc. Communication Services	Added	22,110	+2,430	$12,649,794	−2.6%	1.27%
V	Visa Inc. Financial Services	Reduced	38,194	-939	$11,543,754	−15.9%	1.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	17,513	-953	$11,389,404	−9.6%	1.14%
LLY	ELI LILLY & Co Healthcare	Reduced	12,174	-500	$11,197,279	−17.8%	1.12%
AMGN	Amgen Inc Healthcare	Reduced	31,526	-240	$11,092,423	+6.7%	1.11%
CVX	Chevron Corp Energy	Reduced	52,844	-105	$10,933,423	+35.5%	1.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	74,133	-117	$10,707,770	+0.6%	1.07%
SO	Southern Co Utilities	Reduced	99,904	-647	$9,642,734	+10.0%	0.97%
MRK	Merck & Co., Inc. Healthcare	Reduced	80,052	-2,214	$9,629,455	+11.2%	0.97%
TSLA	Tesla, Inc. Consumer Cyclical	Added	24,255	+251	$9,016,796	−16.5%	0.91%
GD	General Dynamics Corp Industrials	Reduced	26,086	-659	$8,953,236	−0.6%	0.90%
CMI	Cummins Inc Industrials	Reduced	16,033	-330	$8,626,074	+3.3%	0.87%
ORCL	Oracle Corp Technology	Added	58,612	+872	$8,622,411	−23.4%	0.87%
KO	Coca Cola Co Consumer Defensive	Added	108,040	+271	$8,216,442	+9.1%	0.82%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,664	-466	$7,309,407	−9.4%	0.73%
UNH	Unitedhealth Group Inc Healthcare	Added	26,862	+9,186	$7,268,588	+24.6%	0.73%
ABBV	AbbVie Inc. Healthcare	Added	33,059	+103	$7,190,001	−4.5%	0.72%
MMM	3M Co Industrials	Added	45,500	+190	$6,607,965	−8.9%	0.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,205	-45	$6,182,848	+14.7%	0.62%
OFLX	Omega Flex, Inc. Industrials	Held	192,275	0	$5,968,216	+5.4%	0.60%
BAC	Bank Of America Corp /De/ Financial Services	Added	121,244	+1,186	$5,910,645	−10.5%	0.59%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	35,016	-28	$5,789,545	+3.0%	0.58%
BLK	BlackRock, Inc. Financial Services	Added	5,757	+43	$5,536,564	−9.5%	0.56%
WM	Waste Management Inc Industrials	Reduced	23,988	-899	$5,512,202	+0.8%	0.55%
DUK	Duke Energy CORP Utilities	Reduced	41,455	-159	$5,428,117	+11.3%	0.54%
ALL	Allstate Corp Financial Services	Held	25,110	0	$5,206,307	−0.4%	0.52%
EMR	Emerson Electric Co Industrials	Reduced	39,036	-178	$5,114,496	−1.7%	0.51%
ASML	Asml Holding NV Technology	Reduced	3,737	-5	$4,935,941	+23.3%	0.50%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	23,716	+70	$4,935,062	−0.0%	0.50%
KMB	Kimberly Clark Corp Consumer Defensive	Added	50,747	+6,215	$4,895,563	+9.0%	0.49%
COP	Conocophillips Energy	Reduced	36,281	-1,032	$4,789,092	+37.1%	0.48%
PSX	Phillips 66 Energy	Added	26,228	+24	$4,778,217	+41.3%	0.48%
TRV	Travelers Companies, Inc. Financial Services	Reduced	15,863	-64	$4,626,919	+0.2%	0.46%
PFE	Pfizer Inc Healthcare	Added	163,441	+6,223	$4,589,423	+17.2%	0.46%

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.