Principle Wealth Partners LLC

CIK 0001743413 · Q2 2026

13F Equity AUM

$2.0B

+15.8% QoQ

Positions

398

+18 QoQ

AUM Rank

#2,321

Top 19%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #4,350 · Top 52%

vs S&P -0.6%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 28.6%Top 10: 40.4%Top 20: 53.8%

XLG7.8%

BKDV6.7%

JPM5.8%

AAPL5.2%

VUG3.1%

NVDA2.8%

VIG2.6%

MSFT2.1%

VOOG2.1%

SMH2.0%

Others (388)59.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services56.0%

Technology16.0%

Industrials6.4%

Healthcare5.0%

Consumer Cyclical4.5%

Communication Services4.4%

Consumer Defensive2.2%

Other5.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 398Median: 0.04%Avg: 0.25%

0–0.5%

355(30.3%)

0.5–1%

25(17.9%)

1–3%

13(23.2%)

3–5%

1(3.1%)

5%+

4(25.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 398vs 20 funds

0%Low

398

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New29Increased135Decreased127Exited11

New Positions

ROUNDHILL ETF TRUST0.2%

+58K

SPACE EXPLORATION TE…0.2%

+22K

HONEYWELL AEROSPACE …0.1%

+8K

HONEYWELL INTL INC0.1%

+8K

IGPT0.1%

+15K

AIQ0.0%

+9K

MRVL0.0%

+1K

GLW0.0%

+2K

CRDO0.0%

+1K

6RJ00.0%

+3K

Increased

VUG3.1%

+610K(+496%)

VOOG2.1%

+453K(+720%)

SBND0.4%

+380K(+520%)

FSMB0.2%

+200K(+635%)

VGT0.8%

+121K(+695%)

BKDV6.7%

+96K(+2%)

ABTC0.0%

+90K(+56%)

VO0.5%

+86K(+286%)

PWRD0.9%

+70K(+84%)

JMST0.7%

+68K(+30%)

Decreased

SCHD0.9%

-35,397(-5%)

SMTH0.8%

-34,095(-5%)

JEPI0.2%

-24,638(-25%)

RTX1.0%

-6,627(-6%)

ES0.0%

-5,960(-33%)

TCAF0.7%

-5,628(-2%)

AAPL5.2%

-4,742(-1%)

FBTC0.1%

-4,177(-16%)

CARR0.1%

-3,716(-15%)

TJX0.1%

-3,697(-23%)

Exited

-16,482

-11,541

-11,788

-5,500

-6,850

-1,465

-11,020

-4,370

-3,392

-2,532

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...