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
398 檔
16.3%
At the close of Q1 2026, Premier Path Wealth Partners, LLC disclosed equity holdings valued at approximately $869.6M, spread across 398 reported holdings.
Premier Path Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 21 new positions while fully exiting 17 holdings and trimming 77 positions.
Showing top 200 holdings (of 398 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.07% | +0.15% | +0.59% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.92% | +0.13% | +62.57% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.70% | +0.14% | +8.65% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.13% | -0.12% | -11.58% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | -0.23% | +2.04% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.08% | +2.83% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.27% | +7.60% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.17% | +7.75% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.42% | -0.08% | +21.09% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | +0.12% | +6.69% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.29% | -0.12% | -12.98% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 1.26% | -0.14% | -18.25% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.19% | +8.36% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.25% | -0.08% | +13.04% | |
| 15 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.23% | -0.07% | -15.07% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.20% | -0.13% | -0.54% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.16% | -0.09% | -11.84% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.09% | -0.06% | -11.96% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.07% | +0.37% | -14.60% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | +0.03% | +5.79% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.06% | -0.16% | -10.89% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.04% | -0.10% | -12.52% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.01% | -0.04% | +191.88% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | +0.01% | +4.25% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 0.94% | -0.08% | -17.39% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.04% | +5.09% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.86% | +0.09% | -0.35% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.16% | +6.88% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | -0.21% | -32.10% | |
| 30 | DFAI | Dimensional International Co | ETF-Other | 0.75% | +0.22% | -14.63% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.74% | EXIT | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.03% | +11.26% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.03% | +20.08% | |
| 34 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.68% | -0.03% | -15.47% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.68% | -0.03% | -14.30% | |
| 36 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.68% | -0.04% | -15.09% | |
| 37 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.67% | +0.17% | -14.19% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.15% | +16.60% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.05% | +12.35% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.14% | +24.40% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.55% | -0.07% | -16.55% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.20% | +12.39% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.47% | -0.06% | -3.42% | |
| 44 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.45% | +0.05% | +4.86% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.02% | -31.97% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.44% | -0.11% | +3.28% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | -0.01% | -24.51% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.06% | +19.14% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.43% | +0.12% | -14.55% | |
| 50 | GE | General Electric | Stock-Industrials | 0.42% | +0.04% | +0.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWX | Ishares Msci Acwi Ex US ETF | +1.6% | +62.57% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.7% | +191.88% | Add |
| 3 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +21.09% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | +20.08% | Add |
| 5 | COST | Costco Wholesale CORP | +0.2% | +24.40% | Add |
| 6 | VXUS | Vanguard Total Intl Stock | +0.2% | +445.25% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -8.44% | Trim |
| 8 | WMT | Walmart Inc | +0.2% | +16.60% | Add |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +13.04% | Add |
| 10 | CVX | Chevron CORP | +0.1% | +5.71% | Add |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +134.10% | Add |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +127.46% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | +14.81% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +13.63% | Add |
| 15 | LMT | Lockheed Martin CORP | +0.1% | +3.28% | Add |
| 16 | CTVA | Corteva Inc | +0.1% | +53.99% | Add |
| 17 | MU | Micron Technology Inc | +0.1% | +32.88% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +33.04% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +27.10% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +8.65% | Add |
| 21 | ODFL | Old Dominion Freight Line | +0.1% | +207.55% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | +29.53% | Add |
| 23 | GILD | Gilead Sciences Inc | +0.1% | +19.09% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | +7.98% | Add |
| 25 | NFLX | Netflix Inc | +0.1% | +12.39% | Add |
| 26 | DE | Deere & Co | +0.1% | +13.36% | Add |
| 27 | COP | Conocophillips | +0.1% | +22.48% | Add |
| 28 | INTC | Intel CORP | +0.1% | +20.97% | Add |
| 29 | ITW | Illinois Tool Works | +0.1% | +68.87% | Add |
| 30 | PHM | Pultegroup Inc | +0.1% | +185.50% | Add |
| 31 | PH | Parker Hannifin CORP | +0.1% | +18.79% | Add |
| 32 | LRCX | Lam Research CORP | +0.1% | +21.59% | Add |
| 33 | MO | Altria Group Inc | +0.1% | +40.95% | Add |
| 34 | PLD | Prologis Inc | +0.1% | +39.36% | Add |
| 35 | UNP | Union Pacific CORP | +0.1% | +35.71% | Add |
| 36 | AVLV | Avantis US Large Cap Value | +0.1% | -0.35% | Trim |
| 37 | PNC | Pnc Financial Services Group | +0.1% | +34.47% | Add |
| 38 | GLW | Corning Inc | +0.1% | +11.66% | Add |
| 39 | KO | Coca-cola Co/the | +0.1% | +24.18% | Add |
| 40 | KLAC | Kla CORP | +0.1% | +24.78% | Add |
| 41 | TGT | Target CORP | +0.1% | +86.34% | Add |
| 42 | NEE | Nextera Energy Inc | +0.1% | +2.12% | Add |
| 43 | EQIX | Equinix Inc | +0.1% | +35.03% | Add |
| 44 | ADI | Analog Devices Inc | 0% | +29.70% | Add |
| 45 | WMB | Williams Cos Inc | 0% | +7.22% | Add |
| 46 | NEM | Newmont CORP | 0% | +23.71% | Add |
| 47 | ORCL | Oracle CORP | 0% | +61.10% | Add |
| 48 | KMI | Kinder Morgan, Inc. | 0% | +5.05% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +11.26% | Add |
| 50 | STX | Seagate Technology Holdings plc | 0% | +44.87% | Add |
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 398 disclosed positions in Q1 2026.
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, ACWX, NVDA) accounted for 16.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
CSGP
市值: $549.8K
Top Position Liquidated / Trimmed
BUD
前期市值: $1.1M
During Q1 2026, Premier Path Wealth Partners, LLC's top holdings by market value included AAPL (5.1%)、ACWX (3.9%)、NVDA (3.7%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q1 2026, Premier Path Wealth Partners, LLC made 200 total portfolio adjustments, initiating 21 new buys, adding to 85 positions, trimming 77 holdings, and fully liquidating 17 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.