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Premier Path Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1999925 · latest 13F-HR filed 2026-10-16

Backtest portfolio

Premier Path Wealth Partners, LLC manages $856.3M in 13F-reported U.S. long-equity assets across 376 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (6.20%), NVDA (4.44%), MSFT (3.43%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 13 new positions and exited 37; 136 existing positions rose in reported value and 162 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$856.3M

Long-equity book

Holdings
376

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+13 / −37 / ↑136 / ↓162

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL6.2% · +2%NVDA4.4% · -0%MSFT3.4% · +1%ACWX2.8% · -31%XLK2.6% · -17%GOOGL2.1% · +1%AMZN2.1% · -1%IDEV1.9% · +29%USIG1.6% · +40%AVGO1.5% · -0%GOOG1.4% · -2%META1.4% · -0%SHY1.4% · +32%DFAI1.4% · +37%IQDG1.2% · +46%JPM1.2% · +3%IEF1.1% · -13%IEI1.1% · -3%LLY1.0% · +3%DGRO0.9% · -25%DBND0.9% · +40%VMBS0.9% · +41%MU0.9% · +4%TLH0.9% · +41%QUAL0.8% · -27%TSLA0.8% · -5%XLF0.8% · -32%JNJ0.8% · +7%AVUV0.7% · +40%V0.7% · +5%XLC0.7% · -25%BRK.B0.7% · +3%XOM0.7% · +7%AMD0.7% · -0%AVLV0.7% · -30%XLY0.6% · -37%IJR0.6% · +24%OUSM0.6% · +38%XLV0.6% · -40%XLI0.6% · -24%XSOE0.6% · +37%EDIV0.6% · +39%QEMM0.6% · +36%INTC0.5% · +2%XSVM0.5% · newIJH0.5% · +32%CSCO0.5% · +5%SMLF0.5% · +36%REGL0.5% · +40%BNY0.5% · newCALF0.5% · +37%SHV0.5% · +12%IVV0.5% · +2%WMT0.5% · +1%BAC0.5% · +9%AVMV0.5% · +37%MA0.4% · +8%AMAT0.4% · +2%IWD0.4% · -0%ABBV0.4% · +7%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 28.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 15, 2026.

Assets Under Management
$1.22B
Discretionary
$1.22B
Employees
8
Accounts
1,965
Address
7 GIRALDA FARMS
SUITE 190
MADISON, NJ 07940
Phone
(973) 671-6530
Website
Name Title / Status Ownership Type
LEHMAN, MICHAEL, JOHN ControlCEO, FOUNDING PARTNER
since Apr 2023
Less than 5%Individual
PREMIER PATH HOLDINGS, LLC ControlLLC - OWNER
since Apr 2023
75% or moreDomestic Entity
WITTJOHANN, DEREK, THOMAS ControlCHIEF OPERATING OFFICER, PARTNER
since Apr 2023
Less than 5%Individual
YORK, PATRICK, THOMAS ControlPARTNER
since Apr 2023
Less than 5%Individual
Fantozzi, Joseph, AnthonyCHIEF COMPLIANCE OFFICER
since Jan 2026
Less than 5%Individual
GLENN, BRIAN, JAMESCHIEF INVESTMENT OFFICER
since Feb 2024
Less than 5%Individual
LEHMAN, MICHAEL, JOHN Control
Indirect owner via MJL FINANCIAL HOLDINGS, LLC
OWNER
since Apr 2023
75% or moreIndividual
MJL FINANCIAL HOLDINGS, LLC Control
Indirect owner via PREMIER PATH HOLDINGS, LLC
OWNER
since Apr 2023
75% or moreDomestic Entity
Ownership & leadership changes · 6 filings with changes since Mar 21, 2023

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 19, 2026 filing
  • AddedFantozzi, Joseph, Anthony · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedGLENN, BRIAN, JAMES · title CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER → CHIEF INVESTMENT OFFICER
Jan 17, 2025 filing
  • No longer listedKALATA, LINDA, ROSE · CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2023
  • ChangedGLENN, BRIAN, JAMES · title CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER
Mar 6, 2024 filing
  • AddedGLENN, BRIAN, JAMES · CHIEF INVESTMENT OFFICER · Less than 5%
Apr 28, 2023 filing
  • No longer listedGRAFTON, JOHN, GARRETT · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2023
  • No longer listedRIAKA HOLDINGS · OWNER · 75% or more · control person · listed since Mar 2023
  • AddedKALATA, LINDA, ROSE · CHIEF ADMINISTRATIVE OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedLEHMAN, MICHAEL, JOHN · CEO, FOUNDING PARTNER · Less than 5% · control person
  • AddedLEHMAN, MICHAEL, JOHN · OWNER · 75% or more · indirect via MJL FINANCIAL HOLDINGS, LLC · control person
  • AddedMJL FINANCIAL HOLDINGS, LLC · OWNER · 75% or more · indirect via PREMIER PATH HOLDINGS, LLC · control person
  • AddedPREMIER PATH HOLDINGS, LLC · LLC - OWNER · 75% or more · control person
  • AddedWITTJOHANN, DEREK, THOMAS · CHIEF OPERATING OFFICER, PARTNER · Less than 5% · control person
  • AddedYORK, PATRICK, THOMAS · PARTNER · Less than 5% · control person
Apr 10, 2023 filing
  • ChangedGRAFTON, JOHN, GARRETT · now a control person
Mar 24, 2023 filing
  • ChangedRIAKA HOLDINGS · now a control person
Mar 21, 2023 filing (earliest on record)
  • ListedGRAFTON, JOHN, GARRETT · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedRIAKA HOLDINGS · OWNER · 75% or more

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 136 →

Top Trims

Show all 162 →

New Positions

Show all 13 →

Exited Positions

Show all 37 →

Premier Path Wealth Partners, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $53.1M 6.20% 159,472 SH
2 NVIDIA CORPORATION NVDA 67066G104 $38.0M 4.44% 166,606 SH
3 MICROSOFT CORP MSFT 594918104 $29.4M 3.43% 57,238 SH
4 ISHARES TR ACWX 464288240 $24.1M 2.82% 318,885 SH
5 SELECT SECTOR SPDR TR XLK 81369Y803 $22.3M 2.61% 113,997 SH
6 ALPHABET INC GOOGL 02079K305 $18.4M 2.15% 53,448 SH
7 AMAZON COM INC AMZN 023135106 $18.2M 2.12% 73,008 SH
8 ISHARES TR IDEV 46435G326 $16.3M 1.91% 182,530 SH
9 ISHARES TR USIG 464288620 $13.4M 1.57% 275,792 SH
10 BROADCOM INC AVGO 11135F101 $13.3M 1.55% 37,741 SH
11 ALPHABET INC GOOG 02079K107 $12.4M 1.45% 36,397 SH
12 META PLATFORMS INC META 30303M102 $11.8M 1.38% 16,309 SH
13 ISHARES TR SHY 464287457 $11.7M 1.36% 143,819 SH
14 DIMENSIONAL ETF TRUST DFAI 25434V203 $11.6M 1.36% 281,078 SH
15 WISDOMTREE TR IQDG 97717X131 $10.6M 1.23% 248,311 SH
16 JPMORGAN CHASE & CO JPM 46625H100 $10.0M 1.17% 30,236 SH
17 ISHARES TR IEF 464287440 $9.6M 1.12% 107,428 SH
18 ISHARES TR IEI 464288661 $9.5M 1.11% 84,170 SH
19 ELI LILLY & CO LLY 532457108 $8.7M 1.01% 7,491 SH
20 ISHARES TR DGRO 46434V621 $7.6M 0.89% 100,930 SH
21 DOUBLELINE ETF TRUST DBND 25861R105 $7.5M 0.88% 172,666 SH
22 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $7.5M 0.87% 168,642 SH
23 MICRON TECHNOLOGY INC MU 595112103 $7.3M 0.85% 6,859 SH
24 ISHARES TR TLH 464288653 $7.3M 0.85% 79,078 SH
25 ISHARES TR QUAL 46432F339 $6.9M 0.81% 31,047 SH
26 TESLA INC TSLA 88160R101 $6.6M 0.77% 18,652 SH
27 SELECT SECTOR SPDR TR XLF 81369Y605 $6.6M 0.77% 123,247 SH
28 JOHNSON & JOHNSON JNJ 478160104 $6.6M 0.77% 24,762 SH
29 AMERICAN CENTY ETF TR AVUV 025072877 $6.3M 0.73% 53,166 SH
30 VISA INC V 92826C839 $6.2M 0.72% 17,142 SH
31 SELECT SECTOR SPDR TR XLC 81369Y852 $6.1M 0.71% 54,541 SH
32 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.0M 0.71% 12,132 SH
33 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $6.0M 0.70% 36,985 SH
34 ADVANCED MICRO DEVICES INC AMD 007903107 $5.8M 0.68% 9,482 SH
35 AMERICAN CENTY ETF TR AVLV 025072349 $5.7M 0.67% 63,430 SH
36 SELECT SECTOR SPDR TR XLY 81369Y407 $5.4M 0.63% 49,742 SH
37 ISHARES TR IJR 464287804 $5.4M 0.63% 39,526 SH
38 ALPS ETF TR OUSM 00162Q395 $5.4M 0.63% 116,842 SH
39 SELECT SECTOR SPDR TR XLV 81369Y209 $5.2M 0.61% 31,001 SH
40 SELECT SECTOR SPDR TR XLI 81369Y704 $5.1M 0.60% 30,727 SH
41 WISDOMTREE TR XSOE 97717X578 $5.1M 0.59% 108,099 SH
42 SPDR INDEX SHS FDS EDIV 78463X533 $4.9M 0.58% 123,018 SH
43 SPDR INDEX SHS FDS QEMM 78463X426 $4.9M 0.57% 61,057 SH
44 INTEL CORP INTC 458140100 $4.7M 0.55% 39,078 SH
45 INVESCO EXCHANGE TRADED FD T XSVM 46137V480 $4.6M 0.54% 71,039 SH
46 ISHARES TR IJH 464287507 $4.5M 0.53% 62,855 SH
47 CISCO SYS INC CSCO 17275R102 $4.4M 0.51% 40,916 SH
48 ISHARES TR SMLF 46434V290 $4.3M 0.51% 52,020 SH
49 PROSHARES TR REGL 74347B680 $4.3M 0.51% 50,106 SH
50 BANK OF NY MELLON CORP BNY 064058100 $4.3M 0.51% 29,909 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $856.3M 376 0001999925-26-000005
2026-06-30 2026-07-21 $869.6M 400 0001999925-26-000003
2026-03-31 2026-04-23 $767.4M 398 0001999925-26-000002
2025-12-31 2026-01-22 $774.4M 394 0001999925-26-000001
Filer Information
Address
7 GIRALDA FARMS
SUITE 190
MADISON, NJ 07940
Phone
(973) 671-6530
Filing Manager
Premier Path Wealth Partners, LLC
MADISON, NJ
Signatory
Joseph Fantozzi
Chief Compliance Officer