Principle Wealth Partners LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Michael Castiello, reports the firm held positions in 410 different companies.
The portfolio includes a mix of large-cap technology and industrial names, as well as various exchange-traded funds. Among the notable individual stock holdings are Apple Inc., with 368,147 shares; Amazon.com Inc., with 167,665 shares; and Microsoft Corporation, with 58,192 shares. Other significant positions include Berkshire Hathaway Inc. Class B, with 29,108 shares, and Chevron Corporation, with 52,930 shares.
The filing also lists substantial exposure to exchange-traded funds, including the Invesco S&P 500 Top 50 ETF, with 2,609,727 shares, and the Invesco S&P 500 Momentum ETF, with 67,966 shares. Additionally, the firm holds shares in various sector-specific ETFs, such as the iShares Expanded Tech ETF and the iShares U.S. Healthcare ETF.
