Premier Path Wealth Partners, LLC

13F filer · CIK 0001999925

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$870MU.S. long equity reported on 13F

Positions33215 new · 16 closed

Net flow last quarter+$10.5MBuys minus sells

Top 10 positions weight22.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026332 positions
AAPLApple Inc.	$45.4M	5.22%	0.00%	+2.4%	Q4 2023
NVDANvidia Corp	$33.4M	3.84%	0.00%	+2.5%	Q4 2023
MSFTMicrosoft Corp	$21.2M	2.44%	0.00%	+2.7%	Q4 2023
GOOGLAlphabet Inc.	$18.9M	2.17%	0.00%	+4.3%	Q4 2023
AMZNAmazon Com Inc	$17.6M	2.02%	0.00%	+3.1%	Q4 2023
AVGOBroadcom Inc.	$14.3M	1.64%	0.00%	+3.8%	Q4 2023
GOOGAlphabet Inc.	$13.1M	1.51%	Not reported	+0.3%	Q4 2023
IDEVEndo Pharmaceuticals Solutions Inc.	$12.6M	1.44%	Not reported	+43.7%	Q4 2023
JPMJPMorgan Chase & Co	$9.57M	1.10%	0.00%	+4.9%	Q4 2023
METAMeta Platforms, Inc.	$9.21M	1.06%	Not reported	-2.6%	Q4 2023
LLYELI LILLY & Co	$8.73M	1.00%	0.00%	+4.0%	Q4 2023
TSLATesla, Inc.	$8.28M	0.95%	0.00%	+1.5%	Q4 2023
MUMicron Technology Inc	$7.61M	0.88%	0.00%	+9.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$5.92M	0.68%	Not reported	+3.3%	Q4 2023
JNJJohnson & Johnson	$5.9M	0.68%	0.00%	+3.7%	Q4 2023
VVisa Inc.	$5.59M	0.64%	0.00%	+9.2%	Q4 2023
AMDAdvanced Micro Devices Inc	$5.52M	0.63%	0.00%	+12.6%	Q4 2023
INTCIntel Corp	$5.34M	0.61%	0.00%	+9.8%	Q4 2023
AMATApplied Materials Inc	$5.2M	0.60%	0.00%	+9.2%	Q4 2023
XOMExxonMobil Holdings Corp	$4.73M	0.54%	0.00%	+3.0%	Q4 2023
CSCOCisco Systems, Inc.	$4.57M	0.53%	0.00%	+13.0%	Q4 2023
WMTWalmart Inc.	$4.38M	0.50%	0.00%	-4.1%	Q4 2023
CATCaterpillar Inc	$4.38M	0.50%	0.00%	+8.7%	Q4 2023
BNYBank of New York Mellon Corp	$4.32M	0.50%	0.00%	+1.6%	Q4 2023
GEGeneral Electric Co	$4M	0.46%	0.00%	-6.3%	Q4 2023
COSTCostco Wholesale Corp	$3.83M	0.44%	0.00%	-8.6%	Q4 2023
BACBank of America Corp	$3.77M	0.43%	0.00%	+12.0%	Q4 2023
RTXRTX Corp	$3.57M	0.41%	0.00%	+1.2%	Q4 2023
ABBVAbbVie Inc.	$3.31M	0.38%	0.00%	+5.2%	Q4 2023
UNHUnitedhealth Group Inc	$3.25M	0.37%	0.00%	+32.1%	Q4 2023
MAMastercard Inc	$3.24M	0.37%	0.00%	-5.4%	Q4 2023
LRCXLam Research Corp	$3.09M	0.36%	0.00%	+21.2%	Q4 2023
CCitigroup Inc	$3.06M	0.35%	0.00%	+8.8%	Q4 2023
GSGoldman Sachs Group Inc	$3.02M	0.35%	0.00%	+7.1%	Q4 2023
BLKBlackRock, Inc.	$3.02M	0.35%	0.00%	-4.9%	Q4 2023
ETNEaton Corp plc	$2.94M	0.34%	0.00%	+2.8%	Q4 2023
LMTLockheed Martin Corp	$2.84M	0.33%	0.00%	+0.6%	Q4 2023
USBUS Bancorp \de\	$2.83M	0.33%	0.00%	-0.9%	Q4 2023
NFLXNetflix Inc	$2.79M	0.32%	0.00%	-5.8%	Q4 2023
PHParker-Hannifin Corp	$2.68M	0.31%	0.00%	-1.8%	Q4 2023
HDHome Depot, Inc.	$2.67M	0.31%	0.00%	-10.1%	Q4 2023
MSMorgan Stanley	$2.53M	0.29%	0.00%	+6.0%	Q4 2023
GEVGE Vernova Inc.	$2.52M	0.29%	0.00%	+4.3%	Q2 2024
TJXTJX Companies Inc	$2.49M	0.29%	0.00%	+0.7%	Q4 2023
CVXChevron Corp	$2.49M	0.29%	0.00%	+0.9%	Q4 2023
KLACKla Corp	$2.43M	0.28%	0.00%	+13.7%	Q4 2023
MRKMerck & Co., Inc.	$2.43M	0.28%	0.00%	+7.6%	Q4 2023
WFCWells Fargo & Company	$2.4M	0.28%	0.00%	+2.6%	Q4 2023
AXPAmerican Express Co	$2.28M	0.26%	0.00%	+7.5%	Q4 2023
AMGNAmgen Inc	$2.26M	0.26%	0.00%	+2.5%	Q4 2023

Q1 2026Reported Apr 23, 2026331 positions
AAPLApple Inc.	$38.9M	5.07%	0.00%	+0.6%	Q4 2023
NVDANvidia Corp	$28.4M	3.70%	0.00%	+8.7%	Q4 2023
MSFTMicrosoft Corp	$20.5M	2.67%	0.00%	+2.0%	Q4 2023
AMZNAmazon Com Inc	$14.9M	1.94%	0.00%	+2.8%	Q4 2023
GOOGLAlphabet Inc.	$14.6M	1.90%	0.00%	+7.6%	Q4 2023
AVGOBroadcom Inc.	$11.3M	1.47%	0.00%	+7.8%	Q4 2023
GOOGAlphabet Inc.	$10.6M	1.39%	Not reported	+6.7%	Q4 2023
METAMeta Platforms, Inc.	$9.6M	1.25%	Not reported	+8.4%	Q4 2023
IDEVEndo Pharmaceuticals Solutions Inc.	$8.21M	1.07%	Not reported	-14.6%	Q4 2023
JPMJPMorgan Chase & Co	$8.2M	1.07%	0.00%	+5.8%	Q4 2023
TSLATesla, Inc.	$7.21M	0.94%	0.00%	+4.3%	Q4 2023
LLYELI LILLY & Co	$6.43M	0.84%	0.00%	+6.9%	Q4 2023
XOMExxonMobil Holdings Corp	$5.7M	0.74%	0.00%	-8.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$5.48M	0.71%	Not reported	+11.3%	Q4 2023
JNJJohnson & Johnson	$5.47M	0.71%	0.00%	+20.1%	Q4 2023
WMTWalmart Inc.	$5.02M	0.65%	0.00%	+16.6%	Q4 2023
VVisa Inc.	$4.51M	0.59%	0.00%	+12.4%	Q4 2023
COSTCostco Wholesale Corp	$4.47M	0.58%	0.00%	+24.4%	Q4 2023
NFLXNetflix Inc	$4M	0.52%	0.00%	+12.4%	Q4 2023
RTXRTX Corp	$3.58M	0.47%	0.00%	-3.4%	Q4 2023
BNYBank of New York Mellon Corp	$3.49M	0.45%	0.00%	+4.9%	Q4 2023
LMTLockheed Martin Corp	$3.35M	0.44%	0.00%	+3.3%	Q4 2023
MAMastercard Inc	$3.33M	0.43%	0.00%	+19.1%	Q4 2023
GEGeneral Electric Co	$3.24M	0.42%	0.00%	+0.8%	Q4 2023
BLKBlackRock, Inc.	$3.18M	0.41%	0.00%	-1.6%	Q4 2023
CVXChevron Corp	$3.08M	0.40%	0.00%	+5.7%	Q4 2023
BACBank of America Corp	$2.88M	0.38%	0.00%	+5.7%	Q4 2023
PLTRPalantir Technologies Inc.	$2.86M	0.37%	0.00%	+3.5%	Q4 2023
HDHome Depot, Inc.	$2.77M	0.36%	0.00%	+2.8%	Q4 2023
ABBVAbbVie Inc.	$2.72M	0.35%	0.00%	+6.0%	Q4 2023
CATCaterpillar Inc	$2.68M	0.35%	0.00%	+13.6%	Q4 2023
CSCOCisco Systems, Inc.	$2.67M	0.35%	0.00%	+33.0%	Q4 2023
TJXTJX Companies Inc	$2.61M	0.34%	0.00%	+5.3%	Q4 2023
PHParker-Hannifin Corp	$2.5M	0.33%	0.00%	+18.8%	Q4 2023
USBUS Bancorp \de\	$2.46M	0.32%	0.00%	+6.6%	Q4 2023
ETNEaton Corp plc	$2.4M	0.31%	0.00%	-0.8%	Q4 2023
GSGoldman Sachs Group Inc	$2.36M	0.31%	0.00%	+10.9%	Q4 2023
CCitigroup Inc	$2.28M	0.30%	0.00%	+14.2%	Q4 2023
AMATApplied Materials Inc	$2.25M	0.29%	0.00%	+14.8%	Q4 2023
WFCWells Fargo & Company	$2.25M	0.29%	0.00%	-0.1%	Q4 2023
GILDGilead Sciences, Inc.	$2.2M	0.29%	0.00%	+19.1%	Q4 2023
TMOThermo Fisher Scientific Inc.	$2.15M	0.28%	0.00%	+1.7%	Q4 2023
AMGNAmgen Inc	$2.14M	0.28%	0.00%	+29.5%	Q4 2023
MRKMerck & Co., Inc.	$2.11M	0.28%	0.00%	+27.1%	Q4 2023
NEENextera Energy Inc	$2.11M	0.28%	0.00%	+2.1%	Q4 2023
MUMicron Technology Inc	$2.03M	0.26%	0.00%	+32.9%	Q4 2023
LOWLowes Companies Inc	$1.97M	0.26%	0.00%	+14.7%	Q4 2023
DEDeere & Co	$1.95M	0.25%	0.00%	+13.4%	Q4 2023
DISWalt Disney Co	$1.91M	0.25%	0.00%	-6.0%	Q4 2023
VZVerizon Communications Inc	$1.9M	0.25%	0.00%	-8.8%	Q4 2023

Q4 2025Reported Jan 22, 2026323 positions
AAPLApple Inc.	$41.4M	5.35%	0.00%	+6.8%	Q4 2023
NVDANvidia Corp	$28M	3.61%	0.00%	+4.0%	Q4 2023
MSFTMicrosoft Corp	$26.2M	3.39%	0.00%	+0.2%	Q4 2023
AMZNAmazon Com Inc	$16.1M	2.08%	0.00%	+12.3%	Q4 2023
GOOGLAlphabet Inc.	$14.7M	1.90%	0.00%	+5.7%	Q4 2023
AVGOBroadcom Inc.	$11.7M	1.51%	0.00%	+2.0%	Q4 2023
GOOGAlphabet Inc.	$10.9M	1.41%	Not reported	+2.1%	Q4 2023
METAMeta Platforms, Inc.	$10.2M	1.32%	Not reported	-0.8%	Q4 2023
IDEVEndo Pharmaceuticals Solutions Inc.	$9.49M	1.23%	Not reported	-6.0%	Q4 2023
JPMJPMorgan Chase & Co	$8.49M	1.10%	0.00%	+2.4%	Q4 2023
TSLATesla, Inc.	$8.37M	1.08%	0.00%	+6.7%	Q4 2023
LLYELI LILLY & Co	$7.03M	0.91%	0.00%	+6.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$5.17M	0.67%	Not reported	+12.8%	Q4 2023
VVisa Inc.	$4.66M	0.60%	0.00%	+14.8%	Q4 2023
XOMExxonMobil Holdings Corp	$4.42M	0.57%	0.00%	+2.5%	Q4 2023
JNJJohnson & Johnson	$3.86M	0.50%	0.00%	+6.5%	Q4 2023
WMTWalmart Inc.	$3.86M	0.50%	0.00%	+18.2%	Q4 2023
BLKBlackRock, Inc.	$3.59M	0.46%	0.00%	-4.3%	Q4 2023
RTXRTX Corp	$3.53M	0.46%	0.00%	-6.9%	Q4 2023
GEGeneral Electric Co	$3.49M	0.45%	0.00%	-4.9%	Q4 2023
NFLXNetflix Inc	$3.47M	0.45%	0.00%	+2.9%	Q4 2023
PLTRPalantir Technologies Inc.	$3.36M	0.43%	0.00%	+4.6%	Q4 2023
BNYBank of New York Mellon Corp	$3.25M	0.42%	0.00%	+16.8%	Q4 2023
MAMastercard Inc	$3.2M	0.41%	0.00%	+8.2%	Q4 2023
COSTCostco Wholesale Corp	$3.11M	0.40%	0.00%	+3.6%	Q4 2023
BACBank of America Corp	$3.08M	0.40%	0.00%	+18.1%	Q4 2023
HDHome Depot, Inc.	$2.82M	0.36%	0.00%	-1.9%	Q4 2023
ABBVAbbVie Inc.	$2.7M	0.35%	0.00%	+4.3%	Q4 2023
WFCWells Fargo & Company	$2.63M	0.34%	0.00%	+10.6%	Q4 2023
LMTLockheed Martin Corp	$2.6M	0.34%	0.00%	+0.6%	Q4 2023
TMOThermo Fisher Scientific Inc.	$2.5M	0.32%	0.00%	-5.4%	Q4 2023
CRMSalesforce, Inc.	$2.5M	0.32%	0.00%	-5.4%	Q4 2023
DISWalt Disney Co	$2.39M	0.31%	0.00%	-0.1%	Q4 2023
TJXTJX Companies Inc	$2.39M	0.31%	0.00%	+5.4%	Q4 2023
USBUS Bancorp \de\	$2.37M	0.31%	0.00%	+4.2%	Q4 2023
GSGoldman Sachs Group Inc	$2.21M	0.29%	0.00%	+13.3%	Q4 2023
WBDWarner Bros. Discovery, Inc.	$2.17M	0.28%	0.00%	-14.7%	Q4 2023
ETNEaton Corp plc	$2.15M	0.28%	0.00%	-0.5%	Q4 2023
CVXChevron Corp	$2.15M	0.28%	0.00%	-8.5%	Q4 2023
AXPAmerican Express Co	$2.09M	0.27%	0.00%	+3.1%	Q4 2023
PHParker-Hannifin Corp	$2.06M	0.27%	0.00%	+15.5%	Q4 2023
CCitigroup Inc	$2.06M	0.27%	0.00%	+11.3%	Q4 2023
CSCOCisco Systems, Inc.	$1.99M	0.26%	0.00%	+9.1%	Q4 2023
IBMInternational Business Machines Corp	$1.98M	0.26%	0.00%	+8.0%	Q4 2023
MSMorgan Stanley	$1.93M	0.25%	0.00%	+7.6%	Q4 2023
CATCaterpillar Inc	$1.91M	0.25%	0.00%	+7.0%	Q4 2023
CVSCVS HEALTH Corp	$1.88M	0.24%	0.00%	-9.6%	Q4 2023
BABoeing Co	$1.85M	0.24%	0.00%	-8.0%	Q4 2023
COFCapital One Financial Corp	$1.8M	0.23%	0.00%	+5.0%	Q4 2023
NEENextera Energy Inc	$1.79M	0.23%	0.00%	-2.4%	Q4 2023

Q3 2025Reported Nov 4, 2025314 positions
AAPLApple Inc.	$36.3M	4.67%	0.00%	+1.7%	Q4 2023
MSFTMicrosoft Corp	$28M	3.61%	0.00%	+2.0%	Q4 2023
NVDANvidia Corp	$26.9M	3.46%	0.00%	+1.9%	Q4 2023
AMZNAmazon Com Inc	$13.6M	1.75%	0.00%	+3.2%	Q4 2023
METAMeta Platforms, Inc.	$11.5M	1.48%	Not reported	+2.4%	Q4 2023
AVGOBroadcom Inc.	$10.9M	1.41%	0.00%	+0.6%	Q4 2023
GOOGLAlphabet Inc.	$10.8M	1.39%	0.00%	+2.0%	Q4 2023
IDEVEndo Pharmaceuticals Solutions Inc.	$9.81M	1.26%	Not reported	+4.5%	Q4 2023
GOOGAlphabet Inc.	$8.29M	1.07%	Not reported	-0.9%	Q4 2023
JPMJPMorgan Chase & Co	$8.12M	1.04%	0.00%	+0.9%	Q4 2023
TSLATesla, Inc.	$7.76M	1.00%	0.00%	+3.6%	Q4 2023
LLYELI LILLY & Co	$4.71M	0.61%	0.00%	+1.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$4.58M	0.59%	Not reported	-4.3%	Q4 2023
NFLXNetflix Inc	$4.31M	0.55%	0.00%	+0.3%	Q4 2023
BLKBlackRock, Inc.	$4.09M	0.53%	0.00%	-2.1%	Q4 2023
XOMExxonMobil Holdings Corp	$4.04M	0.52%	0.00%	-0.3%	Q4 2023
VVisa Inc.	$3.95M	0.51%	0.00%	+3.4%	Q4 2023
GEGeneral Electric Co	$3.59M	0.46%	0.00%	-5.1%	Q4 2023
RTXRTX Corp	$3.46M	0.44%	0.00%	-2.0%	Q4 2023
HDHome Depot, Inc.	$3.38M	0.44%	0.00%	+1.4%	Q4 2023
PLTRPalantir Technologies Inc.	$3.29M	0.42%	0.00%	-2.0%	Q4 2023
JNJJohnson & Johnson	$3.25M	0.42%	0.00%	+13.1%	Q4 2023
COSTCostco Wholesale Corp	$3.22M	0.41%	0.00%	-0.4%	Q4 2023
WMTWalmart Inc.	$3.02M	0.39%	0.00%	+5.3%	Q4 2023
MAMastercard Inc	$2.94M	0.38%	0.00%	+2.0%	Q4 2023
LMTLockheed Martin Corp	$2.67M	0.34%	0.00%	-1.0%	Q4 2023
ABBVAbbVie Inc.	$2.62M	0.34%	0.00%	+0.9%	Q4 2023
BNYBank of New York Mellon Corp	$2.61M	0.34%	0.00%	+0.3%	Q4 2023
ETNEaton Corp plc	$2.54M	0.33%	0.00%	-0.6%	Q4 2023
BACBank of America Corp	$2.44M	0.31%	0.00%	+2.3%	Q4 2023
DISWalt Disney Co	$2.41M	0.31%	0.00%	-0.8%	Q4 2023
CVXChevron Corp	$2.39M	0.31%	0.00%	+22.7%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$2.38M	0.31%	Not reported	+0.4%	Q2 2024
CRMSalesforce, Inc.	$2.36M	0.30%	0.00%	-0.9%	Q4 2023
TMOThermo Fisher Scientific Inc.	$2.21M	0.28%	0.00%	+176.7%	Q4 2023
ORCLOracle Corp	$2.2M	0.28%	0.00%	+5.7%	Q4 2023
WFCWells Fargo & Company	$2.14M	0.28%	0.00%	+2.4%	Q4 2023
TJXTJX Companies Inc	$2.13M	0.27%	0.00%	+2.7%	Q4 2023
USBUS Bancorp \de\	$2.06M	0.26%	0.00%	+1.1%	Q4 2023
BABoeing Co	$1.99M	0.26%	0.00%	+6.6%	Q4 2023
CVSCVS HEALTH Corp	$1.98M	0.25%	0.00%	-12.2%	Q4 2023
VZVerizon Communications Inc	$1.97M	0.25%	0.00%	-2.2%	Q4 2023
PFEPfizer Inc	$1.87M	0.24%	0.00%	+9.2%	Q4 2023
NKENIKE, Inc.	$1.83M	0.23%	0.00%	-0.4%	Q4 2023
AXPAmerican Express Co	$1.82M	0.23%	0.00%	-0.2%	Q4 2023
CMCSAComcast Corp	$1.82M	0.23%	0.00%	+4.6%	Q4 2023
GSGoldman Sachs Group Inc	$1.77M	0.23%	0.00%	+2.2%	Q4 2023
LOWLowes Companies Inc	$1.76M	0.23%	0.00%	+10.4%	Q4 2023
IBMInternational Business Machines Corp	$1.75M	0.22%	0.00%	-0.1%	Q4 2023
WBDWarner Bros. Discovery, Inc.	$1.73M	0.22%	0.00%	-34.5%	Q4 2023

Premium opens every quarter this fund has filed