Institutional Fund
Premier Path Wealth Partners, LLC
Madison, NJCIK 19999255 filings on record
Portfolio Value
$767.38M
Q1 2026
Holdings
398
Reported positions
New Buys
24
Opened this quarter
QoQ Change
-0.9%
from $774.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.1%
- Ishares Tr3.9%
- Nvidia Corporation3.7%
- Select Sector Spdr Tr3.1%
- Microsoft Corp2.7%
- Amazon Com Inc1.9%
- Other79.6%
Portfolio Holdings
398 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 153.2K | $38.88M | 5.1% | +894 | Added |
| 2 | Ishares Tr | 439.8K | $30.12M | 3.9% | +169.3K | Added |
| 3 | Nvidia Corporation | 162.9K | $28.40M | 3.7% | +13.0K | Added |
| 4 | Select Sector Spdr Tr | 181.0K | $24.05M | 3.1% | −23.7K | Reduced |
| 5 | Microsoft Corp | 55.3K | $20.48M | 2.7% | +1.1K | Added |
| 6 | Amazon Com Inc | 71.6K | $14.92M | 1.9% | +2.0K | Added |
| 7 | Alphabet Inc | 50.6K | $14.55M | 1.9% | +3.6K | Added |
| 8 | Broadcom Inc | 36.5K | $11.29M | 1.5% | +2.6K | Added |
| 9 | Ishares Tr | 114.6K | $10.93M | 1.4% | +19.9K | Added |
| 10 | Alphabet Inc | 37.1K | $10.64M | 1.4% | +2.3K | Added |
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