Premier Path Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Premier Path Wealth Partners, LLC

Investment Activity

Premier Path Wealth Partners, LLC has $869.57 million in total holdings as of June 30, 2026.
Premier Path Wealth Partners, LLC owns shares of 400 different stocks, but just 121 companies or ETFs make up 80% of its holdings.
Approximately 7.30% of the portfolio was purchased this quarter.
About 4.96% of the portfolio was sold this quarter.
This quarter, Premier Path Wealth Partners, LLC has purchased 398 new stocks and bought additional shares in 209 stocks.
Premier Path Wealth Partners, LLC sold shares of 160 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

Apple: $45,414,345
iShares MSCI ACWI ex U.S. ETF: $35,221,929
NVIDIA: $33,395,163
Technology Select Sector SPDR Fund: $26,168,544
Microsoft: $21,187,284

Largest New Holdings this Quarter

30233Q108 - EXXON MOBIL CORP: $4,733,129 Holding
438516205 - HONEYWELL INTL INC: $663,416 Holding
43849R105 - HONEYWELL AEROSPACE INC: $652,407 Holding
26614N201 - DUPONT DE NEMOURS INC: $610,516 Holding
24703L202 - Dell Technologies: $369,330 Holding

Largest Purchases this Quarter

EXXON MOBIL CORP: 34,619 shares (about $4.73M)
iShares Core MSCI International Developed Markets ETF: 42,911 shares (about $3.82M)
iShares Russell 1000 Growth ETF: 21,568 shares (about $2.68M)
Vanguard Information Technology ETF: 20,657 shares (about $2.47M)
Dimensional International Core Equity Market ETF: 57,711 shares (about $2.38M)

Largest Sales this Quarter

Technology Select Sector SPDR Fund: 43,602 shares (about $8.31M)
iShares Core S&P Small-Cap ETF: 14,219 shares (about $2.11M)
iShares MSCI USA Quality Factor ETF: 4,289 shares (about $941.14K)
Financial Select Sector SPDR Fund: 14,807 shares (about $793.80K)
Industrial Select Sector SPDR Fund: 4,199 shares (about $777.77K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$45,414,345	$1,081,046 â–²	2.4%	156,948	5.2%	Computer and Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$35,221,929	$1,745,429 â–²	5.2%	462,777	4.1%	Manufacturing
NVDA NVIDIA	$33,395,163	$809,163 â–²	2.5%	166,901	3.8%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$26,168,544	$8,307,069 â–¼	-24.1%	137,353	3.0%	ETF
MSFT Microsoft	$21,187,284	$546,477 â–²	2.6%	56,799	2.4%	Computer and Technology
GOOGL Alphabet	$18,866,589	$779,779 â–²	4.3%	52,793	2.2%	Computer and Technology
AMZN Amazon.com	$17,608,036	$535,072 â–²	3.1%	73,878	2.0%	Retail/Wholesale
AVGO Broadcom	$14,293,176	$516,002 â–²	3.7%	37,838	1.6%	Computer and Technology
GOOG Alphabet	$13,142,135	$36,393 â–²	0.3%	37,195	1.5%	Computer and Technology
IDEV iShares Core MSCI International Developed Markets ETF	$12,564,765	$3,819,516 â–²	43.7%	141,161	1.4%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$11,669,022	$835,434 â–²	7.7%	123,390	1.3%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$10,207,445	$729,011 â–²	7.7%	86,909	1.2%	ETF
DGRO iShares Core Dividend Growth ETF	$10,195,026	$456,103 â–¼	-4.3%	134,517	1.2%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$10,093,578	$669,746 â–²	7.1%	196,794	1.2%	Manufacturing
XLF Financial Select Sector SPDR Fund	$9,718,949	$793,803 â–¼	-7.6%	181,290	1.1%	ETF
JPM JPMorgan Chase & Co.	$9,572,057	$446,803 â–²	4.9%	29,243	1.1%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$9,283,953	$941,144 â–¼	-9.2%	42,309	1.1%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$9,283,033	$619,705 â–¼	-6.3%	79,153	1.1%	Finance
META Meta Platforms	$9,206,163	$248,404 â–¼	-2.6%	16,344	1.1%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$8,939,179	$585,364 â–²	7.0%	108,868	1.0%	Manufacturing
LLY Eli Lilly and Company	$8,726,134	$338,250 â–²	4.0%	7,275	1.0%	Medical
DFAI Dimensional International Core Equity Market ETF	$8,450,452	$2,380,584 â–²	39.2%	204,859	1.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$8,404,799	$689,298 â–²	8.9%	84,914	1.0%	Finance
AVLV Avantis U.S. Large Cap Value ETF	$8,286,106	$785,231 â–²	10.5%	90,846	1.0%	ETF
TSLA Tesla	$8,284,239	$123,237 â–²	1.5%	19,696	1.0%	Auto/Tires/Trucks
XLV Health Care Select Sector SPDR Fund	$8,150,285	$492,009 â–¼	-5.7%	51,369	0.9%	ETF
XLC Communication Services Select Sector SPDR Fund	$7,809,180	$35,782 â–¼	-0.5%	72,894	0.9%	ETF
MU Micron Technology	$7,609,667	$664,822 â–²	9.6%	6,593	0.9%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$7,460,814	$777,774 â–¼	-9.4%	40,279	0.9%	ETF
IQDG WisdomTree International Quality Dividend Growth Fund	$7,330,950	$1,824,218 â–²	33.1%	170,171	0.8%	Finance
MUB iShares National Muni Bond ETF	$7,288,457	$403,145 â–²	5.9%	67,724	0.8%	ETF
BRK.B Berkshire Hathaway	$5,916,299	$188,653 â–²	3.3%	11,823	0.7%	Finance
JNJ Johnson & Johnson	$5,895,015	$207,498 â–²	3.6%	23,211	0.7%	Medical
TLH iShares 10-20 Year Treasury Bond ETF	$5,631,709	$436,520 â–²	8.4%	56,121	0.6%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$5,609,354	$382,345 â–²	7.3%	119,832	0.6%	ETF
DBND DoubleLine Opportunistic Bond ETF	$5,605,328	$422,489 â–²	8.2%	122,949	0.6%	ETF
V Visa	$5,590,213	$469,682 â–²	9.2%	16,294	0.6%	Business Services
AMD Advanced Micro Devices	$5,521,082	$619,263 â–²	12.6%	9,504	0.6%	Computer and Technology
INTC Intel	$5,336,167	$476,424 â–²	9.8%	38,216	0.6%	Computer and Technology
AMAT Applied Materials	$5,204,346	$438,877 â–²	9.2%	7,198	0.6%	Computer and Technology
AVUV Avantis U.S. Small Cap Value ETF	$4,745,973	$1,003,190 â–²	26.8%	38,041	0.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$4,737,526	$2,108,846 â–¼	-30.8%	31,943	0.5%	ETF
EXXON MOBIL CORP	$4,733,129	$4,733,129 â–²	New Holding	34,619	0.5%	COM
CSCO Cisco Systems	$4,567,743	$523,984 â–²	13.0%	38,888	0.5%	Computer and Technology
WALMART INC	$4,383,255	$188,690 â–¼	-4.1%	38,701	0.5%	COM
CAT Caterpillar	$4,382,532	$350,390 â–²	8.7%	4,115	0.5%	Industrials
BANK NEW YORK MELLON CORP	$4,321,103	$69,558 â–²	1.6%	29,881	0.5%	COM
XLP Consumer Staples Select Sector SPDR Fund	$4,173,461	$119,954 â–¼	-2.8%	50,240	0.5%	ETF
OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend ETF	$4,026,447	$585,016 â–²	17.0%	84,732	0.5%	ETF
IVV iShares Core S&P 500 ETF	$4,010,870	$293,551 â–²	7.9%	5,356	0.5%	ETF
GE GE Aerospace	$4,000,785	$269,833 â–¼	-6.3%	10,705	0.5%	Aerospace
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$3,888,313	$455,111 â–²	13.3%	79,063	0.4%	Finance
COST Costco Wholesale	$3,831,041	$361,119 â–¼	-8.6%	4,095	0.4%	Retail/Wholesale
SHV iShares Short Treasury Bond ETF	$3,777,658	$331,275 â–²	9.6%	34,233	0.4%	ETF
BAC Bank of America	$3,774,165	$403,644 â–²	12.0%	66,237	0.4%	Finance
IWD iShares Russell 1000 Value ETF	$3,661,906	$123,154 â–¼	-3.3%	15,105	0.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$3,657,415	$560,668 â–²	18.1%	47,431	0.4%	ETF
EDIV SPDR S&P Emerging Markets Dividend ETF	$3,621,955	$873,132 â–²	31.8%	88,432	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$3,587,270	$2,678,098 â–²	294.6%	28,890	0.4%	ETF
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF	$3,580,167	$406,312 â–²	12.8%	44,797	0.4%	ETF
RTX RTX	$3,566,412	$43,639 â–²	1.2%	18,797	0.4%	Aerospace
XSVM Invesco S&P SmallCap Value with Momentum ETF	$3,474,103	$715,252 â–²	25.9%	49,922	0.4%	Miscellaneous
SMLF iShares U.S. Small Cap Equity Factor ETF	$3,399,197	$451,764 â–²	15.3%	38,133	0.4%	ETF
ABBV AbbVie	$3,313,815	$163,061 â–²	5.2%	13,169	0.4%	Medical
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$3,266,884	$728,172 â–²	28.7%	35,676	0.4%	ETF
UNH UnitedHealth Group	$3,254,237	$790,493 â–²	32.1%	7,830	0.4%	Medical
MA Mastercard	$3,241,136	$186,426 â–¼	-5.4%	6,311	0.4%	Business Services
LAM RESEARCH CORP	$3,088,201	$540,338 â–²	21.2%	7,127	0.4%	COM NEW
C Citigroup	$3,063,030	$248,150 â–²	8.8%	21,885	0.4%	Financial Services
GS The Goldman Sachs Group	$3,022,433	$200,282 â–²	7.1%	2,988	0.3%	Finance
BLACKROCK INC	$3,021,185	$154,809 â–¼	-4.9%	3,142	0.3%	COM
AMERICAN CENTY ETF TR	$2,982,445	$424,740 â–²	16.6%	37,033	0.3%	AVANTIS US MID C
CALF Pacer US Small Cap Cash Cows ETF	$2,961,744	$459,639 â–²	18.4%	58,521	0.3%	ETF
ETN Eaton	$2,936,559	$78,837 â–²	2.8%	6,891	0.3%	Industrials
LMT Lockheed Martin	$2,842,727	$15,793 â–²	0.6%	5,580	0.3%	Aerospace
VGT Vanguard Information Technology ETF	$2,834,572	$2,468,956 â–²	675.3%	23,716	0.3%	ETF
USB U.S. Bancorp	$2,828,650	$25,308 â–¼	-0.9%	46,832	0.3%	Finance
NFLX Netflix	$2,794,983	$172,076 â–¼	-5.8%	39,145	0.3%	Consumer Discretionary
XLE Energy Select Sector SPDR Fund	$2,721,458	$45,568 â–¼	-1.6%	51,242	0.3%	ETF
PH Parker-Hannifin	$2,679,107	$47,929 â–¼	-1.8%	2,739	0.3%	Industrials
HD Home Depot	$2,668,617	$299,413 â–¼	-10.1%	7,567	0.3%	Retail/Wholesale
MS Morgan Stanley	$2,534,584	$143,609 â–²	6.0%	12,125	0.3%	Finance
GE VERNOVA INC	$2,520,019	$104,560 â–²	4.3%	2,145	0.3%	COM
TJX TJX Companies	$2,493,904	$16,968 â–²	0.7%	16,461	0.3%	Retail/Wholesale
CVX Chevron	$2,493,761	$23,041 â–²	0.9%	15,044	0.3%	Energy
KLAC KLA	$2,434,842	$2,220,624 â–²	1,036.6%	8,070	0.3%	Computer and Technology
MRK Merck & Co., Inc.	$2,430,596	$171,934 â–²	7.6%	18,915	0.3%	Medical
WFC Wells Fargo & Company	$2,395,526	$61,485 â–²	2.6%	28,987	0.3%	Finance
AXP American Express	$2,283,771	$158,295 â–²	7.4%	6,752	0.3%	Finance
AMGN Amgen	$2,258,861	$53,955 â–²	2.4%	6,238	0.3%	Medical
DE Deere & Company	$2,229,816	$34,256 â–²	1.6%	3,515	0.3%	Industrials
PANW Palo Alto Networks	$2,186,422	$160,972 â–²	7.9%	6,411	0.3%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$2,144,036	$145,519 â–¼	-6.4%	42,389	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$2,140,418	$141,403 â–¼	-6.2%	18,346	0.2%	CL A
CVS CVS Health	$2,105,060	$177,206 â–¼	-7.8%	20,349	0.2%	Medical
GILD Gilead Sciences	$2,041,208	$42,957 â–²	2.1%	16,156	0.2%	Medical
IBM International Business Machines	$1,988,660	$89,703 â–²	4.7%	7,072	0.2%	Computer and Technology
NEE NextEra Energy	$1,982,418	$12,726 â–¼	-0.6%	22,587	0.2%	Utilities
TMO Thermo Fisher Scientific	$1,977,733	$219,080 â–¼	-10.0%	3,945	0.2%	Medical
PNC The PNC Financial Services Group	$1,870,105	$157,340 â–²	9.2%	7,595	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Premier Path Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Premier Path Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Premier Path Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Premier Path Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPremier Path Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools