Sign In
test

Michael Castiello

Principle Wealth Partners Llc

Assets Managed
$1.75B
Holdings
380
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-1.55%(2Q avg: 0.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Principle Wealth Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 380 positions.

Assets under management

The assets under management (AUM) of Principle Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.75B in assets, with a quarterly growth rate of -1.55% and a 2-quarter average growth rate of 0.82%. The portfolio is managed by Michael Castiello, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLG
Invesco S&p 500 Top 50 Etf
Recent Activity
Increased 3.49%
7.96%
$139.265M
2.553M shares@ $54.56 avg price
BKDV
Bny Mellon Dynamic Value
Recent Activity
Increased 4.24%
6.73%
$117.728M
3.969M shares@ $29.66 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.09%
6.02%
$105.241M
357,768 shares@ $294.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.39%
5.32%
$93.067M
366,709 shares@ $253.8 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 0.31%
3.07%
$53.646M
122,819 shares@ $436.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.95%
2.83%
$49.496M
283,806 shares@ $174.41 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.64%
2.81%
$49.008M
227,881 shares@ $215.07 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.5%
2.43%
$42.441M
114,654 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2%
2%
$34.913M
167,632 shares@ $208.28 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.06%
1.59%
$27.653M
113,128 shares@ $244.45 avg price

1-10 of 380