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Pathfinder Wealth Consulting, Inc. Top Holdings and 13F Report (2026)

About Pathfinder Wealth Consulting, Inc.

Investment Activity

  • Pathfinder Wealth Consulting, Inc. has $0.00 in total holdings as of June 30, 2026.
  • Pathfinder Wealth Consulting, Inc. owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, Pathfinder Wealth Consulting, Inc. has purchased 163 new stocks and bought additional shares in 0 stocks.
  • Pathfinder Wealth Consulting, Inc. sold shares of 0 stocks and completely divested from 164 stocks this quarter.

Largest Holdings

N/A
$0

Largest New Holdings this Quarter

000000000 - N/A
$0 Holding

Sector Allocation Over Time

Map of 500 Largest Holdings ofPathfinder Wealth Consulting, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
N/A
$0New Holding0NaNCOM
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$0$8,816,369 â–¼-100.0%0NaNETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$0$8,713,342 â–¼-100.0%0NaNETF
Apple Inc. stock logo
AAPL
Apple
$0$6,021,704 â–¼-100.0%0NaNComputer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$0$4,948,138 â–¼-100.0%0NaNComputer and Technology
FIDELITY COVINGTON TRUST
$0$4,401,581 â–¼-100.0%0NaNENHANCED LARGE
FIDELITY COVINGTON TRUST
$0$4,095,915 â–¼-100.0%0NaNENHANCED LARGE
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$4,028,871 â–¼-100.0%0NaNRetail/Wholesale
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$0$3,327,726 â–¼-100.0%0NaNManufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$3,010,434 â–¼-100.0%0NaNComputer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$2,998,261 â–¼-100.0%0NaNFinance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$2,998,068 â–¼-100.0%0NaNETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$0$2,885,251 â–¼-100.0%0NaNETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$0$2,869,215 â–¼-100.0%0NaNETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$0$2,689,865 â–¼-100.0%0NaNManufacturing
LIVE OAK BANCSHARES INC
$0$2,595,439 â–¼-100.0%0NaNCOM
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$2,549,558 â–¼-100.0%0NaNComputer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$2,446,276 â–¼-100.0%0NaNETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$2,445,668 â–¼-100.0%0NaNMedical
International Business Machines Corporation stock logo
IBM
International Business Machines
$0$2,340,689 â–¼-100.0%0NaNComputer and Technology
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$0$2,214,264 â–¼-100.0%0NaNETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$0$2,206,396 â–¼-100.0%0NaNETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$1,917,995 â–¼-100.0%0NaNEnergy
FIDELITY COVINGTON TRUST
$0$1,607,802 â–¼-100.0%0NaNENHANCED MID
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$0$1,587,007 â–¼-100.0%0NaNComputer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$1,510,889 â–¼-100.0%0NaNComputer and Technology
FIDELITY COVINGTON TRUST
$0$1,464,451 â–¼-100.0%0NaNENHANCED SMALL
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$0$1,440,802 â–¼-100.0%0NaNETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$1,436,601 â–¼-100.0%0NaNFinance
WALMART INC
$0$1,421,163 â–¼-100.0%0NaNCOM
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$1,323,617 â–¼-100.0%0NaNETF
Tesla, Inc. stock logo
TSLA
Tesla
$0$1,322,687 â–¼-100.0%0NaNAuto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$1,287,261 â–¼-100.0%0NaNFinance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$0$1,278,272 â–¼-100.0%0NaNETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$1,180,160 â–¼-100.0%0NaNMedical
SPDR Russell 1000 Yield Focus ETF stock logo
ONEY
SPDR Russell 1000 Yield Focus ETF
$0$1,132,280 â–¼-100.0%0NaNETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$0$1,102,571 â–¼-100.0%0NaNETF
iShares MSCI Global Gold Miners ETF stock logo
RING
iShares MSCI Global Gold Miners ETF
$0$1,055,173 â–¼-100.0%0NaNETF
FIDELITY COVINGTON TRUST
$0$1,051,850 â–¼-100.0%0NaNENHANCED INTL
Duke Energy Corporation stock logo
DUK
Duke Energy
$0$1,037,267 â–¼-100.0%0NaNUtilities
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$0$1,016,308 â–¼-100.0%0NaNETF
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$0$944,875 â–¼-100.0%0NaNETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$0$884,919 â–¼-100.0%0NaNETF
Booking Holdings Inc. stock logo
BKNG
Booking
$0$855,268 â–¼-100.0%0NaNRetail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$853,934 â–¼-100.0%0NaNFinance
Alphabet Inc. stock logo
GOOG
Alphabet
$0$838,779 â–¼-100.0%0NaNComputer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$829,607 â–¼-100.0%0NaNIndustrials
AbbVie Inc. stock logo
ABBV
AbbVie
$0$806,975 â–¼-100.0%0NaNMedical
The Home Depot, Inc. stock logo
HD
Home Depot
$0$804,172 â–¼-100.0%0NaNRetail/Wholesale
Visa Inc. stock logo
V
Visa
$0$790,419 â–¼-100.0%0NaNBusiness Services
Corning Incorporated stock logo
GLW
Corning
$0$753,798 â–¼-100.0%0NaNComputer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$0$750,355 â–¼-100.0%0NaNConsumer Discretionary
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$0$745,700 â–¼-100.0%0NaNRetail/Wholesale
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$0$738,784 â–¼-100.0%0NaNETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$0$732,469 â–¼-100.0%0NaNFinance
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$0$727,200 â–¼-100.0%0NaNFinance
Micron Technology, Inc. stock logo
MU
Micron Technology
$0$668,311 â–¼-100.0%0NaNComputer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$0$658,828 â–¼-100.0%0NaNIndustrials
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$0$643,182 â–¼-100.0%0NaNETF
The Walt Disney Company stock logo
DIS
Walt Disney
$0$634,493 â–¼-100.0%0NaNConsumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$617,565 â–¼-100.0%0NaNConsumer Staples
Dominion Energy Inc. stock logo
D
Dominion Energy
$0$616,840 â–¼-100.0%0NaNUtilities
Nu Holdings Ltd. stock logo
NU
NU
$0$594,918 â–¼-100.0%0NaNFinance
Enbridge Inc stock logo
ENB
Enbridge
$0$583,024 â–¼-100.0%0NaNEnergy
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$0$582,912 â–¼-100.0%0NaNRetail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$0$573,399 â–¼-100.0%0NaNConsumer Staples
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$0$572,375 â–¼-100.0%0NaNConstruction
FIDELITY COVINGTON TRUST
$0$568,860 â–¼-100.0%0NaNENHANCED EMRNGS
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$559,402 â–¼-100.0%0NaNETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$540,822 â–¼-100.0%0NaNComputer and Technology
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$0$539,614 â–¼-100.0%0NaNComputer and Technology
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$0$533,364 â–¼-100.0%0NaNManufacturing
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$0$517,116 â–¼-100.0%0NaNETF
ASML Holding N.V. stock logo
ASML
ASML
$0$509,840 â–¼-100.0%0NaNComputer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$0$496,001 â–¼-100.0%0NaNComputer and Technology
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$0$491,774 â–¼-100.0%0NaNManufacturing
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$0$478,953 â–¼-100.0%0NaNIndustrials
CocaCola Company (The) stock logo
KO
CocaCola
$0$478,076 â–¼-100.0%0NaNConsumer Staples
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$0$473,340 â–¼-100.0%0NaNETF
FIGURE TECHNOLOGY SOLUTIO
$0$467,627 â–¼-100.0%0NaNCOM CL A
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$467,279 â–¼-100.0%0NaNComputer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$0$464,464 â–¼-100.0%0NaNBusiness Services
Chevron Corporation stock logo
CVX
Chevron
$0$453,422 â–¼-100.0%0NaNEnergy
Pfizer Inc. stock logo
PFE
Pfizer
$0$448,728 â–¼-100.0%0NaNMedical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$448,271 â–¼-100.0%0NaNETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$441,661 â–¼-100.0%0NaNMedical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$0$434,788 â–¼-100.0%0NaNComputer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$0$428,896 â–¼-100.0%0NaNBasic Materials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$419,699 â–¼-100.0%0NaNComputer and Technology
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$0$412,049 â–¼-100.0%0NaNETF
Starbucks Corporation stock logo
SBUX
Starbucks
$0$405,908 â–¼-100.0%0NaNRetail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$400,640 â–¼-100.0%0NaNUtilities
Amgen Inc. stock logo
AMGN
Amgen
$0$395,788 â–¼-100.0%0NaNMedical
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$0$395,403 â–¼-100.0%0NaNComputer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$0$376,980 â–¼-100.0%0NaNComputer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$0$372,960 â–¼-100.0%0NaNComputer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$0$370,322 â–¼-100.0%0NaNFinance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$0$363,416 â–¼-100.0%0NaNComputer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$0$361,848 â–¼-100.0%0NaNFinance
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$0$358,700 â–¼-100.0%0NaNEnergy

Showing largest 100 holdings. View all holdings.
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