CIK 1738828
Pathway Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
147
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 147
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| AGG | ISHARES TR | 15K | $1M+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 34K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 17K | $1M+ | SH |
| ITOT | ISHARES TR | 9K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| SHV | ISHARES TR | 11K | $1M+ | SH |
| IQLT | ISHARES TR | 26K | $1M+ | SH |
| QLTY | GMO ETF TRUST | 29K | $1M+ | SH |
| DE | DEERE & CO | 2K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| IWP | ISHARES TR | 6K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 13K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 9K | $500K+ | SH |
| SPTI | SPDR SERIES TRUST | 28K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| ESGD | ISHARES TR | 8K | $500K+ | SH |
| MUB | ISHARES TR | 7K | $500K+ | SH |
| EWG | ISHARES INC | 18K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| MGC | VANGUARD WORLD FD | 3K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| GTO | INVESCO ACTIVELY MANAGED EXC | 13K | $500K+ | SH |
| SGOV | ISHARES TR | 6K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| VSGX | VANGUARD WORLD FD | 8K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| AMZN | AMAZON COM INC | 2K | $500K+ | SH |
| PFD | FLAHERTY & CRUMRINE PFD INCO | 48K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 10K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| XJR | ISHARES TR | 12K | $500K+ | SH |
| GNR | SPDR INDEX SHS FDS | 8K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| META | META PLATFORMS INC | 778 | $500K+ | SH |
| XJH | ISHARES TR | 11K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| DMXF | ISHARES TR | 6K | $100K–$500K | SH |