Premier Path Wealth Partners, LLC

CIK: 0001999925SEC EDGAR →

Portfolio Value

$774.4B

Holdings

394

As of

Q4 2025

New Positions

394

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPL APPLE INC	152,318	$41.4B	5.35%
2	XLK SELECT SECTOR SPDR TR	204,653	$29.5B	3.80%
3	NVDA NVIDIA CORPORATION	149,892	$28.0B	3.61%
4	MSFT MICROSOFT CORP	54,228	$26.2B	3.39%
5	ACWX ISHARES TR	270,551	$18.2B	2.35%
6	AMZN AMAZON COM INC	69,660	$16.1B	2.08%
7	GOOGL ALPHABET INC	47,035	$14.7B	1.90%
8	XLF SELECT SECTOR SPDR TR	239,882	$13.1B	1.70%
9	AVGO AVAGO TECHNOLOGIES LTD	33,849	$11.7B	1.51%
10	DGRO ISHARES TR	161,500	$11.2B	1.45%

Quarterly Changes

Top Buys

AAPLNEW

$41.4B

XLKNEW

$29.5B

NVDANEW

$28.0B

MSFTNEW

$26.2B

ACWXNEW

$18.2B

Top Sells

No sells this quarter

New Positions (394)

$41.4B · 152K shares

$29.5B · 205K shares

$28.0B · 150K shares

$26.2B · 54K shares

$18.2B · 271K shares

$16.1B · 70K shares

$14.7B · 47K shares

$13.1B · 240K shares

$11.7B · 34K shares

$11.2B · 162K shares

$11.2B · 216K shares

$10.9B · 35K shares

$10.5B · 53K shares

$10.2B · 15K shares

$10.1B · 85K shares

$9.7B · 82K shares

$9.6B · 62K shares

$9.6B · 116K shares

$9.5B · 115K shares

$9.1B · 95K shares

$8.5B · 71K shares

$8.5B · 26K shares

$8.4B · 19K shares

$8.4B · 54K shares

$8.2B · 68K shares

$7.0B · 7K shares

$6.6B · 172K shares

$6.5B · 61K shares

$6.3B · 83K shares

$6.2B · 132K shares

$6.2B · 134K shares

$6.2B · 149K shares

$6.1B · 60K shares

$5.2B · 10K shares

$5.1B · 46K shares

$4.8B · 62K shares

$4.7B · 13K shares

$4.4B · 37K shares

$4.3B · 21K shares

$3.9B · 19K shares

$3.9B · 35K shares

$3.7B · 8K shares

$3.6B · 82K shares

$3.6B · 3K shares

$3.6B · 35K shares

$3.5B · 19K shares

$3.5B · 11K shares

NFLX

$3.5B · 37K shares

PLTR

$3.4B · 19K shares

IVV

$3.3B · 5K shares

$3.3B · 28K shares

XLE

$3.2B · 72K shares

XSOE

$3.2B · 82K shares

$3.2B · 6K shares

COST

$3.1B · 4K shares

BAC

$3.1B · 56K shares

EDIV

$3.0B · 78K shares

SPDR INDEX SHS FDS

$3.0B · 45K shares

IJH

$3.0B · 45K shares

$2.8B · 8K shares

$2.8B · 38K shares

$2.7B · 12K shares

$2.7B · 27K shares

$2.7B · 32K shares

$2.6B · 28K shares

$2.6B · 46K shares

$2.6B · 37K shares

$2.6B · 52K shares

$2.6B · 5K shares

$2.5B · 57K shares

$2.5B · 9K shares

$2.5B · 4K shares

$2.5B · 3K shares

$2.4B · 21K shares

$2.4B · 16K shares

$2.4B · 44K shares

$2.2B · 3K shares

$2.2B · 52K shares

$2.2B · 75K shares

$2.2B · 7K shares

$2.1B · 14K shares

$2.1B · 6K shares

$2.1B · 2K shares

$2.1B · 18K shares

$2.0B · 26K shares

$2.0B · 7K shares

$1.9B · 11K shares

$1.9B · 3K shares

$1.9B · 24K shares

$1.9B · 46K shares

$1.8B · 9K shares

$1.8B · 7K shares

$1.8B · 22K shares

$1.8B · 3K shares

$1.8B · 7K shares

$1.7B · 68K shares

$1.7B · 42K shares

$1.7B · 37K shares

$1.6B · 31K shares

$1.6B · 3K shares

$1.6B · 13K shares

$1.6B · 17K shares

$1.6B · 2K shares

$1.6B · 5K shares

$1.6B · 7K shares

$1.6B · 16K shares

$1.5B · 5K shares

$1.5B · 8K shares

$1.5B · 2 shares

$1.5B · 4K shares

$1.5B · 5K shares

$1.5B · 6K shares

$1.5B · 14K shares

$1.4B · 9K shares

$1.4B · 3K shares

$1.4B · 4K shares

$1.4B · 5K shares

$1.4B · 9K shares

$1.4B · 21K shares

$1.4B · 252 shares

$1.3B · 54K shares

$1.3B · 5K shares

$1.3B · 9K shares

$1.3B · 42K shares

$1.2B · 8K shares

$1.2B · 2K shares

$1.2B · 6K shares

$1.2B · 1K shares

$1.2B · 9K shares

$1.1B · 5K shares

$1.1B · 14K shares

$1.1B · 19K shares

$1.1B · 24K shares

$1.1B · 11K shares

$1.1B · 18K shares

$1.1B · 41K shares

$1.1B · 23K shares

$1.1B · 7K shares

SPGI

$1.1B · 2K shares

SCHW

$1.1B · 11K shares

PEG

$1.1B · 14K shares

$1.1B · 11K shares

$1.1B · 6K shares

$1.1B · 5K shares

$1.1B · 5K shares

$1.1B · 17K shares

$1.1B · 8K shares

$1.1B · 29K shares

$1.1B · 21K shares

$1.1B · 26K shares

LIN

$1.0B · 2K shares

APD

$1.0B · 4K shares

AKAM

$1.0B · 12K shares

$1.0B · 7K shares

ORLY

$1.0B · 11K shares

$1.0B · 14K shares

$1.0B · 6K shares

$999.0M · 9K shares

$998.0M · 10K shares

$989.0M · 8K shares

$959.0M · 9K shares

$957.0M · 14K shares

$940.0M · 1K shares

$940.0M · 6K shares

$921.0M · 14K shares

$919.0M · 4K shares

$916.0M · 3K shares

$913.0M · 6K shares

$912.0M · 2K shares

$895.0M · 7K shares

$891.0M · 5K shares

$889.0M · 2K shares

$886.0M · 4K shares

$885.0M · 6K shares

$859.0M · 5K shares

$846.0M · 6K shares

$834.0M · 10K shares

$832.0M · 9K shares

$831.0M · 22K shares

$829.0M · 2K shares

$827.0M · 5K shares

$827.0M · 6K shares

$823.0M · 7K shares

$820.0M · 3K shares

$819.0M · 2K shares

$817.0M · 6K shares

$816.0M · 2K shares

$812.0M · 5K shares

$810.0M · 3K shares

$809.0M · 42K shares

$806.0M · 47K shares

$804.0M · 12K shares

$799.0M · 31K shares

$797.0M · 33K shares

$797.0M · 41K shares

$785.0M · 9K shares

$775.0M · 2K shares

$767.0M · 949 shares

$766.0M · 9K shares

$760.0M · 3K shares

$749.0M · 27K shares

$732.0M · 3K shares

$727.0M · 3K shares

$724.0M · 8K shares

$715.0M · 2K shares

$703.0M · 4K shares

$698.0M · 14K shares

$696.0M · 2K shares

$693.0M · 521 shares

$691.0M · 569 shares

$684.0M · 3K shares

$683.0M · 2K shares

$679.0M · 12K shares

$664.0M · 2K shares

$662.0M · 17K shares

$661.0M · 2K shares

$657.0M · 3K shares

$655.0M · 7K shares

$648.0M · 1K shares

$640.0M · 18K shares

$637.0M · 3K shares

$635.0M · 630 shares

$634.0M · 3K shares

$633.0M · 315 shares

$632.0M · 2K shares

$627.0M · 3K shares

$621.0M · 6K shares

$621.0M · 912 shares

$616.0M · 12K shares

$609.0M · 1K shares

$604.0M · 2K shares

$600.0M · 3K shares

$594.0M · 5K shares

$590.0M · 3K shares

$588.0M · 5K shares

$575.0M · 6K shares

$574.0M · 4K shares

$566.0M · 2K shares

$561.0M · 902 shares

$546.0M · 5K shares

$544.0M · 7K shares

$540.0M · 1K shares

$531.0M · 2K shares

$529.0M · 1K shares

$522.0M · 9K shares

MCK

$521.0M · 635 shares

NET

$521.0M · 3K shares

$521.0M · 40K shares

$509.0M · 2K shares

$506.0M · 1K shares

$505.0M · 6K shares

$505.0M · 1K shares

$487.0M · 3K shares

$485.0M · 3K shares

$484.0M · 6K shares

$481.0M · 4K shares

$474.0M · 12K shares

$472.0M · 3K shares

$467.0M · 5K shares

$467.0M · 3K shares

$464.0M · 2K shares

$449.0M · 2K shares

$449.0M · 2K shares

$447.0M · 3K shares

$445.0M · 4K shares

$442.0M · 3K shares

$435.0M · 6K shares

$433.0M · 1K shares

$430.0M · 3K shares

$429.0M · 2K shares

$425.0M · 20K shares

$424.0M · 4K shares

$422.0M · 551 shares

$414.0M · 537 shares

$413.0M · 5K shares

$405.0M · 2K shares

$401.0M · 9K shares

$401.0M · 2K shares

$388.0M · 4K shares

$388.0M · 2K shares

$383.0M · 4K shares

$380.0M · 3K shares

$380.0M · 8K shares

$379.0M · 4K shares

$375.0M · 2K shares

$374.0M · 2K shares

$374.0M · 2K shares

$373.0M · 4K shares

$371.0M · 7K shares

$371.0M · 4K shares

$370.0M · 7K shares

$368.0M · 3K shares

$367.0M · 1K shares

$367.0M · 3K shares

$365.0M · 1K shares

$361.0M · 9K shares

$359.0M · 6K shares

$354.0M · 2K shares

$353.0M · 4K shares

$351.0M · 5K shares

$351.0M · 6K shares

$350.0M · 1K shares

$348.0M · 5K shares

$347.0M · 3K shares

$346.0M · 2K shares

$346.0M · 512 shares

$338.0M · 2K shares

$337.0M · 5K shares

$335.0M · 1K shares

$334.0M · 1K shares

$332.0M · 1K shares

$328.0M · 1K shares

$320.0M · 2K shares

$319.0M · 2K shares

$316.0M · 93 shares

$316.0M · 4K shares

$312.0M · 5K shares

$309.0M · 7K shares

$308.0M · 3K shares

$302.0M · 2K shares

$300.0M · 1K shares

$299.0M · 1K shares

$298.0M · 7K shares

$297.0M · 849 shares

$297.0M · 950 shares

$295.0M · 1K shares

$290.0M · 4K shares

$290.0M · 1K shares

$289.0M · 4K shares

$289.0M · 743 shares

$288.0M · 23K shares

$287.0M · 2K shares

$284.0M · 3K shares

$282.0M · 3K shares

$280.0M · 13K shares

$277.0M · 1K shares

$273.0M · 476 shares

$273.0M · 10K shares

$271.0M · 442 shares

$271.0M · 3K shares

$270.0M · 1K shares

$268.0M · 2K shares

$267.0M · 4K shares

$264.0M · 3K shares

$263.0M · 9K shares

$263.0M · 1K shares

$263.0M · 1K shares

$263.0M · 625 shares

$263.0M · 3K shares

$260.0M · 12K shares

$255.0M · 13K shares

$251.0M · 2K shares

$251.0M · 3K shares

$250.0M · 4K shares

$248.0M · 3K shares

$247.0M · 3K shares

$247.0M · 435 shares

$246.0M · 2K shares

$245.0M · 2K shares

$244.0M · 20K shares

$237.0M · 1K shares

$236.0M · 5K shares

$236.0M · 596 shares

$235.0M · 2K shares

$235.0M · 3K shares

$234.0M · 1K shares

$233.0M · 1K shares

$233.0M · 633 shares

$233.0M · 2K shares

$233.0M · 3K shares

$232.0M · 5K shares

$231.0M · 3K shares

$231.0M · 2K shares

$230.0M · 165 shares

$229.0M · 5K shares

$227.0M · 1K shares

$226.0M · 1K shares

$226.0M · 6K shares

$226.0M · 4K shares

$222.0M · 1K shares

$217.0M · 4K shares

$216.0M · 2K shares

$215.0M · 1K shares

$212.0M · 2K shares

$211.0M · 2K shares

$209.0M · 2K shares

$207.0M · 4K shares

$206.0M · 2K shares

$203.0M · 6K shares

$192.0M · 40K shares

$174.0M · 11K shares

$124.0M · 11K shares

$35.0M · 10K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	122	$359.5B	46.4%
Technology	51	$151.6B	19.6%
Communication Services	12	$48.3B	6.2%
Consumer Cyclical	29	$46.2B	6.0%
Healthcare	39	$45.2B	5.8%
Industrials	46	$40.1B	5.2%
Unknown	25	$27.2B	3.5%
Consumer Defensive	19	$19.0B	2.5%
Energy	14	$12.7B	1.6%
Basic Materials	12	$9.9B	1.3%
Utilities	14	$9.4B	1.2%
Real Estate	11	$5.3B	0.7%