Pathway Wealth Management
Latest statistics and disclosures from Pathway Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, AMD, LLY, AMZN, and represent 68.16% of Pathway Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO, GOOG, GLW, PLTR, LLY, AMZN, NUE, AMAT, MSFT, CRWV.
- Started 3 new stock positions in PLTR, NUE, GLW.
- Reduced shares in these 9 stocks: TSCO, MU, NVDA, HD, , ETN, TMO, GEV, ANET.
- Sold out of its positions in GS, TSCO.
- Pathway Wealth Management was a net buyer of stock by $2.1M.
- Pathway Wealth Management has $106M in assets under management (AUM), dropping by -3.50%.
- Central Index Key (CIK): 0002135623
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Portfolio Holdings for Pathway Wealth Management
Pathway Wealth Management holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 35.4 | $37M | 215k | 174.40 |
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| Broadcom (AVGO) | 14.2 | $15M | +4% | 48k | 309.51 |
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| Advanced Micro Devices (AMD) | 7.5 | $7.9M | 39k | 203.43 |
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| Eli Lilly & Co. (LLY) | 6.3 | $6.7M | +3% | 7.2k | 919.77 |
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| Amazon (AMZN) | 4.9 | $5.2M | +4% | 25k | 208.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $4.4M | +16% | 15k | 286.86 |
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| Costco Wholesale Corporation (COST) | 3.6 | $3.9M | 3.9k | 996.43 |
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| Apple (AAPL) | 3.1 | $3.3M | 13k | 253.79 |
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| Microsoft Corporation (MSFT) | 2.3 | $2.4M | 6.4k | 370.17 |
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| Marvell Technology (MRVL) | 2.2 | $2.4M | 24k | 99.05 |
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| Eaton Corp SHS (ETN) | 2.0 | $2.2M | 6.0k | 357.67 |
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| Applied Materials (AMAT) | 2.0 | $2.1M | +7% | 6.1k | 341.79 |
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| Micron Technology (MU) | 1.6 | $1.7M | -16% | 4.9k | 337.84 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $1.4M | 2.9k | 491.53 |
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| Ge Vernova (GEV) | 1.2 | $1.3M | 1.5k | 872.90 |
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| Arista Networks Com Shs (ANET) | 1.2 | $1.3M | 11k | 122.78 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $1.3M | 3.2k | 390.41 |
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| Home Depot (HD) | 1.1 | $1.2M | -3% | 3.7k | 328.89 |
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| Caterpillar (CAT) | 0.7 | $776k | 1.1k | 708.46 |
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| Arcosa (ACA) | 0.5 | $574k | 5.4k | 106.14 |
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| Linde SHS (LIN) | 0.5 | $545k | 1.1k | 495.76 |
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| Trinity Industries (TRN) | 0.5 | $522k | 16k | 32.18 |
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| Corning Incorporated (GLW) | 0.4 | $458k | NEW | 3.4k | 135.97 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $427k | 1.5k | 294.16 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $380k | NEW | 2.6k | 146.28 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $338k | 2.9k | 118.62 |
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| Coreweave Com Cl A (CRWV) | 0.3 | $278k | +2% | 3.6k | 77.47 |
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| O'reilly Automotive (ORLY) | 0.3 | $277k | 3.0k | 92.31 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $212k | 475.00 | 446.54 |
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| Nucor Corporation (NUE) | 0.2 | $207k | NEW | 1.2k | 169.10 |
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Past Filings by Pathway Wealth Management
SEC 13F filings are viewable for Pathway Wealth Management going back to 2026
- Pathway Wealth Management 2025 Q4 filed May 20, 2026
- Pathway Wealth Management 2026 Q1 filed May 20, 2026