Premier Path Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Premier Path Wealth Partners, LLC reported 394 stock positions worth $774.4 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by SS Technology Select Sector (XLK, 3.8%) and Nvidia (NVDA, 3.6%). Compared with Q3 2025, it opened 21 new positions, sold out of 18, added to 180 and reduced 175. The biggest buy was Apple (AAPL, shares +7%) and the biggest sale SS Technology Select Sector (XLK, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, NJ
- CIK
- 0001999925
- Portfolio Value
- $774.4M (Q4 2025)
- SEC Filing
- 0001999925-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 394 stocks · $774.4M
| AAPL Apple Inc. | 5.35% | 152,318 | $41.4M | Add +6.8% |
| XLK SS Technology Select Sector | 3.80% | 204,653 | $29.5M | Reduce -10.1% |
| NVDA Nvidia Corp. | 3.61% | 149,892 | $28.0M | Add +4.0% |
| MSFT Microsoft Corp. | 3.39% | 54,228 | $26.2M | Add +0.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 2.35% | 270,551 | $18.2M | Add +31.0% |
| AMZN Amazon.com Inc. | 2.08% | 69,660 | $16.1M | Add +12.3% |
| GOOGL Alphabet Inc. Class A | 1.90% | 47,035 | $14.7M | Add +5.7% |
| XLF SS Financial Select Sector | 1.70% | 239,882 | $13.1M | Reduce -6.4% |
| AVGO Broadcom Inc. | 1.51% | 33,849 | $11.7M | Add +2.0% |
| DGRO iShares Core Dividend Growth | 1.45% | 161,500 | $11.2M | Reduce -6.6% |
| USIG iShares Broad Usd Investment | 1.45% | 216,333 | $11.2M | Reduce -7.3% |
| GOOG Alphabet Inc. Class C | 1.41% | 34,765 | $10.9M | Add +2.1% |
| QUAL iShares MSCI USA Quality Fac | 1.36% | 52,856 | $10.5M | Reduce -7.7% |
| META Meta Platforms Inc. Class A | 1.32% | 15,490 | $10.2M | Reduce -0.8% |
| XLY SS Consumer Disc Select Sect | 1.31% | 84,897 | $10.1M | Reduce -7.3% |
| XLC SS Comm Select Sector SPDR | 1.25% | 82,177 | $9.7M | Reduce -6.9% |
| XLV SS Health Care Select Sector | 1.24% | 62,268 | $9.6M | Reduce -10.2% |
| SHY iShares 1-3 Year Treasury Bo | 1.24% | 115,563 | $9.6M | Reduce -5.7% |
| IDEV iShares Core MSCI Dev MKTS | 1.23% | 115,048 | $9.5M | Reduce -6.0% |
| IEF iShares 7-10 Year Treasury B | 1.17% | 94,606 | $9.1M | Add +6.4% |
| IEI iShares 3-7 Year Treasury Bo | 1.10% | 71,394 | $8.5M | Add +3.8% |
| JPM JPMorgan Chase & Co. | 1.10% | 26,353 | $8.5M | Add +2.4% |
| TSLA Tesla Inc. | 1.08% | 18,612 | $8.4M | Add +6.7% |
| XLI SS Industrial Select Sector | 1.08% | 53,838 | $8.4M | Reduce -6.2% |
| IJR iShares Core S&P Small-Cap E | 1.06% | 67,989 | $8.2M | Reduce -6.0% |
| LLY Eli Lilly & Co. | 0.91% | 6,543 | $7.0M | Add +6.0% |
| DFAI Dimensional International Co. | 0.85% | 172,361 | $6.6M | Reduce -6.4% |
| MUB iShares National Muni Bond E | 0.84% | 60,880 | $6.5M | Add +22.2% |
| AVLV Avantis US Large Cap Value | 0.81% | 82,528 | $6.3M | Reduce -7.9% |
| VMBS Vanguard Mortgage-Backed Sec | 0.80% | 132,100 | $6.2M | Reduce -7.8% |
| DBND Doubleline Oppor Cor BND-Usd | 0.80% | 133,891 | $6.2M | Reduce -7.0% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.80% | 148,965 | $6.2M | Reduce -5.7% |
| TLH iShares 10-20 Year Treasury | 0.79% | 60,409 | $6.1M | Reduce -8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 10,288 | $5.2M | Add +12.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.65% | 45,906 | $5.1M | Add +45.3% |
| XLP SS Consumer Staples Sel Sect | 0.62% | 61,932 | $4.8M | Reduce -6.5% |
| V Visa Inc. Class A | 0.60% | 13,284 | $4.7M | Add +14.8% |
| XOM Exxon Mobil Corp. | 0.57% | 36,712 | $4.4M | Add +2.5% |
| IWD iShares Russell 1000 Value E | 0.56% | 20,682 | $4.4M | Add +25.7% |
| JNJ Johnson & Johnson | 0.50% | 18,649 | $3.9M | Add +6.5% |
| WMT Walmart Inc. | 0.50% | 34,621 | $3.9M | Add +18.2% |
| IWF iShares Russell 1000 Growth | 0.47% | 7,757 | $3.7M | Reduce -1.8% |
| OUSM Alps Oshares US Small-Cap Qu | 0.46% | 82,095 | $3.6M | Reduce -3.7% |
| BLK BlackRock Inc. | 0.46% | 3,355 | $3.6M | Reduce -4.3% |
| AVUV Avantis US Small Cap Value | 0.46% | 35,109 | $3.6M | Reduce -6.6% |
| RTX RTX Corp. | 0.46% | 19,224 | $3.5M | Reduce -6.9% |
| GE General Electric filed as GE AEROSPACE | 0.45% | 11,332 | $3.5M | Reduce -4.9% |
| NFLX Netflix Inc. | 0.45% | 36,975 | $3.5M | Add +2.9% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 18,890 | $3.4M | Add +4.6% |
| IVV iShares Core S&P 500 ETF | 0.42% | 4,791 | $3.3M | Reduce -39.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.42% | 28,037 | $3.3M | Add +16.8% |
| XLE SS Energy Select Sector | 0.42% | 72,460 | $3.2M | Reduce -5.9% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.42% | 82,466 | $3.2M | Reduce -7.8% |
| MA Mastercard Inc. Class A | 0.41% | 5,602 | $3.2M | Add +8.2% |
| COST Costco Wholesale Corp. | 0.40% | 3,602 | $3.1M | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 55,954 | $3.1M | Add +18.1% |
| EDIV State Street SPDR S&P Emergi | 0.39% | 77,857 | $3.0M | Reduce -2.9% |
| QEMM State Street SPDR MSCI Emerg | 0.39% | 45,414 | $3.0M | Reduce -3.6% |
| IJH iShares Core S&P Midcap ETF | 0.39% | 45,181 | $3.0M | Reduce -4.2% |
| HD Home Depot Inc. | 0.36% | 8,187 | $2.8M | Reduce -1.9% |
| SMLF iShares US Smallcap Equity F | 0.36% | 37,531 | $2.8M | Reduce -4.9% |
| ABBV Abbvie Inc. | 0.35% | 11,813 | $2.7M | Add +4.3% |
| AGG iShares Core U.S. Aggregate | 0.34% | 26,706 | $2.7M | Add +140.1% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.34% | 31,580 | $2.7M | Reduce -3.8% |
| WFC Wells Fargo & Co. | 0.34% | 28,266 | $2.6M | Add +10.6% |
| XSVM Invesco S&P Smallcap Value W | 0.34% | 45,729 | $2.6M | Reduce -5.4% |
| AVMV Avantis US Mid Cap Val ETF | 0.34% | 36,648 | $2.6M | Reduce -5.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.34% | 51,743 | $2.6M | Add +6.7% |
| LMT Lockheed Martin Corp. | 0.34% | 5,373 | $2.6M | Add +0.6% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.32% | 56,507 | $2.5M | Reduce -6.8% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 4,309 | $2.5M | Reduce -5.4% |
| CRM Salesforce Inc. | 0.32% | 9,423 | $2.5M | Reduce -5.3% |
| VGT Vanguard Info Tech ETF | 0.32% | 3,262 | $2.5M | Reduce -33.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 21,036 | $2.4M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.31% | 15,530 | $2.4M | Add +5.4% |
| USB US Bancorp | 0.31% | 44,333 | $2.4M | Add +4.2% |
| GS Goldman Sachs Group Inc. | 0.29% | 2,515 | $2.2M | Add +13.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.28% | 51,673 | $2.2M | Reduce -6.9% |
| WBD Warner Bros Discovery Inc. | 0.28% | 75,360 | $2.2M | Reduce -14.7% |
| ETN Eaton Corp. PLC | 0.28% | 6,759 | $2.2M | Reduce -0.5% |
| CVX Chevron Corp. | 0.28% | 14,100 | $2.1M | Reduce -8.5% |
| AXP American Express Co. | 0.27% | 5,653 | $2.1M | Add +3.1% |
| PH Parker Hannifin Corp. | 0.27% | 2,347 | $2.1M | Add +15.5% |
| C Citigroup Inc. | 0.27% | 17,615 | $2.1M | Add +11.3% |
| CSCO Cisco Systems Inc. | 0.26% | 25,878 | $2.0M | Add +9.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 6,682 | $2.0M | Add +8.0% |
| MS Morgan Stanley | 0.25% | 10,861 | $1.9M | Add +7.6% |
| CAT Caterpillar Inc. | 0.25% | 3,332 | $1.9M | Add +7.0% |
| CVS CVS Health Corp. | 0.24% | 23,699 | $1.9M | Reduce -9.6% |
| XLRE SS Real Estate Select Sector | 0.24% | 46,315 | $1.9M | Reduce -4.5% |
| BA The Boeing Co. | 0.24% | 8,502 | $1.8M | Reduce -8.0% |
| COF Capital One Financial Corp. | 0.23% | 7,422 | $1.8M | Add +5.0% |
| NEE Nextera Energy Inc. | 0.23% | 22,261 | $1.8M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.23% | 2,829 | $1.8M | Reduce -6.2% |
| LOW Lowe's Cos Inc. | 0.23% | 7,277 | $1.8M | Add +3.9% |
| PFE Pfizer Inc. | 0.22% | 68,398 | $1.7M | Reduce -6.7% |
| VZ Verizon Communications Inc. | 0.22% | 41,581 | $1.7M | Reduce -7.3% |
| XLB SS Materials Select Sector | 0.22% | 36,725 | $1.7M | Reduce -5.8% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 30,562 | $1.6M | Reduce -7.8% |
| ISRG Intuitive Surgical Inc. | 0.21% | 2,894 | $1.6M | Add +1.9% |
Portfolio Sells Q3 2025 → Q4 2025
| XLK SS Technology Select Sector | Reduce -10.1% | 3.80% | −0.32 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.31 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.30 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -88.8% | 0.04% | −0.27 |
| IVV iShares Core S&P 500 ETF | Reduce -39.8% | 0.42% | −0.26 |
| CGDV Cap Group Dividend Value | Sold out | 0.00% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -81.6% | 0.05% | −0.20 |
| CGUS Cap Group Core Equity | Sold out | 0.00% | −0.17 |
| CGCP Cap Group Core Plus Income | Sold out | 0.00% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 1.32% | −0.16 |
| VGT Vanguard Info Tech ETF | Reduce -33.2% | 0.32% | −0.15 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.14 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.14 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.13 |
| USIG iShares Broad Usd Investment | Reduce -7.3% | 1.45% | −0.12 |
| XLY SS Consumer Disc Select Sect | Reduce -7.3% | 1.31% | −0.10 |
| XLC SS Comm Select Sector SPDR | Reduce -6.9% | 1.25% | −0.10 |
| TLH iShares 10-20 Year Treasury | Reduce -8.9% | 0.79% | −0.09 |
| XLF SS Financial Select Sector | Reduce -6.4% | 1.70% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -7.7% | 1.36% | −0.08 |
| SMH Vaneck Semiconductor ETF | Reduce -58.5% | 0.07% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -27.6% | 0.16% | −0.07 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -5.7% | 1.24% | −0.07 |
| HD Home Depot Inc. | Reduce -1.9% | 0.36% | −0.07 |
| DGRO iShares Core Dividend Growth | Reduce -6.6% | 1.45% | −0.07 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -7.8% | 0.80% | −0.06 |
| BLK BlackRock Inc. | Reduce -4.3% | 0.46% | −0.06 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.06 |
| XLI SS Industrial Select Sector | Reduce -6.2% | 1.08% | −0.06 |
| DBND Doubleline Oppor Cor BND-Usd | Reduce -7.0% | 0.80% | −0.06 |
| NKE Nike Inc. Class B | Reduce -18.6% | 0.18% | −0.06 |
| CPB The Campbell's Company | Reduce -27.1% | 0.10% | −0.05 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -27.6% | 0.10% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.0% | 1.06% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -26.3% | 0.10% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -0.5% | 0.28% | −0.05 |
| LIN Linde PLC | Reduce -18.5% | 0.14% | −0.05 |
| KHC The Kraft Heinz Co. | Reduce -27.2% | 0.10% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Reduce -6.5% | 0.62% | −0.05 |
| CAG Conagra Brands Inc. | Reduce -27.4% | 0.10% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.05 |
| BAX Baxter International Inc. | Reduce -17.8% | 0.10% | −0.05 |
| BF.B Brown-Forman Corp. Class B | Reduce -28.4% | 0.10% | −0.05 |
| ADP Automatic Data Processing | Reduce -21.2% | 0.10% | −0.04 |
| EFX Equifax Inc. | Reduce -8.1% | 0.15% | −0.04 |
| CGGR Cap Group Growth Equity | Sold out | 0.00% | −0.04 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.04 |
| TROW T Rowe Price Group Inc. | Reduce -23.5% | 0.12% | −0.04 |
| IFF Intl Flavors & Fragrances | Reduce -31.0% | 0.12% | −0.04 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -6.0% | 1.23% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| AAPL Apple Inc. | Add +6.8% | 5.35% | +0.67 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +31.0% | 2.35% | +0.62 |
| GOOGL Alphabet Inc. Class A | Add +5.7% | 1.90% | +0.51 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 1.41% | +0.34 |
| AMZN Amazon.com Inc. | Add +12.3% | 2.08% | +0.32 |
| LLY Eli Lilly & Co. | Add +6.0% | 0.91% | +0.30 |
| SHV iShares 0-1 Year Treasury Bo | Add +45.3% | 0.65% | +0.20 |
| AGG iShares Core U.S. Aggregate | Add +140.1% | 0.34% | +0.20 |
| MUB iShares National Muni Bond E | Add +22.2% | 0.84% | +0.16 |
| NVDA Nvidia Corp. | Add +4.0% | 3.61% | +0.15 |
| IWD iShares Russell 1000 Value E | Add +25.7% | 0.56% | +0.13 |
| WMT Walmart Inc. | Add +18.2% | 0.50% | +0.11 |
| AVGO Broadcom Inc. | Add +2.0% | 1.51% | +0.10 |
| V Visa Inc. Class A | Add +14.8% | 0.60% | +0.09 |
| BNY Bank of New York Mellon Corp. | Add +16.8% | 0.42% | +0.08 |
| AMD Advanced Micro Devices | Add +28.7% | 0.20% | +0.08 |
| BAC Bank of America Corp. | Add +18.1% | 0.40% | +0.08 |
| TSLA Tesla Inc. | Add +6.7% | 1.08% | +0.08 |
| JNJ Johnson & Johnson | Add +6.5% | 0.50% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.8% | 0.67% | +0.08 |
| MU Micron Technology Inc. | Add +7.4% | 0.17% | +0.08 |
| IEF iShares 7-10 Year Treasury B | Add +6.4% | 1.17% | +0.07 |
| PH Parker Hannifin Corp. | Add +15.5% | 0.27% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.07% | +0.07 |
| WFC Wells Fargo & Co. | Add +10.6% | 0.34% | +0.06 |
| MRK Merck & Co. Inc. | Add +18.3% | 0.19% | +0.06 |
| C Citigroup Inc. | Add +11.3% | 0.27% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +13.3% | 0.29% | +0.06 |
| CAT Caterpillar Inc. | Add +7.0% | 0.25% | +0.06 |
| REGN Regeneron Pharmaceuticals | New | 0.05% | +0.05 |
| GILD Gilead Sciences Inc. | Add +19.8% | 0.21% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 1.10% | +0.05 |
| XOM Exxon Mobil Corp. | Add +2.5% | 0.57% | +0.05 |
| CSCO Cisco Systems Inc. | Add +9.1% | 0.26% | +0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +154.2% | 0.08% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +1.9% | 0.21% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +35.9% | 0.20% | +0.05 |
| CRH CRH PLC | New | 0.04% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +126.6% | 0.08% | +0.04 |
| IQV Iqvia Holdings Inc. | New | 0.04% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.04% | +0.04 |
| MS Morgan Stanley | Add +7.6% | 0.25% | +0.04 |
| AMAT Applied Materials Inc. | Add +1.9% | 0.19% | +0.04 |
| IEI iShares 3-7 Year Treasury Bo | Add +3.8% | 1.10% | +0.04 |
| USB US Bancorp | Add +4.2% | 0.31% | +0.04 |
| COF Capital One Financial Corp. | Add +5.0% | 0.23% | +0.04 |
| VXUS Vanguard Total Intl Stock | New | 0.04% | +0.04 |
| ROK Rockwell Automation Inc. | New | 0.04% | +0.04 |
| CTSH Cognizant Tech Solutions-A | New | 0.04% | +0.04 |
| PLD Prologis Inc. | Add +30.3% | 0.12% | +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 |