13F Insight
DOSSIER · 13F-HR · Q1 2026

Pathfinder Wealth Consulting, Inc.

Pathfinder Wealth Consulting's holding co. based in San Francisco, CA — $154M in tracked AUM across 163 positions as of Q1 2026.

PW
Pathfinder Wealth Consulting·San Francisco, CA·Holding Co.
CIK 0002108842 · last filed Mar 31, 2026
Total AUM
$154M
▼ 6.8%
vs prior
Holdings
163
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Pathfinder Wealth Consulting, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$9M20K5.7%
02
VTV
VANGUARD INDEX FDS
$9M44K5.6%
03
AAPL
APPLE INC
$6M24K3.9%
04
MSFT
MICROSOFT CORP
$5M13K3.2%
05
FELG
FIDELITY COVINGTON TRUST
$4M117K2.9%
06
FELV
FIDELITY COVINGTON TRUST
$4M117K2.7%
07
AMZN
AMAZON COM INC
$4M19K2.6%
08
IUSV
ISHARES TR
$3M33K2.2%
09
GOOGL
ALPHABET INC
$3M10K2.0%
10
GLD
SPDR GOLD TR
$3M7K1.9%

Filing history

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