Premier Path Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Premier Path Wealth Partners, LLC reported 372 stock positions worth $642.7 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by SS Technology Select Sector (XLK, 3.9%) and Microsoft (MSFT, 3.0%). Compared with Q4 2024, it opened 18 new positions, sold out of 15, added to 210 and reduced 134. The biggest buy was iShares MSCI Acwi Ex US ETF (ACWX, shares +12%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, NJ
- CIK
- 0001999925
- Portfolio Value
- $642.7M (Q1 2025)
- SEC Filing
- 0001999925-25-000002 ↗ filed Apr 21, 2025
Holdings Value
Holdings 372 stocks · $642.7M
| AAPL Apple Inc. | 4.88% | 141,089 | $31.3M | Reduce -0.1% |
| XLK SS Technology Select Sector | 3.89% | 121,199 | $25.0M | Add +2.4% |
| MSFT Microsoft Corp. | 3.01% | 51,511 | $19.3M | Reduce -1.7% |
| NVDA Nvidia Corp. | 2.33% | 138,002 | $15.0M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.77% | 59,855 | $11.4M | Reduce -9.5% |
| XLF SS Financial Select Sector | 1.71% | 220,711 | $11.0M | Reduce -7.0% |
| USIG iShares Broad Usd Investment | 1.69% | 212,570 | $10.9M | Reduce -1.4% |
| DGRO iShares Core Dividend Growth | 1.61% | 167,836 | $10.4M | Add +2.0% |
| XLY SS Consumer Disc Select Sect | 1.53% | 49,801 | $9.8M | Add +9.3% |
| XLV SS Health Care Select Sector | 1.50% | 66,099 | $9.7M | Reduce -7.1% |
| QUAL iShares MSCI USA Quality Fac | 1.46% | 54,885 | $9.4M | Add +2.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.42% | 110,532 | $9.1M | Add +7.7% |
| XLC SS Comm Select Sector SPDR | 1.34% | 89,628 | $8.6M | Reduce -0.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 1.32% | 152,929 | $8.5M | Add +11.6% |
| IEF iShares 7-10 Year Treasury B | 1.32% | 88,790 | $8.5M | Add +9.5% |
| META Meta Platforms Inc. Class A | 1.31% | 14,663 | $8.5M | Add +2.3% |
| IDEV iShares Core MSCI Dev MKTS | 1.28% | 118,970 | $8.2M | Add +2.9% |
| IEI iShares 3-7 Year Treasury Bo | 1.22% | 66,434 | $7.8M | Add +8.2% |
| XLI SS Industrial Select Sector | 1.18% | 57,890 | $7.6M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 1.10% | 67,329 | $7.0M | Add +6.8% |
| GOOGL Alphabet Inc. Class A | 1.08% | 44,733 | $6.9M | Reduce -2.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.95% | 131,892 | $6.1M | Add +9.7% |
| TLH iShares 10-20 Year Treasury | 0.95% | 58,562 | $6.1M | Add +12.0% |
| DBND Doubleline Oppor Cor BND-Usd | 0.94% | 130,313 | $6.0M | Add +9.0% |
| JPM JPMorgan Chase & Co. | 0.93% | 24,448 | $6.0M | Reduce -0.5% |
| AVLV Avantis US Large Cap Value | 0.88% | 86,804 | $5.7M | Add +2.7% |
| DFAI Dimensional International Co. | 0.87% | 178,685 | $5.6M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.86% | 35,519 | $5.5M | Reduce -3.2% |
| AVGO Broadcom Inc. | 0.85% | 32,763 | $5.5M | Add +0.2% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.82% | 148,538 | $5.3M | Add +7.2% |
| XLP SS Consumer Staples Sel Sect | 0.81% | 63,825 | $5.2M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.79% | 6,146 | $5.1M | Add +1.3% |
| MUB iShares National Muni Bond E | 0.78% | 47,502 | $5.0M | Add +12.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 8,948 | $4.8M | Add +4.0% |
| XOM Exxon Mobil Corp. | 0.65% | 34,951 | $4.2M | Reduce -5.1% |
| TSLA Tesla Inc. | 0.63% | 15,521 | $4.0M | Reduce -11.7% |
| IWD iShares Russell 1000 Value E | 0.59% | 20,249 | $3.8M | Reduce -40.7% |
| IVV iShares Core S&P 500 ETF | 0.59% | 6,756 | $3.8M | Reduce -1.9% |
| V Visa Inc. Class A | 0.59% | 10,766 | $3.8M | Add +0.7% |
| XLE SS Energy Select Sector | 0.52% | 35,689 | $3.3M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.51% | 9,138 | $3.3M | Reduce -5.8% |
| BLK BlackRock Inc. | 0.51% | 3,478 | $3.3M | Add +3.1% |
| OUSM Alps Oshares US Small-Cap Qu | 0.51% | 78,292 | $3.3M | Add +1.1% |
| NFLX Netflix Inc. | 0.51% | 3,493 | $3.3M | Add +1.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.50% | 29,311 | $3.2M | Add +7.3% |
| COST Costco Wholesale Corp. | 0.49% | 3,355 | $3.2M | Reduce -2.4% |
| AVUV Avantis US Small Cap Value | 0.47% | 34,759 | $3.0M | Add +0.3% |
| JNJ Johnson & Johnson | 0.47% | 18,216 | $3.0M | Add +13.3% |
| T AT&T Inc. | 0.44% | 100,845 | $2.9M | Reduce -9.9% |
| RTX RTX Corp. | 0.44% | 21,423 | $2.8M | Reduce -2.5% |
| VGT Vanguard Info Tech ETF | 0.44% | 5,160 | $2.8M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.43% | 5,219 | $2.7M | Reduce -5.9% |
| EDIV State Street SPDR S&P Emergi | 0.42% | 76,486 | $2.7M | Add +5.0% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.42% | 87,111 | $2.7M | Add +6.0% |
| QEMM State Street SPDR MSCI Emerg | 0.41% | 46,193 | $2.7M | Add +9.3% |
| GE General Electric filed as GE AEROSPACE | 0.41% | 13,128 | $2.6M | Reduce -7.2% |
| IJH iShares Core S&P Midcap ETF | 0.40% | 44,404 | $2.6M | Add +2.7% |
| MA Mastercard Inc. Class A | 0.40% | 4,708 | $2.6M | Add +2.7% |
| CRM Salesforce Inc. | 0.39% | 9,416 | $2.5M | Add +6.3% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.38% | 30,167 | $2.4M | Add +4.4% |
| LMT Lockheed Martin Corp. | 0.37% | 5,360 | $2.4M | Reduce -3.4% |
| HD Home Depot Inc. | 0.37% | 6,524 | $2.4M | Reduce -2.4% |
| USFR Wisdomtree Floating Rate Tre | 0.37% | 47,395 | $2.4M | Add +6.4% |
| WMT Walmart Inc. | 0.37% | 26,899 | $2.4M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.36% | 11,195 | $2.3M | Add +7.4% |
| SMLF iShares US Smallcap Equity F | 0.35% | 36,424 | $2.3M | Add +2.1% |
| XSVM Invesco S&P Smallcap Value W | 0.35% | 44,679 | $2.2M | Add +8.9% |
| AVMV Avantis US Mid Cap Val ETF | 0.34% | 35,516 | $2.2M | Add +3.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.33% | 56,920 | $2.1M | Add +24.4% |
| CVX Chevron Corp. | 0.33% | 12,744 | $2.1M | Add +1.7% |
| SUB iShares Short-Term National | 0.33% | 20,135 | $2.1M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.33% | 46,270 | $2.1M | Add +2.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.32% | 26,450 | $2.1M | Reduce -1.9% |
| SHM SS SPDR N Ice St Muni ETF | 0.32% | 43,320 | $2.1M | Reduce -3.7% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 33,476 | $2.0M | Add +0.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.31% | 39,717 | $2.0M | Reduce -1.6% |
| CMCSA Comcast Corp. Class A | 0.31% | 53,647 | $2.0M | Reduce -2.1% |
| CVS CVS Health Corp. | 0.31% | 29,187 | $2.0M | Add +16.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.30% | 23,214 | $1.9M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 19,581 | $1.9M | Reduce -0.5% |
| XLRE SS Real Estate Select Sector | 0.29% | 45,225 | $1.9M | Reduce -2.5% |
| ETN Eaton Corp. PLC | 0.29% | 6,910 | $1.9M | Reduce -0.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.29% | 6,008 | $1.9M | Add +53.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 3,930 | $1.8M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 43,131 | $1.8M | Reduce -3.4% |
| AMD Advanced Micro Devices | 0.27% | 17,195 | $1.8M | Add +148.8% |
| ADBE Adobe Inc. | 0.27% | 4,582 | $1.8M | Add +19.9% |
| USB US Bancorp | 0.27% | 40,628 | $1.7M | Reduce -1.6% |
| XLB SS Materials Select Sector | 0.26% | 19,511 | $1.7M | Reduce -9.4% |
| WFC Wells Fargo & Co. | 0.26% | 23,366 | $1.7M | Add +1.0% |
| BA The Boeing Co. | 0.26% | 9,830 | $1.7M | Reduce -6.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 13,653 | $1.7M | Add +1.6% |
| PG The Procter & Gamble Co. | 0.26% | 9,684 | $1.7M | Reduce -3.8% |
| PFE Pfizer Inc. | 0.25% | 63,599 | $1.6M | Add +5.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 2 | $1.6M | No change |
| NEE Nextera Energy Inc. | 0.25% | 22,445 | $1.6M | Add +0.8% |
| MDT Medtronic PLC | 0.25% | 17,559 | $1.6M | Add +0.3% |
| MCD McDonald's Corp. | 0.24% | 5,006 | $1.6M | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 0.24% | 3,009 | $1.5M | Add +7.0% |
| NKE Nike Inc. Class B | 0.24% | 23,863 | $1.5M | Add +9.8% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.0% | 2.33% | −0.52 |
| AAPL Apple Inc. | Reduce -0.1% | 4.88% | −0.52 |
| TSLA Tesla Inc. | Reduce -11.7% | 0.63% | −0.46 |
| AMZN Amazon.com Inc. | Reduce -9.5% | 1.77% | −0.44 |
| IWD iShares Russell 1000 Value E | Reduce -40.7% | 0.59% | −0.37 |
| MSFT Microsoft Corp. | Reduce -1.7% | 3.01% | −0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -2.9% | 1.08% | −0.25 |
| GOOG Alphabet Inc. Class C | Reduce -3.2% | 0.86% | −0.20 |
| FTSM First Trust Enh Short Mat FD | Reduce -44.1% | 0.17% | −0.13 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.10 |
| IWF iShares Russell 1000 Growth | Reduce -5.8% | 0.51% | −0.08 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.07 |
| NOW ServiceNow Inc. | Reduce -0.2% | 0.21% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -0.4% | 0.29% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -0.8% | 0.44% | −0.06 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.0% | 0.19% | −0.04 |
| XYZ Block Inc. | Reduce -24.1% | 0.04% | −0.04 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.04 |
| TROW T Rowe Price Group Inc. | Reduce -1.3% | 0.17% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -3.4% | 0.37% | −0.04 |
| XLF SS Financial Select Sector | Reduce -7.0% | 1.71% | −0.04 |
| HPQ HP Inc. | Sold out | 0.00% | −0.04 |
| PNC PNC Financial Services Group | Reduce -21.1% | 0.10% | −0.04 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -13.3% | 0.08% | −0.04 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −0.04 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.03 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.03 |
| USB US Bancorp | Reduce -1.6% | 0.27% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.5% | 0.30% | −0.03 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.03 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.03 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Reduce -10.8% | 0.15% | −0.03 |
| FE Firstenergy Corp. | Sold out | 0.00% | −0.03 |
| ORCL Oracle Corp. | Reduce -2.4% | 0.15% | −0.03 |
| SRE Sempra | Reduce -35.2% | 0.03% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 0.59% | −0.03 |
| DHR Danaher Corp. | Reduce -27.9% | 0.05% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 0.29% | −0.02 |
| HD Home Depot Inc. | Reduce -2.4% | 0.37% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -4.7% | 0.17% | −0.02 |
| BA The Boeing Co. | Reduce -6.4% | 0.26% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -12.5% | 0.07% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -7.8% | 0.19% | −0.02 |
| ACN Accenture PLC Class A | Reduce -4.1% | 0.14% | −0.02 |
| MS Morgan Stanley | Reduce -5.4% | 0.17% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| ACWX iShares MSCI Acwi Ex US ETF | Add +11.6% | 1.32% | +0.23 |
| IEF iShares 7-10 Year Treasury B | Add +9.5% | 1.32% | +0.18 |
| TLH iShares 10-20 Year Treasury | Add +12.0% | 0.95% | +0.15 |
| AMD Advanced Micro Devices | Add +148.8% | 0.27% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.0% | 0.74% | +0.15 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.7% | 1.42% | +0.14 |
| IEI iShares 3-7 Year Treasury Bo | Add +8.2% | 1.22% | +0.14 |
| IDEV iShares Core MSCI Dev MKTS | Add +2.9% | 1.28% | +0.14 |
| CVS CVS Health Corp. | Add +16.0% | 0.31% | +0.14 |
| VMBS Vanguard Mortgage-Backed Sec | Add +9.7% | 0.95% | +0.12 |
| JNJ Johnson & Johnson | Add +13.3% | 0.47% | +0.12 |
| DBND Doubleline Oppor Cor BND-Usd | Add +9.0% | 0.94% | +0.11 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Add +7.2% | 0.82% | +0.10 |
| DFAI Dimensional International Co. | Add +3.0% | 0.87% | +0.10 |
| MUB iShares National Muni Bond E | Add +12.4% | 0.78% | +0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +53.9% | 0.29% | +0.08 |
| ABBV Abbvie Inc. | Add +7.4% | 0.36% | +0.08 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.79% | +0.08 |
| DGRO iShares Core Dividend Growth | Add +2.0% | 1.61% | +0.08 |
| V Visa Inc. Class A | Add +0.7% | 0.59% | +0.07 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +9.8% | 0.23% | +0.06 |
| CVX Chevron Corp. | Add +1.7% | 0.33% | +0.06 |
| ZBH Zimmer Biomet Holdings Inc. | Add +21.0% | 0.22% | +0.05 |
| AJG Arthur J Gallagher & Co. | New | 0.05% | +0.05 |
| XLE SS Energy Select Sector | Add +0.0% | 0.52% | +0.05 |
| BAX Baxter International Inc. | Add +10.5% | 0.21% | +0.05 |
| VZ Verizon Communications Inc. | Add +2.1% | 0.33% | +0.05 |
| AMGN Amgen Inc. | Add +4.6% | 0.22% | +0.05 |
| QEMM State Street SPDR MSCI Emerg | Add +9.3% | 0.41% | +0.05 |
| PM Philip Morris International | Add +5.4% | 0.16% | +0.05 |
| NUE Nucor Corp. | Add +22.4% | 0.21% | +0.05 |
| SHV iShares 0-1 Year Treasury Bo | Add +7.3% | 0.50% | +0.05 |
| DRI Darden Restaurants Inc. | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +1.9% | 0.51% | +0.04 |
| GILD Gilead Sciences Inc. | Add +10.1% | 0.15% | +0.04 |
| AMLP Alerian MLP ETF | New | 0.04% | +0.04 |
| CGGR Cap Group Growth Equity | New | 0.04% | +0.04 |
| VTR Ventas Inc. | New | 0.04% | +0.04 |
| EXR Extra Space Storage Inc. | New | 0.04% | +0.04 |
| UBER Uber Technologies Inc. | Add +11.2% | 0.14% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +4.3% | 0.23% | +0.04 |
| CSCO Cisco Systems Inc. | Add +15.3% | 0.20% | +0.04 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +6.0% | 0.42% | +0.04 |
| CAH Cardinal Health Inc. | New | 0.04% | +0.04 |
| NSC Norfolk Southern Corp. | New | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | Add +2.3% | 1.31% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.04% | +0.04 |
| ABT Abbott Laboratories | Add +6.7% | 0.16% | +0.03 |
| CPB The Campbell's Company | Add +23.8% | 0.20% | +0.03 |
| REGN Regeneron Pharmaceuticals | New | 0.03% | +0.03 |
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 |