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Filers›Family Office›Premier Path Wealth Partners, LLC
DOSSIER · 13F-HR · Q1 2026

Premier Path Wealth Partners, LLC

Premier Path Wealth's family office based in Chicago, IL — $767M in tracked AUM across 398 positions as of Q1 2026.

PP
Premier Path Wealth·Chicago, IL·Family Office
CIK 0001999925 · last filed Mar 31, 2026
Total AUM
$767M
▼ 19.7%
vs prior
Holdings
398
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Premier Path Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$39M153K5.1%
02
ACWX
ISHARES TR
$30M440K3.9%
03
NVDA
NVIDIA CORPORATION
$28M163K3.7%
04
XLK
SELECT SECTOR SPDR TR
$24M181K3.1%
05
MSFT
MICROSOFT CORP
$20M55K2.7%
06
AMZN
AMAZON COM INC
$15M72K1.9%
07
GOOGL
ALPHABET INC
$15M51K1.9%
08
AVGO
AVAGO TECHNOLOGIES LTD
$11M36K1.5%
09
IEF
ISHARES TR
$11M115K1.4%
10
GOOG
ALPHABET INC
$11M37K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Premier
haiku-4-5 · 398 positions indexed
Sector mix
  • Tech6%
  • Health Care10%
  • Communications16%
  • Industrials29%
  • Energy7%
  • Other32%
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