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CIK: 0001999925
Total reported value
$869.6M
$869.6M
386 檔
13.9%
In Q2 2025, Premier Path Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $869.6M, distributed across 386 disclosed stock positions.
In Q2 2025, Premier Path Wealth Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 386 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 4.15% | -0.12% | -2.76% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.01% | +0.15% | -0.58% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | -0.23% | +2.94% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.11% | +0.14% | +2.48% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.08% | +0.42% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 1.80% | -0.14% | +11.61% | |
| 7 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.58% | -0.07% | +3.98% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | -0.19% | +4.04% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.54% | -0.12% | +3.29% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.53% | +0.13% | +18.07% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.47% | -0.13% | -2.61% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.47% | -0.09% | +4.94% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.36% | -0.16% | +0.20% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.35% | -0.10% | +9.18% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.31% | -0.06% | +3.12% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | +0.17% | +0.67% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.24% | +0.37% | -1.51% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.20% | -0.08% | +1.28% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.18% | -0.08% | -0.29% | |
| 20 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.14% | -0.08% | +3.07% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | -0.21% | +5.35% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.27% | -2.46% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | +0.03% | +4.34% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.88% | -0.03% | +3.08% | |
| 25 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.87% | -0.04% | +4.24% | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.87% | -0.03% | +5.43% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.85% | +0.22% | -1.15% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.12% | -3.28% | |
| 29 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.85% | +0.09% | +2.87% | |
| 30 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.83% | +0.17% | +0.73% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.01% | +8.50% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.74% | -0.07% | +3.39% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.04% | +17.29% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.20% | +2.58% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.16% | -1.29% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.03% | +6.48% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | -0.04% | -19.62% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.05% | +3.99% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.74% | EXIT | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.52% | -0.06% | +2.99% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | — | -7.29% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | -0.01% | -11.68% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.14% | +4.02% | |
| 44 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.48% | +0.05% | +1.61% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | -0.11% | +10.84% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | +0.05% | -2.65% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.02% | +0.97% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.45% | +0.12% | +2.45% | |
| 49 | GE | General Electric | Stock-Industrials | 0.45% | +0.04% | -4.38% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.06% | -1.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +2.48% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +2.94% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | +0.67% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | NEW | New buy |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +839.19% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.3% | -2.76% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +4.04% | Add |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +18.07% | Add |
| 9 | AKAM | Akamai Technologies Inc | +0.2% | NEW | New buy |
| 10 | NFLX | Netflix Inc | +0.2% | +2.58% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | +3.51% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +8.50% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +4.34% | Add |
| 14 | XLF | Ss Financial Select Sector | +0.1% | +11.61% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +17.29% | Add |
| 16 | COF | Capital One Financial CORP | +0.1% | +56.32% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +0.42% | Add |
| 18 | DIS | Walt Disney Co/the | +0.1% | +8.41% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | +7.93% | Add |
| 20 | NOW | Servicenow Inc | +0.1% | +15.24% | Add |
| 21 | INTU | Intuit Inc | +0.1% | +9.93% | Add |
| 22 | COIN | Coinbase Global Inc -class A | +0.1% | NEW | New buy |
| 23 | GEV | GE Vernova Inc | +0.1% | +11.73% | Add |
| 24 | HD | Home Depot Inc | +0.1% | +26.16% | Add |
| 25 | ETN | Eaton Corporation plc | +0.1% | -1.06% | Trim |
| 26 | AGG | Ishares Core U.s. Aggregate | +0.1% | +71.78% | Add |
| 27 | GE | General Electric | 0% | -4.38% | Trim |
| 28 | AXP | American Express Co | 0% | +17.66% | Add |
| 29 | GS | Goldman Sachs Group Inc | 0% | +7.05% | Add |
| 30 | XLC | Ss Comm Select Sector Spdr | 0% | +0.20% | Add |
| 31 | XLI | Ss Industrial Select Sector | 0% | +1.28% | Add |
| 32 | VGT | Vanguard Info Tech ETF | 0% | -2.65% | Trim |
| 33 | QUAL | Ishares Msci USA Quality Fac | 0% | +4.94% | Add |
| 34 | IQDG | Wisdomtree Intl Qlty Dvd Grw | 0% | +0.73% | Add |
| 35 | BLK | Blackrock Inc | 0% | +2.99% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | -2.46% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -3.28% | Trim |
| 38 | IJR | Ishares Core S&p Small-cap E | 0% | +5.35% | Add |
| 39 | DFAI | Dimensional International Co | 0% | -1.15% | Trim |
| 40 | AVLV | Avantis US Large Cap Value | 0% | +2.87% | Add |
| 41 | IDEV | Ishares Core Msci Dev Mkts | 0% | -1.51% | Trim |
| 42 | XLY | Ss Consumer Disc Select Sect | -0.1% | -2.61% | Trim |
| 43 | DGRO | Ishares Core Dividend Growth | -0.1% | +3.29% | Add |
| 44 | BMY | Bristol-myers Squibb Co | -0.1% | +0.34% | Add |
| 45 | USIG | Ishares Broad Usd Investment | -0.1% | +3.98% | Add |
| 46 | JNJ | Johnson & Johnson | -0.1% | -15.05% | Trim |
| 47 | WU | Western Union Co | -0.2% | EXIT | Sold out |
| 48 | MUB | Ishares National Muni Bond E | -0.2% | -19.62% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | -24.81% | Trim |
| 50 | AAPL | Apple Inc | -0.9% | -0.58% | Trim |
According to official SEC Form 13F filings, Premier Path Wealth Partners, LLC reported a total U.S. public equity portfolio value of $869.6M across 386 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLK, AAPL, MSFT) accounted for 13.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
SGOV
市值: $2.4M
Top Position Liquidated / Trimmed
WU
前期市值: $1.2M
During Q2 2025, Premier Path Wealth Partners, LLC's top holdings by market value included XLK (4.2%)、AAPL (4.0%)、MSFT (3.7%). The largest single position, XLK, represented 4.2% of total portfolio value.
In Q2 2025, Premier Path Wealth Partners, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 33 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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