Pathfinder Wealth Consulting, Inc.
•CIK: 2108842•Filing: Q4 2025
**Pathfinder Wealth Consulting, Inc.** manages $158M across a diversified portfolio of 166 positions. The strategy exhibits a notable tilt toward large-cap growth and technology leaders, evidenced by top holdings including VUG ($9.8M) and VTV ($8.5M). Significant allocations are maintained in mega-cap names such as AAPL ($6.3M) and MSFT ($6.2M). The portfolio structure suggests a core focus on established, high-quality equity exposure.
Total AUM
$158.4M
QoQ Performance
N/A
Positions
126
Top 10 Concentration
34.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VTV
VUG6.2%
VTV5.4%
AAPL4.0%
MSFT3.9%
FELG2.7%
AMZN2.7%
FELV2.4%
VEA2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other58.7%
Technology16.5%
Consumer6.7%
Healthcare4.8%
Financial4.0%
ETF3.2%
Industrial1.5%
Utilities1.3%