StockDriftsStockDriftsTop 31 Pathway Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 28.35% | 203.2K | $40.7M | -5.28%(-11.33K) | $186.54(+18.18%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 15.24% | 37.6K | $21.8M | -3.08%(-1.19K) | $187.97(+147.93%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 11.79% | 44.8K | $16.9M | -7.59%(-3.67K) | $344.10(+22.16%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 6% | 7.2K | $8.6M | -1.03%(-75) | $921.54(+33.35%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 4.95% | 23.8K | $7.1M | +0.00%(+0) | $84.53(+147.55%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.03% | 24.3K | $5.8M | -2.02%(-500) | $224.97(+22.22%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.96% | 16.1K | $5.7M | +4.80%(+735) | $283.26(+23.74%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.94% | 4.9K | $5.7M | -0.10%(-5) | $226.37(+280.81%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.03% | 6.0K | $4.3M | -1.64%(-100) | $235.92(+126.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.61% | 12.9K | $3.7M | +0.00%(+0) | $263.24(+16.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +51.43% |
Pathway Wealth Management LLC reports $143.40M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (28.4%), AMD (15.2%) and AVGO (11.8%). The top 20 holdings account for 97.29% of reported assets. Its disclosed equity book has returned +31.48% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Pathway Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Pathway Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2135623). View Pathway Wealth Management LLC’s 13F filings on SEC