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
- AAPL - APPLE INC, 4.93%
- ACWX - ISHARES TR, 3.82%
- 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.