Managers / Q1 2025 · view latest →
Premier Path Wealth Partners, LLC
CIK 0001999925 · 7 GIRALDA FARMS, SUITE 190, MADISON, NJ, 07940 · (973)671-6530
Reported Value
$643M
Q1 2025
Positions
372
Filings on Record
10
2019–present window
Filed
Apr 21, 2025
original filing
Summary
Premier Path Wealth Partners, Llc reported $643M in U.S.-listed holdings across 372 positions for Q1 2025.
Its largest position, AAPL, represents 4.9% of the portfolio.
Compared with Q4 2024, the fund opened 18 new positions and exited 15.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 52.8% · $339M
- ETP · 43.9% · $282M
- Other · 1.6% · $10M
- REIT · 0.9% · $6M
- ADR · 0.8% · $5M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
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 ↗.