Principle Wealth Partners LLC: 13F holdings
CIK 17434132026Q2
| Positions | 398 |
|---|---|
| Reported value | $2.0bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| XLG INVESCO EXCHANGE TRADED FD T | 2,592,959 | $158.8m | 7.8% |
| BNY MELLON ETF TRUST II | 4,065,430 | $136.2m | 6.7% |
| JPM JPMORGAN CHASE & CO | 357,917 | $117.2m | 5.8% |
| AAPL APPLE INC | 361,967 | $104.7m | 5.2% |
| VUG VANGUARD INDEX FDS | 732,355 | $63.1m | 3.1% |
| NVDA NVIDIA CORPORATION | 285,774 | $57.2m | 2.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 226,788 | $53.7m | 2.6% |
| MSFT MICROSOFT CORP | 116,758 | $43.6m | 2.2% |
| VOOG VANGUARD ADMIRAL FDS INC | 515,413 | $42.6m | 2.1% |
| SMH VANECK ETF TRUST | 62,788 | $41.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1743413")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.