Principle Wealth Partners LLC
Registered adviserReports for
Gilman Hill Asset Management, LLC
Filing Date
Global Rank
#1,591
/ 8,819
▲ 19
Top Industry
Banks - Diversified
11.4%
Period ended 4 months ago
Filed Aug 7, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$3,204,653,344
Main clients
Individuals and high net worth
(94% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $3,204,653,344 | Individuals and high net worth (94%) |
| Apr 2025 to Mar 2026 | $2,658,955,480 | Individuals and high net worth (93%) |
| Apr 2024 to Mar 2025 | $2,222,598,130 | Individuals and high net worth (95%) |
| Jun 2023 to Mar 2024 | $1,941,968,457 | Individuals and high net worth (95%) |
| May 2023 | $1,860,973,321 | Individuals and high net worth (94%) |
| Apr 2023 | $1,860,973,321 | Individuals and high net worth (94%) |
4 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 46.4%, 32.7 effective positions, active share 56.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
6.7% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 20.6 quarters (12+), a floor since 56.2% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 56.1%; sector active share 32.0% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
394 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.2%
−0.1 pts
Top 5
33.0%
−0.8 pts
Top 10
46.4%
−0.9 pts
HHI
306
Diversified−6
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 43.9% | $879,684,783 |
| Technology | 16.3% | $326,688,530 |
| Financial Services | 12.2% | $244,912,870 |
| Industrials | 6.9% | $138,609,973 |
| Healthcare | 5.1% | $101,480,735 |
| Consumer Cyclical | 4.6% | $92,520,823 |
| Communication Services | 4.4% | $87,812,231 |
| Consumer Defensive | 2.6% | $51,363,905 |
| Energy | 1.8% | $35,443,865 |
| Utilities | 1.8% | $35,427,234 |
| Basic Materials | 0.3% | $5,622,246 |
| Real Estate | 0.2% | $3,574,051 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +609,536 | 732,355 | $63,085,059 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +452,568 | 515,413 | $42,583,422 | |
| SBND | Columbia Short Duration Bond ETF | +380,288 | 453,381 | $8,521,295 | |
| FSMB | First Trust Short Duration Managed Municipal ETF | +200,000 | 231,493 | $4,627,545 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +120,897 | 138,294 | $16,528,898 | |
| BKDV | BNY Mellon Dynamic Value ETF | +96,173 | 4,065,430 | $136,151,250 | |
| ABTC | American Bitcoin Corp. | +90,000 | 250,000 | $170,250 | |
| VO | VANGUARD MID-CAP INDEX FUND | +86,459 | 116,717 | $9,403,888 | |
| PWRD | +69,724 | 152,553 | $18,757,916 | ||
| JMST | JPMorgan Ultra-Short Municipal Income ETF | +67,774 | 291,500 | $14,866,500 | |
| JMUB | JPMorgan Municipal ETF | +59,570 | 99,721 | $5,051,367 | |
| IDVO | Amplify CWP International Enhanced Dividend Income ETF | +51,049 | 472,356 | $19,838,952 | |
| XLG | Victory Portfolios II | +39,972 | 2,592,959 | $158,766,879 | |
| XMMO | Victory Portfolios II | +16,268 | 60,388 | $10,274,414 | |
| CMCSA | Comcast Corp | +10,075 | 17,153 | $421,106 | |
| IWF | iShares Russell 1000 Growth ETF | +9,162 | 11,756 | $1,459,742 | |
| RAAX | VanEck Real Assets ETF | +9,050 | 83,963 | $3,330,812 | |
| CRWV | CoreWeave, Inc. | +7,275 | 29,950 | $2,981,223 | |
| IPKW | Invesco Ltd. | +6,339 | 93,953 | $5,292,278 | |
| SMH | VanEck Semiconductor ETF | +5,939 | 62,788 | $41,182,021 | |
| KMB | Kimberly Clark Corp | +5,568 | 56,315 | $6,181,697 | |
| KVUE | Kenvue Inc. | +5,500 | 19,194 | $366,797 | |
| — | +4,903 | 9,806 | $550,704 | ||
| IGV | iShares Expanded Tech-Software Sector ETF | +4,835 | 109,340 | $9,906,204 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +4,638 | 5,978 | $525,525 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | −35,397 | 609,404 | $19,324,200 | |
| SMTH | ALPS | Smith Core Plus Bond ETF | −34,095 | 642,470 | $0 | |
| JEPI | JPMorgan Equity Premium Income ETF | −24,638 | 72,467 | $4,092,936 | |
| 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 | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | −5,628 | 345,953 | $14,218,668 | |
| 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 | −3,697 | 12,087 | $1,831,180 | |
| FDVV | Fidelity High Dividend ETF | −3,434 | 64,706 | $3,901,124 | |
| T | At&T Inc. | −2,814 | 38,076 | $788,173 | |
| PFE | Pfizer Inc | −2,773 | 160,668 | $3,868,885 | |
| XOM | ExxonMobil Holdings Corp | −2,684 | 94,098 | $12,865,078 | |
| CSCO | Cisco Systems, Inc. | −2,455 | 190,130 | $22,332,669 | |
| PID | Victory Portfolios II | −2,450 | 35,812 | $795,026 | |
| 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 | |
| FMHI | First Trust Municipal High Income ETF | −1,796 | 222,961 | $10,811,378 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | −1,686 | 111,870 | $17,678,816 | |
| SCHW | Schwab Charles Corp | −1,513 | 4,753 | $438,559 | |
| BMY | Bristol Myers Squibb Co | −1,485 | 11,000 | $633,820 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 22,016 | $3,761,653 | |
| HONA | Honeywell Aerospace Inc. | 8,231 | $1,819,709 | |
| IGPT | Victory Portfolios II | 14,798 | $1,540,471 | |
| AIQ | Global X Artificial Intelligence & Technology ETF | 9,175 | $601,971 | |
| MRVL | Marvell Technology, Inc. | 1,478 | $440,281 | |
| GLW | Corning Inc | 1,586 | $405,111 | |
| LRCX | Lam Research Corp | 900 | $389,997 | |
| XSD | State Street(R) SPDR(R) S&P(R) Semiconductor ETF | 561 | $349,895 | |
| JTNY | JPMorgan New York Tax Free Bond ETF | 6,776 | $340,019 | |
| RKLB | Rocket Lab Corp | 3,237 | $329,041 | |
| CRDO | Credo Technology Group Holding Ltd | 1,175 | $319,541 | |
| CWEN | Clearway Energy, Inc. | 8,838 | $302,082 | |
| SCHM | Schwab U.S. Mid-Cap ETF | 8,178 | $301,522 | |
| 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 | |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | 1,976 | $231,745 | |
| MRP | Millrose Properties, Inc. | 7,690 | $231,084 | |
| EEM | iShares MSCI Emerging Markets ETF | 3,372 | $230,678 | |
| ALLY | Ally Financial Inc. | 4,900 | $225,155 | |
| VIGI | Vanguard Whitehall Funds | 2,323 | $216,921 | |
| JCI | Johnson Controls International plc | 1,423 | $207,914 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | 2,112 | $203,723 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 3,409 | $203,483 | |
| FMAG | Fidelity Magellan ETF | 5,511 | $202,650 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GIS | General Mills Inc | 11,788 | $438,749 | |
| — | 5,500 | $415,745 | ||
| ACN | Accenture plc | 1,465 | $290,494 | |
| TTE | TotalEnergies SE | 2,532 | $230,361 | |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 4,370 | $217,560 | |
| BSX | Boston Scientific Corp | 3,392 | $212,848 | |
| TMUS | T-Mobile US, Inc. | 1,012 | $212,550 | |
| CAG | Conagra Brands Inc. | 11,020 | $173,234 | |
| CWEN-A | Clearway Energy, Inc. | 11,541 | $0 | |
| No positions match the current search. | ||||
394 tracked positions ·
$2,003,141,246 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 394 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XLG |
Victory Portfolios II
|
Added | 2,592,959 | $158,766,879 | 7.93% | |
| BKDV |
BNY Mellon Dynamic Value ETF
|
Added | 4,065,430 | $136,151,250 | 6.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 357,917 | $117,156,971 | 5.85% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 361,967 | $104,738,771 | 5.23% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 732,355 | $63,085,059 | 3.15% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 285,774 | $57,180,519 | 2.85% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 226,788 | $53,662,576 | 2.68% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 116,758 | $43,553,069 | 2.17% | |
| VOOG |
VANGUARD S&P 500 GROWTH INDEX FUND
|
Added | 515,413 | $42,583,422 | 2.13% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 62,788 | $41,182,021 | 2.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 168,332 | $40,120,248 | 2.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 93,329 | $33,352,984 | 1.67% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 93,995 | $33,211,253 | 1.66% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 85,269 | $31,552,940 | 1.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 112,674 | $28,615,815 | 1.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 190,130 | $22,332,669 | 1.11% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 20,342 | $21,662,195 | 1.08% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 111,340 | $21,124,538 | 1.05% | |
| IDVO |
Amplify CWP International Enhanced Dividend Income ETF
|
Added | 472,356 | $19,838,952 | 0.99% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 609,404 | $19,324,200 | 0.96% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 69,482 | $18,781,679 | 0.94% | |
| PWRD |
|
Added | 152,553 | $18,757,916 | 0.94% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 18,213 | $18,420,081 | 0.92% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 111,870 | $17,678,816 | 0.88% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 58,883 | $16,558,488 | 0.83% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 138,294 | $16,528,898 | 0.83% | |
| JMST |
JPMorgan Ultra-Short Municipal Income ETF
|
Added | 291,500 | $14,866,500 | 0.74% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 41,298 | $14,564,978 | 0.73% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 11,921 | $14,298,406 | 0.71% | |
| TCAF |
T. Rowe Price Capital Appreciation Equity ETF
|
Reduced | 345,953 | $14,218,668 | 0.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 18,688 | $13,955,637 | 0.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 26,919 | $13,469,998 | 0.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 23,496 | $13,235,061 | 0.66% | |
| V |
Visa Inc.
Financial Services
|
Added | 38,387 | $13,170,195 | 0.66% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 94,098 | $12,865,078 | 0.64% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 31,526 | $11,416,195 | 0.57% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 26,657 | $11,079,448 | 0.55% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 74,709 | $10,955,327 | 0.55% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 15,260 | $10,883,584 | 0.54% | |
| FMHI |
First Trust Municipal High Income ETF
|
Reduced | 222,961 | $10,811,378 | 0.54% | |
| XMMO |
Victory Portfolios II
|
Added | 60,388 | $10,274,414 | 0.51% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 79,812 | $10,255,842 | 0.51% | |
| IGV |
iShares Expanded Tech-Software Sector ETF
|
Added | 109,340 | $9,906,204 | 0.49% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 23,012 | $9,678,847 | 0.48% | |
| SO |
Southern Co
Utilities
|
Added | 100,553 | $9,623,927 | 0.48% | |
| JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
|
Added | 156,531 | $9,620,395 | 0.48% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 116,717 | $9,403,888 | 0.47% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 12,611 | $9,286,740 | 0.46% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 27,047 | $9,223,567 | 0.46% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 109,604 | $8,907,517 | 0.44% |
Showing the top 50 of 394 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.