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Principal Securities, Inc.

Q3 2025 Holdings

Filed 2025-11-12 | 3731 holdings | $6.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Principal Exchange Traded FD(USMC)US MEGA CP ETF74255Y870$298.6M4,379,5014.9%
Ishares TR(IVV)CORE S&P500 ETF464287200$179.9M268,8033.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$131.5M1,311,5302.2%
Principal Exchange Traded FD(BCHP)FOCUSED BLUE CHI74255Y714$127.3M3,382,0282.1%
Principal Exchange Traded FD(PSC)PRIN U S SMALL74255Y607$126.4M2,219,4432.1%
Goldman Sachs ETF TR(GSUS)MARKETBETA US EQ381430123$105.1M1,137,6841.7%
Microsoft Corp(MSFT)COM594918104$99.3M191,6611.6%
Principal Exchange Traded FD(PIEQ)INTL EQUITY ETF74255Y698$99.2M3,135,2391.6%
Ishares TR(IUSV)CORE S&P US VLU464287663$73.6M736,5671.2%
Spdr Series Trust(SPYM)PORTFOLIO S&P50078464A854$73.1M933,1311.2%
Nvidia Corporation(NVDA)COM67066G104$72.4M388,1131.2%
Amazon COM Inc(AMZN)COM023135106$69.3M315,5361.1%
Apple Inc(AAPL)COM037833100$66.8M262,3731.1%
Principal Exchange Traded FD(IG)PRNC INVT GRAD74255Y821$65.6M3,108,8131.1%
Ishares TR(IWB)RUS 1000 ETF464287622$64.3M175,9831.1%
Ishares TR(IUSG)CORE S&P US GWT464287671$57.4M348,9630.9%
Goldman Sachs ETF TR(GCOR)ACCESS US AGRAT38149W101$54.9M1,312,8630.9%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$52.8M801,2140.9%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$51.0M155,2750.8%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$50.5M418,1800.8%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$49.1M561,9760.8%
Principal Exchange Traded FD(PY)PRNCPL VLU ETF74255Y300$49.0M933,3360.8%
Trust for Professional Manag(APUE)ACTIVEPASSIVE US89834G729$48.0M1,176,0650.8%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$47.4M194,9720.8%
Meta Platforms Inc(META)CL A30303M102$47.3M64,4520.8%
Goldman Sachs ETF TR(GSIE)ACTIVEBETA INT381430107$41.5M1,009,8460.7%
Principal Exchange Traded FD(YLD)ACTIVE HIGH YL74255Y102$41.1M2,112,8280.7%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$40.8M1,279,9640.7%
Schwab Strategic TR(SCHP)US TIPS ETF808524870$40.5M1,501,0360.7%
Ishares TR(IDEV)CORE MSCI INTL46435G326$38.1M475,8280.6%
Ishares TR(IXUS)CORE MSCI TOTAL46432F834$37.3M451,0900.6%
J P Morgan Exchange Traded F(JEPI)EQUITY PREMIUM46641Q332$35.4M620,5870.6%
Broadcom Inc(AVGO)COM11135F101$35.1M106,4590.6%
Goldman Sachs ETF TR(GSLC)ACTIVEBETA US LG381430503$32.8M251,8840.5%
Ishares TR(IJR)CORE S&P SCP ETF464287804$31.4M264,5250.5%
Ishares TR(IWY)RUS TP200 GR ETF464289438$29.9M109,0860.5%
Vanguard Tax-Managed FDS(VEA)VAN FTSE DEV MKT921943858$29.5M493,1040.5%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$29.2M392,1520.5%
JPMorgan Chase &co.(JPM)COM46625H100$29.0M91,9680.5%
Principal Exchange Traded FD(PSET)QUALITY ETF74255Y201$28.0M367,3690.5%
Ishares TR(IVE)S&P 500 VAL ETF464287408$27.2M131,8940.4%
Alphabet Inc(GOOG)CAP STK CL C02079K107$27.0M110,6980.4%
Vanguard Index FDS(VTV)VALUE ETF922908744$26.6M142,5870.4%
Visa Inc(V)COM CL A92826C839$26.6M77,8630.4%
Spdr Series Trust(SPYG)PRTFLO S&P500 GW78464A409$26.6M254,1360.4%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$26.3M43,8600.4%
Ishares TR(IUSB)CORE TOTAL USD46434V613$24.5M524,6950.4%
Invesco Exch Traded FD TR II(SPMO)S&P 500 MOMNTM46138E339$24.1M198,7680.4%
Ishares TR(HYG)IBOXX HI YD ETF464288513$23.8M292,7290.4%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$23.5M46,7080.4%
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