1y return+20.0%S&P 500 +20.9%
3y return+55.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $171 against $195 in the S&P 500.2
Principle Wealth Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| XLGInvesco Exchange Traded Fd T | $158.8M | 7.8% | +1.6% |
| BKDVBny Mellon Etf Trust II | $136.2M | 6.7% | +2.4% |
| JPMJpmorgan Chase & Co | $117.2M | 5.8% | |
| AAPLApple Inc | $104.7M | 5.2% | −1.3% |
| VUGVanguard Index Fds | $63.1M | 3.1% | |
| NVDANvidia Corporation | $57.2M | 2.8% | |
| VIGVanguard Specialized Funds | $53.7M | 2.6% | |
| MSFTMicrosoft Corp | $43.6M | 2.2% | +1.8% |
| VOOGVanguard Admiral Fds Inc | $42.6M | 2.1% | +36.7% |
| SMHVaneck Etf Trust | $41.2M | 2.0% | +10.4% |
| AMZNAmazon Com Inc | $40.1M | 2.0% | |
| GOOGLAlphabet Inc | $33.4M | 1.6% | |
| GOOGAlphabet Inc | $33.2M | 1.6% | |
| VTIVanguard Index Fds | $31.6M | 1.6% | |
| JNJJohnson & Johnson | $28.6M | 1.4% | |
| CSCOCisco Sys Inc | $22.3M | 1.1% | −1.3% |
| CATCaterpillar Inc | $21.7M | 1.1% | −3.4% |
| RTXRtx Corporation | $21.1M | 1.0% | −5.6% |
| IDVOAmplify Etf Tr | $19.8M | 1.0% | +12.1% |
| SCHDSchwab Strategic Tr | $19.3M | 1.0% | −5.5% |
| MCDMcdonalds Corp | $18.8M | 0.9% | |
| PWRDTcw Etf Trust | $18.8M | 0.9% | +84.2% |
| GSGoldman Sachs Group Inc | $18.4M | 0.9% | |
| VYMVanguard Whitehall Fds | $17.7M | 0.9% | −1.5% |
| IBMInternational Business Machs | $16.6M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $57.2M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $14.3M |
| SMHVaneck Etf Trust | December 31, 2022 | +546.4% | $41.2M |
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $21.7M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $18.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $33.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $33.2M |
| CMICummins Inc | June 30, 2020 | +311.7% | $10.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $117.2M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $16.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $3.7M
- Clearway Energy IncCUSIP 18539C105 was $452K
- GISGeneral Mills Inc was $439K
- Hologic IncCUSIP 436440101 was $416K
- Dupont De Nemours IncCUSIP 26614N102 was $314K
- Accenture PLC IrelandCUSIP G1151C101 was $290K
- Totalenergies SeCUSIP F92124100 was $230K
- VUSBVanguard Bd Index Fds was $218K
- BSXBoston Scientific Corp was $213K
- TMUST-mobile Us Inc was $213K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −4.1% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Principle Wealth Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1743413&type=13F-HR&dateb=&owner=include&count=40CIK 1743413
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1743413/000195175726001184/Filed August 7, 2026 · accession 0001951757-26-001184