Premier Path Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Premier Path Wealth Partners, LLC reported 398 stock positions worth $767.4 million. Its top holding was Apple (AAPL) at 5.1% of the portfolio, followed by iShares MSCI Acwi Ex US ETF (ACWX, 3.9%) and Nvidia (NVDA, 3.7%). Compared with Q4 2025, it opened 24 new positions, sold out of 20, added to 234 and reduced 128. The biggest buy was iShares MSCI Acwi Ex US ETF (ACWX, shares +63%) and the biggest sale SS Technology Select Sector (XLK, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- MADISON, NJ
- CIK
- 0001999925
- Portfolio Value
- $767.4M (Q1 2026)
- SEC Filing
- 0001999925-26-000002 ↗ filed Apr 23, 2026
Holdings Value
Holdings 398 stocks · $767.4M
| AAPL Apple Inc. | 5.07% | 153,212 | $38.9M | Add +0.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 3.92% | 439,844 | $30.1M | Add +62.6% |
| NVDA Nvidia Corp. | 3.70% | 162,857 | $28.4M | Add +8.7% |
| XLK SS Technology Select Sector | 3.13% | 180,955 | $24.0M | Reduce -11.6% |
| MSFT Microsoft Corp. | 2.67% | 55,334 | $20.5M | Add +2.0% |
| AMZN Amazon.com Inc. | 1.94% | 71,633 | $14.9M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 1.90% | 50,611 | $14.6M | Add +7.6% |
| AVGO Broadcom Inc. | 1.47% | 36,472 | $11.3M | Add +7.8% |
| IEF iShares 7-10 Year Treasury B | 1.42% | 114,556 | $10.9M | Add +21.1% |
| GOOG Alphabet Inc. Class C | 1.39% | 37,092 | $10.6M | Add +6.7% |
| DGRO iShares Core Dividend Growth | 1.29% | 140,535 | $9.9M | Reduce -13.0% |
| XLF SS Financial Select Sector | 1.26% | 196,097 | $9.7M | Reduce -18.3% |
| META Meta Platforms Inc. Class A | 1.25% | 16,785 | $9.6M | Add +8.4% |
| IEI iShares 3-7 Year Treasury Bo | 1.25% | 80,702 | $9.6M | Add +13.0% |
| USIG iShares Broad Usd Investment | 1.23% | 183,736 | $9.4M | Reduce -15.1% |
| XLY SS Consumer Disc Select Sect | 1.20% | 84,437 | $9.2M | Reduce -0.5% |
| QUAL iShares MSCI USA Quality Fac | 1.16% | 46,598 | $8.9M | Reduce -11.8% |
| SHY iShares 1-3 Year Treasury Bo | 1.09% | 101,739 | $8.4M | Reduce -12.0% |
| IDEV iShares Core MSCI Dev MKTS | 1.07% | 98,250 | $8.2M | Reduce -14.6% |
| JPM JPMorgan Chase & Co. | 1.07% | 27,878 | $8.2M | Add +5.8% |
| XLC SS Comm Select Sector SPDR | 1.06% | 73,228 | $8.1M | Reduce -10.9% |
| XLV SS Health Care Select Sector | 1.04% | 54,470 | $8.0M | Reduce -12.5% |
| AGG iShares Core U.S. Aggregate | 1.01% | 77,950 | $7.7M | Add +191.9% |
| TSLA Tesla Inc. | 0.94% | 19,403 | $7.2M | Add +4.3% |
| XLI SS Industrial Select Sector | 0.94% | 44,478 | $7.2M | Reduce -17.4% |
| MUB iShares National Muni Bond E | 0.89% | 63,978 | $6.8M | Add +5.1% |
| AVLV Avantis US Large Cap Value | 0.86% | 82,237 | $6.6M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.84% | 6,993 | $6.4M | Add +6.9% |
| IJR iShares Core S&P Small-Cap E | 0.75% | 46,162 | $5.7M | Reduce -32.1% |
| DFAI Dimensional International Co. | 0.75% | 147,148 | $5.7M | Reduce -14.6% |
| XOM Exxon Mobil Corp. | 0.74% | 33,612 | $5.7M | Reduce -8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 11,446 | $5.5M | Add +11.3% |
| JNJ Johnson & Johnson | 0.71% | 22,394 | $5.5M | Add +20.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.68% | 111,664 | $5.2M | Reduce -15.5% |
| TLH iShares 10-20 Year Treasury | 0.68% | 51,771 | $5.2M | Reduce -14.3% |
| DBND Doubleline Oppor Cor BND-Usd | 0.68% | 113,682 | $5.2M | Reduce -15.1% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.67% | 127,826 | $5.1M | Reduce -14.2% |
| WMT Walmart Inc. | 0.65% | 40,367 | $5.0M | Add +16.6% |
| V Visa Inc. Class A | 0.59% | 14,925 | $4.5M | Add +12.3% |
| COST Costco Wholesale Corp. | 0.58% | 4,481 | $4.5M | Add +24.4% |
| XLP SS Consumer Staples Sel Sect | 0.55% | 51,684 | $4.2M | Reduce -16.6% |
| NFLX Netflix Inc. | 0.52% | 41,555 | $4.0M | Add +12.4% |
| RTX RTX Corp. | 0.47% | 18,567 | $3.6M | Reduce -3.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.45% | 29,400 | $3.5M | Add +4.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.45% | 31,231 | $3.4M | Reduce -32.0% |
| LMT Lockheed Martin Corp. | 0.44% | 5,549 | $3.4M | Add +3.3% |
| IWD iShares Russell 1000 Value E | 0.43% | 15,613 | $3.3M | Reduce -24.5% |
| MA Mastercard Inc. Class A | 0.43% | 6,674 | $3.3M | Add +19.1% |
| AVUV Avantis US Small Cap Value | 0.43% | 30,000 | $3.3M | Reduce -14.6% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 11,427 | $3.2M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.42% | 4,964 | $3.2M | Add +3.6% |
| XLE SS Energy Select Sector | 0.42% | 52,100 | $3.2M | Reduce -28.1% |
| BLK BlackRock Inc. | 0.41% | 3,303 | $3.2M | Reduce -1.6% |
| OUSM Alps Oshares US Small-Cap Qu | 0.41% | 72,421 | $3.2M | Reduce -11.8% |
| IWF iShares Russell 1000 Growth | 0.41% | 7,322 | $3.1M | Reduce -5.6% |
| CVX Chevron Corp. | 0.40% | 14,905 | $3.1M | Add +5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 59,153 | $2.9M | Add +5.7% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 19,558 | $2.9M | Add +3.5% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.36% | 69,809 | $2.8M | Reduce -15.3% |
| HD Home Depot Inc. | 0.36% | 8,416 | $2.8M | Add +2.8% |
| QEMM State Street SPDR MSCI Emerg | 0.36% | 39,713 | $2.8M | Reduce -12.6% |
| ABBV Abbvie Inc. | 0.35% | 12,521 | $2.7M | Add +6.0% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 40,160 | $2.7M | Reduce -11.1% |
| CAT Caterpillar Inc. | 0.35% | 3,786 | $2.7M | Add +13.6% |
| CSCO Cisco Systems Inc. | 0.35% | 34,427 | $2.7M | Add +33.0% |
| EDIV State Street SPDR S&P Emergi | 0.35% | 67,114 | $2.6M | Reduce -13.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 16,349 | $2.6M | Add +5.3% |
| SMLF iShares US Smallcap Equity F | 0.33% | 33,065 | $2.5M | Reduce -11.9% |
| PH Parker Hannifin Corp. | 0.33% | 2,788 | $2.5M | Add +18.8% |
| USB US Bancorp | 0.32% | 47,251 | $2.5M | Add +6.6% |
| ETN Eaton Corp. PLC | 0.31% | 6,706 | $2.4M | Reduce -0.8% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.31% | 27,724 | $2.4M | Reduce -12.2% |
| XSVM Invesco S&P Smallcap Value W | 0.31% | 39,644 | $2.4M | Reduce -13.3% |
| GS Goldman Sachs Group Inc. | 0.31% | 2,790 | $2.4M | Add +10.9% |
| AVMV Avantis US Mid Cap Val ETF | 0.31% | 31,759 | $2.4M | Reduce -13.3% |
| C Citigroup Inc. | 0.30% | 20,112 | $2.3M | Add +14.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.29% | 45,266 | $2.3M | Reduce -12.5% |
| AMAT Applied Materials Inc. | 0.29% | 6,591 | $2.3M | Add +14.8% |
| WFC Wells Fargo & Co. | 0.29% | 28,243 | $2.2M | Reduce -0.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.29% | 49,439 | $2.2M | Reduce -12.5% |
| GILD Gilead Sciences Inc. | 0.29% | 15,816 | $2.2M | Add +19.1% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 4,382 | $2.2M | Add +1.7% |
| AMGN Amgen Inc. | 0.28% | 6,089 | $2.1M | Add +29.5% |
| VGT Vanguard Info Tech ETF | 0.28% | 3,059 | $2.1M | Reduce -6.2% |
| MRK Merck & Co. Inc. | 0.28% | 17,577 | $2.1M | Add +27.1% |
| NEE Nextera Energy Inc. | 0.28% | 22,732 | $2.1M | Add +2.1% |
| MU Micron Technology Inc. | 0.26% | 6,017 | $2.0M | Add +32.9% |
| LOW Lowe's Cos Inc. | 0.26% | 8,349 | $2.0M | Add +14.7% |
| DE Deere & Co. | 0.25% | 3,461 | $1.9M | Add +13.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 42,222 | $1.9M | Reduce -18.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 19,781 | $1.9M | Reduce -6.0% |
| VZ Verizon Communications Inc. | 0.25% | 37,906 | $1.9M | Reduce -8.8% |
| AXP American Express Co. | 0.25% | 6,284 | $1.9M | Add +11.2% |
| MS Morgan Stanley | 0.25% | 11,438 | $1.9M | Add +5.3% |
| ORCL Oracle Corp. | 0.24% | 12,661 | $1.9M | Add +61.1% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 29,899 | $1.8M | Reduce -2.2% |
| GEV GE Vernova Inc. | 0.23% | 2,056 | $1.8M | Add +8.0% |
| PFE Pfizer Inc. | 0.23% | 62,151 | $1.7M | Reduce -9.1% |
| AMD Advanced Micro Devices | 0.22% | 8,438 | $1.7M | Add +15.7% |
| CRM Salesforce Inc. | 0.22% | 9,044 | $1.7M | Reduce -4.0% |
Portfolio Sells Q4 2025 → Q1 2026
| XLK SS Technology Select Sector | Reduce -11.6% | 3.13% | −0.67 |
| XLF SS Financial Select Sector | Reduce -18.3% | 1.26% | −0.43 |
| IJR iShares Core S&P Small-Cap E | Reduce -32.1% | 0.75% | −0.31 |
| USIG iShares Broad Usd Investment | Reduce -15.1% | 1.23% | −0.22 |
| XLV SS Health Care Select Sector | Reduce -12.5% | 1.04% | −0.20 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -32.0% | 0.45% | −0.20 |
| XLC SS Comm Select Sector SPDR | Reduce -10.9% | 1.06% | −0.19 |
| QUAL iShares MSCI USA Quality Fac | Reduce -11.8% | 1.16% | −0.19 |
| VOO Vanguard S&P 500 ETF | Reduce -76.4% | 0.05% | −0.18 |
| DGRO iShares Core Dividend Growth | Reduce -13.0% | 1.29% | −0.16 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -14.6% | 1.07% | −0.16 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -12.0% | 1.09% | −0.14 |
| XLI SS Industrial Select Sector | Reduce -17.4% | 0.94% | −0.14 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.14 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -14.2% | 0.67% | −0.13 |
| IWD iShares Russell 1000 Value E | Reduce -24.5% | 0.43% | −0.13 |
| DBND Doubleline Oppor Cor BND-Usd | Reduce -15.1% | 0.68% | −0.12 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -15.5% | 0.68% | −0.12 |
| NUE Nucor Corp. | Reduce -64.7% | 0.07% | −0.12 |
| MCHP Microchip Technology Inc. | Reduce -79.9% | 0.03% | −0.12 |
| TLH iShares 10-20 Year Treasury | Reduce -14.3% | 0.68% | −0.11 |
| XLY SS Consumer Disc Select Sect | Reduce -0.5% | 1.20% | −0.11 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -76.7% | 0.04% | −0.11 |
| CRM Salesforce Inc. | Reduce -4.0% | 0.22% | −0.10 |
| DFAI Dimensional International Co. | Reduce -14.6% | 0.75% | −0.10 |
| XLP SS Consumer Staples Sel Sect | Reduce -16.6% | 0.55% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -5.6% | 0.41% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.07 |
| WBD Warner Bros Discovery Inc. | Reduce -19.9% | 0.22% | −0.06 |
| EL Estee Lauder Companies Class A | Reduce -18.9% | 0.08% | −0.06 |
| DIS The Walt Disney Co. | Reduce -6.0% | 0.25% | −0.06 |
| APP AppLovin Corp. Class A | Reduce -11.9% | 0.06% | −0.06 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -11.8% | 0.41% | −0.05 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -15.3% | 0.36% | −0.05 |
| BLK BlackRock Inc. | Reduce -1.6% | 0.41% | −0.05 |
| HOOD Robinhood Markets Inc. Class A | Reduce -12.4% | 0.06% | −0.05 |
| EDIV State Street SPDR S&P Emergi | Reduce -13.8% | 0.35% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -0.1% | 0.29% | −0.05 |
| BIIB Biogen Inc. | Reduce -38.5% | 0.08% | −0.05 |
| FISV Fiserv Inc. | Reduce -25.2% | 0.08% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -12.5% | 0.29% | −0.04 |
| NKE Nike Inc. Class B | Reduce -8.8% | 0.13% | −0.04 |
| BX Blackstone Inc. | Reduce -5.1% | 0.10% | −0.04 |
| AKAM Akamai Technologies Inc. | Reduce -48.1% | 0.09% | −0.04 |
| IFF Intl Flavors & Fragrances | Reduce -39.1% | 0.08% | −0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.04 |
| GSK GSK PLC-Spon ADR | Reduce -35.9% | 0.11% | −0.04 |
| EFX Equifax Inc. | Reduce -12.5% | 0.11% | −0.04 |
| TROW T Rowe Price Group Inc. | Reduce -23.4% | 0.08% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| ACWX iShares MSCI Acwi Ex US ETF | Add +62.6% | 3.92% | +1.58 |
| AGG iShares Core U.S. Aggregate | Add +191.9% | 1.01% | +0.66 |
| IEF iShares 7-10 Year Treasury B | Add +21.1% | 1.42% | +0.25 |
| JNJ Johnson & Johnson | Add +20.1% | 0.71% | +0.21 |
| COST Costco Wholesale Corp. | Add +24.4% | 0.58% | +0.18 |
| VXUS Vanguard Total Intl Stock | Add +445.3% | 0.21% | +0.17 |
| WMT Walmart Inc. | Add +16.6% | 0.65% | +0.16 |
| IEI iShares 3-7 Year Treasury Bo | Add +13.0% | 1.25% | +0.15 |
| CVX Chevron Corp. | Add +5.7% | 0.40% | +0.12 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +134.1% | 0.19% | +0.11 |
| CAT Caterpillar Inc. | Add +13.6% | 0.35% | +0.10 |
| AMAT Applied Materials Inc. | Add +14.8% | 0.29% | +0.10 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +127.5% | 0.18% | +0.10 |
| LMT Lockheed Martin Corp. | Add +3.3% | 0.44% | +0.10 |
| MU Micron Technology Inc. | Add +32.9% | 0.26% | +0.10 |
| CTVA Corteva Inc. | Add +54.0% | 0.20% | +0.10 |
| NVDA Nvidia Corp. | Add +8.7% | 3.70% | +0.09 |
| CSCO Cisco Systems Inc. | Add +33.0% | 0.35% | +0.09 |
| MRK Merck & Co. Inc. | Add +27.1% | 0.28% | +0.09 |
| ODFL Old Dominion Freight Line | Add +207.6% | 0.11% | +0.08 |
| AMGN Amgen Inc. | Add +29.5% | 0.28% | +0.08 |
| GILD Gilead Sciences Inc. | Add +19.1% | 0.29% | +0.08 |
| GEV GE Vernova Inc. | Add +8.0% | 0.23% | +0.07 |
| NFLX Netflix Inc. | Add +12.4% | 0.52% | +0.07 |
| CLX Clorox Company | New | 0.07% | +0.07 |
| CSGP Costar Group Inc. | New | 0.07% | +0.07 |
| DE Deere & Co. | Add +13.4% | 0.25% | +0.07 |
| INTC Intel Corp. | Add +21.0% | 0.20% | +0.06 |
| COP Conocophillips | Add +22.5% | 0.15% | +0.06 |
| ITW Illinois Tool Works | Add +68.9% | 0.14% | +0.06 |
| BR Broadridge Financial Solutio | New | 0.06% | +0.06 |
| PH Parker Hannifin Corp. | Add +18.8% | 0.33% | +0.06 |
| PHM Pultegroup Inc. | Add +185.5% | 0.09% | +0.06 |
| LRCX Lam Research Corp. | Add +21.6% | 0.16% | +0.06 |
| MO Altria Group Inc. | Add +41.0% | 0.14% | +0.06 |
| PLD Prologis Inc. | Add +39.4% | 0.17% | +0.05 |
| UNP Union Pacific Corp. | Add +35.7% | 0.17% | +0.05 |
| PNC PNC Financial Services Group | Add +34.5% | 0.19% | +0.05 |
| WDC Western Digital Corp. | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | Add +24.2% | 0.18% | +0.05 |
| VRSN Verisign Inc. | New | 0.05% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.3% | 0.71% | +0.05 |
| GLW Corning Inc. | Add +11.7% | 0.11% | +0.05 |
| KLAC KLA Corp. | Add +24.8% | 0.14% | +0.05 |
| KEYS Keysight Technologies Inc. | New | 0.05% | +0.05 |
| SNDK Sandisk Corp. | New | 0.05% | +0.05 |
| ADI Analog Devices Inc. | Add +29.7% | 0.13% | +0.05 |
| WMB Williams Cos Inc. | Add +7.2% | 0.19% | +0.05 |
| NEM Newmont Corp. | Add +23.7% | 0.17% | +0.05 |
| ORCL Oracle Corp. | Add +61.1% | 0.24% | +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 |