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Principle Wealth Partners LLC
Robert S. Paolucci · Investment Advisor · Multi-Strategy
Principle Wealth Partners LLC is a registered investment advisor (RIA) based in Madison, Connecticut, founded in 2017 by Robert S. Paolucci. The firm specializes in providing holistic wealth management and discretionary investment advisory services to high-net-worth individuals, families, trusts, and retirement plans. PWP focuses on a comprehensive approach that integrates investment management with financial, tax, and estate planning. In early 2025, the firm received a strategic minority investment from Emigrant Partners to support its continued growth and expansion of its service platform and technology.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.1% |
| YTD return | +12.2% |
| Sharpe ratio | 3.68 |
| Win rate | 65% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://principlewealthpartners.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| JPM | JPMorgan Chase & Co | 17.3% | +16.4% |
| AAPL | Apple Inc | 16.4% | +24.7% |
| GOOGL | Alphabet Inc Class A | 9.7% | +33.7% |
| NVDA | NVIDIA Corporation | 8.0% | +22.7% |
| MSFT | Microsoft Corporation | 6.5% | +1.0% |
| AMZN | Amazon.com Inc | 5.9% | +16.2% |
| JNJ | Johnson & Johnson | 4.3% | +40.7% |
| RTX | Raytheon Technologies Corp | 3.4% | +20.0% |
| CSCO | Cisco Systems Inc | 3.1% | +50.9% |
| CAT | Caterpillar Inc | 2.9% | +56.0% |
| MCD | McDonald’s Corporation | 2.8% | -14.5% |
| GS | Goldman Sachs Group Inc | 2.7% | +29.5% |
| BRK-A | Berkshire Hathaway Inc | 2.6% | +5.2% |
| IBM | International Business Machines | 2.5% | -14.7% |
| HD | The Home Depot Inc | 2.2% | -17.0% |
| LLY | Eli Lilly and Company | 2.1% | +8.6% |
| V | Visa Inc. Class A | 2.0% | +8.7% |
| XOM | Exxon Mobil Corp | 1.9% | +34.2% |
| META | Meta Platforms Inc. | 1.9% | +7.1% |
| AMGN | Amgen Inc | 1.7% | +16.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 6, 2026 | SELL | JPM | 17.6% → 17.3% |
| Jul 6, 2026 | SELL | NVDA | 8.4% → 8.0% |
| Jul 6, 2026 | BUY | XOM | 1.9% → 1.9% |
| Jul 6, 2026 | BUY | CAT | 3.1% → 2.9% |
| Jul 6, 2026 | BUY | AMGN | 0.0% → 1.7% |
Investment Style Analysis
Principle Wealth Partners LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Diversified and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 6, Principle Wealth Partners LLC made a significant move by reducing the position in JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is centered on creating globally diversified portfolios tailored to the specific financial goals, risk tolerance, and time horizons of its clients. PWP utilizes a mix of public equities, fixed income, exchange-traded funds (ETFs), and other liquid securities to build tax-aware portfolios. Their strategy emphasizes long-term asset allocation, disciplined rebalancing, and the mitigation of behavioral biases to ensure consistent progress toward client objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Principle Wealth Partners LLC.
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Frequently asked questions
How is the simulated portfolio for Principle Wealth Partners LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Principle Wealth Partners LLC's largest holding?
As of the latest filing, Principle Wealth Partners LLC's top position is JPMorgan Chase & Co (JPM), representing 17.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Principle Wealth Partners LLC's historical performance and risk profile?
Our simulation indicates a total return of +18.1% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 3.68, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Principle Wealth Partners LLC primarily invest in?
Principle Wealth Partners LLC has a strong preference for the Banks - Diversified sector, which makes up 17.3% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Principle Wealth Partners LLC's portfolio concentrated or diversified?
Principle Wealth Partners LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 43.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Principle Wealth Partners LLC performed in 2026?
Our AI-simulated model portfolio for Principle Wealth Partners LLC tracks a Year-to-Date (YTD) return of +12.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robert S. Paolucci manage Principle Wealth Partners LLC directly?
Yes, Robert S. Paolucci serves as the key portfolio manager for Principle Wealth Partners LLC, overseeing the investment strategy and final capital allocation decisions.