Managers / Q1 2024 · view latest →
Premier Path Wealth Partners, LLC
CIK 0001999925 · 7 GIRALDA FARMS, SUITE 190, MADISON, NJ, 07940 · (973)671-6530
Reported Value
$531M
Q1 2024
Positions
344
Filings on Record
10
2019–present window
Filed
Apr 24, 2024
original filing
Summary
Premier Path Wealth Partners, Llc reported $531M in U.S.-listed holdings across 344 positions for Q1 2024.
Its largest position, AAPL, represents 4.3% of the portfolio.
Compared with Q4 2023, the fund opened 32 new positions and exited 21.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 55.7% · $296M
- ETP · 41.1% · $218M
- Other · 1.5% · $8M
- REIT · 1.0% · $5M
- ADR · 0.7% · $4M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
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 ↗.