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Filers›Asset Manager›Pathway Financial Advisers, LLC
DOSSIER · 13F-HR · Q1 2026

Pathway Financial Advisers, LLC

Pathway Financial Advisers's asset manager based in Greenwich, CT — $354M in tracked AUM across 164 positions as of Q1 2026.

PF
Pathway Financial Advisers·Greenwich, CT·Asset Manager
CIK 0002024152 · last filed Mar 31, 2026
Total AUM
$354M
▼ 14.3%
vs prior
Holdings
164
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Pathway Financial Advisers, LLC 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
AVGO
BROADCOM INC
$12M37K3.3%
02
EPD
ENTERPRISE PRODS PARTNERS L
$11M294K3.1%
03
STLD
STEEL DYNAMICS INC
$8M46K2.3%
04
JPM
JPMORGAN CHASE &CO
$8M28K2.3%
05
DUK
DUKE ENERGY CORP NEW
$8M58K2.2%
06
ABBV
ABBVIE INC
$7M34K2.1%
07
FDVV
FIDELITY COVINGTON TRUST
$7M134K2.1%
08
ENB
ENBRIDGE INC
$7M124K1.9%
09
CSCO
CISCO SYS INC
$6M82K1.8%
10
CVX
CHEVRON CORPORATION
$6M30K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Pathway
haiku-4-5 · 164 positions indexed
Sector mix
  • Tech10%
  • Financials6%
  • Cons. Disc.52%
  • Communications29%
  • Energy9%
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