Premier Path Wealth Partners, LLC Top Holdings and 13F Report (2026) About Premier Path Wealth Partners, LLCInvestment ActivityPremier Path Wealth Partners, LLC has $856.34 million in total holdings as of September 30, 2026.Premier Path Wealth Partners, LLC owns shares of 376 different stocks, but just 112 companies or ETFs make up 80% of its holdings.Approximately 7.79% of the portfolio was purchased this quarter.About 9.92% of the portfolio was sold this quarter.This quarter, Premier Path Wealth Partners, LLC has purchased 400 new stocks and bought additional shares in 180 stocks.Premier Path Wealth Partners, LLC sold shares of 165 stocks and completely divested from 37 stocks this quarter.Largest Holdings Apple $53,107,414NVIDIA $38,049,488Microsoft $29,357,301iShares MSCI ACWI ex U.S. ETF $24,114,084Technology Select Sector SPDR Fund $22,314,865 Largest New Holdings this Quarter G0378L100 - ANGLOGOLD ASHANTI PLC $744,704 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $361,123 Holding40434L105 - HP $358,031 Holding808524680 - Schwab Long-Term U.S. Treasury ETF $319,150 Holding30212P303 - Expedia Group $311,029 Holding Largest Purchases this Quarter iShares Broad USD Investment Grade Corporate Bond ETF 78,998 shares (about $3.85M)iShares Core MSCI International Developed Markets ETF 41,369 shares (about $3.70M)WisdomTree International Quality Dividend Growth Fund 78,140 shares (about $3.33M)Dimensional International Core Equity Market ETF 76,219 shares (about $3.16M)iShares 1-3 Year Treasury Bond ETF 34,951 shares (about $2.84M) Largest Sales this Quarter iShares MSCI ACWI ex U.S. ETF 143,892 shares (about $10.88M)iShares Core U.S. Aggregate Bond ETF 74,048 shares (about $7.00M)Technology Select Sector SPDR Fund 23,356 shares (about $4.57M)iShares National Muni Bond ETF 45,156 shares (about $4.57M)Health Care Select Sector SPDR Fund 20,368 shares (about $3.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPremier Path Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$53,107,414$840,543 ▲1.6%159,4726.2%TechnologyNVDANVIDIA$38,049,488$67,372 ▼-0.2%166,6064.4%TechnologyMSFTMicrosoft$29,357,301$225,163 ▲0.8%57,2383.4%TechnologyACWXiShares MSCI ACWI ex U.S. ETF$24,114,084$10,881,113 ▼-31.1%318,8852.8%ETFXLKTechnology Select Sector SPDR Fund$22,314,865$4,571,927 ▼-17.0%113,9972.6%ETFGOOGLAlphabet$18,390,555$225,374 ▲1.2%53,4482.1%Communication ServicesAMZNAmazon.com$18,189,894$216,760 ▼-1.2%73,0082.1%Consumer DiscretionaryIDEViShares Core MSCI International Developed Markets ETF$16,332,809$3,701,704 ▲29.3%182,5301.9%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$13,433,828$3,847,992 ▲40.1%275,7921.6%ETFAVGOBroadcom$13,254,396$34,066 ▼-0.3%37,7411.5%TechnologyGOOGAlphabet$12,401,761$271,907 ▼-2.1%36,3971.4%Communication ServicesMETAMeta Platforms$11,826,825$25,381 ▼-0.2%16,3091.4%Communication ServicesSHYiShares 1-3 Year Treasury Bond ETF$11,678,073$2,838,014 ▲32.1%143,8191.4%ETFDFAIDimensional International Core Equity Market ETF$11,645,067$3,157,755 ▲37.2%281,0781.4%ETFIQDGWisdomTree International Quality Dividend Growth Fund$10,568,119$3,325,639 ▲45.9%248,3111.2%ETFJPMJPMorgan Chase & Co.$10,003,136$328,519 ▲3.4%30,2361.2%FinanceIEFiShares 7-10 Year Treasury Bond ETF$9,594,352$1,425,560 ▼-12.9%107,4281.1%ETFIEIiShares 3-7 Year Treasury Bond ETF$9,548,201$310,711 ▼-3.2%84,1701.1%ETFLLYEli Lilly and Company$8,667,970$249,937 ▲3.0%7,4911.0%HealthcareDGROiShares Core Dividend Growth ETF$7,609,110$2,532,123 ▼-25.0%100,9300.9%ETFDBNDDoubleLine Opportunistic Bond ETF$7,507,513$2,161,694 ▲40.4%172,6660.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$7,489,384$2,167,650 ▲40.7%168,6420.9%ETFMUMicron Technology$7,305,073$283,299 ▲4.0%6,8590.9%TechnologyTLHiShares 10-20 Year Treasury Bond ETF$7,288,604$2,115,942 ▲40.9%79,0780.9%ETFQUALiShares MSCI USA Quality Factor ETF$6,899,803$2,502,837 ▼-26.6%31,0470.8%ETFTSLATesla$6,617,850$370,418 ▼-5.3%18,6520.8%Consumer DiscretionaryXLFFinancial Select Sector SPDR Fund$6,581,396$3,099,499 ▼-32.0%123,2470.8%ETFJNJJohnson & Johnson$6,555,458$410,610 ▲6.7%24,7620.8%HealthcareAVUVAvantis U.S. Small Cap Value ETF$6,261,390$1,781,280 ▲39.8%53,1660.7%ETFVVisa$6,159,714$304,716 ▲5.2%17,1420.7%FinanceXLCCommunication Services Select Sector SPDR Fund$6,052,428$2,036,637 ▼-25.2%54,5410.7%ETFBRK.BBerkshire Hathaway$6,041,303$153,871 ▲2.6%12,1320.7%FinanceEXXONMOBIL HOLDINGS CORP$6,019,245$385,062 ▲6.8%36,9850.7%COM SHSAMDAdvanced Micro Devices$5,800,828$13,459 ▼-0.2%9,4820.7%TechnologyAVLVAvantis U.S. Large Cap Value ETF$5,736,577$2,479,489 ▼-30.2%63,4300.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$5,413,965$3,201,120 ▼-37.2%49,7420.6%ETFIJRiShares Core S&P Small-Cap ETF$5,377,183$1,031,604 ▲23.7%39,5260.6%ETFALPS ETF TR$5,366,576$1,474,819 ▲37.9%116,8420.6%OSHARES US SMLCPXLVHealth Care Select Sector SPDR Fund$5,221,241$3,430,413 ▼-39.7%31,0010.6%ETFXLIIndustrial Select Sector SPDR Fund$5,130,830$1,595,004 ▼-23.7%30,7270.6%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$5,064,460$1,360,342 ▲36.7%108,0990.6%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$4,940,406$1,388,975 ▲39.1%123,0180.6%ETFQEMMSPDR MSCI Emerging Markets StrategicFactors ETF$4,904,034$1,305,986 ▲36.3%61,0570.6%ETFINTCIntel$4,698,405$103,640 ▲2.3%39,0780.5%TechnologyXSVMInvesco S&P SmallCap Value with Momentum ETF$4,624,633$1,374,715 ▲42.3%71,0390.5%ETFIJHiShares Core S&P Mid-Cap ETF$4,522,424$1,109,758 ▲32.5%62,8550.5%ETFCSCOCisco Systems$4,403,818$218,275 ▲5.2%40,9160.5%TechnologySMLFiShares U.S. Small Cap Equity Factor ETF$4,346,820$1,160,405 ▲36.4%52,0200.5%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$4,333,201$1,247,916 ▲40.4%50,1060.5%ETFBANK OF NY MELLON CORP$4,325,763$4,050 ▲0.1%29,9090.5%COMCALFPacer US Small Cap Cash Cows ETF$4,275,631$1,157,619 ▲37.1%80,2480.5%ETFISHARES TR$4,230,538$453,965 ▲12.0%38,3480.5%TRUST ISHARE 0-1IVViShares Core S&P 500 ETF$4,189,298$87,309 ▲2.1%5,4700.5%ETFWALMART INC$4,063,811$41,984 ▲1.0%39,1050.5%COMBACBank of America$3,928,405$323,149 ▲9.0%72,1740.5%FinanceAMERICAN CENTY ETF TR$3,870,852$1,044,119 ▲36.9%50,7120.5%AVAN US VALU ETFMAMastercard$3,752,001$271,860 ▲7.8%6,8040.4%FinanceAMATApplied Materials$3,749,065$68,016 ▲1.8%7,3310.4%TechnologyIWDiShares Russell 1000 Value ETF$3,739,281$5,702 ▼-0.2%15,0820.4%ETFABBVAbbVie$3,677,209$232,294 ▲6.7%14,0570.4%HealthcareCOSTCostco Wholesale$3,632,822$94,666 ▼-2.5%3,9910.4%Consumer StaplesPALANTIR TECHNOLOGIES INC$3,593,679$161,989 ▲4.7%19,2120.4%CL AIWFiShares Russell 1000 Growth ETF$3,593,333$25,428 ▼-0.7%28,6870.4%ETFCATCaterpillar$3,316,792$19,458 ▼-0.6%4,0910.4%IndustrialsRTXRTX$3,234,805$254,901 ▼-7.3%17,4240.4%IndustrialsGEGE Aerospace$3,228,392$114,608 ▼-3.4%10,3380.4%IndustrialsCVXChevron$3,220,897$148,669 ▲4.8%15,7720.4%EnergyMRKMerck & Co., Inc.$3,168,028$419,507 ▲15.3%21,8020.4%HealthcareBLACKROCK INC$3,109,275$215,892 ▼-6.5%2,9380.4%COMVGTVanguard Information Technology ETF$2,980,4270.0%23,7160.3%ETFCCitigroup$2,975,006$141,390 ▲5.0%22,9770.3%FinanceETNEaton$2,955,714$5,587 ▼-0.2%6,8780.3%IndustrialsLMTLockheed Martin$2,906,653$65,181 ▲2.3%5,7080.3%IndustrialsUNHUnitedHealth Group$2,841,416$32,668 ▼-1.1%7,7410.3%HealthcareGSThe Goldman Sachs Group$2,739,506$49,515 ▲1.8%3,0430.3%FinanceSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$2,657,721$1,387,634 ▲109.3%53,7890.3%ETFPANWPalo Alto Networks$2,656,979$109,664 ▲4.3%6,6870.3%TechnologyLAM RESEARCH CORP$2,603,043$261,815 ▲11.2%7,9240.3%COM NEWNFLXNetflix$2,591,189$132,551 ▼-4.9%37,2400.3%Communication ServicesAMGNAmgen$2,566,181$63,227 ▼-2.4%6,0880.3%HealthcareUSBU.S. Bancorp$2,477,584$227,461 ▼-8.4%42,8940.3%FinanceGILDGilead Sciences$2,459,280$51,272 ▲2.1%16,5000.3%HealthcareSUBiShares Short-Term National Muni Bond ETF$2,433,379$1,062,650 ▲77.5%23,2770.3%ETFPHParker-Hannifin$2,420,123$196,820 ▼-7.5%2,5330.3%IndustrialsDEDeere & Company$2,369,417$8,731 ▲0.4%3,5280.3%IndustrialsXLPConsumer Staples Select Sector SPDR Fund$2,359,783$1,689,520 ▼-41.7%29,2780.3%ETFWFCWells Fargo & Company$2,344,180$23,775 ▲1.0%29,2840.3%FinanceSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$2,334,215$999,425 ▲74.9%50,0370.3%ETFMSMorgan Stanley$2,311,516$31,033 ▲1.4%12,2900.3%FinanceTMOThermo Fisher Scientific$2,282,173$380,700 ▼-14.3%3,3810.3%HealthcareMUBiShares National Muni Bond ETF$2,281,625$4,565,272 ▼-66.7%22,5680.3%ETFHDHome Depot$2,230,758$77,953 ▲3.6%7,8410.3%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$2,202,161$949,266 ▼-30.1%35,8070.3%ETFTJXTJX Companies$2,144,750$33,210 ▼-1.5%16,2100.3%Consumer DiscretionaryARISTA NETWORKS INC$2,138,102$89,580 ▲4.4%10,5020.2%COM SHSAXPAmerican Express$2,131,378$78,152 ▲3.8%7,0090.2%FinanceKOCoca-Cola$2,113,602$443,741 ▲26.6%24,5540.2%Consumer StaplesGE VERNOVA INC$2,085,021$46,566 ▲2.3%2,1940.2%COMCRWDCrowdStrike$2,005,481$1,491,337 ▲290.1%7,5750.2%TechnologyPMPhilip Morris International$1,933,998$117,547 ▲6.5%10,1350.2%Consumer StaplesShowing largest 100 holdings. 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