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Premier Path Wealth Partners, LLC
Premier Path Wealth Partners, LLC is an independent registered investment advisor headquartered in Madison, New Jersey. Founded in 2023, the firm specializes in providing personalized wealth management solutions to multigenerational families, corporate executives, entrepreneurs, and business owners. With approximately 8 employees, Premier Path Wealth Partners focuses on addressing complex wealth management challenges through attentive service and creative strategies for high-net-worth individuals and select institutional clients.
Investment Strategy
Premier Path Wealth Partners employs a personalized, high-touch investment advisory approach focused on creative solutions and sound advice for high-net-worth individuals, families, corporate executives, and business owners. The firm emphasizes understanding each client's unique objectives and values to create customized wealth management plans. Its investment strategy includes diversified portfolio management, primarily overseeing discretionary accounts with a focus on equities (such as large-cap technology stocks), ETFs, and tailored allocations that reflect individual client needs, risk tolerance, and long-term goals.
Latest 13F Filing Activity
Premier Path Wealth Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 385 equity positions with a total 13F market value of $718M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Select Sector SPDR TR among other positions. Premier Path Wealth Partners, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Western Un Co. among others.
Top Holdings
Equity Positions (385)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR | 4.15% | $29.8M | 117,859 | $200.73 | $253.23 | +$4.8M |
A AAPL | APPLE INC | 4.01% | $28.8M | 140,274 | $194.22 | $205.17 | -$2.6M |
M MSFT | MICROSOFT CORP | 3.67% | $26.4M | 53,025 | $382.34 | $497.41 | +$7.0M |
N NVDA | NVIDIA CORPORATION | 3.11% | $22.3M | 141,422 | $53.92 | $157.99 | +$7.4M |
A AMZN | AMAZON COM INC | 1.84% | $13.2M | 60,104 | $156.04 | $219.39 | +$1.8M |
Industry Allocation
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