Managers / Q1 2026
Premier Path Wealth Partners, LLC
CIK 0001999925 · 7 GIRALDA FARMS, SUITE 190, MADISON, NJ, 07940 · (973)671-6530
Reported Value
$767M
Q1 2026
Positions
398
Filings on Record
10
2019–present window
Filed
Apr 23, 2026
original filing
Summary
Premier Path Wealth Partners, Llc reported $767M in U.S.-listed holdings across 398 positions for Q1 2026.
Its largest position, AAPL, represents 5.1% of the portfolio.
Compared with Q4 2025, the fund opened 24 new positions and exited 20.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $767M | 398 | Apr 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $774M | 394 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $777M | 391 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $718M | 386 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $643M | 372 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $656M | 369 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $634M | 364 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $587M | 367 | Jul 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $531M | 344 | Apr 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $452M | 333 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.