StockDriftsStockDriftsTop 50 Pathfinder Wealth Consulting, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 5.71% | 20.2K | $8.8M | +0.07%(+15) | $80.62(+8.55%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.65% | 44.4K | $8.7M | -0.57%(-253) | $188.74(+10.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.9% | 23.7K | $6.0M | +2.69%(+622) | $263.23(+13.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.21% | 13.4K | $4.9M | +4.57%(+584) | $497.56(-18.56%) | 2026-03-31 | |
| FELG | FIDELITY COVINGTON TRUST | 2.85% | 117.4K | $4.4M | +16.29%(+16.45K) | $41.16(+7.23%) | 2026-03-31 | |
| FELV | FIDELITY COVINGTON TRUST | 2.65% | 117.3K | $4.1M | +5.88%(+6.51K) | $34.13(+12.85%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.61% | 19.3K | $4.0M | +6.18%(+1.13K) | $224.87(+20.13%) | 2026-03-31 | |
| IUSV | ISHARES TR | 2.16% | 32.5K | $3.3M | -1.47%(-484) | $101.24(+7.37%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.95% | 10.5K | $3.0M | +3.18%(+323) | $278.74(+44.44%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.94% | 7.0K | $3.0M | -3.07%(-221) | $375.89(+14.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -5.91% |
| Top 20 Holdings Unweighted | — | — | — | — | -5.06% |
Pathfinder Wealth Consulting, Inc. reports $154.30M in US-listed equity holdings across 163 positions in its most recent 13F filing. Its largest disclosed positions are VUG (5.7%), VTV (5.7%) and AAPL (3.9%). The top 20 holdings account for 49.51% of reported assets. Its disclosed equity book has returned -5.91% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pathfinder Wealth Consulting, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2108842). View Pathfinder Wealth Consulting, Inc.’s 13F filings on SEC