PATHWAY WEALTH MANAGEMENT LLC - Portfolio Stock Holdings
PATHWAY WEALTH MANAGEMENT LLC disclosed 33 stock positions in a recent SEC 13F filing. $141,490,604 of stock holdings were filed, with the largest holdings including NVDA, AMD, and AVGO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $116,022,199 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
33Est. Stock Holding Value:
$141,490,604Top Stock Holdings By Sector
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Portfolio Stock Holdings - PATHWAY WEALTH MANAGEMENT LLC
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% of Portfolio
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