Premier Path Wealth Partners, LLC
•CIK: 1999925•Filing: Q4 2025
**Premier Path Wealth Partners, LLC** manages $774M across a diversified portfolio of 394 positions. The fund exhibits a significant concentration in technology and growth sectors, with top holdings including AAPL ($41.4M), XLK ($29.5M), and NVDA ($28.0M). Further allocations are notable in mega-cap tech names such as MSFT ($26.2M) and AMZN ($16.1M), alongside sector ETFs like ACWX ($18.2M). This structure suggests a mandate focused on established, high-growth market leaders.
Total AUM
$774.4M
QoQ Performance
-0.3%
Positions
340
Top 10 Concentration
30.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.3%
XLK3.8%
NVDA3.6%
MSFT3.4%
ACWX2.3%
AMZN2.1%
GOOGL1.9%
XLF1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.2%
Technology22.8%
Financial6.0%
Consumer5.9%
Healthcare4.3%
Industrial2.5%
Communication1.2%
ETF0.7%
🚪 Exited Positionssold since Q3 2025
+186 more exited positions
Changes from Q3 2025
↑97 increased
↓100 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023