Premier Path Wealth Partners, LLC

Est. AUM

$765.9M

13F long equity, this entity only

Positions

397

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$38.9M	153212	5.08%	SOLE
2	ISHARES TR	MSCI ACWI EX US	$30.1M	439844	3.93%	SOLE
3	NVIDIA CORPORATION	COM	$28.4M	162857	3.71%	SOLE
4	SELECT SECTOR SPDR TR	TECHNOLOGY	$24.0M	180955	3.14%	SOLE
5	MICROSOFT CORP	COM	$20.5M	55334	2.67%	SOLE
6	AMAZON COM INC	COM	$14.9M	71633	1.95%	SOLE
7	ALPHABET INC	CAP STK CL A	$14.6M	50611	1.90%	SOLE
8	AVAGO TECHNOLOGIES LTD	COM	$11.3M	36472	1.47%	SOLE
9	ISHARES TR	7-10 YR TRSY BD	$10.9M	114556	1.43%	SOLE
10	ALPHABET INC	CAP STK CL C	$10.6M	37092	1.39%	SOLE
11	ISHARES TR	CORE DIV GRWTH	$9.9M	140535	1.29%	SOLE
12	SELECT SECTOR SPDR TR	FINANCIAL	$9.7M	196097	1.26%	SOLE
13	META PLATFORMS INC	CL A	$9.6M	16785	1.25%	SOLE
14	ISHARES TR	3 7 YR TREAS BD	$9.6M	80702	1.25%	SOLE
15	ISHARES TR	USD INV GRDE ETF	$9.4M	183736	1.23%	SOLE
16	SELECT SECTOR SPDR TR	SBI CONS DISCR	$9.2M	84437	1.20%	SOLE
17	ISHARES TR	MSCI USA QLT FCT	$8.9M	46598	1.17%	SOLE
18	ISHARES TR	1 3 YR TREAS BD	$8.4M	101739	1.10%	SOLE
19	ISHARES TR	CORE MSCI INTL	$8.2M	98250	1.07%	SOLE
20	JPMORGAN CHASE & CO	COM	$8.2M	27878	1.07%	SOLE
21	SELECT SECTOR SPDR TR	COMMUNICATION	$8.1M	73228	1.06%	SOLE
22	SELECT SECTOR SPDR TR	SBI HEALTHCARE	$8.0M	54470	1.04%	SOLE
23	ISHARES TR	CORE US AGGBD ET	$7.7M	77950	1.01%	SOLE
24	TESLA INC	COM	$7.2M	19403	0.94%	SOLE
25	SELECT SECTOR SPDR TR	SBI INT-INDS	$7.2M	44478	0.94%	SOLE
26	ISHARES TR	NATIONAL MUN ETF	$6.8M	63978	0.89%	SOLE
27	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$6.6M	82237	0.87%	SOLE
28	ELI LILLY & CO	COM	$6.4M	6993	0.84%	SOLE
29	ISHARES TR	CORE S&P SCP ETF	$5.7M	46162	0.75%	SOLE
30	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$5.7M	147148	0.75%	SOLE
31	EXXON MOBIL CORP	COM	$5.7M	33612	0.74%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.5M	11446	0.72%	SOLE
33	JOHNSON & JOHNSON	COM	$5.5M	22394	0.71%	SOLE
34	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$5.2M	111664	0.68%	SOLE
35	ISHARES TR	10-20 YR TRS ETF	$5.2M	51771	0.68%	SOLE
36	DOUBLELINE ETF TRUST	OPPORTUNISTIC BD	$5.2M	113682	0.68%	SOLE
37	WISDOMTREE TR	INTL QULTY DIV	$5.1M	127826	0.67%	SOLE
38	WALMART INC	COM	$5.0M	40367	0.65%	SOLE
39	VISA INC	COM CL A	$4.5M	14925	0.59%	SOLE
40	COSTCO WHSL CORP NEW	COM	$4.5M	4481	0.58%	SOLE
41	SELECT SECTOR SPDR TR	SBI CONS STPLS	$4.2M	51684	0.55%	SOLE
42	NETFLIX INC	COM	$4.0M	41555	0.52%	SOLE
43	RAYTHEON TECHNOLOGIES CORP	COM	$3.6M	18567	0.47%	SOLE
44	BANK NEW YORK MELLON CORP	COM	$3.5M	29400	0.46%	SOLE
45	ISHARES TR	SHORT TREAS BD	$3.4M	31231	0.45%	SOLE
46	LOCKHEED MARTIN CORP	COM	$3.4M	5549	0.44%	SOLE
47	ISHARES TR	RUS 1000 VAL ETF	$3.3M	15613	0.44%	SOLE
48	MASTERCARD INCORPORATED	CL A	$3.3M	6674	0.44%	SOLE
49	AMERICAN CENTY ETF TR	US SML CP VALU	$3.3M	30000	0.43%	SOLE
50	ISHARES TR	CORE S&P500 ETF	$3.2M	4964	0.42%	SOLE

1–50 of 397

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.