Principle Wealth Partners
Principle Wealth Partners reported 410 stocks worth $2.1B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are XLG (8.0%), AAPL (5.9%) and JPM (5.7%). Compared with Q2 2026, the fund opened new positions in IEF and XOM, added to XLG, AAPL and NVDA, trimmed BKDV, VUG and VIG and sold out of XOM, AIQ and QBTS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XLG Invesco Exchange Traded FD T | $166M | 8.0% | 2.6M | +17K (+1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $123M | 5.9% | 368K | +6,180 (+2%) | 8 of 8 | |
| 3 |  JPM Jpmorgan Chase & Co. | $118M | 5.7% | 358K | No change | 8 of 8 | |
| 4 |  BKDV BNY Mellon ETF Trust II | $118M | 5.7% | 3.5M | −570K (−14%) | 7 of 8 | |
| 5 |  NVDA Nvidia Corporation | $65.8M | 3.2% | 288K | +2,319 (+1%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $61.2M | 3.0% | 119K | +2,593 (+2%) | 8 of 8 | |
| 7 |  VUG Vanguard Index Fds | $58.9M | 2.8% | 654K | −79K (−11%) | 8 of 8 | |
| 8 |  VIG Vanguard Dividend Appreciation ETF | $52.6M | 2.5% | 226K | −1,201 (−1%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $41.8M | 2.0% | 168K | −667 (−0%) | 8 of 8 | |
| 10 |  VOOG Vanguard Admiral Fds Inc | $41.5M | 2.0% | 486K | −30K (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $12.9M | 94K |
 AIQ Global X | $602K | 9,175 |
 QBTS Dwave Quantum | $556K | 23K |
 GLW Corning Inc | $405K | 1,586 |
 TEX Terex Corp New | $259K | 3,571 |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Principle Wealth Partners 13F FAQ
What does Principle Wealth Partners own?
Principle Wealth Partners reported 410 stocks worth $2.1B in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are XLG (8.0%), AAPL (5.9%) and JPM (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Principle Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 29 new positions, 167 added to, 105 trimmed and 17 sold out. New positions include IEF and XOM. It sold all of XOM, AIQ and QBTS.
When will Principle Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Principle Wealth Partners's portfolio worth?
The Q3 2026 filing reports $2.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.