Premier Path Wealth Partners, LLC
Q3 2026 13F filing
Updated 20 days ago376 disclosed positions worth $856.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $53.1M | 159.5K | 6.20% | Added(+1.6%) |
| 2 | N NVIDIA CORPORATION | $38M | 166.6K | 4.44% | Trimmed(-0.2%) |
| 3 | M MICROSOFT CORP | $29.4M | 57.2K | 3.43% | Added(+0.8%) |
| 4 | E ISHARES TR | $24.1M | 318.9K | 2.82% | Trimmed(-31.1%) |
| 5 | S SELECT SECTOR SPDR TR | $22.3M | 114.0K | 2.61% | Trimmed(-17.0%) |
| 6 | G ALPHABET INC | $18.4M | 53.4K | 2.15% | Added(+1.2%) |
| 7 | A AMAZON COM INC | $18.2M | 73.0K | 2.12% | Trimmed(-1.2%) |
| 8 | E ISHARES TR | $16.3M | 182.5K | 1.91% | Added(+29.3%) |
| 9 | E ISHARES TR | $13.4M | 275.8K | 1.57% | Added(+40.1%) |
| 10 | A BROADCOM INC | $13.3M | 37.7K | 1.55% | Trimmed(-0.3%) |
| 11 | G ALPHABET INC | $12.4M | 36.4K | 1.45% | Trimmed(-2.1%) |
| 12 | M META PLATFORMS INC | $11.8M | 16.3K | 1.38% | Trimmed(-0.2%) |
| 13 | B ISHARES TR | $11.7M | 143.8K | 1.36% | Added(+32.1%) |
| 14 | C DIMENSIONAL ETF TRUST | $11.6M | 281.1K | 1.36% | Added(+37.2%) |
| 15 | B WISDOMTREE TR | $10.6M | 248.3K | 1.23% | Added(+45.9%) |
| 16 | J JPMORGAN CHASE & CO | $10M | 30.2K | 1.17% | Added(+3.4%) |
| 17 | E ISHARES TR | $9.6M | 107.4K | 1.12% | Trimmed(-12.9%) |
| 18 | E ISHARES TR | $9.5M | 84.2K | 1.11% | Trimmed(-3.1%) |
| 19 | L ELI LILLY & CO | $8.7M | 7.5K | 1.01% | Added(+3.0%) |
| 20 | E ISHARES TR | $7.6M | 100.9K | 0.89% | Trimmed(-25.0%) |
| 21 | D DOUBLELINE ETF TRUST | $7.5M | 172.7K | 0.88% | Added(+40.4%) |
| 22 | V VANGUARD SCOTTSDALE FDS | $7.5M | 168.6K | 0.87% | Added(+40.7%) |
| 23 | M MICRON TECHNOLOGY INC | $7.3M | 6.9K | 0.85% | Added(+4.0%) |
| 24 | E ISHARES TR | $7.3M | 79.1K | 0.85% | Added(+40.9%) |
| 25 | E ISHARES TR | $6.9M | 31.0K | 0.81% | Trimmed(-26.6%) |
| 26 | T TESLA INC | $6.6M | 18.7K | 0.77% | Trimmed(-5.3%) |
| 27 | S SELECT SECTOR SPDR TR | $6.6M | 123.2K | 0.77% | Trimmed(-32.0%) |
| 28 | J JOHNSON & JOHNSON | $6.6M | 24.8K | 0.77% | Added(+6.7%) |
| 29 | ? N/A AMERICAN CENTY ETF TR | $6.3M | 53.2K | 0.73% | Added(+39.8%) |
| 30 | V VISA INC | $6.2M | 17.1K | 0.72% | Added(+5.2%) |
| 31 | S SELECT SECTOR SPDR TR | $6.1M | 54.5K | 0.71% | Trimmed(-25.2%) |
| 32 | B BERKSHIRE HATHAWAY INC DEL | $6M | 12.1K | 0.71% | Added(+2.6%) |
| 33 | X EXXONMOBIL HOLDINGS CORP | $6M | 37.0K | 0.70% | Added(+6.8%) |
| 34 | A ADVANCED MICRO DEVICES INC | $5.8M | 9.5K | 0.68% | Trimmed(-0.2%) |
| 35 | ? N/A AMERICAN CENTY ETF TR | $5.7M | 63.4K | 0.67% | Trimmed(-30.2%) |
| 36 | S SELECT SECTOR SPDR TR | $5.4M | 49.7K | 0.63% | Trimmed(-37.2%) |
| 37 | E ISHARES TR | $5.4M | 39.5K | 0.63% | Added(+23.7%) |
| 38 | ? N/A ALPS ETF TR | $5.4M | 116.8K | 0.63% | Added(+37.9%) |
| 39 | S SELECT SECTOR SPDR TR | $5.2M | 31.0K | 0.61% | Trimmed(-39.6%) |
| 40 | S SELECT SECTOR SPDR TR | $5.1M | 30.7K | 0.60% | Trimmed(-23.7%) |
| 41 | B WISDOMTREE TR | $5.1M | 108.1K | 0.59% | Added(+36.7%) |
| 42 | M SPDR INDEX SHS FDS | $4.9M | 123.0K | 0.58% | Added(+39.1%) |
| 43 | S SPDR INDEX SHS FDS | $4.9M | 61.1K | 0.57% | Added(+36.3%) |
| 44 | I INTEL CORP | $4.7M | 39.1K | 0.55% | Added(+2.3%) |
| 45 | ? N/A INVESCO EXCHANGE TRADED FD T | $4.6M | 71.0K | 0.54% | Added(+42.3%) |
| 46 | E ISHARES TR | $4.5M | 62.9K | 0.53% | Added(+32.5%) |
| 47 | C CISCO SYS INC | $4.4M | 40.9K | 0.51% | Added(+5.2%) |
| 48 | E ISHARES TR | $4.3M | 52.0K | 0.51% | Added(+36.4%) |
| 49 | K PROSHARES TR | $4.3M | 50.1K | 0.51% | Added(+40.5%) |
| 50 | B BANK OF NY MELLON CORP | $4.3M | 29.9K | 0.51% | Added(+0.1%) |