Principle Wealth Partners LLC ETF holdings
Madison, CT
Reported $907.3M in 144 ETFs in its Form 13F for June 30, 2026.
ETF value
$907.3M
ETFs held
144
Change from prior quarter
+21.7%
With price moves
ETFs as a share of its 13F
44.8%
of $2.0B
Top 10 of 144 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XLG | Invesco S&P 500 Top 50 ETF | $158.8M | 2,592,959 | +39,972 shares |
| BKDV | BNY Mellon Dynamic Value ETF | $136.2M | 4,065,430 | +96,173 shares |
| VUG | Vanguard Morningstar Growth ETF | $63.1M | 732,355 | +609,536 shares |
| VIG | Vanguard Dividend Appreciation ETF | $53.7M | 226,788 | −1,093 shares |
| VOOG | Vanguard S&P 500 Growth ETF | $42.6M | 515,413 | +452,568 shares |
| SMH | VanEck Semiconductor ETF | $41.2M | 62,788 | +5,939 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $31.6M | 85,269 | +374 shares |
| IDVO | Amplify CWP International Enhanced Dividend Income ETF | $19.8M | 472,356 | +51,049 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $19.3M | 609,404 | −35,397 shares |
| PWRD | TCW Transform Systems ETF | $18.8M | 152,553 | +69,724 shares |
134 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001743413. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Principle Wealth Partners LLC own?
Principle Wealth Partners LLC reported 144 ETF positions worth $907.3M in its Form 13F for June 30, 2026. The largest was XLG, at $158.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.