Premier Path Wealth Partners, LLC

CIK 0001999925 · MADISON, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Premier Path Wealth Partners, LLC reported 400 positions worth $869.6M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: AAPL (5.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$869.6M
2026 Q2
Positions
400
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.4%
Est. Net Flow (Q)
2026 Q2
10 / 400 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$45.4M5.22%156,948
2ACWXISHARES TRSH$35.2M4.05%462,777
3NVDANVIDIA CORPORATIONSH$33.4M3.84%166,901
4XLKSELECT SECTOR SPDR TRSH$26.2M3.01%137,353
5MSFTMICROSOFT CORPSH$21.2M2.44%56,799
6GOOGLALPHABET INCSH$18.9M2.17%52,793
7AMZNAMAZON COM INCSH$17.6M2.02%73,878
8AVGOAVAGO TECHNOLOGIES LTDSH$14.3M1.64%37,838
9GOOGALPHABET INCSH$13.1M1.51%37,195
10IDEVISHARES TRSH$12.6M1.44%141,161

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Premier Path Wealth Partners, LLC hold as of Q2 2026?

Premier Path Wealth Partners, LLC reported 400 positions worth $869.6M in its Q2 2026 13F filing. Largest positions: AAPL (5.2%), ACWX (4.1%), NVDA (3.8%), XLK (3.0%) and MSFT (2.4%).

What did Premier Path Wealth Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Premier Path Wealth Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.