Premier Path Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Premier Path Wealth Partners, LLC reported 400 stock positions worth $869.6 million. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by iShares MSCI Acwi Ex US ETF (ACWX, 4.1%) and Nvidia (NVDA, 3.8%). Compared with Q1 2026, it opened 17 new positions, sold out of 16, added to 207 and reduced 166. The biggest buy was Micron Technology (MU, shares +10%) and the biggest sale an exit from iShares 0-3 Month Treasury B (SGOV).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, NJ
- CIK
- 0001999925
- Portfolio Value
- $869.6M (Q2 2026)
- SEC Filing
- 0001999925-26-000003 ↗ filed Jul 21, 2026
Holdings Value
Holdings 400 stocks · $869.6M
| AAPL Apple Inc. | 5.22% | 156,948 | $45.4M | Add +2.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 4.05% | 462,777 | $35.2M | Add +5.2% |
| NVDA Nvidia Corp. | 3.84% | 166,901 | $33.4M | Add +2.5% |
| XLK SS Technology Select Sector | 3.01% | 137,353 | $26.2M | Reduce -24.1% |
| MSFT Microsoft Corp. | 2.44% | 56,799 | $21.2M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 2.17% | 52,793 | $18.9M | Add +4.3% |
| AMZN Amazon.com Inc. | 2.02% | 73,878 | $17.6M | Add +3.1% |
| AVGO Broadcom Inc. | 1.64% | 37,838 | $14.3M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 1.51% | 37,195 | $13.1M | Add +0.3% |
| IDEV iShares Core MSCI Dev MKTS | 1.44% | 141,161 | $12.6M | Add +43.7% |
| IEF iShares 7-10 Year Treasury B | 1.34% | 123,390 | $11.7M | Add +7.7% |
| IEI iShares 3-7 Year Treasury Bo | 1.17% | 86,909 | $10.2M | Add +7.7% |
| DGRO iShares Core Dividend Growth | 1.17% | 134,517 | $10.2M | Reduce -4.3% |
| USIG iShares Broad Usd Investment | 1.16% | 196,794 | $10.1M | Add +7.1% |
| XLF SS Financial Select Sector | 1.12% | 181,290 | $9.7M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 1.10% | 29,243 | $9.6M | Add +4.9% |
| QUAL iShares MSCI USA Quality Fac | 1.07% | 42,309 | $9.3M | Reduce -9.2% |
| XLY SS Consumer Disc Select Sect | 1.07% | 79,153 | $9.3M | Reduce -6.3% |
| META Meta Platforms Inc. Class A | 1.06% | 16,344 | $9.2M | Reduce -2.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.03% | 108,868 | $8.9M | Add +7.0% |
| LLY Eli Lilly & Co. | 1.00% | 7,275 | $8.7M | Add +4.0% |
| DFAI Dimensional International Co. | 0.97% | 204,859 | $8.5M | Add +39.2% |
| AGG iShares Core U.S. Aggregate | 0.97% | 84,914 | $8.4M | Add +8.9% |
| AVLV Avantis US Large Cap Value | 0.95% | 90,846 | $8.3M | Add +10.5% |
| TSLA Tesla Inc. | 0.95% | 19,696 | $8.3M | Add +1.5% |
| XLV SS Health Care Select Sector | 0.94% | 51,369 | $8.2M | Reduce -5.7% |
| XLC SS Comm Select Sector SPDR | 0.90% | 72,894 | $7.8M | Reduce -0.5% |
| MU Micron Technology Inc. | 0.88% | 6,593 | $7.6M | Add +9.6% |
| XLI SS Industrial Select Sector | 0.86% | 40,279 | $7.5M | Reduce -9.4% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.84% | 170,171 | $7.3M | Add +33.1% |
| MUB iShares National Muni Bond E | 0.84% | 67,724 | $7.3M | Add +5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 11,823 | $5.9M | Add +3.3% |
| JNJ Johnson & Johnson | 0.68% | 23,211 | $5.9M | Add +3.6% |
| TLH iShares 10-20 Year Treasury | 0.65% | 56,121 | $5.6M | Add +8.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.65% | 119,832 | $5.6M | Add +7.3% |
| DBND Doubleline Oppor Cor BND-Usd | 0.64% | 122,949 | $5.6M | Add +8.2% |
| V Visa Inc. Class A | 0.64% | 16,294 | $5.6M | Add +9.2% |
| AMD Advanced Micro Devices | 0.63% | 9,504 | $5.5M | Add +12.6% |
| INTC Intel Corp. | 0.61% | 38,216 | $5.3M | Add +9.8% |
| AMAT Applied Materials Inc. | 0.60% | 7,198 | $5.2M | Add +9.2% |
| AVUV Avantis US Small Cap Value | 0.55% | 38,041 | $4.7M | Add +26.8% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 31,943 | $4.7M | Reduce -30.8% |
| XOM Exxonmobil Holdings Corp. | 0.54% | 34,619 | $4.7M | Add +3.0% |
| CSCO Cisco Systems Inc. | 0.53% | 38,888 | $4.6M | Add +13.0% |
| WMT Walmart Inc. | 0.50% | 38,701 | $4.4M | Reduce -4.1% |
| CAT Caterpillar Inc. | 0.50% | 4,115 | $4.4M | Add +8.7% |
| BNY Bank of New York Mellon Corp. | 0.50% | 29,881 | $4.3M | Add +1.6% |
| XLP SS Consumer Staples Sel Sect | 0.48% | 50,240 | $4.2M | Reduce -2.8% |
| OUSM Alps Oshares US Small-Cap Qu | 0.46% | 84,732 | $4.0M | Add +17.0% |
| IVV iShares Core S&P 500 ETF | 0.46% | 5,356 | $4.0M | Add +7.9% |
| GE General Electric filed as GE AEROSPACE | 0.46% | 10,705 | $4.0M | Reduce -6.3% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.45% | 79,063 | $3.9M | Add +13.3% |
| COST Costco Wholesale Corp. | 0.44% | 4,095 | $3.8M | Reduce -8.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.43% | 34,233 | $3.8M | Add +9.6% |
| BAC Bank of America Corp. | 0.43% | 66,237 | $3.8M | Add +12.0% |
| IWD iShares Russell 1000 Value E | 0.42% | 15,105 | $3.7M | Reduce -3.3% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 47,431 | $3.7M | Add +18.1% |
| EDIV State Street SPDR S&P Emergi | 0.42% | 88,432 | $3.6M | Add +31.8% |
| IWF iShares Russell 1000 Growth | 0.41% | 28,890 | $3.6M | Reduce -1.4% |
| QEMM State Street SPDR MSCI Emerg | 0.41% | 44,797 | $3.6M | Add +12.8% |
| RTX RTX Corp. | 0.41% | 18,797 | $3.6M | Add +1.2% |
| XSVM Invesco S&P Smallcap Value W | 0.40% | 49,922 | $3.5M | Add +25.9% |
| SMLF iShares US Smallcap Equity F | 0.39% | 38,133 | $3.4M | Add +15.3% |
| ABBV Abbvie Inc. | 0.38% | 13,169 | $3.3M | Add +5.2% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.38% | 35,676 | $3.3M | Add +28.7% |
| UNH Unitedhealth Group Inc. | 0.37% | 7,830 | $3.3M | Add +32.1% |
| MA Mastercard Inc. Class A | 0.37% | 6,311 | $3.2M | Reduce -5.4% |
| LRCX Lam Research Corp. | 0.36% | 7,127 | $3.1M | Add +21.2% |
| C Citigroup Inc. | 0.35% | 21,885 | $3.1M | Add +8.8% |
| GS Goldman Sachs Group Inc. | 0.35% | 2,988 | $3.0M | Add +7.1% |
| BLK BlackRock Inc. | 0.35% | 3,142 | $3.0M | Reduce -4.9% |
| AVMV Avantis US Mid Cap Val ETF | 0.34% | 37,033 | $3.0M | Add +16.6% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.34% | 58,521 | $3.0M | Add +18.4% |
| ETN Eaton Corp. PLC | 0.34% | 6,891 | $2.9M | Add +2.8% |
| LMT Lockheed Martin Corp. | 0.33% | 5,580 | $2.8M | Add +0.6% |
| VGT Vanguard Info Tech ETF | 0.33% | 23,716 | $2.8M | Reduce -3.1% |
| USB US Bancorp | 0.33% | 46,832 | $2.8M | Reduce -0.9% |
| NFLX Netflix Inc. | 0.32% | 39,145 | $2.8M | Reduce -5.8% |
| XLE SS Energy Select Sector | 0.31% | 51,242 | $2.7M | Reduce -1.6% |
| PH Parker Hannifin Corp. | 0.31% | 2,739 | $2.7M | Reduce -1.8% |
| HD Home Depot Inc. | 0.31% | 7,567 | $2.7M | Reduce -10.1% |
| MS Morgan Stanley | 0.29% | 12,125 | $2.5M | Add +6.0% |
| GEV GE Vernova Inc. | 0.29% | 2,145 | $2.5M | Add +4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 16,461 | $2.5M | Add +0.7% |
| CVX Chevron Corp. | 0.29% | 15,044 | $2.5M | Add +0.9% |
| KLAC KLA Corp. | 0.28% | 8,070 | $2.4M | Add +13.7% |
| MRK Merck & Co. Inc. | 0.28% | 18,915 | $2.4M | Add +7.6% |
| WFC Wells Fargo & Co. | 0.28% | 28,987 | $2.4M | Add +2.6% |
| AXP American Express Co. | 0.26% | 6,752 | $2.3M | Add +7.5% |
| AMGN Amgen Inc. | 0.26% | 6,238 | $2.3M | Add +2.5% |
| DE Deere & Co. | 0.26% | 3,515 | $2.2M | Add +1.6% |
| PANW Palo Alto Networks Inc. | 0.25% | 6,411 | $2.2M | Add +8.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 42,389 | $2.1M | Reduce -6.4% |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 18,346 | $2.1M | Reduce -6.2% |
| CVS CVS Health Corp. | 0.24% | 20,349 | $2.1M | Reduce -7.8% |
| GILD Gilead Sciences Inc. | 0.23% | 16,156 | $2.0M | Add +2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 7,072 | $2.0M | Add +4.7% |
| NEE Nextera Energy Inc. | 0.23% | 22,587 | $2.0M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 3,945 | $2.0M | Reduce -10.0% |
| PNC PNC Financial Services Group | 0.22% | 7,595 | $1.9M | Add +9.2% |
Portfolio Sells Q1 2026 → Q2 2026
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.20 |
| IJR iShares Core S&P Small-Cap E | Reduce -30.8% | 0.54% | −0.20 |
| NFLX Netflix Inc. | Reduce -5.8% | 0.32% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 1.06% | −0.19 |
| XLC SS Comm Select Sector SPDR | Reduce -0.5% | 0.90% | −0.16 |
| WMT Walmart Inc. | Reduce -4.1% | 0.50% | −0.15 |
| XLF SS Financial Select Sector | Reduce -7.5% | 1.12% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -8.6% | 0.44% | −0.14 |
| XLY SS Consumer Disc Select Sect | Reduce -6.3% | 1.07% | −0.13 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.2% | 0.25% | −0.13 |
| XLK SS Technology Select Sector | Reduce -24.1% | 3.01% | −0.12 |
| DGRO iShares Core Dividend Growth | Reduce -4.3% | 1.17% | −0.11 |
| CRM Salesforce Inc. | Reduce -29.2% | 0.12% | −0.10 |
| XLV SS Health Care Select Sector | Reduce -5.7% | 0.94% | −0.10 |
| XLE SS Energy Select Sector | Reduce -1.6% | 0.31% | −0.10 |
| HON Honeywell International Inc. | Reduce -1.1% | 0.08% | −0.10 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.2% | 1.07% | −0.10 |
| INTU Intuit Inc. | Reduce -7.1% | 0.09% | −0.09 |
| PFE Pfizer Inc. | Reduce -20.5% | 0.14% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -17.6% | 0.17% | −0.08 |
| T AT&T Inc. | Reduce -0.8% | 0.13% | −0.08 |
| XLI SS Industrial Select Sector | Reduce -9.4% | 0.86% | −0.08 |
| PEP Pepsico Inc. | Reduce -20.4% | 0.12% | −0.08 |
| MDT Medtronic PLC | Reduce -26.7% | 0.11% | −0.08 |
| NOW ServiceNow Inc. | Reduce -28.9% | 0.11% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -4.9% | 0.18% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.8% | 0.48% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -17.4% | 0.12% | −0.07 |
| BLK BlackRock Inc. | Reduce -4.9% | 0.35% | −0.07 |
| VXUS Vanguard Total Intl Stock | Reduce -29.0% | 0.15% | −0.06 |
| NKE Nike Inc. Class B | Reduce -23.3% | 0.07% | −0.06 |
| EFX Equifax Inc. | Reduce -45.6% | 0.05% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -5.4% | 0.37% | −0.06 |
| ADBE Adobe Inc. | Reduce -25.3% | 0.07% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -7.9% | 0.13% | −0.06 |
| HD Home Depot Inc. | Reduce -10.1% | 0.31% | −0.05 |
| ADSK Autodesk Inc. | Reduce -38.4% | 0.04% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.0% | 0.23% | −0.05 |
| MCD McDonald's Corp. | Reduce -1.6% | 0.16% | −0.05 |
| WBD Warner Bros Discovery Inc. | Reduce -11.5% | 0.16% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -35.3% | 0.06% | −0.05 |
| ORCL Oracle Corp. | Reduce -9.7% | 0.19% | −0.05 |
| BSX Boston Scientific Corp. | Reduce -44.7% | 0.02% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -21.4% | 0.06% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.6% | 0.19% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -6.4% | 0.25% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -0.6% | 0.23% | −0.05 |
| ABT Abbott Laboratories | Reduce -36.3% | 0.05% | −0.05 |
| DIS The Walt Disney Co. | Reduce -7.7% | 0.20% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -16.8% | 0.06% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +9.6% | 0.88% | +0.61 |
| INTC Intel Corp. | Add +9.8% | 0.61% | +0.41 |
| AMD Advanced Micro Devices | Add +12.6% | 0.63% | +0.41 |
| IDEV iShares Core MSCI Dev MKTS | Add +43.7% | 1.44% | +0.38 |
| AMAT Applied Materials Inc. | Add +9.2% | 0.60% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 2.17% | +0.27 |
| DFAI Dimensional International Co. | Add +39.2% | 0.97% | +0.22 |
| LRCX Lam Research Corp. | Add +21.2% | 0.36% | +0.19 |
| CSCO Cisco Systems Inc. | Add +13.0% | 0.53% | +0.18 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +33.1% | 0.84% | +0.17 |
| AVGO Broadcom Inc. | Add +3.8% | 1.64% | +0.17 |
| LLY Eli Lilly & Co. | Add +4.0% | 1.00% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +32.1% | 0.37% | +0.17 |
| AAPL Apple Inc. | Add +2.4% | 5.22% | +0.16 |
| CAT Caterpillar Inc. | Add +8.7% | 0.50% | +0.15 |
| KLAC KLA Corp. | Add +13.7% | 0.28% | +0.14 |
| NVDA Nvidia Corp. | Add +2.5% | 3.84% | +0.14 |
| MRVL Marvell Technology Inc. | Add +13.0% | 0.20% | +0.13 |
| PANW Palo Alto Networks Inc. | Add +8.0% | 0.25% | +0.13 |
| SNDK Sandisk Corp. | Add +18.3% | 0.17% | +0.13 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +5.2% | 4.05% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 1.51% | +0.12 |
| STX Seagate Technology Holdings | Add +16.0% | 0.20% | +0.12 |
| AVUV Avantis US Small Cap Value | Add +26.8% | 0.55% | +0.11 |
| AVLV Avantis US Large Cap Value | Add +10.5% | 0.95% | +0.09 |
| XSVM Invesco S&P Smallcap Value W | Add +25.9% | 0.40% | +0.09 |
| GLW Corning Inc. | Add +8.2% | 0.20% | +0.09 |
| WDC Western Digital Corp. | Add +30.3% | 0.13% | +0.08 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +13.3% | 0.45% | +0.08 |
| AMZN Amazon.com Inc. | Add +3.1% | 2.02% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +9.7% | 0.17% | +0.08 |
| EDIV State Street SPDR S&P Emergi | Add +31.8% | 0.42% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +18.1% | 0.42% | +0.07 |
| SMLF iShares US Smallcap Equity F | Add +15.3% | 0.39% | +0.07 |
| TXN Texas Instruments Inc. | Add +10.7% | 0.19% | +0.06 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +28.7% | 0.38% | +0.06 |
| BAC Bank of America Corp. | Add +12.0% | 0.43% | +0.06 |
| GEV GE Vernova Inc. | Add +4.3% | 0.29% | +0.06 |
| C Citigroup Inc. | Add +8.8% | 0.35% | +0.06 |
| V Visa Inc. Class A | Add +9.2% | 0.64% | +0.06 |
| QEMM State Street SPDR MSCI Emerg | Add +12.8% | 0.41% | +0.05 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +18.4% | 0.34% | +0.05 |
| OUSM Alps Oshares US Small-Cap Qu | Add +17.0% | 0.46% | +0.05 |
| APH Amphenol Corp. Class A | Add +7.4% | 0.20% | +0.05 |
| MS Morgan Stanley | Add +6.0% | 0.29% | +0.05 |
| ANET Arista Networks Inc. | Add +5.7% | 0.20% | +0.04 |
| DELL Dell Technologies -C | New | 0.04% | +0.04 |
| BNY Bank of New York Mellon Corp. | Add +1.6% | 0.50% | +0.04 |
| GMRS GMR Solutions Inc. Class A | New | 0.04% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +7.1% | 0.35% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 400 | $869.6M | AAPL, ACWX, NVDA, XLK, MSFT |
| Q1 2026 | 398 | $767.4M | AAPL, ACWX, NVDA, XLK, MSFT |
| Q4 2025 | 394 | $774.4M | AAPL, XLK, NVDA, MSFT, ACWX |
| Q3 2025 | 391 | $777.0M | AAPL, XLK, MSFT, NVDA, XLF |
| Q2 2025 | 386 | $718.5M | XLK, AAPL, MSFT, NVDA, AMZN |
| Q1 2025 | 372 | $642.7M | AAPL, XLK, MSFT, NVDA, AMZN |
| Q4 2024 | 369 | $656.2M | AAPL, XLK, MSFT, NVDA, AMZN |
| Q3 2024 | 364 | $634.3M | AAPL, XLK, MSFT, NVDA, AMZN |
| Q2 2024 | 367 | $586.8M | AAPL, MSFT, XLK, NVDA, AMZN |
| Q1 2024 | 344 | $531.3M | AAPL, MSFT, XLK, NVDA, USIG |