Premier Path Wealth Partners, LLC reported 301 positions worth $546.99M for the quarter ended Sep 30, 2026, up 1.3% on the prior quarter. It opened 10 new positions, added to 144, trimmed 138 and exited 33. Its largest holding is Apple Inc. at 9.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +2,524 | +1.6% | $840.54K | 9.71% |
| AU AngloGold Ashanti PLC | +7,927 | – | $744.70K | 0.136% |
| KO Coca Cola Co | +5,155 | +26.6% | $443.74K | 0.386% |
| MRK Merck & Co., Inc. | +2,887 | +15.3% | $419.51K | 0.579% |
| JNJ Johnson & Johnson | +1,551 | +6.7% | $410.61K | 1.2% |
| XOM ExxonMobil Holdings Corp | +2,366 | +6.8% | $385.06K | 1.1% |
| HPQ Hp Inc | +11.4K | – | $358.03K | 0.065% |
| JPM Jpmorgan Chase & Co | +993 | +3.4% | $328.52K | 1.83% |
| BAC Bank Of America Corp | +5,937 | +9.0% | $323.15K | 0.718% |
| CTSH Cognizant Technology Solutions Corp | +5,598 | +82.5% | $321.55K | 0.13% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APP AppLovin Corp | -1,335 | -100.0% | $687.83K | Exited |
| STZ Constellation Brands, Inc. | -3,626 | -100.0% | $504.32K | Exited |
| IFF International Flavors & Fragrances Inc | -5,708 | -100.0% | $452.23K | Exited |
| KMX Carmax Inc | -7,983 | -100.0% | $422.22K | Exited |
| BAX Baxter International Inc | -19.2K | -100.0% | $409.10K | Exited |
| EFX Equifax Inc | -2,514 | -100.0% | $399.10K | Exited |
| KHC Kraft Heinz Co | -16.6K | -100.0% | $392.40K | Exited |
| CPB CAMPBELL'S Co | -17.5K | -100.0% | $390.15K | Exited |
| DIS Walt Disney Co | -3,693 | -20.2% | $387.40K | 0.279% |
| BF-B Brown Forman Corp | -14.4K | -100.0% | $383.97K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AU AngloGold Ashanti PLC | +7,927 | $744.70K | 0.136% |
| HPQ Hp Inc | +11.4K | $358.03K | 0.065% |
| EXPE Expedia Group, Inc. | +1,181 | $311.03K | 0.057% |
| CBOE Cboe Global Markets, Inc. | +1,125 | $309.70K | 0.057% |
| VEEV Veeva Systems Inc | +972 | $277.46K | 0.051% |
| PAYX Paychex Inc | +2,813 | $277.09K | 0.051% |
| IQV Iqvia Holdings Inc. | +1,018 | $273.69K | 0.05% |
| VLY Valley National Bancorp | +20.7K | $261.74K | 0.048% |
| A Agilent Technologies, Inc. | +1,316 | $226.76K | 0.041% |
| AJG Arthur J. Gallagher & Co. | +899 | $204.97K | 0.037% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| APP AppLovin Corp | -1,335 | $687.83K | 0.127% |
| STZ Constellation Brands, Inc. | -3,626 | $504.32K | 0.093% |
| IFF International Flavors & Fragrances Inc | -5,708 | $452.23K | 0.084% |
| KMX Carmax Inc | -7,983 | $422.22K | 0.078% |
| BAX Baxter International Inc | -19.2K | $409.10K | 0.076% |
| EFX Equifax Inc | -2,514 | $399.10K | 0.074% |
| KHC Kraft Heinz Co | -16.6K | $392.40K | 0.073% |
| CPB CAMPBELL'S Co | -17.5K | $390.15K | 0.072% |
| BF-B Brown Forman Corp | -14.4K | $383.97K | 0.071% |
| CLX Clorox Co | -4,022 | $383.84K | 0.071% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 159.5K | $53.11M | 9.71% | +2,524 | +1.6% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 166.6K | $38.05M | 6.96% | -295 | -0.2% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 57.2K | $29.36M | 5.37% | +439 | +0.8% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 53.4K | $18.39M | 3.36% | +655 | +1.2% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 73.0K | $18.19M | 3.33% | -870 | -1.2% | Reduced | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 37.7K | $13.25M | 2.42% | -97 | -0.3% | Reduced | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 36.4K | $12.40M | 2.27% | -798 | -2.1% | Reduced | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 16.3K | $11.83M | 2.16% | -35 | -0.2% | Reduced | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 30.2K | $10.00M | 1.83% | +993 | +3.4% | Added | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 7,491 | $8.67M | 1.58% | +216 | +3.0% | Added | 0% |
| 11 | MU Micron Technology Inc | Technology | 6,859 | $7.31M | 1.34% | +266 | +4.0% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 18.7K | $6.62M | 1.21% | -1,044 | -5.3% | Reduced | 0% |
| 13 | JNJ Johnson & Johnson | Healthcare | 24.8K | $6.56M | 1.2% | +1,551 | +6.7% | Added | 0% |
| 14 | V Visa Inc. | Financial Services | 17.1K | $6.16M | 1.13% | +848 | +5.2% | Added | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 12.1K | $6.04M | 1.1% | +309 | +2.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Premier Path Wealth Partners.
As of its Q3 2026 13F filing, Premier Path Wealth Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 9.7%, Nvidia Corp (NVDA) at 7.0%, Microsoft Corp (MSFT) at 5.4%, Alphabet Inc. (GOOGL) at 3.4%, Amazon Com Inc (AMZN) at 3.3% of the reported portfolio.
Premier Path Wealth Partners, LLC reported a 13F portfolio worth $546.99M across 301 positions for Q3 2026. That is up 1.3% from the previous quarter.
Its largest purchases by value were Apple Inc. ($840.54K), AngloGold Ashanti PLC ($744.70K), Coca Cola Co ($443.74K). It opened 10 new positions.
Its largest sales by value were AppLovin Corp ($687.83K), Constellation Brands, Inc. ($504.32K), International Flavors & Fragrances Inc ($452.23K). It exited 33 positions entirely.
From the Form 13F-HR reports Premier Path Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.