Principle Wealth Partners LLC holds a diversified book of 380 stocks worth $1.7B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Columbia SHRT Dur BND ETF and trimmed JPMorgan Chase & Co. Their largest long position is Invesco S&P 500 Top 50 ETF at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1743413/holdings"
Use Arkolith to show Principle Wealth Partners LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $139.3M | 2.55M | 8.0% | ▲+3.5% Added · +86K sh | |
| 2 | Bny Mellon ETF Trust II DYNAMIC VALUE | $117.7M | 3.97M | 6.7% | ▲+4.2% Added · +161K sh | |
| 3 | JPMorgan Chase & Co COM | $105.2M | 357.8K | 6.0% | ▼−0.1% Reduced · −338 sh | |
| 4 | Apple Inc COM | $93.1M | 366.7K | 5.3% | ▼−1.4% Reduced · −5K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $53.6M | 122.8K | 3.1% | ▲+0.3% Added · +379 sh | |
| 6 | Nvidia Corporation COM | $49.5M | 283.8K | 2.8% | ▲+0.9% Added · +3K sh | |
| 7 | Vanguard Specialized Funds DIV APP ETF | $49.0M | 227.9K | 2.8% | ▼−1.6% Reduced · −4K sh | |
| 8 | Microsoft Corp COM | $42.4M | 114.7K | 2.4% | ▲+1.5% Added · +2K sh | |
| 9 | Amazon Com Inc COM | $34.9M | 167.6K | 2.0% | ▲+2.0% Added · +3K sh | |
| 10 | Johnson & Johnson COM | $27.7M | 113.1K | 1.6% | ▼−0.1% Reduced · −69 sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $27.2M | 84.9K | 1.6% | ▼−2.8% Reduced · −2K sh | |
| 12 | Alphabet Inc CAP STK CL C | $27.1M | 94.3K | 1.5% | ▼−1.1% Reduced · −1K sh | |
| 13 | Alphabet Inc CAP STK CL A | $26.7M | 92.7K | 1.5% | ▼−2.5% Reduced · −2K sh | |
| 14 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $25.6M | 62.8K | 1.5% | ▲+8.6% Added · +5K sh | |
| 15 | RTX Corporation COM | $22.8M | 118.0K | 1.3% | ▼−0.6% Reduced · −714 sh | |
| 16 | Vaneck ETF Trust SEMICONDUCTR ETF | $21.8M | 56.8K | 1.2% | ▼−3.1% Reduced · −2K sh | |
| 17 | McDonalds Corp COM | $21.4M | 68.8K | 1.2% | ▼−0.1% Reduced · −63 sh | |
| 18 | Schwab Strategic TR US DIVIDEND EQ | $19.8M | 644.8K | 1.1% | ▼−0.6% Reduced · −4K sh | |
| 19 | ALPS ETF TR SMITH CORE PLUS | $17.4M | 676.6K | 1.0% | ▼−4.8% Reduced · −34K sh | |
| 20 | Amplify ETF TR CWP INTL ENHANCE | $17.1M | 421.3K | 1.0% | ▲+242% Added · +298K sh | |
| 21 | Vanguard Whitehall FDS HIGH DIV YLD | $16.8M | 113.6K | 1.0% | ▼−4.5% Reduced · −5K sh | |
| 22 | Exxon Mobil Corp COM | $16.4M | 96.8K | 0.9% | ▼−1.8% Reduced · −2K sh | |
| 23 | Goldman Sachs Group Inc COM | $15.5M | 18.4K | 0.9% | ▼−1.6% Reduced · −294 sh | |
| 24 | Cisco Sys Inc COM | $14.9M | 192.6K | 0.9% | ▼−0.2% Reduced · −457 sh | |
| 25 | Caterpillar Inc COM | $14.9M | 21.1K | 0.9% | ▼−3.1% Reduced · −682 sh | |
| 26 | International Business Machs COM | $14.3M | 59.1K | 0.8% | ▲+0.2% Added · +121 sh | |
| 27 | Home Depot Inc COM | $13.9M | 42.3K | 0.8% | ▼−1.2% Reduced · −527 sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $13.1M | 27.4K | 0.8% | ▲+0.1% Added · +29 sh | |
| 29 | Meta Platforms Inc CL A | $12.6M | 22.1K | 0.7% | ▲+12% Added · +2K sh | |
| 30 | T Rowe Price ETF Inc CAP APPRECIATION | $12.5M | 351.6K | 0.7% | ▲+2.6% Added · +9K sh | |
| 31 | Vanguard World FD INF TECH ETF | $12.1M | 17.4K | 0.7% | ▲+3.0% Added · +500 sh | |
| 32 | Visa Inc COM CL A | $11.5M | 38.2K | 0.7% | ▼−2.4% Reduced · −939 sh | |
| 33 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $11.4M | 223.7K | 0.7% | ▲+0.3% Added · +756 sh | |
| 34 | State STR SPDR S&P 500 ETF T TR UNIT | $11.4M | 17.5K | 0.7% | ▼−5.2% Reduced · −953 sh | |
| 35 | Eli Lilly & Co COM | $11.2M | 12.2K | 0.6% | ▼−3.9% Reduced · −500 sh | |
| 36 | Amgen Inc COM | $11.1M | 31.5K | 0.6% | ▼−0.8% Reduced · −240 sh | |
| 37 | Chevron Corporation COM | $10.9M | 52.8K | 0.6% | ▼−0.2% Reduced · −105 sh | |
| 38 | Procter & Gamble Co COM | $10.7M | 74.1K | 0.6% | ▼−0.1% Reduced · −117 sh | |
| 39 | First TR Exch Traded FD III MUNI HI INCM ETF | $10.7M | 224.8K | 0.6% | ▼−2.3% Reduced · −5K sh | |
| 40 | Southern Co COM | $9.6M | 99.9K | 0.6% | ▼−0.6% Reduced · −647 sh | |
| 41 | Merck & Co Inc COM | $9.6M | 80.1K | 0.6% | ▼−2.7% Reduced · −2K sh | |
| 42 | Tesla Inc COM | $9.0M | 24.3K | 0.5% | ▲+1.0% Added · +251 sh | |
| 43 | General Dynamics Corp COM | $9.0M | 26.1K | 0.5% | ▼−2.5% Reduced · −659 sh | |
| 44 | Vanguard Index FDS MID CAP ETF | $8.7M | 30.3K | 0.5% | ▼−3.6% Reduced · −1K sh | |
| 45 | Cummins Inc COM | $8.6M | 16.0K | 0.5% | ▼−2.0% Reduced · −330 sh | |
| 46 | Oracle Corp COM | $8.6M | 58.6K | 0.5% | ▲+1.5% Added · +872 sh | |
| 47 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $8.4M | 151.9K | 0.5% | ▲+4.7% Added · +7K sh | |
| 48 | Ishares TR EXPANDED TECH | $8.4M | 104.5K | 0.5% | ▲+9.9% Added · +9K sh | |
| 49 | Coca Cola Co COM | $8.2M | 108.0K | 0.5% | ▲+0.3% Added · +271 sh | |
| 50 | TCW ETF Trust TRANSFORM SYSTEM | $8.1M | 82.8K | 0.5% | ▲+73% Added · +35K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 380 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 372 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 359 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 358 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 340 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 334 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 340 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 325 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 23, 2024 | 344 | $1.3B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 5, 2024 | 335 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 1, 2023 | 319 | $995.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 31, 2023 | 321 | $995.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 313 | $935.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 2, 2023 | 312 | $882.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 302 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 313 | $831.0M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 325 | $951.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 328 | $952.4M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 16, 2021 | 342 | $866.1M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 320 | $880.7M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 18, 2021 | 294 | $855.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 277 | $759.0M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 155 | $358.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.