Premier Path Wealth Partners, LLC Top Holdings and 13F Report (2026) About Premier Path Wealth Partners, LLCInvestment ActivityPremier Path Wealth Partners, LLC has $767.38 million in total holdings as of March 31, 2026.Premier Path Wealth Partners, LLC owns shares of 398 different stocks, but just 129 companies or ETFs make up 80% of its holdings.Approximately 9.19% of the portfolio was purchased this quarter.About 7.09% of the portfolio was sold this quarter.This quarter, Premier Path Wealth Partners, LLC has purchased 394 new stocks and bought additional shares in 234 stocks.Premier Path Wealth Partners, LLC sold shares of 128 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $38,883,567iShares MSCI ACWI ex U.S. ETF $30,116,141NVIDIA $28,402,316Technology Select Sector SPDR Fund $24,048,883Microsoft $20,482,918 Largest New Holdings this Quarter 22160N109 - CoStar Group $549,754 Holding189054109 - Clorox $549,413 Holding11133T103 - Broadridge Financial Solutions $458,043 Holding958102105 - Western Digital $370,666 Holding92343E102 - VeriSign $362,357 Holding Largest Purchases this Quarter iShares MSCI ACWI ex U.S. ETF 169,293 shares (about $11.59M)iShares Core U.S. Aggregate Bond ETF 51,244 shares (about $5.09M)NVIDIA 12,965 shares (about $2.26M)iShares 7-10 Year Treasury Bond ETF 19,950 shares (about $1.90M)Vanguard Total International Stock ETF 17,102 shares (about $1.32M) Largest Sales this Quarter Technology Select Sector SPDR Fund 23,698 shares (about $3.15M)iShares Core S&P Small-Cap ETF 21,827 shares (about $2.71M)Financial Select Sector SPDR Fund 43,785 shares (about $2.16M)iShares Broad USD Investment Grade Corporate Bond ETF 32,597 shares (about $1.67M)iShares Short Treasury Bond ETF 14,675 shares (about $1.62M) 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$38,883,567$226,888 â–²0.6%153,2125.1%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$30,116,141$11,591,500 â–²62.6%439,8443.9%ManufacturingNVDANVIDIA$28,402,316$2,261,100 â–²8.6%162,8573.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$24,048,883$3,149,459 â–¼-11.6%180,9553.1%ETFMSFTMicrosoft$20,482,918$409,407 â–²2.0%55,3342.7%Computer and TechnologyAMZNAmazon.com$14,918,964$410,916 â–²2.8%71,6331.9%Retail/WholesaleGOOGLAlphabet$14,553,804$1,028,322 â–²7.6%50,6111.9%Computer and TechnologyAVGOBroadcom$11,288,593$811,855 â–²7.7%36,4721.5%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$10,933,272$1,904,036 â–²21.1%114,5561.4%ETFGOOGAlphabet$10,640,082$667,515 â–²6.7%37,0921.4%Computer and TechnologyDGROiShares Core Dividend Growth ETF$9,862,714$1,471,319 â–¼-13.0%140,5351.3%ETFXLFFinancial Select Sector SPDR Fund$9,681,301$2,161,664 â–¼-18.3%196,0971.3%ETFMETAMeta Platforms$9,603,045$740,896 â–²8.4%16,7851.3%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$9,571,244$1,103,927 â–²13.0%80,7021.2%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$9,412,773$1,669,940 â–¼-15.1%183,7361.2%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$9,201,987$50,131 â–¼-0.5%84,4371.2%FinanceQUALiShares MSCI USA Quality Factor ETF$8,937,966$1,200,347 â–¼-11.8%46,5981.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$8,400,592$1,141,448 â–¼-12.0%101,7391.1%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$8,210,783$1,403,814 â–¼-14.6%98,2501.1%ETFJPMJPMorgan Chase & Co.$8,200,595$448,594 â–²5.8%27,8781.1%FinanceXLCCommunication Services Select Sector SPDR Fund$8,118,104$992,092 â–¼-10.9%73,2281.1%ETFXLVHealth Care Select Sector SPDR Fund$7,985,805$1,143,259 â–¼-12.5%54,4701.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,738,101$5,086,995 â–²191.9%77,9501.0%FinanceTSLATesla$7,213,015$294,052 â–²4.2%19,4030.9%Auto/Tires/TrucksXLIIndustrial Select Sector SPDR Fund$7,193,450$1,513,798 â–¼-17.4%44,4780.9%ETFMUBiShares National Muni Bond ETF$6,791,265$328,853 â–²5.1%63,9780.9%ETFAVLVAvantis U.S. Large Cap Value ETF$6,629,112$23,457 â–¼-0.4%82,2370.9%ETFLLYEli Lilly and Company$6,432,151$413,909 â–²6.9%6,9930.8%MedicalIJRiShares Core S&P Small-Cap ETF$5,738,392$2,713,311 â–¼-32.1%46,1620.7%ETFDFAIDimensional International Core Equity Market ETF$5,732,878$982,297 â–¼-14.6%147,1480.7%ETFXOMExxonMobil$5,702,532$525,939 â–¼-8.4%33,6120.7%EnergyBRK.BBerkshire Hathaway$5,484,844$554,906 â–²11.3%11,4460.7%FinanceJNJJohnson & Johnson$5,473,991$915,428 â–²20.1%22,3940.7%MedicalVMBSVanguard Mortgage-Backed Securities ETF$5,242,640$959,473 â–¼-15.5%111,6640.7%ETFTLHiShares 10-20 Year Treasury Bond ETF$5,214,422$870,027 â–¼-14.3%51,7710.7%ETFDBNDDoubleLine Opportunistic Bond ETF$5,207,755$925,771 â–¼-15.1%113,6820.7%ETFIQDGWisdomTree International Quality Dividend Growth Fund$5,130,925$848,518 â–¼-14.2%127,8260.7%FinanceWALMART INC$5,016,841$714,117 â–²16.6%40,3670.7%COMVVisa$4,511,047$495,988 â–²12.4%14,9250.6%Business ServicesCOSTCostco Wholesale$4,465,372$875,934 â–²24.4%4,4810.6%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$4,237,042$840,129 â–¼-16.5%51,6840.6%ETFNFLXNetflix$3,995,554$440,371 â–²12.4%41,5550.5%Consumer DiscretionaryRTXRTX$3,581,577$126,735 â–¼-3.4%18,5670.5%AerospaceBKBNY$3,487,720$161,693 â–²4.9%29,4000.5%FinanceSHViShares Short Treasury Bond ETF$3,447,556$1,619,957 â–¼-32.0%31,2310.4%ETFLMTLockheed Martin$3,353,652$106,369 â–²3.3%5,5490.4%AerospaceIWDiShares Russell 1000 Value ETF$3,336,082$1,083,110 â–¼-24.5%15,6130.4%ETFMAMastercard$3,334,568$535,609 â–²19.1%6,6740.4%Business ServicesAVUVAvantis U.S. Small Cap Value ETF$3,314,074$564,387 â–¼-14.6%30,0000.4%ETFGEGE Aerospace$3,242,775$26,959 â–²0.8%11,4270.4%AerospaceIVViShares Core S&P 500 ETF$3,242,719$113,012 â–²3.6%4,9640.4%ETFXLEEnergy Select Sector SPDR Fund$3,191,667$1,247,262 â–¼-28.1%52,1000.4%ETFBLACKROCK INC$3,176,433$50,007 â–¼-1.5%3,3030.4%COMOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$3,167,695$423,141 â–¼-11.8%72,4210.4%ETFIWFiShares Russell 1000 Growth ETF$3,122,100$185,484 â–¼-5.6%7,3220.4%ETFCVXChevron$3,083,754$166,550 â–²5.7%14,9050.4%EnergyBACBank of America$2,883,712$155,951 â–²5.7%59,1530.4%FinancePALANTIR TECHNOLOGIES INC$2,860,914$97,714 â–²3.5%19,5580.4%CL AXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$2,799,335$507,545 â–¼-15.3%69,8090.4%FinanceHDHome Depot$2,768,034$75,318 â–²2.8%8,4160.4%Retail/WholesaleQEMMSPDR MSCI Emerging Markets StrategicFactors ETF$2,754,106$395,366 â–¼-12.6%39,7130.4%ETFABBVAbbVie$2,723,114$153,978 â–²6.0%12,5210.4%MedicalIJHiShares Core S&P Mid-Cap ETF$2,711,977$339,065 â–¼-11.1%40,1600.4%ETFCATCaterpillar$2,682,515$321,675 â–²13.6%3,7860.3%IndustrialsCSCOCisco Systems$2,671,161$663,309 â–²33.0%34,4270.3%Computer and TechnologyEDIVSPDR S&P Emerging Markets Dividend ETF$2,649,659$424,133 â–¼-13.8%67,1140.3%ETFTJXTJX Companies$2,610,968$130,796 â–²5.3%16,3490.3%Retail/WholesaleSMLFiShares U.S. Small Cap Equity Factor ETF$2,496,074$337,138 â–¼-11.9%33,0650.3%ETFPHParker-Hannifin$2,495,943$394,803 â–²18.8%2,7880.3%IndustrialsUSBU.S. Bancorp$2,457,520$151,765 â–²6.6%47,2510.3%FinanceETNEaton$2,398,675$18,958 â–¼-0.8%6,7060.3%IndustrialsREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$2,395,615$333,195 â–¼-12.2%27,7240.3%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$2,388,965$366,685 â–¼-13.3%39,6440.3%MiscellaneousGSThe Goldman Sachs Group$2,360,079$232,624 â–²10.9%2,7900.3%FinanceAMERICAN CENTY ETF TR$2,355,883$362,666 â–¼-13.3%31,7590.3%AVANTIS US MID CCCitigroup$2,280,854$283,179 â–²14.2%20,1120.3%Financial ServicesVTEBVanguard Tax-Exempt Bond ETF$2,258,321$323,138 â–¼-12.5%45,2660.3%ETFAMATApplied Materials$2,252,771$290,526 â–²14.8%6,5910.3%Computer and TechnologyWFCWells Fargo & Company$2,248,400$1,831 â–¼-0.1%28,2430.3%FinanceCALFPacer US Small Cap Cash Cows ETF$2,218,315$317,139 â–¼-12.5%49,4390.3%ETFGILDGilead Sciences$2,204,272$353,302 â–²19.1%15,8160.3%MedicalTMOThermo Fisher Scientific$2,153,751$35,879 â–²1.7%4,3820.3%MedicalAMGNAmgen$2,142,307$488,343 â–²29.5%6,0890.3%MedicalVGTVanguard Information Technology ETF$2,134,002$141,616 â–¼-6.2%3,0590.3%ETFMRKMerck & Co., Inc.$2,114,294$450,838 â–²27.1%17,5770.3%MedicalNEENextEra Energy$2,111,327$43,746 â–²2.1%22,7320.3%UtilitiesMUMicron Technology$2,032,616$503,002 â–²32.9%6,0170.3%Computer and TechnologyLOWLowe's Companies$1,972,812$253,306 â–²14.7%8,3490.3%Retail/WholesaleDEDeere & Company$1,949,399$229,805 â–²13.4%3,4610.3%IndustrialsXLUUtilities Select Sector SPDR Fund$1,937,559$433,704 â–¼-18.3%42,2220.3%ETFDISWalt Disney$1,906,469$120,955 â–¼-6.0%19,7810.2%Consumer DiscretionaryVZVerizon Communications$1,902,879$184,485 â–¼-8.8%37,9060.2%Computer and TechnologyAXPAmerican Express$1,900,684$190,855 â–²11.2%6,2840.2%FinanceMSMorgan Stanley$1,882,304$94,954 â–²5.3%11,4380.2%FinanceORCLOracle$1,862,612$706,442 â–²61.1%12,6610.2%Computer and TechnologyBMYBristol Myers Squibb$1,813,375$40,211 â–¼-2.2%29,8990.2%MedicalGE VERNOVA INC$1,794,619$132,676 â–²8.0%2,0560.2%COMPFEPfizer$1,745,210$175,417 â–¼-9.1%62,1510.2%MedicalAMDAdvanced Micro Devices$1,716,531$233,333 â–²15.7%8,4380.2%Computer and TechnologyCRMSalesforce$1,688,288$70,750 â–¼-4.0%9,0440.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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