Pathway Financial Advisors LLC - Portfolio Stock Holdings
Pathway Financial Advisors LLC disclosed 132 stock positions in a recent SEC 13F filing. $904,092,878 of stock holdings were filed, with the largest holdings including VTV, VUG, and GBIL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,649,189,273 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
132Est. Stock Holding Value:
$904,092,878Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pathway Financial Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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