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Portfolio (Quarterly) Guide ↗

Premier Path Wealth Partners, LLC

· CIK 0001999925
13F Portfolio $767M AUM 398 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 230 Added 124 Reduced 20 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 16,678 $1.1M 0.14% SOLD
2 VO VANGUARD INDEX FDS 1,757 $510K 0.07% SOLD
3 VB VANGUARD INDEX FDS 1,296 $334K 0.04% SOLD
4 SPDW SPDR INDEX SHS FDS 6,960 $309K 0.04% SOLD
5 CI THE CIGNA GROUP Healthcare 1,089 $300K 0.04% SOLD
6 RBLX ROBLOX CORP Technology 3,588 $291K 0.04% SOLD
7 SOFI SOFI TECHNOLOGIES INC Financial Services 10,464 $274K 0.04% SOLD
8 CVNA CARVANA CO Consumer Cyclical 625 $264K 0.03% SOLD
9 VICI VICI PPTYS INC Real Estate 9,371 $264K 0.03% SOLD
10 PAYX PAYCHEX INC Industrials 2,245 $252K 0.03% SOLD
11 AXON AXON ENTERPRISE INC Industrials 435 $247K 0.03% SOLD
12 SKYY FIRST TR EXCHANGE TRADED FD 1,889 $246K 0.03% SOLD
13 WDAY WORKDAY INC Technology 1,106 $238K 0.03% SOLD
14 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 596 $237K 0.03% SOLD
15 RACE FERRARI N V Consumer Cyclical 633 $234K 0.03% SOLD
16 MTD METTLER TOLEDO INTERNATIONAL Healthcare 165 $230K 0.03% SOLD
17 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,135 $227K 0.03% SOLD
18 IVE ISHARES TR 1,018 $216K 0.03% SOLD
19 OTIS OTIS WORLDWIDE CORP Industrials 2,418 $211K 0.03% SOLD
20 VONG VANGUARD SCOTTSDALE FDS 1,694 $206K 0.03% SOLD
Sector Allocation
Technology 31.2%
Financial Services 13.5%
Communication Services 10.5%
Industrials 10.2%
Healthcare 9.8%
Consumer Cyclical 9.6%
Consumer Defensive 5.0%
Energy 3.9%
Utilities 2.4%
Basic Materials 2.2%