Managers / Q4 2025 · view latest →
Premier Path Wealth Partners, LLC
CIK 0001999925 · 7 GIRALDA FARMS, SUITE 190, MADISON, NJ, 07940 · (973)671-6530
Reported Value
$774M
Q4 2025
Positions
394
Filings on Record
10
2019–present window
Filed
Jan 22, 2026
original filing
Summary
Premier Path Wealth Partners, Llc reported $774M in U.S.-listed holdings across 394 positions for Q4 2025.
Its largest position, AAPL, represents 5.3% of the portfolio.
Compared with Q3 2025, the fund opened 21 new positions and exited 18.
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 — Q4 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 ↗.