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CIK: 0002108842
Total reported value
—
$158.4M
166 檔
22.1%
According to the latest 13F quarterly dataset, Pathfinder Wealth Consulting, Inc. managed an equity portfolio of $158.4M at the end of Q4 2025, spanning 166 distinct U.S. exchange-listed positions.
During Q4 2025, Pathfinder Wealth Consulting, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.21% | -5.71% | EXIT | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.39% | -5.65% | EXIT | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.97% | -3.90% | EXIT | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.90% | -3.21% | EXIT | |
| 5 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 2.66% | -2.85% | EXIT | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.65% | -2.61% | EXIT | |
| 7 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 2.42% | -2.65% | EXIT | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.38% | -1.87% | EXIT | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | -1.94% | EXIT | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.14% | -2.16% | EXIT | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | -1.95% | EXIT | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | -1.65% | EXIT | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.84% | -1.86% | EXIT | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.84% | -1.58% | EXIT | |
| 15 | LOB | Live Oak Bancshares Inc | Stock-Other | 1.81% | -1.68% | EXIT | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.80% | -1.74% | EXIT | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.80% | -1.94% | EXIT | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.80% | -1.52% | EXIT | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.54% | -1.59% | EXIT | |
| 20 | IDV | Ishares International Select | ETF-Other | 1.40% | -1.43% | EXIT | |
| 21 | HDV | Ishares Core High Dividend E | ETF-Other | 1.26% | -1.44% | EXIT | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | -0.86% | EXIT | |
| 23 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 0.98% | -1.04% | EXIT | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.93% | EXIT | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.94% | -0.93% | EXIT | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.83% | EXIT | |
| 27 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.93% | -0.95% | EXIT | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | -0.83% | EXIT | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.98% | EXIT | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | -0.86% | EXIT | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -1.24% | EXIT | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.92% | EXIT | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | -0.57% | EXIT | |
| 34 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.71% | -0.71% | EXIT | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | -1.03% | EXIT | |
| 36 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.68% | -0.73% | EXIT | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.76% | EXIT | |
| 38 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.62% | -0.68% | EXIT | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | -0.52% | EXIT | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | -0.67% | EXIT | |
| 41 | SLV | Ishares Silver Trust | ETF-Commodities | 0.60% | -0.66% | EXIT | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.60% | -0.47% | EXIT | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.54% | EXIT | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.55% | EXIT | |
| 45 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.58% | -0.61% | EXIT | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.52% | EXIT | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.48% | EXIT | |
| 48 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.50% | -0.68% | EXIT | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.50% | -0.55% | EXIT | |
| 50 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.46% | -0.48% | EXIT |
According to official SEC Form 13F filings, Pathfinder Wealth Consulting, Inc. reported a total U.S. public equity portfolio value of $158.4M across 166 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, AAPL) accounted for 22.1% of total reported equity market value during Q4 2025.
During Q4 2025, Pathfinder Wealth Consulting, Inc.'s top holdings by market value included VUG (6.2%)、VTV (5.4%)、AAPL (4.0%). The largest single position, VUG, represented 6.2% of total portfolio value.
In Q4 2025, Pathfinder Wealth Consulting, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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