§ 13F · FUND PROFILE
Pathfinder Wealth Consulting, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 166Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$158.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 20K | $9.8T | 6.2% | NEW |
| 2 | VTV | VANGUARD INDEX FDS | 45K | $8.5T | 5.4% | NEW |
| 3 | AAPL | APPLE INC | 23K | $6.3T | 4.0% | NEW |
| 4 | MSFT | MICROSOFT CORP | 13K | $6.2T | 3.9% | NEW |
| 5 | FELG | FIDELITY COVINGTON TRUST | 101K | $4.2T | 2.7% | NEW |
| 6 | AMZN | AMAZON COM INC | 18K | $4.2T | 2.7% | NEW |
| 7 | FELV | FIDELITY COVINGTON TRUST | 111K | $3.8T | 2.4% | NEW |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 60K | $3.8T | 2.4% | NEW |
| 9 | IVV | ISHARES TR | 5K | $3.6T | 2.2% | NEW |
| 10 | IUSV | ISHARES TR | 33K | $3.4T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PATHFINDER SIGNAL
AC read
Pathfinder Wealth Consulting, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed