Pathstone Holdings, LLC

Portfolio Overview

Pathstone Holdings, LLC manages a substantial, diversified portfolio valued at approximately $26.17 billion as of September 30, 2025. The firm exhibits a core-satellite investment strategy, heavily relying on broad market ETFs to establish a baseline while allocating significant capital to high-conviction individual equities. The portfolio is highly fragmented, comprising 5,208 total holdings, which suggests a strategy aimed at broad market exposure and risk mitigation thr...