Principle Wealth Partners LLC

RIA/Wealth

Principle Wealth Partners LLC is a RIA/Wealth based in Madison, CT led by Robert Santino Paolucci, reporting $2.7B in AUM as of Q3 2025 with 35% ETF concentration.

CEORobert Santino Paolucci

Portfolio Value: $1.6B
Positions: 357
Top Holding: XLG at 9.74%
Last Reported: Q3 2025

Address670 Boston Post Road, Madison, CT, 06443, United States

Top Holdings

Largest long holdings in Principle Wealth Partners LLC's portfolio (42% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco S&P 500 Top 50 ETF XLG	ETF ETF	$157.7M	9.74%	+$3.4M Bought	— 2.7M shares	Q3 2023 Held for 2y 2m
2 JPMorgan Chase JPM	Banks - Diversified Financial Services	$112.1M	6.93%	-$73.2K Sold	0.01% 355.4K shares	Q4 2018 Held for 6y 11m
3 Apple AAPL	Consumer Electronics Technology	$95.5M	5.90%	-$450.4K Sold	0.00% 374.9K shares	Q4 2018 Held for 6y 11m
4 Vanguard Growth VUG	ETF ETF	$61.3M	3.79%	+$83.9K Bought	— 127.8K shares	Q4 2018 Held for 6y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$57.7M	3.56%	-$323.2K Sold	0.00% 111.4K shares	Q4 2018 Held for 6y 11m
6 Nvidia NVDA	Semiconductors Technology	$54.1M	3.34%	-$774.3K Sold	0.00% 289.9K shares	Q2 2020 Held for 5y 5m
7 Vanguard Dividend Appreciation VIG	Unknown Unknown	$52.7M	3.26%	+$148.9K Bought	— 244.2K shares	Q4 2022 Held for 2y 11m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$35.3M	2.18%	-$182.0K Sold	0.00% 160.5K shares	Q4 2018 Held for 6y 11m
9 Vanguard Total Stock Market VTI	ETF ETF	$27.6M	1.70%	-$220.9K Sold	— 84.1K shares	Q4 2018 Held for 6y 11m
10 VOOG Vanguard S&P 500 Growth VOOG	ETF ETF	$25.3M	1.56%	+$1.1M Bought	— 58.0K shares	Q4 2018 Held for 6y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Principle Wealth Partners LLC's latest filing

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GthenC

Market Value

$1.6B

Prior: $1.5B

Q/Q Change

+7.64%

+$114.8M

Net Flows % of MV

-0.758%

Turnover Ratio

1.88%

New Purchases

5 stocks

$2.0M

Added To

101 stocks

+$21.5M

Sold Out Of

10 stocks

$7.9M

Reduced Holdings

137 stocks

-$27.9M

Increased Positions

Position	Shares Δ	Change
1 CGGE Capital Group Global Equity ETF CGGE	New	0 → 30.8K +$949.2K
2 iShares S&P Small-Cap 600 Value IJS	New	0 → 3.2K +$354.7K
3 VanEck Inflation Allocation RAAX	New	0 → 7.6K +$261.2K
4 Invesco NASDAQ 100 ETF QQQM	New	0 → 971.0 +$240.0K
5 Western Digital WDC	New	0 → 1.8K +$216.1K

Decreased Positions

Position	Shares Δ	Change
1 JPMorgan Ultra-Short Income JPST	Sold	103.3K → 0 −$5.2M
2 Vanguard Short-Term Treasury VGSH	Sold	10.4K → 0 −$610.7K
3 iShares 1-3 Year Treasury Bond SHY	Sold	5.2K → 0 −$428.1K
4 iShares MSCI USA Momentum Factor MTUM	Sold	1.2K → 0 −$281.2K
5 American Water Works AWK	Sold	1.8K → 0 −$243.4K