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.
Pathway Financial Advisors LLC (CIK 1738828) reported $808.3M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($105.1M, 13.01%), GBIL ($95.8M, 11.85%), VUG ($91.0M, 11.25%), VO ($42.6M, 5.28%), IEMG ($36.7M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $105.1M | 13.01% | 533,771 | Added |
| 2 | GBIL | GOLDMAN SACHS ETF TR | $95.8M | 11.85% | 958,193 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $91.0M | 11.25% | 205,794 | Added |
| 4 | VO | VANGUARD INDEX FDS | $42.6M | 5.28% | 147,086 | Added |
| 5 | IEMG | ISHARES INC | $36.7M | 4.54% | 527,586 | Added |
| 6 | ACWI | ISHARES TR | $33.8M | 4.18% | 242,318 | Trimmed |
| 7 | IEFA | ISHARES TR | $33.6M | 4.16% | 368,010 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $32.5M | 4.02% | 546,446 | Added |
| 9 | VBIL | VANGUARD INSTL INDEX FD | $28.9M | 3.58% | 383,517 | Trimmed |
| 10 | IJR | ISHARES TR | $26.6M | 3.29% | 211,999 | Added |
| 11 | GUNR | FLEXSHARES TR | $21.8M | 2.69% | 392,858 | Added |
| 12 | MXI | ISHARES TR | $19.9M | 2.47% | 185,669 | Trimmed |
| 13 | VGUS | VANGUARD INSTL INDEX FD | $19.3M | 2.39% | 255,581 | Added |
| 14 | UITB | VICTORY PORTFOLIOS II | $18.9M | 2.34% | 402,069 | Added |
| 15 | SPY | SPDR S&P 500 ETF TR | $15.7M | 1.94% | 23,967 | Trimmed |
| 16 | QGRO | AMERICAN CENTY ETF TR | $12.7M | 1.57% | 119,170 | Added |
| 17 | BIL | SPDR SERIES TRUST | $9.9M | 1.23% | 108,526 | Added |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $8.9M | 1.10% | 40,993 | Added |
| 19 | ASIA | MATTHEWS INTL FDS | $8.3M | 1.03% | 239,370 | Added |
| 20 | BKCI | BNY MELLON ETF TRUST | $8.2M | 1.01% | 164,669 | Trimmed |
| 21 | EFA | ISHARES TR | $6.3M | 0.78% | 64,356 | Hold |
| 22 | HON | HONEYWELL INTL INC | $6.2M | 0.77% | 27,117 | Hold |
| 23 | IVE | ISHARES TR | $6.2M | 0.76% | 29,079 | Hold |
| 24 | VB | VANGUARD INDEX FDS | $5.2M | 0.64% | 19,674 | Hold |
| 25 | AAPL | APPLE INC | $4.0M | 0.49% | 15,625 | Added |
Source: SEC Form 13F filings · as of 2026-03-31