Premier Path Wealth Partners, LLC
RIA/Wealth
Premier Path Wealth Partners, LLC is a RIA/Wealth based in Madison, NJ led by Michael John Lehman, reporting $1.1B in AUM as of Q3 2025 with 43% ETF concentration.
CEOMichael John Lehman
- Portfolio Value
- $776.2M
- Positions
- 390
- Top Holding
- AAPL at 4.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Premier Path Wealth Partners, LLC's portfolio (25.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $36.3M | 4.68% | +$604.0K Bought | 0.00% 142.6K shares | |
ETF ETF | $32.1M | 4.13% | -$1.1M Sold | — 113.8K shares | |
Software - Infrastructure Technology | $28.0M | 3.61% | +$559.4K Bought | 0.00% 54.1K shares | |
Semiconductors Technology | $26.9M | 3.47% | +$512.5K Bought | 0.00% 144.2K shares | |
ETF ETF | $13.8M | 1.78% | +$531.2K Bought | — 256.2K shares | |
Specialty Retail Consumer Cyclical | $13.6M | 1.75% | +$421.6K Bought | 0.00% 62.0K shares | |
ETF ETF | $13.4M | 1.73% | +$1.7M Bought | — 206.5K shares | |
ETF ETF | $12.2M | 1.57% | +$645.9K Bought | — 233.4K shares | |
ETF ETF | $11.8M | 1.52% | -$35.8K Sold | — 172.8K shares | |
Internet Content & Information Communication Services | $11.5M | 1.48% | +$268.0K Bought | 0.00% 15.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Premier Path Wealth Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Premier Path Wealth Partners, LLC
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