Pathfinder Wealth Consulting, Inc.
All 13F Filings
- Location
- Wilmington, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 154,300
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 163 | 154,300 | 13F-HR | Pathfinder Wealth Consulting, Inc. |
| Q4 2025 | 2/9/2026 | 166 | 158,405 | 13F-HR | Pathfinder Wealth Consulting, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 90.93 K | 58.9% | 0 | 30.62 K | -30.62 K |
| ETFs | 63.37 K | 41.1% | 26.51 K | 0 | 26.51 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
154,300
Holdings
163
QoQ value change ($000)
-4,105
(-2.6%)
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.