13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001999925
Total reported value
$869.6M
$869.6M
391 檔
15.8%
The Q3 2025 SEC filing reveals that Premier Path Wealth Partners, LLC held a total portfolio value of $869.6M, covering 391 public equity positions.
In Q3 2025, Premier Path Wealth Partners, LLC displayed an active expansion posture, initiating 2 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 391 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.67% | +0.15% | +1.69% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 4.13% | -0.12% | -3.42% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.61% | -0.23% | +2.04% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.46% | +0.14% | +1.94% | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 1.78% | -0.14% | +4.00% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +0.08% | +3.19% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.73% | +0.13% | +14.35% | |
| 8 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.57% | -0.07% | +5.60% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.51% | -0.12% | -0.30% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.19% | +2.39% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.43% | -0.09% | -0.63% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.41% | -0.13% | -5.62% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | +0.17% | +0.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.27% | +2.03% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.34% | -0.16% | -1.69% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.31% | -0.06% | +7.46% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.26% | +0.37% | +4.48% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.24% | -0.10% | -3.87% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.14% | -0.08% | -2.07% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.11% | -0.21% | +1.96% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.10% | -0.08% | +0.42% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.12% | -0.90% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.06% | -0.08% | +0.48% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | +0.03% | +0.87% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.00% | +0.01% | +3.57% | |
| 26 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.88% | -0.03% | +7.36% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.87% | -0.03% | +5.44% | |
| 28 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.86% | -0.04% | +6.04% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.86% | +0.22% | +4.20% | |
| 30 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.83% | +0.09% | +0.32% | |
| 31 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.81% | +0.17% | +5.54% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.04% | +0.47% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.68% | -0.04% | +30.46% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.67% | -0.07% | +0.43% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.16% | +1.76% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.03% | -4.29% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.20% | +0.33% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.53% | -0.06% | -2.12% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.74% | EXIT | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.05% | +3.37% | |
| 41 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.49% | +0.05% | +7.16% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.48% | +0.12% | +5.52% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | — | -6.73% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.47% | +0.05% | -2.85% | |
| 45 | GE | General Electric | Stock-Industrials | 0.46% | +0.04% | -5.06% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.02% | +6.78% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.06% | -1.99% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.44% | -0.11% | -2.65% | |
| 49 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.44% | +0.09% | +3.04% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.05% | +1.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +1.94% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | +2.04% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | +0.62% | Add |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | +0.4% | +14.35% | Add |
| 5 | TSLA | Tesla Inc | +0.4% | +3.57% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.03% | Trim |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | -9.86% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.2% | -3.42% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -0.90% | Trim |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | -2.01% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +2.39% | Add |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.1% | +176.67% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | +5.70% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.87% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.47% | Add |
| 16 | FISV | Fiserv Inc | +0.1% | +314.33% | Add |
| 17 | HOOD | Robinhood Markets Inc - A | +0.1% | +39.39% | Add |
| 18 | XLF | Ss Financial Select Sector | +0.1% | +4.00% | Add |
| 19 | HD | Home Depot Inc | +0.1% | +1.36% | Add |
| 20 | COF | Capital One Financial CORP | +0.1% | +5.49% | Add |
| 21 | GE | General Electric | +0.1% | -5.06% | Trim |
| 22 | NFLX | Netflix Inc | 0% | +0.33% | Add |
| 23 | VGT | Vanguard Info Tech ETF | 0% | -2.85% | Trim |
| 24 | BLK | Blackrock Inc | 0% | -2.12% | Add |
| 25 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | 0% | +3.04% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | 0% | +1.96% | Add |
| 27 | AVUV | Avantis US Small Cap Value | 0% | +5.52% | Add |
| 28 | XLC | Ss Comm Select Sector Spdr | — | -1.69% | Trim |
| 29 | DFAI | Dimensional International Co | 0% | +4.20% | Add |
| 30 | IQDG | Wisdomtree Intl Qlty Dvd Grw | 0% | +5.54% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | +3.19% | Add |
| 32 | IDEV | Ishares Core Msci Dev Mkts | 0% | +4.48% | Add |
| 33 | QUAL | Ishares Msci USA Quality Fac | 0% | -0.63% | Add |
| 34 | XLI | Ss Industrial Select Sector | 0% | -2.07% | Trim |
| 35 | AVLV | Avantis US Large Cap Value | -0.1% | +0.32% | Add |
| 36 | TLH | Ishares 10-20 Year Treasury | -0.1% | +7.36% | Add |
| 37 | DGRO | Ishares Core Dividend Growth | -0.1% | -0.30% | Add |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | +7.46% | Add |
| 39 | USIG | Ishares Broad Usd Investment | -0.1% | +5.60% | Add |
| 40 | XLY | Ss Consumer Disc Select Sect | -0.1% | -5.62% | Trim |
| 41 | AMD | Advanced Micro Devices | -0.2% | -62.18% | Trim |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | -0.2% | -33.54% | Trim |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | -0.2% | -33.09% | Trim |
| 44 | SUB | Ishares Short-term National | -0.2% | -34.19% | Trim |
| 45 | AAPL | Apple Inc | -0.2% | +1.69% | Add |
| 46 | T | At&t Inc | -0.2% | -43.28% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -10.58% | Trim |
| 48 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 49 | WU | Western Union Co | — | EXIT | Sold out |
| 50 | AKAM | Akamai Technologies Inc | — | NEW | New buy |
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 391 disclosed positions in Q3 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 AAPL, XLK, MSFT) accounted for 15.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
SGOV
市值: $1.6M
Top Position Liquidated / Trimmed
WU
前期市值: $1.2M
During Q3 2025, Premier Path Wealth Partners, LLC's top holdings by market value included AAPL (4.7%)、XLK (4.1%)、MSFT (3.6%). The largest single position, AAPL, represented 4.7% of total portfolio value.
In Q3 2025, Premier Path Wealth Partners, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 33 positions, trimming 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.