Premier Path Wealth Partners, LLC holds a diversified book of 400 stocks worth $869.6M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Corp and trimmed SS Technology Select Sector. Their largest long position is Apple Inc at 5% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1999925/holdings"
Use Arkolith to show Premier Path Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.6 points over this window.
Growth of $10,000 cloning Premier Path Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $45.4M | 156.9K | 5.2% | ▲+2.4% Added · +4K sh | |
| 2 | Ishares TR MSCI ACWI EX US | $35.2M | 462.8K | 4.1% | ▲+5.2% Added · +23K sh | |
| 3 | Nvidia Corporation COM | $33.4M | 166.9K | 3.8% | ▲+2.5% Added · +4K sh | |
| 4 | Select Sector SPDR TR TECHNOLOGY | $26.2M | 137.4K | 3.0% | ▼−24% Reduced · −44K sh | |
| 5 | Microsoft Corp COM | $21.2M | 56.8K | 2.4% | ▲+2.6% Added · +1K sh | |
| 6 | Alphabet Inc CAP STK CL A | $18.9M | 52.8K | 2.2% | ▲+4.3% Added · +2K sh | |
| 7 | Amazon Com Inc COM | $17.6M | 73.9K | 2.0% | ▲+3.1% Added · +2K sh | |
| 8 | Avago Technologies Ltd COM | $14.3M | 37.8K | 1.6% | ▲+3.7% Added · +1K sh | |
| 9 | Alphabet Inc CAP STK CL C | $13.1M | 37.2K | 1.5% | ▲+0.3% Added · +103 sh | |
| 10 | Ishares TR CORE MSCI INTL | $12.6M | 141.2K | 1.4% | ▲+44% Added · +43K sh | |
| 11 | Ishares TR 7-10 YR TRSY BD | $11.7M | 123.4K | 1.3% | ▲+7.7% Added · +9K sh | |
| 12 | Ishares TR 3 7 YR TREAS BD | $10.2M | 86.9K | 1.2% | ▲+7.7% Added · +6K sh | |
| 13 | Ishares TR CORE DIV GRWTH | $10.2M | 134.5K | 1.2% | ▼−4.3% Reduced · −6K sh | |
| 14 | Ishares TR USD INV GRDE ETF | $10.1M | 196.8K | 1.2% | ▲+7.1% Added · +13K sh | |
| 15 | Select Sector SPDR TR FINANCIAL | $9.7M | 181.3K | 1.1% | ▼−7.5% Reduced · −15K sh | |
| 16 | JPMorgan Chase & Co COM | $9.6M | 29.2K | 1.1% | ▲+4.9% Added · +1K sh | |
| 17 | Ishares TR MSCI USA QLT FCT | $9.3M | 42.3K | 1.1% | ▼−9.2% Reduced · −4K sh | |
| 18 | Select Sector SPDR TR SBI CONS DISCR | $9.3M | 79.2K | 1.1% | ▼−6.3% Reduced · −5K sh | |
| 19 | Meta Platforms Inc CL A | $9.2M | 16.3K | 1.1% | ▼−2.6% Reduced · −441 sh | |
| 20 | Ishares TR 1 3 YR TREAS BD | $8.9M | 108.9K | 1.0% | ▲+7.0% Added · +7K sh | |
| 21 | Eli Lilly & Co COM | $8.7M | 7.3K | 1.0% | ▲+4.0% Added · +282 sh | |
| 22 | Dimensional ETF Trust INTL CORE EQT MK | $8.5M | 204.9K | 1.0% | ▲+39% Added · +58K sh | |
| 23 | Ishares TR CORE US AGGBD ET | $8.4M | 84.9K | 1.0% | ▲+8.9% Added · +7K sh | |
| 24 | American Centy ETF TR US LARGE CAP VLU | $8.3M | 90.8K | 1.0% | ▲+10% Added · +9K sh | |
| 25 | Tesla Inc COM | $8.3M | 19.7K | 1.0% | ▲+1.5% Added · +293 sh | |
| 26 | Select Sector SPDR TR SBI HEALTHCARE | $8.2M | 51.4K | 0.9% | ▼−5.7% Reduced · −3K sh | |
| 27 | Select Sector SPDR TR COMMUNICATION | $7.8M | 72.9K | 0.9% | ▼−0.5% Reduced · −334 sh | |
| 28 | Micron Technology Inc COM | $7.6M | 6.6K | 0.9% | ▲+9.6% Added · +576 sh | |
| 29 | Select Sector SPDR TR SBI INT-INDS | $7.5M | 40.3K | 0.9% | ▼−9.4% Reduced · −4K sh | |
| 30 | Wisdomtree TR INTL QULTY DIV | $7.3M | 170.2K | 0.8% | ▲+33% Added · +42K sh | |
| 31 | Ishares TR NATIONAL MUN ETF | $7.3M | 67.7K | 0.8% | ▲+5.8% Added · +4K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $5.9M | 11.8K | 0.7% | ▲+3.3% Added · +377 sh | |
| 33 | Johnson & Johnson COM | $5.9M | 23.2K | 0.7% | ▲+3.6% Added · +817 sh | |
| 34 | Ishares TR 10-20 YR TRS ETF | $5.6M | 56.1K | 0.6% | ▲+8.4% Added · +4K sh | |
| 35 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $5.6M | 119.8K | 0.6% | ▲+7.3% Added · +8K sh | |
| 36 | Doubleline ETF Trust OPPORTUNISTIC BD | $5.6M | 122.9K | 0.6% | ▲+8.2% Added · +9K sh | |
| 37 | Visa Inc COM CL A | $5.6M | 16.3K | 0.6% | ▲+9.2% Added · +1K sh | |
| 38 | Advanced Micro Devices Inc COM | $5.5M | 9.5K | 0.6% | ▲+13% Added · +1K sh | |
| 39 | Intel Corp COM | $5.3M | 38.2K | 0.6% | ▲+9.8% Added · +3K sh | |
| 40 | Applied Matls Inc COM | $5.2M | 7.2K | 0.6% | ▲+9.2% Added · +607 sh | |
| 41 | American Centy ETF TR US SML CP VALU | $4.7M | 38.0K | 0.5% | ▲+27% Added · +8K sh | |
| 42 | Ishares TR CORE S&P SCP ETF | $4.7M | 31.9K | 0.5% | ▼−31% Reduced · −14K sh | |
| 43 | Exxon Mobil Corp COM | $4.7M | 34.6K | 0.5% | ▲New New position | |
| 44 | Cisco Sys Inc COM | $4.6M | 38.9K | 0.5% | ▲+13% Added · +4K sh | |
| 45 | Walmart Inc COM | $4.4M | 38.7K | 0.5% | ▼−4.1% Reduced · −2K sh | |
| 46 | Caterpillar Inc COM | $4.4M | 4.1K | 0.5% | ▲+8.7% Added · +329 sh | |
| 47 | Bank New York Mellon Corp COM | $4.3M | 29.9K | 0.5% | ▲+1.6% Added · +481 sh | |
| 48 | Select Sector SPDR TR SBI CONS STPLS | $4.2M | 50.2K | 0.5% | ▼−2.8% Reduced · −1K sh | |
| 49 | ALPS ETF TR OSHARES US SMLCP | $4.0M | 84.7K | 0.5% | ▲+17% Added · +12K sh | |
| 50 | Ishares TR CORE S&P500 ETF | $4.0M | 5.4K | 0.5% | ▲+7.9% Added · +392 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 400 | $869.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 398 | $767.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 394 | $774.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 391 | $777.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 386 | $718.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 372 | $642.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 369 | $656.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 364 | $634.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.