Pathfinder Wealth Consulting, Inc. - Portfolio overview

Pathfinder Wealth Consulting, Inc. has 163 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 5.71%
2. VTV - VANGUARD INDEX FDS, 5.65%
3. AAPL - APPLE INC, 3.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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