Institutions / Pathfinder Wealth Consulting, Inc.
Pathfinder Wealth Consulting, Inc.
CIK 2108842 · Institution · as of Dec 31, 2025
Portfolio value
$158.40M
Positions
166
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 166 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $9.84M | 6.2% |
| Vanguard Index Fds | $8.53M | 5.4% |
| Apple Inc. | $6.28M | 4.0% |
| Microsoft Corp | $6.18M | 3.9% |
| Fidelity Covington Trust | $4.21M | 2.7% |
| Amazon.com Inc | $4.21M | 2.7% |
| Fidelity Covington Trust | $3.84M | 2.4% |
| Vanguard Tax-Managed Fds | $3.77M | 2.4% |
| iShares Tr | $3.55M | 2.2% |
| iShares Tr | $3.39M | 2.1% |
| Alphabet Inc. | $3.18M | 2.0% |
| NVIDIA Corp | $2.94M | 1.9% |
| iShares Tr | $2.91M | 1.8% |
| ELI LILLY & Co | $2.91M | 1.8% |
| Live Oak Bancshares, Inc. | $2.86M | 1.8% |
| iShares Tr | $2.86M | 1.8% |
| SPDR Gold Tr | $2.85M | 1.8% |
| International Business Machines Corp | $2.85M | 1.8% |
| Vanguard Index Fds | $2.43M | 1.5% |
| iShares Tr | $2.22M | 1.4% |
| iShares Tr | $1.99M | 1.3% |
| Tesla Inc | $1.61M | 1.0% |
| Fidelity Covington Trust | $1.55M | 1.0% |
| SPDR S&P 500 ETF Tr | $1.51M | 1.0% |
| Dimensional ETF Trust | $1.49M | 0.9% |
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.