Pathfinder Wealth Consulting
Pathfinder Wealth Consulting reported 0 stocks worth $0 in its 13F filing for Q2 2026, filed Jul 10, 2026. Compared with Q1 2026, the fund sold out of VUG, VTV and AAPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
No stock holdings in this filing. | |||||||
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VUG Vanguard Index Fds | $8.8M | 20K |
 VTV Vanguard Index Fds | $8.7M | 44K |
 AAPL Apple Inc | $6M | 24K |
 MSFT Microsoft Corp | $4.9M | 13K |
 FELG Fidelity Covington Trust | $4.4M | 117K |
🔒 Free account: see all 30.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pathfinder Wealth Consulting 13F FAQ
What does Pathfinder Wealth Consulting own?
Pathfinder Wealth Consulting reported 0 stocks worth $0 in its 13F filing for Q2 2026, filed Jul 10, 2026. Compared with Q1 2026, the fund sold out of VUG, VTV and AAPL. The table above lists every position in the filing (the top 10 without an account).
What did Pathfinder Wealth Consulting buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 0 added to, 0 trimmed and 163 sold out. It sold all of VUG, VTV and AAPL.
When will Pathfinder Wealth Consulting file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pathfinder Wealth Consulting's portfolio worth?
The Q2 2026 filing reports $0 in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.