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CIK: 0001999925
Total reported value
$856.3M
$856.3M
400 檔
18.8%
According to the latest 13F quarterly dataset, Premier Path Wealth Partners, LLC managed an equity portfolio of $856.3M at the end of Q2 2026, spanning 400 distinct U.S. exchange-listed positions.
In Q2 2026, Premier Path Wealth Partners, LLC displayed an active expansion posture, initiating 21 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 400 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.22% | +0.98% | +2.44% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.05% | -1.23% | +5.21% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.84% | +0.60% | +2.48% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 3.01% | -0.40% | -24.10% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | +0.99% | +2.65% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | -0.02% | +4.31% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | +0.10% | +3.13% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | -0.09% | +3.75% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | -0.06% | +0.28% | |
| 10 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.44% | +0.47% | +43.68% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.34% | -0.22% | +7.71% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.17% | -0.05% | +7.69% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.17% | -0.28% | -4.28% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.16% | +0.41% | +7.11% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.12% | -0.35% | -7.55% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.07% | +4.90% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.07% | -0.26% | -9.20% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.07% | -0.44% | -6.26% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | +0.32% | -2.63% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.03% | +0.33% | +7.01% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.01% | +4.03% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.97% | +0.39% | +39.22% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.97% | -0.85% | +8.93% | |
| 24 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.95% | -0.28% | +10.47% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.18% | +1.51% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.94% | -0.33% | -5.69% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.90% | -0.19% | -0.46% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.88% | -0.03% | +9.57% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-Other | 0.86% | -0.26% | -9.44% | |
| 30 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.84% | +0.39% | +33.13% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | -0.57% | +5.86% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | +0.03% | +3.29% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | +0.09% | +3.65% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.65% | +0.20% | +8.40% | |
| 35 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.65% | +0.22% | +7.31% | |
| 36 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 0.64% | +0.24% | +8.15% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.08% | +9.17% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +0.05% | +12.63% | |
| 39 | INTC | Intel CORP | Stock-Tech | 0.61% | -0.06% | +9.80% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | -0.16% | +9.21% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.55% | +0.18% | +26.80% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | +0.09% | -30.80% | |
| 43 | ✓ | Stock-Other | 0.54% | +0.16% | — | ||
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | -0.02% | +12.96% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.03% | -4.13% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | -0.11% | +8.69% | |
| 47 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.50% | +0.01% | +1.64% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.48% | -0.20% | -2.79% | |
| 49 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.46% | +0.17% | +17.00% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.03% | +7.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.6% | +9.57% | Add |
| 2 | ✓ | +0.5% | NEW | New buy | |
| 3 | AMD | Advanced Micro Devices | +0.4% | +12.63% | Add |
| 4 | INTC | Intel CORP | +0.4% | +9.80% | Add |
| 5 | IDEV | Ishares Core Msci Dev Mkts | +0.4% | +43.68% | Add |
| 6 | AMAT | Applied Materials Inc | +0.3% | +9.21% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.31% | Add |
| 8 | DFAI | Dimensional International Co | +0.2% | +39.22% | Add |
| 9 | LRCX | Lam Research CORP | +0.2% | +21.21% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +12.96% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +3.75% | Add |
| 12 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.2% | +33.13% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | +4.03% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +32.09% | Add |
| 15 | AAPL | Apple Inc | +0.2% | +2.44% | Add |
| 16 | CAT | Caterpillar Inc | +0.2% | +8.69% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +2.48% | Add |
| 18 | KLAC | Kla CORP | +0.1% | +1036.62% | Add |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +5.21% | Add |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | +7.95% | Add |
| 21 | MRVL | Marvell Technology Inc | +0.1% | +12.99% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +0.28% | Add |
| 23 | AVUV | Avantis US Small Cap Value | +0.1% | +26.80% | Add |
| 24 | SNDK | Sandisk CORP | +0.1% | +18.28% | Add |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | +16.03% | Add |
| 26 | AVLV | Avantis US Large Cap Value | +0.1% | +10.47% | Add |
| 27 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | +0.1% | +13.26% | Add |
| 28 | XSVM | Invesco S&p Smallcap Value W | +0.1% | +25.93% | Add |
| 29 | GLW | Corning Inc | +0.1% | +8.18% | Add |
| 30 | AMZN | Amazon.com Inc | +0.1% | +3.13% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +9.72% | Add |
| 32 | WDC | Western Digital CORP | +0.1% | +30.29% | Add |
| 33 | ✓ | +0.1% | NEW | New buy | |
| 34 | ✓ | +0.1% | NEW | New buy | |
| 35 | EDIV | State Street Spdr S&p Emergi | +0.1% | +31.76% | Add |
| 36 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +18.11% | Add |
| 37 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +28.68% | Add |
| 38 | ✓ | +0.1% | NEW | New buy | |
| 39 | SMLF | Ishares US Smallcap Equity F | +0.1% | +15.33% | Add |
| 40 | GEV | GE Vernova Inc | +0.1% | +4.33% | Add |
| 41 | TXN | Texas Instruments Inc | +0.1% | +10.68% | Add |
| 42 | V | Visa Inc-class A Shares | +0.1% | +9.17% | Add |
| 43 | BAC | Bank Of America CORP | +0.1% | +11.98% | Add |
| 44 | OUSM | Alps Oshares US Small-cap Qu | +0.1% | +17.00% | Add |
| 45 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.64% | Add |
| 46 | QEMM | State Street Spdr Msci Emerg | +0.1% | +12.80% | Add |
| 47 | C | Citigroup Inc | +0.1% | +8.82% | Add |
| 48 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +18.37% | Add |
| 49 | VGT | Vanguard Info Tech ETF | +0.1% | +675.29% | Add |
| 50 | APH | Amphenol Corp-cl A | +0.1% | +7.39% | Add |
According to official SEC Form 13F filings, Premier Path Wealth Partners, LLC reported a total U.S. public equity portfolio value of $856.3M across 400 disclosed positions in Q2 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 18.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $4.7M
Top Position Liquidated / Trimmed
XOM
前期市值: $5.7M
During Q2 2026, Premier Path Wealth Partners, LLC's top holdings by market value included AAPL (5.2%)、ACWX (4.0%)、NVDA (3.8%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q2 2026, Premier Path Wealth Partners, LLC made 200 total portfolio adjustments, initiating 21 new buys, adding to 107 positions, trimming 54 holdings, and fully liquidating 18 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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