Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pathfinder Wealth Consulting, Inc. (CIK 2108842) reported $154.3M across 163 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($8.8M, 5.71%), VTV ($8.7M, 5.65%), AAPL ($6.0M, 3.90%), MSFT ($4.9M, 3.21%), FELG ($4.4M, 2.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $8.8M | 5.71% | 20,184 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $8.7M | 5.65% | 44,411 | Trimmed |
| 3 | AAPL | APPLE INC | $6.0M | 3.90% | 23,727 | Added |
| 4 | MSFT | MICROSOFT CORP | $4.9M | 3.21% | 13,367 | Added |
| 5 | FELG | FIDELITY COVINGTON TRUST | $4.4M | 2.85% | 117,407 | Added |
| 6 | FELV | FIDELITY COVINGTON TRUST | $4.1M | 2.65% | 117,328 | Added |
| 7 | AMZN | AMAZON COM INC | $4.0M | 2.61% | 19,344 | Added |
| 8 | IUSV | ISHARES TR | $3.3M | 2.16% | 32,545 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $3.0M | 1.95% | 10,469 | Added |
| 10 | GLD | SPDR GOLD TR | $3.0M | 1.94% | 6,968 | Trimmed |
| 11 | IVV | ISHARES TR | $3.0M | 1.94% | 4,590 | Trimmed |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 1.87% | 45,026 | Trimmed |
| 13 | IEFA | ISHARES TR | $2.9M | 1.86% | 31,694 | Trimmed |
| 14 | IUSG | ISHARES TR | $2.7M | 1.74% | 17,342 | Added |
| 15 | LOB | LIVE OAK BANCSHARES INC | $2.6M | 1.68% | 78,483 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $2.5M | 1.65% | 14,619 | Trimmed |
| 17 | VO | VANGUARD INDEX FDS | $2.4M | 1.59% | 8,518 | Added |
| 18 | LLY | ELI LILLY & CO | $2.4M | 1.59% | 2,659 | Trimmed |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $2.3M | 1.52% | 9,657 | Added |
| 20 | HDV | ISHARES TR | $2.2M | 1.44% | 16,315 | Trimmed |
| 21 | IDV | ISHARES TR | $2.2M | 1.43% | 51,842 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $1.9M | 1.24% | 11,305 | Added |
| 23 | FMDE | FIDELITY COVINGTON TRUST | $1.6M | 1.04% | 44,711 | Added |
| 24 | AMAT | APPLIED MATLS INC | $1.6M | 1.03% | 4,643 | Added |
| 25 | META | META PLATFORMS INC | $1.5M | 0.98% | 2,641 | Added |
Source: SEC Form 13F filings · as of 2026-03-31