ETF Holders

Premier Path Wealth Partners, LLC ETF holdings

Madison, NJ

Reported $328.4M in 75 ETFs in its Form 13F for June 30, 2026.

ETF value
$328.4M
ETFs held
75
Change from prior quarter
+12.2%
With price moves
ETFs as a share of its 13F
37.8%
of $869.6M

Top 10 of 75 ETF holdings

TickerFundValueSharesChange
ACWXiShares MSCI ACWI ex U.S. ETF$35.2M462,777+22,933 shares
XLKState Street Technology Select Sector SPDR ETF$26.2M137,353−43,602 shares
IDEViShares Core MSCI International Developed Markets ETF$12.6M141,161+42,911 shares
IEFiShares 7-10 Year Treasury Bond ETF$11.7M123,390+8,834 shares
IEIiShares 3-7 Year Treasury Bond ETF$10.2M86,909+6,207 shares
DGROiShares Core Dividend Growth ETF$10.2M134,517−6,018 shares
USIGiShares Broad USD Investment Grade Corporate Bond ETF$10.1M196,794+13,058 shares
XLFState Street Financial Select Sector SPDR ETF$9.7M181,290−14,807 shares
QUALiShares MSCI USA Quality Factor ETF$9.3M42,309−4,289 shares
XLYState Street Consumer Discretionary Select Sector SPDR ETF$9.3M79,153−5,284 shares
65 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001999925. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Premier Path Wealth Partners, LLC own?

Premier Path Wealth Partners, LLC reported 75 ETF positions worth $328.4M in its Form 13F for June 30, 2026. The largest was ACWX, at $35.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.