Gunpowder Capital Management, LLC dba Oliver Wealth Management »

Principal Financial shares owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management from 13F filings

Historical chart of Gunpowder Capital Management, LLC dba Oliver Wealth Management investment in Principal Financial

Tip: Access up to 7 years of quarterly data

All positions including Principal Financial held by Gunpowder Capital Management, LLC dba Oliver Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 123 88.21

More positions owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Spdr Gold Shares Gold Shs (GLD)
Apple (AAPL)
Dimensional U.s. Core Equity 2 Etf Us Core Equity 2 (DFAC)
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)
Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Ishares Gold Tr Ishares Ishares New (IAU)
Spdr S&p 500 Etf Tr Unit (SPY)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Incorporated Class A Cl A (META)
Palantir Technologies Incorporated Class A Cl A (PLTR)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Wal-Mart Stores (WMT)
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)
Microsoft Corporation (MSFT)

View all positions for Gunpowder Capital Management, LLC dba Oliver Wealth Management

Top funds holding Principal Financial

Vanguard Group
BlackRock
Nippon Life insurance
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Northern Trust
Invesco
Norges Bank Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Royal Bank of Canada
Legal & General Group
Charles Schwab Investment Management
Amundi

View all funds holding Principal Financial