Premier Path Wealth Partners, LLC
SEC Form 13F institutional filer · CIK 0001999925
13F-HR · 315 reported holdings · 2026-03-31
Reported long-US-equity value
$0.60B
Top-10 concentration
36.9%
Premier Path Wealth Partners, LLC — $599M AUM allocation strategy
Premier Path Wealth Partners, LLC files SEC Form 13F and reports $599M of long US equity value across 315 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.5%, followed by Communication Services 5.8% and Consumer Discretionary 3.7%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Premier Path Wealth Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$599M
total across 315 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +13K sh · +$447K+$CSCO +8.55K sh · +$678K+$CMCSA +7.72K sh · +$172K
Biggest trims (shares)
−$IVV −44.4K sh · −$1.95M−$XLF −43.8K sh · −$3.46M−$XLK −23.7K sh · −$5.42M
Exited to nil (held last quarter, gone now)
$VB ($334K last qtr)$CI ($300K last qtr)$CVNA ($264K last qtr)$VICI ($264K last qtr)$PAYX ($252K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors6.6%—
- Technology Hardware, Storage & Peripherals6.5%—
- Interactive Media & Services5.8%—
- Systems Software3.4%—
- Broadline Retail2.5%—
- Diversified Banks1.4%—
- Automobile Manufacturers1.2%—
- Pharmaceuticals1.1%—
- Other holdings71.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 153K | $38.9M | +894 | 6.5% |
| $NVDA | NVIDIA Corporation | 163K | $28.4M | +13K | 4.7% |
| $MSFT | Microsoft Corporation | 55.3K | $20.5M | +1.11K | 3.4% |
| $AMZN | Amazon.com Inc | 71.6K | $14.9M | +1.97K | 2.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 50.6K | $14.6M | +3.58K | 2.4% |
| $AVGO | Broadcom Inc | 36.5K | $11.3M | +2.62K | 1.9% |
| $GOOGL | Alphabet Inc | 37.1K | $10.6M | +2.33K | 1.8% |
…and 308 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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