StockDriftsStockDriftsTop 30 Pathway Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 31.04% | 203.2K | $46.4M | -0.01%(-20) | $186.54(+16.38%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 15.37% | 37.6K | $23.0M | -0.12%(-45) | $187.97(+186.23%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 10.52% | 44.8K | $15.7M | +0.01%(+5) | $344.10(-2.76%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 5.55% | 7.2K | $8.3M | +0.00%(+0) | $921.54(+34.59%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.49% | 27.0K | $6.7M | +11.04%(+2.68K) | $226.83(+15.70%) | 2026-09-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 4.21% | 23.8K | $6.3M | +0.00%(+0) | $84.53(+180.50%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 3.71% | 5.2K | $5.5M | +6.18%(+303) | $277.81(+225.73%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.66% | 16.1K | $5.5M | +0.00%(+0) | $283.26(+20.09%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.88% | 12.9K | $4.3M | +0.00%(+0) | $263.24(+30.27%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.39% | 13.5K | $3.6M | +0.94%(+125) | $470.32(-51.50%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +59.13% |
Pathway Wealth Management LLC reports $149.50M in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (31.0%), AMD (15.4%) and AVGO (10.5%). The top 20 holdings account for 97.35% of reported assets. Its disclosed equity book has returned +37.97% cumulatively over 3 quarters. Figures reflect the Q3 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 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