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Latest Premier Path Wealth Partners, LLC Stock Portfolio

$856Million | No. of Holdings #376

Premier Path Wealth Partners, LLC Performance

2026 Q3+0.66%
YTD+7.07%
2025+18.25%

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

On 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Premier Path Wealth Partners, LLC reported an equity portfolio of $856.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Premier Path Wealth Partners, LLC are AAPL, NVDA, MSFT. The fund has invested 6.2% of it's portfolio in APPLE INC and 4.4% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off ISHARES TR (IJR), APPLOVIN CORP (APP) and CONSTELLATION BRANDS INC (STZ) stocks. They significantly reduced their stock positions in VANGUARD MUN BD FDS (VTEB), ISHARES TR (IJR) and ISHARES TR (AAXJ). Premier Path Wealth Partners, LLC opened new stock positions in ANGLOGOLD ASHANTI PLC, INVESCO EXCHANGE TRADED FD T (CSD) and HP INC (HPQ). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST II (HYMU), PIMCO ETF TR (BOND) and AMPHENOL CORP (APH).
Premier Path Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$856Million
  as of Oct 16, 2026

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 0.66% in the last quarter. In trailing 12 months, it's portfolio return was 24.03%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
anglogold ashanti plc744,704
invesco exchange traded fd t361,123
hp inc358,031
schwab strategic tr319,150
expedia group inc311,029
cboe global mkts inc309,701
oneok inc new308,928
veeva sys inc277,457
New stocks bought by Premier Path Wealth Partners, LLC

Additions

Ticker% Inc.
blackrock etf trust ii110
pimco etf tr109
amphenol corp96.78
devon energy corp new96.37
monster beverage corp new95.39
cognizant technology solutio82.53
ishares tr77.52
kroger co75.91
Additions to existing portfolio by Premier Path Wealth Partners, LLC

Reductions

Ticker% Reduced
vanguard mun bd fds-87.64
ishares tr-87.2
ishares tr-86.61
ishares tr-66.68
becton dickinson & co-57.04
nike inc-55.9
lauder estee cos inc-50.93
verisign inc-45.69
Premier Path Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
conagra brands inc-383,785
baxter intl inc-409,098
campbell soup co-390,148
kraft heinz co-392,399
brown forman corp-383,973
ishares tr-1,522,790
costar group inc-319,025
anavex life sciences corp-25,900
Premier Path Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Premier Path Wealth Partners, LLC has about 37.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Basic Materials
Sector%
Others37.3
Technology25.6
Financial Services7.8
Communication Services6.1
Industrials5.7
Healthcare5.6
Consumer Cyclical5.1
Consumer Defensive2.4
Energy1.6
Basic Materials1.1

Market Cap. Distribution

Premier Path Wealth Partners, LLC has about 60.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
Category%
MEGA-CAP39.9
UNALLOCATED37.2
LARGE-CAP20.7
SMALL-CAP2

Stocks belong to which Index?

About 60.9% of the stocks held by Premier Path Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50058.7
Others39.1
RUSSELL 20002.2
Top 5 Winners (%)%
AMLX
amylyx pharmaceuticals inc
58.6 %
PLTR
palantir technologies inc
58.2 %
PSX
phillips 66
50.4 %
MPC
marathon pete corp
49.3 %
calumet inc
45.0 %
Top 5 Winners ($)$
MSFT
microsoft corp
8.0 M
AAPL
apple inc
6.9 M
NVDA
nvidia corporation
4.7 M
META
meta platforms inc
2.6 M
PLTR
palantir technologies inc
1.3 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-49.7 %
APH
amphenol corp
-45.1 %
GLW
corning inc
-38.2 %
KLAC
kla corp
-34.9 %
gmr solutions inc
-34.6 %
Top 5 Losers ($)$
AMAT
applied matls inc
-1.5 M
APH
amphenol corp
-1.3 M
TSLA
tesla inc
-1.3 M
CAT
caterpillar inc
-1.0 M
AVGO
broadcom inc
-1.0 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 376 stocks in it's portfolio. About 28.8% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Premier Path Wealth Partners, LLC last quarter.

$856.34MTotal Value
413Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Premier Path Wealth Partners, LLC, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
2.82%318,885
$24.11M
2.82%
decreased 31.09 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
1.57%275,792
$13.43M
1.57%
increased 40.14 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
1.11%84,170
$9.55M
1.11%
decreased 3.15 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
0.85%79,078
$7.29M
0.85%
increased 40.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
0.49%38,348
$4.23M
0.49%
increased 12.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
0.28%23,277
$2.43M
0.28%
increased 77.52 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
0.27%22,568
$2.28M
0.27%
decreased 66.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
0.02%3,975
$203.6K
0.02%
decreased 86.61 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Premier Path Wealth Partners, LLC's holding in Alps Etf Tr over time
0.63%116,842
$5.37M
0.63%
increased 37.9 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Premier Path Wealth Partners, LLC's holding in Alps Etf Tr over time
0.04%5,752
$298.4K
0.04%
increased 1.64 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
0.89%100,930
$7.61M
0.89%
decreased 24.97 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Premier Path Wealth Partners, LLC's holding in Ishares Tr over time
0.51%52,020
$4.35M
0.51%
increased 36.42 percentadded