Pathway Financial Advisers, LLC
All 13F Filings
- Location
- Auburn, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 396,926
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 167 | 396,926 | 13F-HR | Pathway Financial Advisers, LLC |
| Q1 2026 | 4/23/2026 | 164 | 353,605 | 13F-HR | Pathway Financial Advisers, LLC |
| Q4 2025 | 2/6/2026 | 163 | 345,009 | 13F-HR | Pathway Financial Advisers, LLC |
| Q3 2025 | 11/13/2025 | 376 | 342,854 | 13F-HR | Pathway Financial Advisers, LLC |
| Q2 2025 | 8/21/2025 | 163 | 308,931 | 13F-HR | Pathway Financial Advisers, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 355.8 K | 89.6% | 33.22 K | 0 | 33.22 K |
| ETFs | 41.09 K | 10.4% | 10.09 K | 0 | 10.09 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
396,926
Holdings
167
QoQ value change ($000)
43,321
(12.3%)
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.