Principle Wealth Partners LLC - Portfolio overview

Principle Wealth Partners LLC has 393 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. XLG - INVESCO EXCHANGE TRADED FD T, 7.94%
2. BKDV - BNY MELLON ETF TRUST II, 6.71%
3. JPM - JPMORGAN CHASE & CO, 6.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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