Pathstone Holdings, LLC - Portfolio overview

Pathstone Holdings, LLC has 2470 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 7.45%
2. MDY - STATE STR SPDR S&P MIDCAP 40, 4.40%
3. IJH - ISHARES TR, 3.98%

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

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