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Joseph Fantozzi

Premier Path Wealth Partners, Llc

Assets Managed
$869.57M
Holdings
400
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
13.32%(2Q avg: 6.21%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Premier Path Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 400 positions.

Assets under management

The assets under management (AUM) of Premier Path Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 869.57M in assets, with a quarterly growth rate of 13.32% and a 2-quarter average growth rate of 6.21%. The portfolio is managed by Joseph Fantozzi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 2.44%
5.23%
$45.414M
156,948 shares@ $289.36 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 5.22%
4.06%
$35.222M
462,777 shares@ $76.11 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.49%
3.85%
$33.395M
166,901 shares@ $200.09 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -24.09%
3.01%
$26.169M
137,353 shares@ $190.53 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.65%
2.44%
$21.187M
56,799 shares@ $373.03 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.32%
2.17%
$18.867M
52,793 shares@ $357.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.14%
2.03%
$17.608M
73,878 shares@ $238.34 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 3.75%
1.65%
$14.293M
37,838 shares@ $377.75 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.28%
1.52%
$13.142M
37,195 shares@ $353.34 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 43.68%
1.45%
$12.565M
141,161 shares@ $89.02 avg price

1-10 of 400