Principle Wealth Partners LLC
SEC Form 13F institutional filer · CIK 0001743413
13F-HR · 212 reported holdings · 2026-03-31
Principle Wealth Partners LLC is a wealth management firm.
Reported long-US-equity value
$1.28B
Top-10 concentration
46.7%
Principle Wealth Partners LLC — $1.28B AUM allocation strategy
Principle Wealth Partners LLC files SEC Form 13F and reports $1.28B of long US equity value across 212 reported holdings for 2026-03-31.
Its largest sector bet is Financials 23.6%, followed by Information Technology 16.8% and Consumer Discretionary 4.4%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Principle Wealth Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.28B
total across 212 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +78.7K sh · −$7.32M+$UNH +9.19K sh · +$1.43M+$TROW +8.94K sh · −$693K
Biggest trims (shares)
−$AMCR −20.3K sh · −$9.91K−$AAPL −5.19K sh · −$8.04M−$CRM −3.95K sh · −$1.48M
Exited to nil (held last quarter, gone now)
$PYPL ($487K last qtr)$FISV ($413K last qtr)$APP ($406K last qtr)$WDC ($311K last qtr)$DVN ($283K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks12.6%—
- Diversified Banks8.2%—
- Technology Hardware, Storage & Peripherals7.3%—
- Interactive Media & Services4.2%—
- Semiconductors3.8%—
- Systems Software3.3%—
- Investment Banking & Brokerage2.9%—
- Broadline Retail2.7%—
- Other holdings55.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 2.79M | $160M | +78.7K | 12.5% |
| $JPM | JP Morgan Chase & Co | 358K | $105M | -338 | 8.2% |
| $AAPL | Apple Inc | 367K | $93.1M | -5.19K | 7.3% |
| $NVDA | NVIDIA Corporation | 284K | $49.5M | +2.65K | 3.9% |
| $MSFT | Microsoft Corporation | 115K | $42.4M | +1.69K | 3.3% |
| $AMZN | Amazon.com Inc | 168K | $34.9M | +3.27K | 2.7% |
| $JNJ | Johnson & Johnson | 113K | $27.7M | -69 | 2.2% |
| $GOOGL | Alphabet Inc | 94.3K | $27.1M | -1.1K | 2.1% |
…and 204 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.