Principle Wealth Partners LLC Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$1.8T
Holdings
372
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (372 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XLGINVESCO EXCHANGE TRADED FD T | 2,467,017 | $146.2B | 8.23% | |
| 2 | JPMJPMORGAN CHASE & CO. | 358,106 | $115.4B | 6.49% | |
| 3 | BKDVBNY MELLON ETF TRUST II | 3,807,835 | $110.5B | 6.22% | |
| 4 | AAPLAPPLE INC | 371,902 | $101.1B | 5.69% | |
| 5 | VUGVANGUARD INDEX FDS | 122,440 | $59.7B | 3.36% | |
| 6 | MSFTMICROSOFT CORP | 112,960 | $54.6B | 3.07% | |
| 7 | NVDANVIDIA CORPORATION | 281,153 | $52.4B | 2.95% | |
| 8 | VIGVANGUARD SPECIALIZED FUNDS | 231,695 | $50.9B | 2.87% | |
| 9 | AMZNAMAZON COM INC | 164,361 | $37.9B | 2.13% | |
| 10 | GOOGALPHABET INC | 95,443 | $29.9B | 1.69% | |
| 11 | GOOGLALPHABET INC | 95,124 | $29.8B | 1.68% | |
| 12 | VTIVANGUARD INDEX FDS | 87,327 | $29.3B | 1.65% | |
| 13 | VOOGVANGUARD ADMIRAL FDS INC | 57,848 | $25.7B | 1.45% | |
| 14 | JNJJOHNSON & JOHNSON | 113,197 | $23.4B | 1.32% | |
| 15 | RTXRTX CORPORATION | 118,681 | $21.8B | 1.22% | |
| 16 | SMHVANECK ETF TRUST | 58,702 | $21.1B | 1.19% | |
| 17 | MCDMCDONALDS CORP | 68,901 | $21.1B | 1.18% | |
| 18 | SMTHALPS ETF TR | 710,938 | $18.5B | 1.04% | |
| 19 | SCHDSCHWAB STRATEGIC TR | 648,597 | $17.8B | 1.00% | |
| 20 | IBMINTERNATIONAL BUSINESS MACHS | 59,024 | $17.5B | 0.98% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 118,948 | $17.1B | 0.96% | |
| 22 | GSGOLDMAN SACHS GROUP INC | 18,646 | $16.4B | 0.92% | |
| 23 | CSCOCISCO SYS INC | 193,042 | $14.9B | 0.84% | |
| 24 | HDHOME DEPOT INC | 42,866 | $14.8B | 0.83% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 27,411 | $13.8B | 0.78% | |
| 26 | VVISA INC | 39,133 | $13.7B | 0.77% | |
| 27 | LLYELI LILLY & CO | 12,674 | $13.6B | 0.77% | |
| 28 | TCAFT ROWE PRICE ETF INC | 342,637 | $13.1B | 0.74% | |
| 29 | METAMETA PLATFORMS INC | 19,680 | $13.0B | 0.73% | |
| 30 | VGTVANGUARD WORLD FD | 16,897 | $12.7B | 0.72% | |
| 31 | SPYSPDR S&P 500 ETF TR | 18,466 | $12.6B | 0.71% | |
| 32 | CATCATERPILLAR INC | 21,733 | $12.4B | 0.70% | |
| 33 | XOMEXXON MOBIL CORP | 98,554 | $11.9B | 0.67% | |
| 34 | JMSTJ P MORGAN EXCHANGE TRADED F | 222,970 | $11.4B | 0.64% | |
| 35 | ORCLORACLE CORP | 57,740 | $11.3B | 0.63% | |
| 36 | FMHIFIRST TR EXCH TRADED FD III | 230,094 | $11.0B | 0.62% | |
| 37 | TSLATESLA INC | 24,004 | $10.8B | 0.61% | |
| 38 | PGPROCTER AND GAMBLE CO | 74,250 | $10.6B | 0.60% | |
| 39 | AMGNAMGEN INC | 31,766 | $10.4B | 0.58% | |
| 40 | IGVISHARES TR | 95,063 | $10.0B | 0.57% | |
| 41 | VOVANGUARD INDEX FDS | 31,380 | $9.1B | 0.51% | |
| 42 | GDGENERAL DYNAMICS CORP | 26,745 | $9.0B | 0.51% | |
| 43 | SOSOUTHERN CO | 100,551 | $8.8B | 0.49% | |
| 44 | MRKMERCK & CO INC | 82,266 | $8.7B | 0.49% | |
| 45 | JEPQJ P MORGAN EXCHANGE TRADED F | 145,107 | $8.4B | 0.47% | |
| 46 | CMICUMMINS INC | 16,363 | $8.4B | 0.47% | |
| 47 | CVXCHEVRON CORP NEW | 52,949 | $8.1B | 0.45% | |
| 48 | NDQINVESCO QQQ TR | 13,130 | $8.1B | 0.45% | |
| 49 | KOCOCA COLA CO | 107,769 | $7.5B | 0.42% | |
| 50 | ABBVABBVIE INC | 32,956 | $7.5B | 0.42% | |
| 51 | MMM3M CO | 45,310 | $7.3B | 0.41% | |
| 52 | BACBANK AMERICA CORP | 120,058 | $6.6B | 0.37% | |
| 53 | QCOMQUALCOMM INC | 36,931 | $6.3B | 0.36% | |
| 54 | BLKBLACKROCK INC | 5,714 | $6.1B | 0.34% | |
| 55 | AQLTISHARES TR | 42,916 | $6.1B | 0.34% | |
| 56 | XMHQINVESCO EXCHANGE TRADED FD T | 59,028 | $6.0B | 0.34% | |
| 57 | UNHUNITEDHEALTH GROUP INC | 17,676 | $5.8B | 0.33% | |
| 58 | OFLXOMEGA FLEX INC | 192,275 | $5.7B | 0.32% | |
| 59 | ITA*ISHARES TR | 26,267 | $5.6B | 0.32% | |
| 60 | 4I1PHILIP MORRIS INTL INC | 35,044 | $5.6B | 0.32% | |
| 61 | WMWASTE MGMT INC DEL | 24,887 | $5.5B | 0.31% | |
| 62 | JEPIJ P MORGAN EXCHANGE TRADED F | 95,255 | $5.5B | 0.31% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 6,250 | $5.4B | 0.30% | |
| 64 | XMMOINVESCO EXCHANGE TRADED FD T | 38,776 | $5.4B | 0.30% | |
| 65 | ALSALLSTATE CORP | 25,110 | $5.2B | 0.29% | |
| 66 | EMREMERSON ELEC CO | 39,214 | $5.2B | 0.29% | |
| 67 | SPGPINVESCO EXCHANGE TRADED FD T | 45,406 | $5.2B | 0.29% | |
| 68 | PANWPALO ALTO NETWORKS INC | 27,331 | $5.0B | 0.28% | |
| 69 | PNCPNC FINL SVCS GROUP INC | 23,646 | $4.9B | 0.28% | |
| 70 | DUKDUKE ENERGY CORP NEW | 41,614 | $4.9B | 0.27% | |
| 71 | PRUPRUDENTIAL FINL INC | 42,679 | $4.8B | 0.27% | |
| 72 | MGVVANGUARD WORLD FD | 34,110 | $4.8B | 0.27% | |
| 73 | IDVOAMPLIFY ETF TR | 123,149 | $4.7B | 0.27% | |
| 74 | TRVTRAVELERS COMPANIES INC | 15,927 | $4.6B | 0.26% | |
| 75 | PWRDTCW ETF TRUST | 47,977 | $4.6B | 0.26% | |
| 76 | BXBLACKSTONE INC | 29,805 | $4.6B | 0.26% | |
| 77 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.5B | 0.25% | |
| 78 | KMBKIMBERLY-CLARK CORP | 44,532 | $4.5B | 0.25% | |
| 79 | FDVVFIDELITY COVINGTON TRUST | 78,037 | $4.4B | 0.25% | |
| 80 | BABOEING CO | 19,489 | $4.2B | 0.24% | |
| 81 | PLTRPALANTIR TECHNOLOGIES INC | 22,622 | $4.0B | 0.23% | |
| 82 | ASMLASML HOLDING N V | 3,742 | $4.0B | 0.23% | |
| 83 | WMTWALMART INC | 35,185 | $3.9B | 0.22% | |
| 84 | PFEPFIZER INC | 157,218 | $3.9B | 0.22% | |
| 85 | AEPAMERICAN ELEC PWR CO INC | 33,224 | $3.8B | 0.22% | |
| 86 | VXUSVANGUARD STAR FDS | 49,560 | $3.7B | 0.21% | |
| 87 | VOOVANGUARD INDEX FDS | 5,853 | $3.7B | 0.21% | |
| 88 | LMTLOCKHEED MARTIN CORP | 7,541 | $3.6B | 0.21% | |
| 89 | NFLXNETFLIX INC | 38,468 | $3.6B | 0.20% | |
| 90 | VTVVANGUARD INDEX FDS | 18,629 | $3.6B | 0.20% | |
| 91 | PEPPEPSICO INC | 24,759 | $3.6B | 0.20% | |
| 92 | DDOMINION ENERGY INC | 59,713 | $3.5B | 0.20% | |
| 93 | COPCONOCOPHILLIPS | 37,313 | $3.5B | 0.20% | |
| 94 | LVHILEGG MASON ETF INVT | 93,975 | $3.5B | 0.19% | |
| 95 | MSIMOTOROLA SOLUTIONS INC | 8,937 | $3.4B | 0.19% | |
| 96 | PSXPHILLIPS 66 | 26,204 | $3.4B | 0.19% | |
| 97 | ODFLOLD DOMINION FREIGHT LINE IN | 21,411 | $3.4B | 0.19% | |
| 98 | MAMASTERCARD INCORPORATED | 5,874 | $3.4B | 0.19% | |
| 99 | LOWLOWES COS INC | 13,627 | $3.3B | 0.18% | |
| 100 | NEENEXTERA ENERGY INC | 40,004 | $3.2B | 0.18% |
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