Principle Wealth Partners LLC

Principle Wealth Partners LLC reported 398 holdings worth US$2.03B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Principle Wealth Partners LLC reported 398 holdings worth US$2.03B as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Apple Inc and Alphabet Inc (google) Class C. Filed Aug 7, 2026 (Form 13F).

Holdings
398
Value as reported
US$2.03B

The filing in full

CompanySharesValue as reported% of portfolio
Jp Morgan Chase & Co.358KUS$117M5.8%
Apple Inc362KUS$105M5.2%
Alphabet Inc (google) Class C186KUS$66.6M3.3%
Nvidia Corporation286KUS$57.2M2.8%
Microsoft Corp.117KUS$43.6M2.2%
Amazon.com, Inc.168KUS$40.1M2.0%
Johnson & Johnson113KUS$28.6M1.4%
Cisco Systems, Inc.190KUS$22.3M1.1%
Caterpillar, Inc.20,342US$21.7M1.1%
Rtx Corporation111KUS$21.1M1.0%
Mcdonald's Corporation69,482US$18.8M0.93%
Goldman Sachs Group, Inc. (the)18,213US$18.4M0.91%
Berkshire Hathaway Inc.35,898US$18M0.89%
International Business Machines Corporation58,883US$16.6M0.82%
Home Depot, Inc. (the)41,298US$14.6M0.72%
Eli Lilly And Company11,921US$14.3M0.71%
Meta Platforms, Inc.23,496US$13.2M0.65%
Visa Inc.38,387US$13.2M0.65%
Exxon Mobil Corporation94,098US$12.9M0.64%
Amgen Inc.31,526US$11.4M0.56%
Unitedhealth Group Incorporated26,657US$11.1M0.55%
Procter & Gamble Company (the)74,709US$11M0.54%
Cummins Inc.15,260US$10.9M0.54%
Merck & Company, Inc.79,812US$10.3M0.51%
Tesla, Inc.23,012US$9.68M0.48%
Southern Company (the)101KUS$9.62M0.48%
Palo Alto Networks, Inc.27,047US$9.22M0.46%
Coca-cola Company (the)110KUS$8.91M0.44%
General Dynamics Corporation24,875US$8.81M0.44%
Oracle Corporation58,580US$8.58M0.42%
Chevron Corporation51,751US$8.58M0.42%
Abbvie Inc.32,482US$8.17M0.40%
Bank Of America Corporation139KUS$7.92M0.39%
Asml Holding Nv3,776US$7.51M0.37%
3m Company44,403US$7.19M0.35%
Philip Morris International Inc35,368US$6.4M0.32%
Qualcomm Incorporated33,640US$6.22M0.31%
Kimberly-clark Corporation56,315US$6.18M0.31%
Omega Flex, Inc.192KUS$6.04M0.30%
Allstate Corporation (the)25,159US$5.99M0.30%
Costco Wholesale Corporation6,246US$5.84M0.29%
Pnc Financial Services Group, Inc. (the)23,716US$5.84M0.29%
Emerson Electric Company38,925US$5.57M0.28%
Waste Management, Inc.24,231US$5.4M0.27%
Blackrock, Inc.5,504US$5.29M0.26%
Duke Energy Corporation (holding Company)41,778US$5.29M0.26%
The Travelers Companies, Inc.15,470US$5.11M0.25%
Texas Instruments Incorporated16,191US$4.83M0.24%
Prudential Financial, Inc.43,800US$4.73M0.23%
American Electric Power Company, Inc.33,014US$4.52M0.22%
Phillips 6626,244US$4.44M0.22%
Boeing Company (the)19,594US$4.24M0.21%
Old Dominion Freight Line, Inc.19,516US$4.23M0.21%
Dominion Energy, Inc.61,443US$4.2M0.21%
Walmart Inc.35,329US$4M0.20%
Ge Aerospace10,448US$3.9M0.19%
Pfizer, Inc.161KUS$3.87M0.19%
Palantir Technologies Inc.32,588US$3.8M0.19%
Lockheed Martin Corporation7,412US$3.78M0.19%
Space Exploration Technologies Corp22,016US$3.76M0.19%
Conocophillips36,171US$3.76M0.19%
Motorola Solutions, Inc.8,830US$3.67M0.18%
Crowdstrike Holdings, Inc.4,755US$3.63M0.18%
Nextera Energy, Inc.41,082US$3.61M0.18%
Advanced Micro Devices Inc6,092US$3.54M0.17%
Pepsico, Inc.25,630US$3.47M0.17%
W.w. Grainger, Inc.2,541US$3.46M0.17%
Taiwan Semiconductor Manufacturing Co., Ltd.6,978US$3.33M0.16%
Norfolk Southern Corporation10,519US$3.31M0.16%
Truist Financial Corporation66,088US$3.29M0.16%
Ge Vernova Inc.2,572US$3.02M0.15%
Coreweave, Inc.29,950US$2.98M0.15%
Parker-hannifin Corporation3,047US$2.98M0.15%
Mastercard Incorporated5,800US$2.98M0.15%
American Express Company8,662US$2.93M0.14%
Lowe's Companies, Inc.13,273US$2.93M0.14%
Broadcom Inc.7,636US$2.88M0.14%
Netflix, Inc.40,384US$2.88M0.14%
Blackstone Inc.24,324US$2.86M0.14%
Morgan Stanley12,675US$2.65M0.13%
Automatic Data Processing, Inc.11,071US$2.48M0.12%
Exelon Corporation51,410US$2.4M0.12%
Vistra Corp.14,704US$2.33M0.12%
The Bank Of New York Mellon Corporation15,930US$2.3M0.11%
Intel Corporation16,488US$2.3M0.11%
Walt Disney Company (the)22,866US$2.2M0.11%
Cvs Health Corporation20,714US$2.14M0.11%
Micron Technology, Inc.1,852US$2.14M0.11%
U.s. Bancorp34,218US$2.07M0.10%
Tjx Companies, Inc. (the)12,087US$1.83M0.09%
Servicenow, Inc.18,182US$1.81M0.09%
Texas Pacific Land Corporation4,017US$1.76M0.09%
The Cigna Group6,295US$1.74M0.09%
Verizon Communications Inc.40,609US$1.72M0.08%
Thermo Fisher Scientific Inc3,345US$1.68M0.08%
Illinois Tool Works Inc.6,186US$1.67M0.08%
Union Pacific Corporation6,121US$1.67M0.08%
Carrier Global Corporation21,648US$1.59M0.08%
Markel Group Inc.737US$1.44M0.07%
M&t Bank Corporation6,043US$1.44M0.07%

Every holding of Principle Wealth Partners LLC

Source

View original at SEC

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