Top 50 Premier Path Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.2% | 159.5K | $53.1M | +1.61%(+2.52K) | $193.00(+77.69%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.44% | 166.6K | $38.0M | -0.18%(-295) | $70.09(+209.72%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.43% | 57.2K | $29.4M | +0.77%(+439) | $357.41(+49.27%) | 2026-09-30 | |
| ACWX | ISHARES TR | 2.82% | 318.9K | $24.1M | -31.09%(-143.89K) | $61.83(+19.85%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.61% | 114.0K | $22.3M | -17.00%(-23.36K) | $95.01(+95.72%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.15% | 53.4K | $18.4M | +1.24%(+655) | $169.35(+103.24%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.12% | 73.0K | $18.2M | -1.18%(-870) | $158.44(+65.64%) | 2026-09-30 | |
| IDEV | ISHARES TR | 1.91% | 182.5K | $16.3M | +29.31%(+41.37K) | $74.05(+20.20%) | 2026-09-30 | |
| USIG | ISHARES TR | 1.57% | 275.8K | $13.4M | +40.14%(+79.00K) | $50.78(-3.55%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.55% | 37.7K | $13.3M | -0.26%(-97) | $129.70(+157.97%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +58.25% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +54.01% |
Premier Path Wealth Partners LLC reports $856.34M in US-listed equity holdings across 376 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.2%), NVDA (4.4%) and MSFT (3.4%). The top 20 holdings account for 40.88% of reported assets. Its disclosed equity book has returned +58.25% cumulatively over 11 quarters. Figures reflect the Q3 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