Premier Path Wealth Partners, LLC
All 13F Filings
- Location
- Madison, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 767,376
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 398 | 767,376 | 13F-HR | Premier Path Wealth Partners, LLC |
| Q4 2025 | 1/22/2026 | 394 | 774,385 | 13F-HR | Premier Path Wealth Partners, LLC |
| Q3 2025 | 11/4/2025 | 391 | 777,028 | 13F-HR | Premier Path Wealth Partners, LLC |
| Q2 2025 | 8/4/2025 | 386 | 718,467 | 13F-HR | Premier Path Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 484.6 K | 63.2% | 0 | 230.6 K | -230.6 K |
| ETFs | 282.5 K | 36.8% | 223.4 K | 0 | 223.4 K |
| Other | 238 | 0.0% | 238 | 0 | 238 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
767,376
Holdings
398
QoQ value change ($000)
-7,009
(-0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.