Pathway Financial Advisors LLC
All 13F Filings
- Location
- South Burlington, VT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 808,292
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 136 | 808,292 | 13F-HR | Pathway Financial Advisors LLC |
| Q4 2025 | 1/14/2026 | 147 | 795,978 | 13F-HR | Pathway Financial Advisors LLC |
| Q3 2025 | 10/10/2025 | 141 | 750,163 | 13F-HR | Pathway Financial Advisors LLC |
| Q2 2025 | 7/25/2025 | 133 | 683,470 | 13F-HR | Pathway Financial Advisors LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.73 K | 11.6% | 0 | 311.5 K | -311.5 K |
| ETFs | 714.6 K | 88.4% | 323.9 K | 0 | 323.9 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
808,292
Holdings
136
QoQ value change ($000)
12,314
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.