Top 50 Premier Path Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.22% | 156.9K | $45.4M | +2.44%(+3.74K) | $191.10(+60.47%) | 2026-06-30 | |
| ACWX | ISHARES TR | 4.05% | 462.8K | $35.2M | +5.21%(+22.93K) | $61.83(+25.34%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.84% | 166.9K | $33.4M | +2.48%(+4.04K) | $70.09(+214.52%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.01% | 137.4K | $26.2M | -24.10%(-43.60K) | $95.01(+96.55%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.44% | 56.8K | $21.2M | +2.65%(+1.47K) | $356.75(+40.93%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.17% | 52.8K | $18.9M | +4.31%(+2.18K) | $167.10(+110.34%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.02% | 73.9K | $17.6M | +3.13%(+2.25K) | $158.44(+73.53%) | 2026-06-30 | |
| AVGO | AVAGO TECHNOLOGIES LTD | 1.64% | 37.8K | $14.3M | +3.75%(+1.37K) | $129.70(+224.10%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.51% | 37.2K | $13.1M | +0.28%(+103) | $154.07(+127.49%) | 2026-06-30 | |
| IDEV | ISHARES TR | 1.44% | 141.2K | $12.6M | +43.68%(+42.91K) | $69.59(+34.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +49.70% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +48.98% |
Premier Path Wealth Partners, LLC reports $869.57M in US-listed equity holdings across 400 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.2%), ACWX (4.0%) and NVDA (3.8%). The top 20 holdings account for 38.63% of reported assets. Its disclosed equity book has returned +49.70% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Premier Path Wealth Partners, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1999925). View Premier Path Wealth Partners, LLCโs 13F filings on SEC