Pathway Financial Advisors LLC
Sector Allocation
- Other85.9%$777.6M
- Financials10.3%$93.1M
- Technology1.6%$14.7M
- Industrials1.0%$8.8M
- Consumer Staples0.5%$4.1M
- Healthcare0.3%$3.1M
- Energy0.2%$2.2M
- Consumer Discretionary0.1%$1.4M
- Materials0.0%$173,451
AUM History
13fpro.ai/research/fund/pathway-financial-advisors-llc-1738828
Conviction and streaks
Concentrating · top 10 = 69.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$129.2M
- VANGUARD$113.3M
GS
$85.5M- VANGUARD$61.1M
- ISHARES$53.3M
- VANGUARD$48.1M
- VANGUARD$43.2M
- ISHARES$36.3M
- ISHARES$30.7M
- AMERICAN$24.5M
- FLEXSHARES$19.0M
- SPDR$18.3M
- VICTORY$18.2M
- ISHARES$17.7M
SPY
$17.3M- VANGUARD$17.1M
- VANGUARD$9.6M
- ISHARES$6.8M
- ISHARES$6.6M
- MATTHEWS$5.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pathway-financial-advisors-llc-1738828
Pathway Financial Advisors LLC 13F holdings — Q3 2026
$905.1M portfolio (+5.6% QoQ) · 128 holdings · Q3 2026 13F · top 10 are 69% of the stock portfolio
- 1
VANGUARD INDEX FDS - VALUE ETF
$129.2M
14.3% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - GROWTH ETF
$113.3M
12.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $85.5M
9.4% of stocks
-3%This quarter+0.7%Since filed11+ qtrsHeldAIQuality73.2#127Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 4
VANGUARD INDEX FDS - MID CAP ETF
$61.1M
6.8% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE MSCI EAFE
$53.3M
5.9% of stocks
+42%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$48.1M
5.3% of stocks
+42%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
$43.2M
4.8% of stocks
+38%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES INC - CORE MSCI EMKT
$36.3M
4.0% of stocks
-17%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - CORE S&P SCP ETF
$30.7M
3.4% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
AMERICAN CENTY ETF TR - US QUALITY GROW
$24.5M
2.7% of stocks
+78%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - VALUE ETF | $129.2M | 14.3% | +13% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - GROWTH ETF | $113.3M | 12.5% | +5% | — | — | — | — | |
| 3 | $85.5M | 9.4% | -3% | +0.7% | 11+ qtrsTrimmed 2 qtrs in a row | 73.2#127 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD INDEX FDS - MID CAP ETF | $61.1M | 6.8% | +32% | — | — | — | — | |
| 5 | ISHARES TR - CORE MSCI EAFE | $53.3M | 5.9% | +42% | — | — | — | — | |
| 6 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $48.1M | 5.3% | +42% | — | — | — | — | |
| 7 | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $43.2M | 4.8% | +38% | — | — | — | — | |
| 8 | ISHARES INC - CORE MSCI EMKT | $36.3M | 4.0% | -17% | — | — | — | — | |
| 9 | ISHARES TR - CORE S&P SCP ETF | $30.7M | 3.4% | +7% | — | — | — | — | |
| 10 | AMERICAN CENTY ETF TR - US QUALITY GROW | $24.5M | 2.7% | +78% | — | — | — | — |
All holdings — Pathway Financial Advisors LLC (Q3 2026)
128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FLEXSHARES TR - MORNSTAR UPSTR | — | $19.0M | 2.1% | 360K | -7% | — | — | 13F |
| 12 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $18.3M | 2.0% | 200K | +109% | — | — | 13F |
| 13 | — | VICTORY PORTFOLIOS II - CORE BD ETFetf/fund | — | $18.2M | 2.0% | 407K | +2% | — | — | 13F |
| 14 | — | ISHARES TR - GLOBAL MATER ETFetf/fund | — | $17.7M | 2.0% | 166K | -11% | — | — | 13F |
| 15 | SPDR S&P 500 ETF TRUSTetf/fund | — | $17.3M | 1.9% | 23K | -0.3% | 11+ qtrs | — | 13F | |
| 16 | — | VANGUARD INSTL INDEX FD - ULTR SHOR TR ETFetf/fund | — | $17.1M | 1.9% | 227K | +9% | — | — | 13F |
| 17 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $9.6M | 1.1% | 41K | — | — | — | 13F |
| 18 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $6.8M | 0.8% | 65K | +1% | — | — | 13F |
| 19 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $6.6M | 0.7% | 29K | — | — | — | 13F |
| 20 | — | MATTHEWS INTL FDS - PAC TIGE ACT ETFetf/fund | — | $5.6M | 0.6% | 135K | -41% | — | — | 13F |
| 21 | Apple Inc. | Technology | $5.3M | 0.6% | 16K | -1% | 11+ qtrs | 75.7 | 13F | |
| 22 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $5.3M | 0.6% | 19K | -3% | — | — | 13F |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $5.0M | 0.6% | 71K | +45% | — | — | 13F |
| 24 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $4.2M | 0.5% | 30K | — | — | — | 13F |
| 25 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $4.0M | 0.4% | 67K | +3% | — | — | 13F |
| 26 | — | ISHARES TR - RUS 1000 VAL ETF | — | $3.6M | 0.4% | 15K | — | |||
| 27 | — | ISHARES TR - MSCI INTL QUALTY | — | $3.6M | 0.4% | 72K | +177% | |||
| 28 | — | ISHARES TR - RUS MID CAP ETF | — | $3.5M | 0.4% | 33K | -0.6% | |||
| 29 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $3.5M | 0.4% | 15K | -0.3% | |||
| 30 | $MSFT | MICROSOFT CORP | Technology | $3.2M | 0.4% | 6,302 | -7% | |||
| 31 | — | ISHARES TR - MSCI AC ASIA ETF | — | $3.2M | 0.3% | 27K | -3% | |||
| 32 | — | BNY MELLON ETF TRUST - CONCE INTL ETF | — | $3.2M | 0.3% | 62K | -32% | |||
| 33 | — | ISHARES TR - MSCI EMG MKT ETF | — | $3.2M | 0.3% | 47K | — | |||
| 34 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.1M | 0.3% | 4,223 | +0.4% | |||
| 35 | — | ISHARES INC - EM MKT SM-CP ETF | — | $2.9M | 0.3% | 39K | -31% | |||
| 36 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $2.9M | 0.3% | 14K | — | |||
| 37 | — | MORGAN STANLEY ETF TRUST - CALVERT US LARCP | — | $2.5M | 0.3% | 27K | +21% | |||
| 38 | $BWIN | Baldwin Insurance Group, Inc. | Financials | $2.4M | 0.3% | 76K | — | |||
| 39 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $2.3M | 0.3% | 12K | — | |||
| 40 | — | ISHARES TR - S&P SML 600 GWT | — | $2.3M | 0.3% | 14K | -11% | |||
| 41 | — | MATTHEWS ASIA FDS - EMERGING MKT DIS | — | $2.3M | 0.3% | 76K | -14% | |||
| 42 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.2M | 0.2% | 3,140 | +30% | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $2.2M | 0.2% | 2,709 | +0.3% | |||
| 44 | — | EA SERIES TRUST - DEFINED DURTN 10 | — | $2.2M | 0.2% | 89K | -0.9% | |||
| 45 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.2M | 0.2% | 11K | -0.2% | |||
| 46 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $2.1M | 0.2% | 23K | — | |||
| 47 | $HONA | Honeywell Aerospace Inc. | Industrials | $2.0M | 0.2% | 13K | New | |||
| 48 | $NVDA | NVIDIA CORP | Technology | $2.0M | 0.2% | 8,844 | +0.7% | |||
| 49 | — | ISHARES TR - CORE US AGGBD ET | — | $2.0M | 0.2% | 21K | +34% | |||
| 50 | — | GMO ETF TRUST - GMO INTL VALUE | — | $1.9M | 0.2% | 47K | -0.1% | |||
| 51 | — | ISHARES TR - U.S. BAS MTL ETF | — | $1.8M | 0.2% | 9,985 | -6% | |||
| 52 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.7M | 0.2% | 4,566 | -0.2% | |||
| 53 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $1.6M | 0.2% | 4,651 | — | |||
| 54 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $1.6M | 0.2% | 7,240 | — | |||
| 55 | — | ISHARES TR - CORE S&P TTL STK | — | $1.5M | 0.2% | 9,200 | — | |||
| 56 | $GOOGL | Alphabet Inc. | Technology | $1.4M | 0.2% | 4,166 | +0.9% | |||
| 57 | — | ISHARES TR - RUS 1000 ETF | — | $1.4M | 0.2% | 3,400 | — | |||
| 58 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $1.4M | 0.2% | 30K | -12% | |||
| 59 | $GLDM | World Gold Trust | Financials | $1.4M | 0.1% | 17K | — | |||
| 60 | — | ISHARES TR - ESG AW MSCI EAFE | — | $1.4M | 0.1% | 13K | +8% | |||
| 61 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $1.2M | 0.1% | 11K | — | |||
| 62 | — | GMO ETF TRUST - US QUALITY ETF | — | $1.2M | 0.1% | 28K | -1% | |||
| 63 | — | ISHARES TR - MSCI ACWI ETF | — | $1.2M | 0.1% | 7,556 | -97% | |||
| 64 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.1% | 4,500 | — | |||
| 65 | $GLD | SPDR GOLD TRUST | Financials | $1.2M | 0.1% | 3,035 | +340% | |||
| 66 | — | ISHARES TR - CORE S&P500 ETF | — | $1.1M | 0.1% | 1,456 | — | |||
| 67 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $1.1M | 0.1% | 13K | +1% | |||
| 68 | $AVGO | Broadcom Inc. | Technology | $1.0M | 0.1% | 2,960 | — | |||
| 69 | $ABBV | AbbVie Inc. | Healthcare | $993K | 0.1% | 3,797 | — | |||
| 70 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $975K | 0.1% | 5,992 | -6% | |||
| 71 | — | ISHARES TR - RUS MD CP GR ETF | — | $819K | 0.1% | 5,950 | — | |||
| 72 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $810K | 0.1% | 29K | — | |||
| 73 | — | ISHARES TR - ESG SELE SCR ETF | — | $773K | 0.1% | 16K | -2% | |||
| 74 | — | ISHARES TR - NATIONAL MUN ETF | — | $767K | 0.1% | 7,591 | — | |||
| 75 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $735K | 0.1% | 12K | — | |||
| 76 | $AMZN | AMAZON COM INC | Consumer Discretionary | $728K | 0.1% | 2,921 | +0.5% | |||
| 77 | — | SPDR SERIES TRUST - ST INTER ETF | — | $727K | 0.1% | 27K | -2% | |||
| 78 | — | ISHARES INC - MSCI GERMANY ETF | — | $723K | 0.1% | 18K | — | |||
| 79 | $MPC | Marathon Petroleum Corp | Energy | $706K | 0.1% | 1,785 | — | |||
| 80 | $PM | Philip Morris International Inc. | Consumer Staples | $684K | 0.1% | 3,582 | -8% | |||
| 81 | $TSLA | Tesla, Inc. | Consumer Discretionary | $657K | 0.1% | 1,851 | +57% | |||
| 82 | $DE | DEERE & CO | Industrials | $647K | 0.1% | 964 | — | |||
| 83 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $606K | 0.1% | 17K | +0.1% | |||
| 84 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $595K | 0.1% | 9,730 | — | |||
| 85 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $591K | 0.1% | 4,069 | — | |||
| 86 | $IVZ | Invesco Ltd. | Financials | $589K | 0.1% | 13K | — | |||
| 87 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $587K | 0.1% | 1,901 | — | |||
| 88 | $META | Meta Platforms, Inc. | Technology | $562K | 0.1% | 775 | — | |||
| 89 | $JPM | JPMORGAN CHASE & CO | Financials | $559K | 0.1% | 1,689 | +0.1% | |||
| 90 | — | ISHARES TR - ESG EAFE ETF | — | $558K | 0.1% | 6,587 | — | |||
| 91 | — | ISHARES TR - RUS 1000 GRW ETF | — | $557K | 0.1% | 4,444 | — | |||
| 92 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | — | $533K | 0.1% | 7,210 | — | |||
| 93 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $530K | 0.1% | 6,391 | +11% | |||
| 94 | $GOOG | Alphabet Inc. | Technology | $526K | 0.1% | 1,544 | — | |||
| 95 | — | ISHARES TR - ESG SELECT SCRE | — | $526K | 0.1% | 11K | — | |||
| 96 | $CVX | CHEVRON CORP | Energy | $503K | 0.1% | 2,462 | — | |||
| 97 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $485K | 0.1% | 16K | — | |||
| 98 | $BA | BOEING CO | Industrials | $483K | 0.1% | 2,594 | +0.4% | |||
| 99 | $AJG | Arthur J. Gallagher & Co. | Financials | $479K | 0.1% | 2,100 | — | |||
| 100 | $PFD | FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC | Other | $475K | 0.1% | 44K | -6% | |||
| 101 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $438K | 0.1% | 13K | — | |||
| 102 | — | VANGUARD WORLD FD - INF TECH ETF | — | $428K | 0.1% | 3,406 | -85% | |||
| 103 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $371K | 0.0% | 4,229 | -2% | |||
| 104 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $365K | 0.0% | 6,479 | -3% | |||
| 105 | $KO | COCA COLA CO | Consumer Staples | $364K | 0.0% | 4,227 | — | |||
| 106 | — | ISHARES TR - 1 3 YR TREAS BD | — | $357K | 0.0% | 4,400 | — | |||
| 107 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $343K | 0.0% | 688 | +1% | |||
| 108 | $ABT | ABBOTT LABORATORIES | Healthcare | $342K | 0.0% | 3,456 | — | |||
| 109 | $SLF | SUN LIFE FINANCIAL INC | Financials | $338K | 0.0% | 4,339 | — | |||
| 110 | — | ISHARES TR - ESG OPTIMIZED | — | $316K | 0.0% | 2,031 | +9% | |||
| 111 | $V | VISA INC. | Financials | $312K | 0.0% | 867 | +0.6% | |||
| 112 | — | ISHARES TR - MRGSTR SM CP ETF | — | $310K | 0.0% | 4,350 | — | |||
| 113 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $298K | 0.0% | 1,055 | -59% | |||
| 114 | — | ISHARES TR - RUSSELL 2000 ETF | — | $293K | 0.0% | 1,053 | — | |||
| 115 | — | MORGAN STANLEY ETF TRUST - CALVERT US MDCP | — | $289K | 0.0% | 3,966 | New | |||
| 116 | — | ISHARES TR - 3YRTB ETF | — | $277K | 0.0% | 3,735 | +4% | |||
| 117 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $276K | 0.0% | 303 | +0.7% | |||
| 118 | $CSCO | CISCO SYSTEMS, INC. | Technology | $264K | 0.0% | 2,454 | +0.0% | |||
| 119 | — | GMO ETF TRUST - GMO US VALUE | — | $252K | 0.0% | 7,980 | -1% | |||
| 120 | $INTC | INTEL CORP | Technology | $242K | 0.0% | 2,012 | — | |||
| 121 | — | ISHARES TR - CORE S&P MCP ETF | — | $239K | 0.0% | 3,322 | +0.0% | |||
| 122 | — | ISHARES TR - U.S. TECH ETF | — | $237K | 0.0% | 896 | — | |||
| 123 | $GLQ | Clough Global Equity Fund | Other | $226K | 0.0% | 30K | — | |||
| 124 | — | ISHARES TR - MORNINGSTAR GRWT | — | $211K | 0.0% | 1,805 | — | |||
| 125 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $205K | 0.0% | 4,037 | -25% | |||
| 126 | — | ISHARES TR - ESG AWARE MSCI | — | $204K | 0.0% | 3,919 | -43% | |||
| 127 | $MRK | Merck & Co., Inc. | Healthcare | $202K | 0.0% | 1,388 | New | |||
| 128 | $HL | HECLA MINING CO/DE/ | Materials | $173K | 0.0% | 10K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 38 added to, 36 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (38)
- ISHARES TR - CORE MSCI EAFE+42%
now $53.3M
- VANGUARD INDEX FDS - VALUE ETF+13%
now $129.2M
- VANGUARD INDEX FDS - MID CAP ETF+32%
now $61.1M
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+42%
now $48.1M
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF+38%
now $43.2M
- AMERICAN CENTY ETF TR - US QUALITY GROW+78%
now $24.5M
+32 more in the Excel export
Trimmed (36)
- ISHARES TR - MSCI ACWI ETF-97%
now $1.2M
- ISHARES INC - CORE MSCI EMKT-17%
now $36.3M
- MATTHEWS INTL FDS - PAC TIGE ACT ETF-41%
now $5.6M
now $85.5M · held 11+ qtrs, 2 trims in a row
- VANGUARD WORLD FD - INF TECH ETF-85%
now $428K
- ISHARES TR - GLOBAL MATER ETF-11%
now $17.7M
+30 more in the Excel export
Holdings by quarter
Every 13F Pathway Financial Advisors LLC has filed, 33 earlier quarters. Pick one to see what it held then.
Is it too late to follow Pathway Financial Advisors?
Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pathway Financial Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 13% over the last 4
Top 10 weight
69%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Pathway Financial Advisors LLC disclosed 128 positions worth $905.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 3 new positions and exited 5 — including a new stake in $HONA. The portfolio is most concentrated in Other (85.9% of disclosed assets). All figures are sourced directly from Pathway Financial Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1738828.
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AI-Powered Hedge Fund Analysis: Pathway Financial Advisors LLC
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Every holding in Pathway Financial Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.