Premier Path Wealth Partners, LLC 13F Holdings · Q2 2026
Premier Path Wealth Partners, LLC reported 400 securities worth $869.57M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.22%), ACWX (4.05%), NVDA (3.84%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $45.4M | 5.22% | 156,948 | Added |
| 2 | ACWX | ISHARES TR | $35.2M | 4.05% | 462,777 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $33.4M | 3.84% | 166,901 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $26.2M | 3.01% | 137,353 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $21.2M | 2.44% | 56,799 | Added |
| 6 | GOOGL | ALPHABET INC | $18.9M | 2.17% | 52,793 | Added |
| 7 | AMZN | AMAZON COM INC | $17.6M | 2.02% | 73,878 | Added |
| 8 | AVGO | AVAGO TECHNOLOGIES LTD | $14.3M | 1.64% | 37,838 | Added |
| 9 | GOOG | ALPHABET INC | $13.1M | 1.51% | 37,195 | Added |
| 10 | IDEV | ISHARES TR | $12.6M | 1.44% | 141,161 | Added |
| 11 | IEF | ISHARES TR | $11.7M | 1.34% | 123,390 | Added |
| 12 | DGRO | ISHARES TR | $10.2M | 1.17% | 134,517 | Trimmed |
| 13 | IEI | ISHARES TR | $10.2M | 1.17% | 86,909 | Added |
| 14 | USIG | ISHARES TR | $10.1M | 1.16% | 196,794 | Added |
| 15 | XLF | SELECT SECTOR SPDR TR | $9.7M | 1.12% | 181,290 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $9.6M | 1.10% | 29,243 | Added |
| 17 | QUAL | ISHARES TR | $9.3M | 1.07% | 42,309 | Trimmed |
| 18 | XLY | SELECT SECTOR SPDR TR | $9.3M | 1.07% | 79,153 | Trimmed |
| 19 | META | META PLATFORMS INC | $9.2M | 1.06% | 16,344 | Trimmed |
| 20 | SHY | ISHARES TR | $8.9M | 1.03% | 108,868 | Added |
| 21 | LLY | ELI LILLY & CO | $8.7M | 1.00% | 7,275 | Added |
| 22 | AGG | ISHARES TR | $8.4M | 0.97% | 84,914 | Added |
| 23 | DFAI | DIMENSIONAL ETF TRUST | $8.5M | 0.97% | 204,859 | Added |
| 24 | AVLV | AMERICAN CENTY ETF TR | $8.3M | 0.95% | 90,846 | Added |
| 25 | TSLA | TESLA INC | $8.3M | 0.95% | 19,696 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR