Holders — by stockHoldings — by fund
Premier Path Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1999925
$869.6M
disclosed book value
400
positions
5.2%
largest position share
Positions, as of 2026-06-30
top 100 of 400 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 156,948 | $45.4M | 5.2% |
| 2 | ACWXISHARES TR | 462,777 | $35.2M | 4.1% |
| 3 | NVDANVIDIA CORPORATION | 166,901 | $33.4M | 3.8% |
| 4 | XLKSELECT SECTOR SPDR TR | 137,353 | $26.2M | 3% |
| 5 | MSFTMICROSOFT CORP | 56,799 | $21.2M | 2.4% |
| 6 | GOOGLALPHABET INC | 52,793 | $18.9M | 2.2% |
| 7 | AMZNAMAZON COM INC | 73,878 | $17.6M | 2% |
| 8 | AVGOAVAGO TECHNOLOGIES LTD | 37,838 | $14.3M | 1.6% |
| 9 | GOOGALPHABET INC | 37,195 | $13.1M | 1.5% |
| 10 | IDEVISHARES TR | 141,161 | $12.6M | 1.4% |
| 11 | IEFISHARES TR | 123,390 | $11.7M | 1.3% |
| 12 | IEIISHARES TR | 86,909 | $10.2M | 1.2% |
| 13 | DGROISHARES TR | 134,517 | $10.2M | 1.2% |
| 14 | USIGISHARES TR | 196,794 | $10.1M | 1.2% |
| 15 | XLFSELECT SECTOR SPDR TR | 181,290 | $9.7M | 1.1% |
| 16 | JPMJPMORGAN CHASE & CO | 29,243 | $9.6M | 1.1% |
| 17 | QUALISHARES TR | 42,309 | $9.3M | 1.1% |
| 18 | XLYSELECT SECTOR SPDR TR | 79,153 | $9.3M | 1.1% |
| 19 | METAMETA PLATFORMS INC | 16,344 | $9.2M | 1.1% |
| 20 | SHYISHARES TR | 108,868 | $8.9M | 1% |
| 21 | LLYELI LILLY & CO | 7,275 | $8.7M | 1% |
| 22 | DFAIDIMENSIONAL ETF TRUST | 204,859 | $8.5M | 1% |
| 23 | AGGISHARES TR | 84,914 | $8.4M | 1% |
| 24 | AVLVAMERICAN CENTY ETF TR | 90,846 | $8.3M | 1% |
| 25 | TSLATESLA INC | 19,696 | $8.3M | 1% |
| 26 | XLVSELECT SECTOR SPDR TR | 51,369 | $8.2M | 0.9% |
| 27 | XLCSELECT SECTOR SPDR TR | 72,894 | $7.8M | 0.9% |
| 28 | MUMICRON TECHNOLOGY INC | 6,593 | $7.6M | 0.9% |
| 29 | XLISELECT SECTOR SPDR TR | 40,279 | $7.5M | 0.9% |
| 30 | IQDGWISDOMTREE TR | 170,171 | $7.3M | 0.8% |
| 31 | MUBISHARES TR | 67,724 | $7.3M | 0.8% |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,823 | $5.9M | 0.7% |
| 33 | JNJJOHNSON & JOHNSON | 23,211 | $5.9M | 0.7% |
| 34 | TLHISHARES TR | 56,121 | $5.6M | 0.6% |
| 35 | VMBSVANGUARD SCOTTSDALE FDS | 119,832 | $5.6M | 0.6% |
| 36 | DOUBLELINE ETF TRUST | 122,949 | $5.6M | 0.6% |
| 37 | VVISA INC | 16,294 | $5.6M | 0.6% |
| 38 | AMDADVANCED MICRO DEVICES INC | 9,504 | $5.5M | 0.6% |
| 39 | INTCINTEL CORP | 38,216 | $5.3M | 0.6% |
| 40 | AMATAPPLIED MATLS INC | 7,198 | $5.2M | 0.6% |
| 41 | AVUVAMERICAN CENTY ETF TR | 38,041 | $4.7M | 0.5% |
| 42 | IJRISHARES TR | 31,943 | $4.7M | 0.5% |
| 43 | EXXON MOBIL CORP | 34,619 | $4.7M | 0.5% |
| 44 | CSCOCISCO SYS INC | 38,888 | $4.6M | 0.5% |
| 45 | WMTWALMART INC | 38,701 | $4.4M | 0.5% |
| 46 | CATCATERPILLAR INC | 4,115 | $4.4M | 0.5% |
| 47 | BNYBANK NEW YORK MELLON CORP | 29,881 | $4.3M | 0.5% |
| 48 | XLPSELECT SECTOR SPDR TR | 50,240 | $4.2M | 0.5% |
| 49 | OUSMALPS ETF TR | 84,732 | $4.0M | 0.5% |
| 50 | IVVISHARES TR | 5,356 | $4.0M | 0.5% |
| 51 | GEGENERAL ELECTRIC CO | 10,705 | $4.0M | 0.5% |
| 52 | XSOEWISDOMTREE TR | 79,063 | $3.9M | 0.4% |
| 53 | COSTCOSTCO WHSL CORP NEW | 4,095 | $3.8M | 0.4% |
| 54 | SHVISHARES TR | 34,233 | $3.8M | 0.4% |
| 55 | BACBANK AMERICA CORP | 66,237 | $3.8M | 0.4% |
| 56 | IWDISHARES TR | 15,105 | $3.7M | 0.4% |
| 57 | IJHISHARES TR | 47,431 | $3.7M | 0.4% |
| 58 | EDIVSPDR INDEX SHS FDS | 88,432 | $3.6M | 0.4% |
| 59 | IWFISHARES TR | 28,890 | $3.6M | 0.4% |
| 60 | SPDR INDEX SHS FDS | 44,797 | $3.6M | 0.4% |
| 61 | RTXRAYTHEON TECHNOLOGIES CORP | 18,797 | $3.6M | 0.4% |
| 62 | INVESCO EXCHANGE TRADED FD T | 49,922 | $3.5M | 0.4% |
| 63 | SMLFISHARES TR | 38,133 | $3.4M | 0.4% |
| 64 | ABBVABBVIE INC | 13,169 | $3.3M | 0.4% |
| 65 | REGLPROSHARES TR | 35,676 | $3.3M | 0.4% |
| 66 | UNHUNITEDHEALTH GROUP INC | 7,830 | $3.3M | 0.4% |
| 67 | MAMASTERCARD INCORPORATED | 6,311 | $3.2M | 0.4% |
| 68 | LRCXLAM RESEARCH CORP | 7,127 | $3.1M | 0.4% |
| 69 | CCITIGROUP INC | 21,885 | $3.1M | 0.4% |
| 70 | GSGOLDMAN SACHS GROUP INC | 2,988 | $3.0M | 0.3% |
| 71 | BLKBLACKROCK INC | 3,142 | $3.0M | 0.3% |
| 72 | AMERICAN CENTY ETF TR | 37,033 | $3.0M | 0.3% |
| 73 | CALFPACER FDS TR | 58,521 | $3.0M | 0.3% |
| 74 | EATON CORP PLC | 6,891 | $2.9M | 0.3% |
| 75 | LMTLOCKHEED MARTIN CORP | 5,580 | $2.8M | 0.3% |
| 76 | VGTVANGUARD WORLD FDS | 23,716 | $2.8M | 0.3% |
| 77 | USBUS BANCORP DEL | 46,832 | $2.8M | 0.3% |
| 78 | NFLXNETFLIX INC | 39,145 | $2.8M | 0.3% |
| 79 | XLESELECT SECTOR SPDR TR | 51,242 | $2.7M | 0.3% |
| 80 | PHPARKER-HANNIFIN CORP | 2,739 | $2.7M | 0.3% |
| 81 | HDHOME DEPOT INC | 7,567 | $2.7M | 0.3% |
| 82 | MSMORGAN STANLEY | 12,125 | $2.5M | 0.3% |
| 83 | GEVGE VERNOVA INC | 2,145 | $2.5M | 0.3% |
| 84 | TJXTJX COS INC NEW | 16,461 | $2.5M | 0.3% |
| 85 | CVXCHEVRON CORP NEW | 15,044 | $2.5M | 0.3% |
| 86 | KLACKLA CORP | 8,070 | $2.4M | 0.3% |
| 87 | MRKMERCK & CO INC | 18,915 | $2.4M | 0.3% |
| 88 | WFCWELLS FARGO CO NEW | 28,987 | $2.4M | 0.3% |
| 89 | AXPAMERICAN EXPRESS CO | 6,752 | $2.3M | 0.3% |
| 90 | AMGNAMGEN INC | 6,238 | $2.3M | 0.3% |
| 91 | DEDEERE & CO | 3,515 | $2.2M | 0.3% |
| 92 | PANWPALO ALTO NETWORKS INC | 6,411 | $2.2M | 0.3% |
| 93 | VTEBVANGUARD MUN BD FDS | 42,389 | $2.1M | 0.2% |
| 94 | PLTRPALANTIR TECHNOLOGIES INC | 18,346 | $2.1M | 0.2% |
| 95 | CVSCVS HEALTH CORP | 20,349 | $2.1M | 0.2% |
| 96 | GILDGILEAD SCIENCES INC | 16,156 | $2.0M | 0.2% |
| 97 | IBMINTERNATIONAL BUSINESS MACHS | 7,072 | $2.0M | 0.2% |
| 98 | NEENEXTERA ENERGY INC | 22,587 | $2.0M | 0.2% |
| 99 | TMOTHERMO FISHER SCIENTIFIC INC | 3,945 | $2.0M | 0.2% |
| 100 | PNCPNC FINL SVCS GROUP INC | 7,595 | $1.9M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.