Pathway Wealth Management LLC filed its 13F report for Q1 2026 on May 20, 2026. The portfolio totaled 105.82 M reflecting a -3.50% change from the prior quarter, spanning 30 assets. The top 10 holdings comprised 83.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.
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Pathway Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/20/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Pathway Wealth Management reported a managed portfolio value of 105.82 M, consisting of 30 individual positions.
This page displays the raw filing documents. To see which stocks Pathway Wealth Management bought or sold during Q1 2026, please visit Pathway Wealth Management's Portfolio Analysis page.