Pathway Financial Advisers, LLC
All 13F Filings
- Location
- Auburn, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 345,009
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 327 K | 94.8% | 0 | 488 | -488 |
| ETFs | 18.05 K | 5.2% | 2.653 K | 0 | 2.653 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
345,009
Holdings
163
QoQ value change ($000)
2,155
(0.6%)
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.