DOSSIER · 13F-HR · Q1 2026

Pathfinder Wealth Consulting, Inc.

$154M in tracked AUM across 163 positions as of Q1 2026.

PW
CIK 0002108842 · last filed Mar 31, 2026
Total AUM
$154M
as of Q1 2026
Holdings
163
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$154M 2.6%
163 positionsView →
2025Q4Dec 31
$158M
166 positionsView →