Principle Wealth Partners LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$1.7B
Holdings
381
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XLG
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
8.0%
02
$BKDV
BNY MELLON ETF TRUST II
Held since at least Q1 2024
6.7%
03
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
6.0%
04
$AAPL
APPLE INC
Q1 2026: New position (61.2k shares)
5.3%
05
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
3.1%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (116.0k shares)
2.8%
07
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
2.8%
08
$MSFT
MICROSOFT CORP
Q1 2026: New position (2.6k shares)
2.4%
09
$AMZN
AMAZON COM INC
Q1 2026: New position (87.0k shares)
2.0%
10
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.