Pathway Financial Advisors LLC
All 13F Filings
- Location
- South Burlington, VT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 905,068
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 128 | 905,068 | 13F-HR | Pathway Financial Advisors LLC |
| Q2 2026 | 7/6/2026 | 130 | 857,308 | 13F-HR | Pathway Financial Advisors LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.37 K | 7.1% | 0 | 26.73 K | -26.73 K |
| ETFs | 840.7 K | 92.9% | 74.49 K | 0 | 74.49 K |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
905,068
Holdings
128
QoQ value change ($000)
47,760
(5.6%)
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.