Managers / Q3 2024 · view latest →
Premier Path Wealth Partners, LLC
CIK 0001999925 · 7 GIRALDA FARMS, SUITE 190, MADISON, NJ, 07940 · (973)671-6530
Reported Value
$634M
Q3 2024
Positions
364
Filings on Record
10
2019–present window
Filed
Oct 15, 2024
original filing
Summary
Premier Path Wealth Partners, Llc reported $634M in U.S.-listed holdings across 364 positions for Q3 2024.
Its largest position, AAPL, represents 5.1% of the portfolio.
Compared with Q2 2024, the fund opened 19 new positions and exited 22.
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 — Q3 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 ↗.