Premier Path Wealth Partners, LLC
CIK 1999925
13F filing for Q2 2026・No. 2,807
- Holdings
- US$869.57M
- Quarter change
- +US$102.19M
- Entries
- 400
- Net bought (estimate)
- +US$12.55M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 21
- Sold out 19
- Cut 163
- Added 206
- Corporate actions 2
- Unchanged 10
Largest holdings
400 stocks worth US$869.57M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 156,948 | US$45.41M | 5.22% |
| ISHARES TRMSCI ACWI EX US | Added | 462,777 | US$35.22M | 4.05% |
| NVDANvidiaCOM | Added | 166,901 | US$33.4M | 3.84% |
| SELECT SECTOR SPDR TRTECHNOLOGY | Cut | 137,353 | US$26.17M | 3.01% |
| MSFTMicrosoftCOM | Added | 56,799 | US$21.19M | 2.44% |
| GOOGLAlphabetCAP STK CL A | Added | 52,793 | US$18.87M | 2.17% |
| AMZNAmazonCOM | Added | 73,878 | US$17.61M | 2.02% |
| AVGOBroadcomCOM | Added | 37,838 | US$14.29M | 1.64% |
| GOOGALPHABET INCCAP STK CL C | Added | 37,195 | US$13.14M | 1.51% |
| ISHARES TRCORE MSCI INTL | Added | 141,161 | US$12.56M | 1.44% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.