Premier Path Wealth Partners, LLC - Portfolio overview

Premier Path Wealth Partners, LLC has 430 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 4.93%
  2. ACWX - ISHARES TR, 3.82%
  3. NVDA - NVIDIA CORPORATION, 3.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.