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13F holdings · Q3 2026

Premier Path Wealth Partners

Madison, NJ · files as Premier Path Wealth Partners, LLC
Holdings as of Sep 30, 2026Filed Oct 16, 2026Next filing due Feb 15, 2027CIK 1999925

Premier Path Wealth Partners reported 376 stocks worth $856M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (6.2%), NVDA (4.4%) and MSFT (3.4%). Compared with Q2 2026, the fund added to AAPL, MSFT and GOOGL, trimmed NVDA, ACWX and XLK and sold out of LQD, APP and STZ.

Reported value$856M−1.5% vs last quarter
Stocks held37613 new · 37 sold out
Top 5 weight19.5%spread out
Turnover18%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
AAPL
Apple Inc
$53.1M6.2%159K+2,524 (+2%)8 of 8
2
NVDA
Nvidia Corporation
$38M4.4%167K−295 (−0%)8 of 8
3
MSFT
Microsoft Corp
$29.4M3.4%57K+439 (+1%)8 of 8
4
ACWX
Ishares TR
$24.1M2.8%319K−144K (−31%)8 of 8
5
XLK
Select Sector Spdr TR
$22.3M2.6%114K−23K (−17%)8 of 8
6
GOOGL
Alphabet Inc
$18.4M2.1%53K+655 (+1%)8 of 8
7
AMZN
Amazon Com Inc
$18.2M2.1%73K−870 (−1%)8 of 8
8
IDEV
Ishares TR
$16.3M1.9%183K+41K (+29%)8 of 8
9
USIG
Ishares TR
$13.4M1.6%276K+79K (+40%)8 of 8
10
AVGO
Broadcom Inc
$13.3M1.6%38K−97 (−0%)8 of 8
🔒 366 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
LQD
Ishares Iboxx Invt Grade
$1.5M14K
APP
Applovin Corp
$688K1,335
STZ
Constellation Brands Incclass Class A
$504K3,626
IFF
INTERNATIONAL FLAVORS&ampFRAGRA
$452K5,708
KMX
Carmax Inc
$422K7,983

🔒 Free account: see all 30.

Reported value

last 8 quarters
$656MQ4 '24
$643MQ1 '25
$718MQ2 '25
$777MQ3 '25
$774MQ4 '25
$767MQ1 '26
$870MQ2 '26
$856MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 16, 202613F-HRQ3 2026SEC filing ↗

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Premier Path Wealth Partners 13F FAQ

What does Premier Path Wealth Partners own?

Premier Path Wealth Partners reported 376 stocks worth $856M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (6.2%), NVDA (4.4%) and MSFT (3.4%). The table above lists every position in the filing (the top 10 without an account).

What did Premier Path Wealth Partners buy and sell in Q3 2026?

Compared with Q2 2026: 13 new positions, 178 added to, 165 trimmed and 37 sold out. It sold all of LQD, APP and STZ.

When will Premier Path Wealth Partners file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Premier Path Wealth Partners's portfolio worth?

The Q3 2026 filing reports $856M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.