Q3 2026 13F · SEC CIK 1999925

Premier Path Wealth Partners, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $856.3M
Reported positions: 376
Top holdings a year, 3 yrs: +17.5%
Assets under management: $1.2B

Premier Path Wealth Partners, LLC is a wealth manager that reported 376 positions worth $856.3M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Apple Inc (AAPL, 6.2%), Nvidia Corporation (NVDA, 4.4%), Microsoft Corp (MSFT, 3.4%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 18.8% for the S&P 500.

Premier Path Wealth Partners, LLC holdings largest 50 of 376 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Premier Path Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	6.2%	5.2%	159,472	+1.6%	$53.1M
NVDANvidia Corporation	4.4%	3.8%	166,606	-0.2%	$38.0M
MSFTMicrosoft Corp	3.4%	2.4%	57,238	+0.8%	$29.4M
ACWXIshares Tr	2.8%	4.0%	318,885	-31.1%	$24.1M
XLKSelect Sector Spdr Tr	2.6%	3.0%	113,997	-17.0%	$22.3M
GOOGLAlphabet Inc	2.1%	2.2%	53,448	+1.2%	$18.4M
AMZNAmazon Com Inc	2.1%	2.0%	73,008	-1.2%	$18.2M
IDEVIshares Tr	1.9%	1.4%	182,530	+29.3%	$16.3M
USIGIshares Tr	1.6%	1.2%	275,792	+40.1%	$13.4M
AVGOBroadcom Inc	1.5%	1.6%	37,741	-0.3%	$13.3M
GOOGAlphabet Inc	1.4%	1.5%	36,397	-2.1%	$12.4M
METAMeta Platforms Inc	1.4%	1.1%	16,309	-0.2%	$11.8M
SHYIshares Tr	1.4%	1.0%	143,819	+32.1%	$11.7M
DFAIDimensional ETF Trust	1.4%	1.0%	281,078	+37.2%	$11.6M
IQDGWisdomtree Tr	1.2%	0.8%	248,311	+45.9%	$10.6M
JPMJpmorgan Chase & Co	1.2%	1.1%	30,236	+3.4%	$10.0M
IEFIshares Tr	1.1%	1.3%	107,428	-12.9%	$9.6M
IEIIshares Tr	1.1%	1.2%	84,170	-3.2%	$9.5M
LLYEli Lilly & Co	1.0%	1.0%	7,491	+3.0%	$8.7M
DGROIshares Tr	0.9%	1.2%	100,930	-25.0%	$7.6M
DBNDDoubleline ETF Trust	0.9%	0.6%	172,666	+40.4%	$7.5M
VMBSVanguard Scottsdale Fds	0.9%	0.6%	168,642	+40.7%	$7.5M
MUMicron Technology Inc	0.9%	0.9%	6,859	+4.0%	$7.3M
TLHIshares Tr	0.9%	0.6%	79,078	+40.9%	$7.3M
QUALIshares Tr	0.8%	1.1%	31,047	-26.6%	$6.9M
TSLATesla Inc	0.8%	1.0%	18,652	-5.3%	$6.6M
XLFSelect Sector Spdr Tr	0.8%	1.1%	123,247	-32.0%	$6.6M
JNJJohnson & Johnson	0.8%	0.7%	24,762	+6.7%	$6.6M
AVUVAmerican Centy ETF Tr	0.7%	0.5%	53,166	+39.8%	$6.3M
VVisa Inc	0.7%	0.6%	17,142	+5.2%	$6.2M
XLCSelect Sector Spdr Tr	0.7%	0.9%	54,541	-25.2%	$6.1M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.7%	12,132	+2.6%	$6.0M
XOMExxonmobil Holdings Corp	0.7%	0.5%	36,985	+6.8%	$6.0M
AMDAdvanced Micro Devices Inc	0.7%	0.6%	9,482	-0.2%	$5.8M
AVLVAmerican Centy ETF Tr	0.7%	1.0%	63,430	-30.2%	$5.7M
XLYSelect Sector Spdr Tr	0.6%	1.1%	49,742	-37.2%	$5.4M
IJRIshares Tr	0.6%	0.5%	39,526	+23.7%	$5.4M
OUSMAlps ETF Tr	0.6%	0.5%	116,842	+37.9%	$5.4M
XLVSelect Sector Spdr Tr	0.6%	0.9%	31,001	-39.7%	$5.2M
XLISelect Sector Spdr Tr	0.6%	0.9%	30,727	-23.7%	$5.1M
XSOEWisdomtree Tr	0.6%	—	108,099	—	$5.1M
EDIVState Street Spdr S&p Emerging Markets D	0.6%	—	123,018	—	$4.9M
QEMMSpdr Index Shs Fds	0.6%	—	61,057	—	$4.9M
INTCIntel Corp	0.5%	0.6%	39,078	+2.3%	$4.7M
XSVMInvesco Exchange Traded Fd T	0.5%	—	71,039	—	$4.6M
IJHIshares Tr	0.5%	—	62,855	—	$4.5M
CSCOCisco Sys Inc	0.5%	0.5%	40,916	+5.2%	$4.4M
SMLFIshares Tr	0.5%	—	52,020	—	$4.3M
REGLProshares Tr	0.5%	—	50,106	—	$4.3M
BNYBank of Ny Mellon Corp	0.5%	0.5%	29,909	+0.1%	$4.3M

What Premier Path Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

IQDG Wisdomtree Tr+45.9% shares
TLH Ishares Tr+40.9% shares
VMBS Vanguard Scottsdale Fds+40.7% shares
DBND Doubleline ETF Trust+40.4% shares
USIG Ishares Tr+40.1% shares
AVUV American Centy ETF Tr+39.8% shares
OUSM Alps ETF Tr+37.9% shares
DFAI Dimensional ETF Trust+37.2% shares

Reduced

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +17.5% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$856.3M	376
Q2 2026	$869.6M	400
Q1 2026	$767.4M	398
Q4 2025	$774.4M	394
Q3 2025	$777.0M	391
Q2 2025	$718.5M	386
Q1 2025	$642.7M	372
Q4 2024	$656.2M	369
Q3 2024	$634.3M	364
Q2 2024	$586.8M	367
Q1 2024	$531.3M	344
Q4 2023	$452.2M	333

Questions about Premier Path Wealth Partners, LLC's portfolio

What stocks does Premier Path Wealth Partners, LLC own?

Premier Path Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 376 positions worth $856.3M. The largest are Apple Inc (AAPL) at 6.2%, Nvidia Corporation (NVDA) at 4.4%, Microsoft Corp (MSFT) at 3.4%, Ishares Tr (ACWX) at 2.8% and Select Sector Spdr Tr (XLK) at 2.6%.

What did Premier Path Wealth Partners, LLC buy last quarter?

In Q3 2026, Premier Path Wealth Partners, LLC added Wisdomtree Tr (IQDG) (+45.9% shares), Ishares Tr (TLH) (+40.9% shares) and Vanguard Scottsdale Fds (VMBS) (+40.7% shares), compared with its Q2 2026 filing.

What did Premier Path Wealth Partners, LLC sell last quarter?

In Q3 2026, Premier Path Wealth Partners, LLC cut from its top 50 Ishares Tr (AGG), cut from its top 50 Ishares Tr (MUB), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Caterpillar Inc (CAT), Select Sector Spdr Tr (XLV) (-39.7% shares), Select Sector Spdr Tr (XLY) (-37.2% shares) and Select Sector Spdr Tr (XLF) (-32.0% shares), compared with its Q2 2026 filing.

How has Premier Path Wealth Partners, LLC's portfolio performed?

A portfolio copying Premier Path Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +17.1% against +20.1%.

When is Premier Path Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Premier Path Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Premier Path Wealth Partners, LLC manage?

Premier Path Wealth Partners, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $856.3M.