Principle Wealth Partners LLC holds a diversified book of 398 stocks worth $2.0B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Roundhill Memory ETF and trimmed Apple Inc. Their largest long position is Invesco S&P 500 Top 50 ETF at 8% of the equity book. Cloning the disclosed picks since 2019 would be +143% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Principle Wealth Partners LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +210.3%, a 67.1-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Principle Wealth Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
55% mapped to company sectors
+4 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Principle Wealth Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $162.2M |
| Prospect Hill Management, LLC | 8 / 80 | $240.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 9 / 80 | $173.2M |
| Capital & Planning, LLC | 25 / 80 | $168.2M |
| Ardent Capital Management, Inc. | 20 / 80 | $207.7M |
| 9823 Capital, L.P. | 9 / 80 | $126.4M |
| Independent Investors Inc | 31 / 80 | $445.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Principle Wealth Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $158.8M | 2.59M | 7.8% | ▲+1.6% Added · +40K sh | |
| 2 | Bny Mellon ETF Trust II DYNAMIC VALUE | $136.2M | 4.07M | 6.7% | ▲+2.4% Added · +96K sh | |
| 3 | JPMorgan Chase & Co COM | $117.2M | 357.9K | 5.8% | ▲~0% Added · +149 sh | |
| 4 | Apple Inc COM | $104.7M | 362.0K | 5.2% | ▼−1.3% Reduced · −5K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $63.1M | 732.4K | 3.1% | ▲+496% Added · +610K sh | |
| 6 | Nvidia Corporation COM | $57.2M | 285.8K | 2.8% | ▲+0.7% Added · +2K sh | |
| 7 | Vanguard Specialized Funds DIV APP ETF | $53.7M | 226.8K | 2.6% | ▼−0.5% Reduced · −1K sh | |
| 8 | Microsoft Corp COM | $43.6M | 116.8K | 2.2% | ▲+1.8% Added · +2K sh | |
| 9 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $42.6M | 515.4K | 2.1% | ▲+720% Added · +453K sh | |
| 10 | Vaneck ETF Trust SEMICONDUCTR ETF | $41.2M | 62.8K | 2.0% | ▲+10% Added · +6K sh | |
| 11 | Amazon Com Inc COM | $40.1M | 168.3K | 2.0% | ▲+0.4% Added · +700 sh | |
| 12 | Alphabet Inc CAP STK CL A | $33.4M | 93.3K | 1.6% | ▲+0.7% Added · +611 sh | |
| 13 | Alphabet Inc CAP STK CL C | $33.2M | 94.0K | 1.6% | ▼−0.4% Reduced · −347 sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $31.6M | 85.3K | 1.6% | ▲+0.4% Added · +374 sh | |
| 15 | Johnson & Johnson COM | $28.6M | 112.7K | 1.4% | ▼−0.4% Reduced · −454 sh | |
| 16 | Cisco Sys Inc COM | $22.3M | 190.1K | 1.1% | ▼−1.3% Reduced · −2K sh | |
| 17 | Caterpillar Inc COM | $21.7M | 20.3K | 1.1% | ▼−3.4% Reduced · −709 sh | |
| 18 | RTX Corporation COM | $21.1M | 111.3K | 1.0% | ▼−5.6% Reduced · −7K sh | |
| 19 | Amplify ETF TR CWP INTL ENHANCE | $19.8M | 472.4K | 1.0% | ▲+12% Added · +51K sh | |
| 20 | Schwab Strategic TR US DIVIDEND EQ | $19.3M | 609.4K | 1.0% | ▼−5.5% Reduced · −35K sh | |
| 21 | McDonalds Corp COM | $18.8M | 69.5K | 0.9% | ▲+0.9% Added · +644 sh | |
| 22 | TCW ETF Trust TRANS SYSTE ETF | $18.8M | 152.6K | 0.9% | ▲+84% Added · +70K sh | |
| 23 | Goldman Sachs Group Inc COM | $18.4M | 18.2K | 0.9% | ▼−0.8% Reduced · −139 sh | |
| 24 | Vanguard Whitehall FDS HIGH DIV YLD | $17.7M | 111.9K | 0.9% | ▼−1.5% Reduced · −2K sh | |
| 25 | International Business Machs COM | $16.6M | 58.9K | 0.8% | ▼−0.4% Reduced · −262 sh | |
| 26 | ALPS ETF TR SMITH CORE PLUS | $16.5M | 642.5K | 0.8% | ▼−5.0% Reduced · −34K sh | |
| 27 | Vanguard World FD INF TECH ETF | $16.5M | 138.3K | 0.8% | ▲+695% Added · +121K sh | |
| 28 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $14.9M | 291.5K | 0.7% | ▲+30% Added · +68K sh | |
| 29 | Home Depot Inc COM | $14.6M | 41.3K | 0.7% | ▼−2.5% Reduced · −1K sh | |
| 30 | Eli Lilly & Co COM | $14.3M | 11.9K | 0.7% | ▼−2.1% Reduced · −253 sh | |
| 31 | T Rowe Price Exchange-Traded CAP APPRECIATION | $14.2M | 346.0K | 0.7% | ▼−1.6% Reduced · −6K sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $14.0M | 18.7K | 0.7% | ▲+6.7% Added · +1K sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $13.5M | 26.9K | 0.7% | ▼−1.9% Reduced · −521 sh | |
| 34 | Meta Platforms Inc CL A | $13.2M | 23.5K | 0.7% | ▲+6.3% Added · +1K sh | |
| 35 | Visa Inc COM CL A | $13.2M | 38.4K | 0.7% | ▲+0.5% Added · +193 sh | |
| 36 | Exxon Mobil Corp COM | $12.9M | 94.1K | 0.6% | ▼−2.8% Reduced · −3K sh | |
| 37 | Amgen Inc COM | $11.4M | 31.5K | 0.6% | —Held | |
| 38 | Unitedhealth Group Inc COM | $11.1M | 26.7K | 0.5% | ▼−0.8% Reduced · −205 sh | |
| 39 | Procter & Gamble Co COM | $11.0M | 74.7K | 0.5% | ▲+0.8% Added · +576 sh | |
| 40 | Cummins Inc COM | $10.9M | 15.3K | 0.5% | ▼−4.8% Reduced · −773 sh | |
| 41 | First TR Exch Traded FD III MUNI HI INCM ETF | $10.8M | 223.0K | 0.5% | ▼−0.8% Reduced · −2K sh | |
| 42 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $10.3M | 60.4K | 0.5% | ▲+37% Added · +16K sh | |
| 43 | Merck & Co Inc COM | $10.3M | 79.8K | 0.5% | ▼−0.3% Reduced · −240 sh | |
| 44 | Ishares TR EXPANDED TECH | $9.9M | 109.3K | 0.5% | ▲+4.6% Added · +5K sh | |
| 45 | Tesla Inc COM | $9.7M | 23.0K | 0.5% | ▼−5.1% Reduced · −1K sh | |
| 46 | Southern Co COM | $9.6M | 100.6K | 0.5% | ▲+0.6% Added · +649 sh | |
| 47 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $9.6M | 156.5K | 0.5% | ▲+3.0% Added · +5K sh | |
| 48 | Vanguard Index FDS MID CAP ETF | $9.4M | 116.7K | 0.5% | ▲+286% Added · +86K sh | |
| 49 | Invesco QQQ TR UNIT SER 1 | $9.3M | 12.6K | 0.5% | ▼−0.4% Reduced · −53 sh | |
| 50 | Palo Alto Networks Inc COM | $9.2M | 27.0K | 0.5% | ▼−2.8% Reduced · −775 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Principle Wealth Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 38d | 398 | $2.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 380 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 372 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 359 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 358 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 340 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 334 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 340 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 44d | 325 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 23, 2024 | 23d | 344 | $1.3B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 5, 2024 | 36d | 335 | $1.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 1, 2023 | 32d | 319 | $995.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 31, 2023 | 31d | 321 | $995.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 40d | 313 | $935.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 2, 2023 | 33d | 312 | $882.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 302 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 33d | 313 | $831.0M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 42d | 325 | $951.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 42d | 328 | $952.4M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 16, 2021 | 47d | 342 | $866.1M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 44d | 320 | $880.7M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 18, 2021 | 48d | 294 | $855.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 47d | 277 | $759.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.