Institutions / Cathy Pareto & Associates, Inc
Cathy Pareto & Associates, Inc
CIK 2045974 · Institution · as of Dec 31, 2025
Portfolio value
$144.07M
Positions
92
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 92 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $9.41M | 6.5% |
| Schwab Strategic Tr | $7.28M | 5.1% |
| WisdomTree Tr | $6.94M | 4.8% |
| Pacer Fds Tr | $6.26M | 4.3% |
| J P Morgan Exchange Traded F | $5.96M | 4.1% |
| Schwab Strategic Tr | $5.88M | 4.1% |
| Vanguard Index Fds | $5.73M | 4.0% |
| WisdomTree Tr | $4.97M | 3.5% |
| Vanguard Index Fds | $4.90M | 3.4% |
| Vanguard World Fd | $4.74M | 3.3% |
| Schwab Strategic Tr | $4.63M | 3.2% |
| Bluerock Private Real Estate FundBPRE | $4.49M | 3.1% |
| Vanguard Index Fds | $4.09M | 2.8% |
| Warren E. Buffett | $3.97M | 2.8% |
| Schwab Strategic Tr | $3.84M | 2.7% |
| Schwab Strategic Tr | $2.91M | 2.0% |
| VanEck ETF Trust | $2.63M | 1.8% |
| Microsoft Corp | $2.59M | 1.8% |
| iShares Gold Tr | $2.57M | 1.8% |
| Amazon.com Inc | $2.35M | 1.6% |
| VanEck ETF Trust | $2.23M | 1.5% |
| Vanguard World Fd | $2.07M | 1.4% |
| ETF Ser Solutions | $2.03M | 1.4% |
| Invesco Actively Managed Exc | $1.93M | 1.3% |
| Schwab Strategic Tr | $1.92M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.