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Portfolio (Quarterly) Guide ↗

Premier Path Wealth Partners, LLC

· CIK 0001999925
13F Portfolio $870M AUM 400 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 199 Added 155 Reduced 19 Exited
Page 3 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISRG INTUITIVE SURGICAL INC Healthcare 2,872.0 $1.1M 0.13% -247.0 -7.9% $397.74 +1.3%
42 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,360.0 $1.1M 0.13% -937.0 -28.4% $477.49 -5.5%
43 ITW ILLINOIS TOOL WKS INC Industrials 4,106.0 $1.1M 0.13% -38.0 -0.9% $270.48 +1.3%
44 PEP PEPSICO INC Consumer Defensive 7,748.0 $1.0M 0.12% -2K -20.4% $135.40 -5.3%
45 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 11,326.0 $1.0M 0.12% -108.0 -0.9% $92.09 -6.4%
46 CB CHUBB LIMITED Financial Services 3,024.0 $1.0M 0.12% -16.0 -0.5% $340.78 -2.0%
47 CMCSA COMCAST CORP NEW Communication Services 40,969.0 $1.0M 0.12% -9K -17.4% $24.55 -11.4%
48 UBER UBER TECHNOLOGIES INC Technology 13,938.0 $1.0M 0.12% -1K -7.0% $72.16 -4.0%
49 CRM SALESFORCE INC Technology 6,404.0 $1.0M 0.12% -3K -29.2% $156.65 +49.7%
50 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 12,037.0 $977K 0.11% -81.0 -0.7% $81.16 -17.9%
51 NOW SERVICENOW INC Technology 9,599.0 $953K 0.11% -4K -28.9% $99.29 +37.8%
52 SPGI S&P GLOBAL INC Financial Services 2,322.0 $945K 0.11% -30.0 -1.3% $407.18 -0.9%
53 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,937.0 $933K 0.11% -38.0 -1.3% $317.54 -23.6%
54 MDT MEDTRONIC PLC Healthcare 11,763.0 $920K 0.11% -4K -26.7% $78.23 +12.9%
55 SCHW SCHWAB CHARLES CORP Financial Services 9,897.0 $913K 0.10% -2K -14.8% $92.27 +8.2%
56 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,751.0 $870K 0.10% -119.0 -6.4% $496.70 +5.7%
57 SMH VANECK ETF TRUST — 1,305.0 $856K 0.10% -20.0 -1.5% $656.14 -7.5%
58 TFC TRUIST FINL CORP Financial Services 16,473.0 $821K 0.09% -179.0 -1.1% $49.82 -4.2%
59 APD AIR PRODS & CHEMS INC Basic Materials 2,773.0 $813K 0.09% -524.0 -15.9% $293.23 -3.9%
60 BX BLACKSTONE INC Financial Services 6,730.0 $792K 0.09% -206.0 -3.0% $117.67 +1.1%
Page 3 of 8  ·  155 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.2%
Financial Services 13.7%
Industrials 10.3%
Consumer Cyclical 9.3%
Healthcare 9.2%
Communication Services 7.7%
Consumer Defensive 4.3%
Utilities 2.3%
Energy 2.3%
Basic Materials 1.9%