Principle Wealth Partners LLC has disclosed its latest investment holdings in a recent filing, revealing a total value of over $2 billion. This significant update, filed with the SEC on November 2, 2026, provides insights into the firm's investment strategy and its positioning within the financial services sector.

The filing, known as a 13F, is a quarterly report that institutional investment managers must file with the SEC. It lists all securities held in the manager's portfolio, allowing investors and analysts to assess their investment strategies. Principle Wealth Partners' report covers the period ending September 30, 2026.

Background

Principle Wealth Partners LLC, based in Madison, Connecticut, is a financial services firm that specializes in managing investments for clients. The firm is registered with the SEC and has been active in filing various reports, including 13F and Schedule 13G forms. The firm operates under the Central Index Key (CIK) number 0001743413.

What the Filing Says

According to the filing, Principle Wealth Partners reported a total of 410 holdings, with a collective value of $2,075,797,505. The report also indicates that the firm has one other included manager, Gilman Hill, which may suggest a collaborative investment strategy.

Impact

This filing may affect various stakeholders, including investors and analysts who track the movements of significant institutional investors. The substantial value of the reported holdings could influence how investors perceive Principle Wealth Partners' market strategy and its competitive position against other asset management firms.

What's Next

The filing does not say what happens next.