Premier Path Wealth Partners, LLC: 13F holdings
CIK 19999252026Q2
| Positions | 400 |
|---|---|
| Reported value | $869.6m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 156,948 | $45.4m | 5.2% |
| ACWX ISHARES TR | 462,777 | $35.2m | 4.1% |
| NVDA NVIDIA CORPORATION | 166,901 | $33.4m | 3.8% |
| XLK SELECT SECTOR SPDR TR | 137,353 | $26.2m | 3.0% |
| MSFT MICROSOFT CORP | 56,799 | $21.2m | 2.4% |
| GOOGL ALPHABET INC | 52,793 | $18.9m | 2.2% |
| AMZN AMAZON COM INC | 73,878 | $17.6m | 2.0% |
| AVGO AVAGO TECHNOLOGIES LTD | 37,838 | $14.3m | 1.6% |
| GOOG ALPHABET INC | 37,195 | $13.1m | 1.5% |
| VGK ISHARES TR | 141,161 | $12.6m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1999925")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.