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Latest Premier Path Wealth Partners, LLC Stock Portfolio

Premier Path Wealth Partners, LLC Performance:
2026 Q1: -2.78%YTD: -2.78%2025: 18.25%
Performance for 2026 Q1 is -2.78%, and YTD is -2.78%, and 2025 is 18.25%.

About Premier Path Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Premier Path Wealth Partners, LLC reported an equity portfolio of $767.4 Millions as of 31 Mar, 2026.

The top stock holdings of Premier Path Wealth Partners, LLC are AAPL, AAXJ, NVDA. The fund has invested 5.1% of it's portfolio in APPLE INC and 3.9% of portfolio in ISHARES TR.

The fund managers got completely rid off ANHEUSER BUSCH INBEV SA/NV (BUD), VANGUARD INDEX FDS (VB) and SPDR INDEX SHS FDS (CWI) stocks. They significantly reduced their stock positions in MICROCHIP TECHNOLOGY INC. (MCHP), ASML HOLDING N V (ASML) and VANGUARD INDEX FDS (VB). Premier Path Wealth Partners, LLC opened new stock positions in COSTAR GROUP INC (CSGP), CLOROX CO DEL (CLX) and BROADRIDGE FINL SOLUTIONS IN (BR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD STAR FDS (VXUS), OLD DOMINION FREIGHT LINE IN (ODFL) and ISHARES TR (IJR).

Premier Path Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Premier Path Wealth Partners, LLC made a return of -2.78% in the last quarter. In trailing 12 months, it's portfolio return was 18.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
costar group inc549,754
clorox co del549,413
broadridge finl solutions in458,043
western digital corp370,666
verisign inc362,357
keysight technologies inc358,257
sandisk corp354,520
ametek inc340,616
New stocks bought by Premier Path Wealth Partners, LLC

Additions

Ticker% Inc.
vanguard star fds 445
old dominion freight line in207
ishares tr191
pulte group inc185
cognizant technology solutio158
ishares tr134
ishares tr127
nasdaq inc111
Additions to existing portfolio by Premier Path Wealth Partners, LLC

Reductions

Ticker% Reduced
microchip technology inc.-79.93
asml holding n v-76.71
vanguard index fds-76.42
nucor corp-64.74
akamai technologies inc-48.15
veeva sys inc-40.32
blue owl capital corporation-39.76
international flavors&fragra-39.06
Premier Path Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
anheuser busch inbev sa/nv-1,068,030
sofi technologies inc-273,948
vici pptys inc-263,511
spdr index shs fds-309,092
chipotle mexican grill inc-226,995
roblox corp-290,736
otis worldwide corp-211,212
paychex inc-251,819
Premier Path Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Premier Path Wealth Partners, LLC has about 39.7% of it's holdings in Others sector.

Sector%
Others39.7
Technology19.7
Financial Services7.5
Industrials6.2
Communication Services6.2
Healthcare5.9
Consumer Cyclical5.8
Consumer Defensive2.9
Energy2.3
Utilities1.4
Basic Materials1.3
Real Estate1.1

Market Cap. Distribution

Premier Path Wealth Partners, LLC has about 58.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED39.6
MEGA-CAP35.2
LARGE-CAP23.5
SMALL-CAP1.3

Stocks belong to which Index?

About 58.9% of the stocks held by Premier Path Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50057.5
Others41.1
RUSSELL 20001.4
Top 5 Winners (%)%
calumet inc
78.8 %
GLW
corning inc
50.9 %
VLO
valero energy corp
48.6 %
MPC
marathon pete corp
47.0 %
LNG
cheniere energy inc
40.3 %
Top 5 Winners ($)$
XOM
exxon mobil corp
1.7 M
XLB
select sector spdr tr
1.0 M
CVX
chevron corp new
0.8 M
JNJ
johnson & johnson
0.8 M
LMT
lockheed martin corp
0.7 M
Top 5 Losers (%)%
APP
applovin corp
-38.5 %
HOOD
robinhood mkts inc
-36.3 %
BSX
boston scientific corp
-33.7 %
DASH
doordash inc
-32.7 %
INTU
intuit
-31.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-6.2 M
AAPL
apple inc
-2.8 M
XLB
select sector spdr tr
-2.1 M
NVDA
nvidia corporation
-1.9 M
AMZN
amazon com inc
-1.6 M

Premier Path Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Premier Path Wealth Partners, LLC

Premier Path Wealth Partners, LLC has 398 stocks in it's portfolio. About 26.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Premier Path Wealth Partners, LLC last quarter.

Last Reported on: 23 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions