Principle Wealth Partners LLC
•CIK: 1743413•Filing: Q4 2025
**Principle Wealth Partners LLC** manages $1.8B across a diversified portfolio of 372 positions. The fund exhibits significant concentration in large-cap growth and financial sectors, notably holding XLG at $146.2M and JPM at $115.4M. Top allocations also include BKDV ($110.5M), AAPL ($101.1M), and VUG ($59.7M), signaling a strategic overweighting toward established market leaders. This positioning reflects a conviction in high-quality, sector-leading equities.
Total AUM
$1.8B
QoQ Performance
+3.0%
Positions
281
Top 10 Concentration
44.4%
Latest Filing
Q4 2025
Top Holdings Allocation
XLG
JPM
BKDV
AAPL
XLG8.2%
JPM6.5%
BKDV6.2%
AAPL5.7%
VUG3.4%
MSFT3.1%
NVDA3.0%
VIG2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.7%
Technology20.0%
Financial11.2%
Consumer5.8%
Healthcare4.7%
Industrial3.3%
Utilities1.2%
ETF1.0%
🚪 Exited Positionssold since Q3 2025
+157 more exited positions
Changes from Q3 2025
NEW3 new positions
↑105 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023