Principle Wealth Partners LLC

CIK

1743413

Location

MADISON, CT

Portfolio Value

Small $978,890,734

Diversification

Diversified

Filing Date

Global Rank

#1,776 / 8,603 ▲ 17 · as of Mar 2026

Top Industry

Banks - Diversified 12.0%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.4%

SPY

+76.0%

Annualised alpha

-2.0%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.8%

−0.6 pts

Top 5

33.2%

−2.4 pts

Top 10

44.9%

−2.0 pts

HHI

329

Diversified−32

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$269,167,295	38
Financial Services	21.5%	$210,226,330	52
Industrials	12.5%	$122,020,121	35
Healthcare	9.5%	$92,739,718	25
Consumer Cyclical	9.1%	$89,333,744	18
Consumer Defensive	5.1%	$49,821,912	20
Communication Services	5.0%	$49,022,803	8
Utilities	3.6%	$35,216,276	14
Energy	2.7%	$26,918,923	15
Unclassified	2.5%	$24,841,471	7
Basic Materials	0.7%	$6,384,078	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	$147,840
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	$474,348
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
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
HD	Home Depot, Inc.	−527	42,339	$13,924,873
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

249 positions · $978,890,734 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 249 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%	10.75%
AAPL	Apple Inc. Technology	Reduced	366,709	-5,193	$93,067,077	−8.0%	9.51%
NVDA	Nvidia Corp Technology	Added	283,806	+2,653	$49,495,766	−5.6%	5.06%
MSFT	Microsoft Corp Technology	Added	114,654	+1,694	$42,441,471	−22.3%	4.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	167,632	+3,271	$34,912,716	−8.0%	3.57%
JNJ	Johnson & Johnson Healthcare	Reduced	113,128	-69	$27,653,008	+18.0%	2.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	92,718	-2,406	$26,661,988	−10.5%	2.72%
RTX	RTX Corp Industrials	Reduced	117,967	-714	$22,755,834	+4.5%	2.32%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	68,838	-63	$21,394,162	+1.6%	2.19%
GS	Goldman Sachs Group Inc Financial Services	Reduced	18,352	-294	$15,525,608	−5.3%	1.59%
CSCO	Cisco Systems, Inc. Technology	Reduced	192,585	-457	$14,942,670	+0.5%	1.53%
CAT	Caterpillar Inc Industrials	Reduced	21,051	-682	$14,913,791	+19.8%	1.52%
IBM	International Business Machines Corp Technology	Added	59,145	+121	$14,336,156	−18.0%	1.46%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	42,339	-527	$13,924,873	−5.6%	1.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	27,440	+29	$13,149,248	−4.6%	1.34%
META	Meta Platforms, Inc. Communication Services	Added	22,110	+2,430	$12,649,794	−2.6%	1.29%
V	Visa Inc. Financial Services	Reduced	38,194	-939	$11,543,754	−15.9%	1.18%
SPY	Spdr S&P 500 ETF Trust	Reduced	17,513	-953	$11,389,404	−9.6%	1.16%
LLY	ELI LILLY & Co Healthcare	Reduced	12,174	-500	$11,197,279	−17.8%	1.14%
AMGN	Amgen Inc Healthcare	Reduced	31,526	-240	$11,092,423	+6.7%	1.13%
CVX	Chevron Corp Energy	Reduced	52,844	-105	$10,933,423	+35.5%	1.12%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	74,133	-117	$10,707,770	+0.6%	1.09%
SO	Southern Co Utilities	Reduced	99,904	-647	$9,642,734	+10.0%	0.99%
MRK	Merck & Co., Inc. Healthcare	Reduced	80,052	-2,214	$9,629,455	+11.2%	0.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	24,255	+251	$9,016,796	−16.5%	0.92%
GD	General Dynamics Corp Industrials	Reduced	26,086	-659	$8,953,236	−0.6%	0.91%
CMI	Cummins Inc Industrials	Reduced	16,033	-330	$8,626,074	+3.3%	0.88%
ORCL	Oracle Corp Technology	Added	58,612	+872	$8,622,411	−23.4%	0.88%
KO	Coca Cola Co Consumer Defensive	Added	108,040	+271	$8,216,442	+9.1%	0.84%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,664	-466	$7,309,407	−9.4%	0.75%
UNH	Unitedhealth Group Inc Healthcare	Added	26,862	+9,186	$7,268,588	+24.6%	0.74%
ABBV	AbbVie Inc. Healthcare	Added	33,059	+103	$7,190,001	−4.5%	0.73%
MMM	3M Co Industrials	Added	45,500	+190	$6,607,965	−8.9%	0.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,205	-45	$6,182,848	+14.7%	0.63%
OFLX	Omega Flex, Inc. Industrials	Held	192,275	0	$5,968,216	+5.4%	0.61%
BAC	Bank Of America Corp /De/ Financial Services	Added	121,244	+1,186	$5,910,645	−10.5%	0.60%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	35,016	-28	$5,789,545	+3.0%	0.59%
BLK	BlackRock, Inc. Financial Services	Added	5,757	+43	$5,536,564	−9.5%	0.57%
WM	Waste Management Inc Industrials	Reduced	23,988	-899	$5,512,202	+0.8%	0.56%
DUK	Duke Energy CORP Utilities	Reduced	41,455	-159	$5,428,117	+11.3%	0.55%
ALL	Allstate Corp Financial Services	Held	25,110	0	$5,206,307	−0.4%	0.53%
EMR	Emerson Electric Co Industrials	Reduced	39,036	-178	$5,114,496	−1.7%	0.52%
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%	0.50%
COP	Conocophillips Energy	Reduced	36,281	-1,032	$4,789,092	+37.1%	0.49%
PSX	Phillips 66 Energy	Added	26,228	+24	$4,778,217	+41.3%	0.49%
TRV	Travelers Companies, Inc. Financial Services	Reduced	15,863	-64	$4,626,919	+0.2%	0.47%
PFE	Pfizer Inc Healthcare	Added	163,441	+6,223	$4,589,423	+17.2%	0.47%
LMT	Lockheed Martin Corp Industrials	Added	7,552	+11	$4,564,353	+25.1%	0.47%