Premier Path Wealth Partners, LLC Portfolio Holdings

Premier Path Wealth Partners, LLC

  • $777 Billion
  • Q3 2025

Premier Path Wealth Partners, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $777 Billion distributed in 391 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.3B, Technology Sector Spdr with a value of $32.1B, Microsoft Corp with a value of $28B, Nvidia Corp with a value of $26.9B, and Financial Sector Spdr with a value of $13.8B.

Examining the 13F form we can see an increase of $58.6B in the current position value, from $718B to 777B.

Premier Path Wealth Partners, LLC is based out at Madison, NJ

Below you can find more details about Premier Path Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $777 Billion
ETFs: $317 Billion
Technology: $144 Billion
Financial Services: $58 Billion
Communication Services: $46.7 Billion
Consumer Cyclical: $45.4 Billion
Healthcare: $40.2 Billion
Industrials: $39.8 Billion
Consumer Defensive: $21.9 Billion
Other: $37.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.35 Billion 0.43% of portfolio
16,448
Q3 2025 Reduced 8.03%
$342B
$3.29 Billion 0.42% of portfolio
18,058
Q3 2025 Reduced 2.01%
$522B
$3.25 Billion 0.42% of portfolio
17,505
Q3 2025 Added 13.12%
$404B
$3.22 Billion 0.41% of portfolio
3,476
Q3 2025 Reduced 0.4%
Spdr Index Shs Fds
-
$3.12 Billion 0.4% of portfolio
-
Q3 2025 Added 1.79%
$0
$3.08 Billion 0.4% of portfolio
47,135
Q3 2025 Added 6.75%
$0
$3.12 Billion 0.4% of portfolio
80,208
Q3 2025 Added 4.83%
$279B
$3.02 Billion 0.39% of portfolio
29,301
Q3 2025 Added 5.33%
$512B
$2.94 Billion 0.38% of portfolio
5,176
Q3 2025 Added 1.97%
$0
$2.93 Billion 0.38% of portfolio
39,461
Q3 2025 Added 6.27%
$0
$2.8 Billion 0.36% of portfolio
32,834
Q3 2025 Added 7.35%
$0
$2.73 Billion 0.35% of portfolio
48,350
Q3 2025 Added 4.92%
$414B
$2.62 Billion 0.34% of portfolio
11,331
Q3 2025 Added 0.87%
American Centy ETF Tr
-
$2.67 Billion 0.34% of portfolio
-
Q3 2025 Added 7.0%
$89.3B
$2.61 Billion 0.34% of portfolio
23,998
Q3 2025 Added 0.26%
$0
$2.65 Billion 0.34% of portfolio
60,632
Q3 2025 Added 3.94%
$140B
$2.54 Billion 0.33% of portfolio
6,793
Q3 2025 Reduced 0.64%
$303B
$2.39 Billion 0.31% of portfolio
15,414
Q3 2025 Added 22.72%
$193B
$2.41 Billion 0.31% of portfolio
21,065
Q3 2025 Reduced 0.77%
$0
$2.42 Billion 0.31% of portfolio
27,747
Q3 2025 Added 2.08%
$413B
$2.44 Billion 0.31% of portfolio
47,382
Q3 2025 Added 2.31%
$0
$2.44 Billion 0.31% of portfolio
6,060
Q3 2025 Added 0.87%
$0
$2.38 Billion 0.31% of portfolio
3,960
Q3 2025 Added 0.41%
$0
$2.43 Billion 0.31% of portfolio
48,502
Q3 2025 Reduced 9.86%
$237B
$2.36 Billion 0.3% of portfolio
9,956
Q3 2025 Reduced 0.89%
$0
$2.32 Billion 0.3% of portfolio
46,215
Q3 2025 Added 1.1%
$222B
$2.21 Billion 0.28% of portfolio
4,554
Q3 2025 Added 176.67%
$317B
$2.14 Billion 0.28% of portfolio
25,558
Q3 2025 Added 2.4%
$593B
$2.2 Billion 0.28% of portfolio
7,811
Q3 2025 Added 5.7%
$170B
$2.13 Billion 0.27% of portfolio
14,737
Q3 2025 Added 2.7%
$114B
$1.99 Billion 0.26% of portfolio
9,239
Q3 2025 Added 6.6%
$0
$2.04 Billion 0.26% of portfolio
48,511
Q3 2025 Added 0.74%
$67.6B
$2.06 Billion 0.26% of portfolio
42,554
Q3 2025 Added 1.13%
$172B
$1.97 Billion 0.25% of portfolio
44,881
Q3 2025 Reduced 2.15%
$103B
$1.98 Billion 0.25% of portfolio
26,205
Q3 2025 Reduced 12.19%
$0
$1.95 Billion 0.25% of portfolio
5,954
Q3 2025 Added 0.88%
$141B
$1.87 Billion 0.24% of portfolio
73,344
Q3 2025 Added 9.21%
$0
$1.85 Billion 0.24% of portfolio
3,017
Q3 2025 Added 0.9%
$120B
$1.82 Billion 0.23% of portfolio
57,809
Q3 2025 Added 4.61%
$79.2B
$1.83 Billion 0.23% of portfolio
26,176
Q3 2025 Reduced 0.38%
$265B
$1.77 Billion 0.23% of portfolio
2,219
Q3 2025 Added 2.16%
$255B
$1.82 Billion 0.23% of portfolio
5,482
Q3 2025 Reduced 0.15%
$140B
$1.76 Billion 0.23% of portfolio
7,001
Q3 2025 Added 10.37%
$0
$1.75 Billion 0.22% of portfolio
19,487
Q3 2025 Reduced 3.1%
$168B
$1.72 Billion 0.22% of portfolio
22,806
Q3 2025 Added 0.13%
$128B
$1.69 Billion 0.22% of portfolio
17,736
Q3 2025 Reduced 0.08%
$266B
$1.75 Billion 0.22% of portfolio
6,189
Q3 2025 Reduced 0.11%
$55.9B
$1.73 Billion 0.22% of portfolio
88,333
Q3 2025 Reduced 34.54%
$270B
$1.6 Billion 0.21% of portfolio
10,090
Q3 2025 Added 0.09%

Summary

  • Portfolio
  • No. of Stocks 391
  • Current Value $777 Billion
  • Prior Value $718 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 234 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 131 stocks
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