DOSSIER · 13F-HR · Q2 2026

Premier Path Wealth Partners, LLC

$870M in tracked AUM across 400 positions as of Q2 2026.

PP
CIK 0001999925 · last filed Jun 30, 2026
Total AUM
$870M
as of Q2 2026
Holdings
400
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Premier Path Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$45M157K5.2%
02
ACWX
ISHARES TR
$35M463K4.1%
03
NVDA
NVIDIA CORPORATION
$33M167K3.8%
04
XLK
SELECT SECTOR SPDR TR
$26M137K3.0%
05
MSFT
MICROSOFT CORP
$21M57K2.4%
06
GOOGL
ALPHABET INC
$19M53K2.2%
07
AMZN
AMAZON COM INC
$18M74K2.0%
08
AVGO
AVAGO TECHNOLOGIES LTD
$14M38K1.6%
09
GOOG
ALPHABET INC
$13M37K1.5%
10
IDEV
ISHARES TR
$13M141K1.4%

Filing history

2026Q2Jun 30
$870M 13.3%
400 positionsView →
2026Q1Mar 31
$767M 0.9%
398 positionsView →
2025Q4Dec 31
$774M 0.3%
394 positionsView →
2025Q3Sep 30
$777M 8.2%
391 positionsView →
2025Q2Jun 30
$718M 11.8%
386 positionsLocked
2025Q1Mar 31
$643M 2.1%
372 positionsLocked
2024Q4Dec 31
$656M 3.4%
369 positionsLocked
2024Q3Sep 30
$634M 8.1%
364 positionsLocked
2024Q2Jun 30
$587M 10.5%
367 positionsLocked
2024Q1Mar 31
$531M 17.5%
344 positionsLocked
2023Q4Dec 31
$452M
333 positionsLocked