DOSSIER · 13F-HR · Q1 2026

Pathway Financial Advisors LLC

Pathway Financial's pension fund based in London, UK — $808M in tracked AUM across 136 positions as of Q1 2026.

PF

Pathway Financial·London, UK·Pension Fund

CIK 0001738828 · last filed Mar 31, 2026

Total AUM

$808M

▲ 0.6%

vs prior

Holdings

136

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Financials

8% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Pathway Financial Advisors LLC SEC 13F Filing Report Period: Q4 2025

1. Portfolio Overview

Pathway Financial Advisors LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value surging by 337.6% from approximately $181.91M in the previous quarter (Q3 2025) to $795.98M as of December 31, 2025. This dramatic increase suggests substantial capital inflows or the consolidation of reporting entities durin...

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

VANGUARD INDEX FDS

$105M534K13.0%

02

GOLDMAN SACHS ETF TR

$96M958K11.8%

03

VANGUARD INDEX FDS

$91M206K11.3%

04

VANGUARD INDEX FDS

$43M147K5.3%

05

ISHARES INC

$37M528K4.5%

06

ISHARES TR

$34M242K4.2%

07

ISHARES TR

$34M368K4.2%

08

VANGUARD SCOTTSDALE FDS

$32M546K4.0%

09

VANGUARD INSTL INDEX FD

$29M384K3.6%

10

ISHARES TR

$27M212K3.3%

Filing history

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