Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q3 2026

PATHWAY WEALTH MANAGEMENT LLC

$150M in tracked AUM across 30 positions as of Q3 2026.

PW
CIK 0002135623 · last filed Sep 30, 2026
Total AUM
$150M
as of Q3 2026
Holdings
30
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…