Pathway Financial Advisors LLC - Portfolio overview

Pathway Financial Advisors LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 12.92%
2. GBIL - GOLDMAN SACHS ETF TR, 11.76%
3. VUG - VANGUARD INDEX FDS, 11.18%

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

Explore securities or join Upside Invest to compare portfolios.