Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Premier Path Wealth Partners, LLC (CIK 1999925) reported $767.4M across 398 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($38.9M, 5.07%), ACWX ($30.1M, 3.92%), NVDA ($28.4M, 3.70%), XLK ($24.0M, 3.13%), MSFT ($20.5M, 2.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $38.9M | 5.07% | 153,212 | Added |
| 2 | ACWX | ISHARES TR | $30.1M | 3.92% | 439,844 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $28.4M | 3.70% | 162,857 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $24.0M | 3.13% | 180,955 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $20.5M | 2.67% | 55,334 | Added |
| 6 | AMZN | AMAZON COM INC | $14.9M | 1.94% | 71,633 | Added |
| 7 | GOOGL | ALPHABET INC | $14.6M | 1.90% | 50,611 | Added |
| 8 | AVGO | AVAGO TECHNOLOGIES LTD | $11.3M | 1.47% | 36,472 | Added |
| 9 | IEF | ISHARES TR | $10.9M | 1.42% | 114,556 | Added |
| 10 | GOOG | ALPHABET INC | $10.6M | 1.39% | 37,092 | Added |
| 11 | DGRO | ISHARES TR | $9.9M | 1.29% | 140,535 | Trimmed |
| 12 | XLF | SELECT SECTOR SPDR TR | $9.7M | 1.26% | 196,097 | Trimmed |
| 13 | IEI | ISHARES TR | $9.6M | 1.25% | 80,702 | Added |
| 14 | META | META PLATFORMS INC | $9.6M | 1.25% | 16,785 | Added |
| 15 | USIG | ISHARES TR | $9.4M | 1.23% | 183,736 | Trimmed |
| 16 | XLY | SELECT SECTOR SPDR TR | $9.2M | 1.20% | 84,437 | Trimmed |
| 17 | QUAL | ISHARES TR | $8.9M | 1.16% | 46,598 | Trimmed |
| 18 | SHY | ISHARES TR | $8.4M | 1.09% | 101,739 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $8.2M | 1.07% | 27,878 | Added |
| 20 | IDEV | ISHARES TR | $8.2M | 1.07% | 98,250 | Trimmed |
| 21 | XLC | SELECT SECTOR SPDR TR | $8.1M | 1.06% | 73,228 | Trimmed |
| 22 | XLV | SELECT SECTOR SPDR TR | $8.0M | 1.04% | 54,470 | Trimmed |
| 23 | AGG | ISHARES TR | $7.7M | 1.01% | 77,950 | Added |
| 24 | TSLA | TESLA INC | $7.2M | 0.94% | 19,403 | Added |
| 25 | XLI | SELECT SECTOR SPDR TR | $7.2M | 0.94% | 44,478 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31