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Pathfinder Wealth Consulting, Inc.

13F filer · CIK 0002108842
Reported Jul 10, 2026
Net seller this quarter
13F portfolio value$0U.S. long equity reported on 13F
Positions00 new · 113 closed
Net flow last quarter-$96.5MBuys minus sells
Top 10 positions weightNot reportedConcentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 10, 20260 positions
Q1 2026Reported Apr 21, 2026113 positions
AAPLApple Inc.$6.02M3.90%0.00%+2.7%Q4 2025
MSFTMicrosoft Corp$4.95M3.21%0.00%+4.6%Q4 2025
AMZNAmazon Com Inc$4.03M2.61%0.00%+6.2%Q4 2025
GOOGLAlphabet Inc.$3.01M1.95%0.00%+3.2%Q4 2025
GLDSPDR Gold Trust$3M1.94%0.00%-3.1%Q4 2025
LOBLive Oak Bancshares, Inc.$2.6M1.68%0.17%-5.8%Q4 2025
NVDANvidia Corp$2.55M1.65%0.00%-7.2%Q4 2025
LLYELI LILLY & Co$2.45M1.59%0.00%-1.7%Q4 2025
IBMInternational Business Machines Corp$2.34M1.52%0.00%+0.5%Q4 2025
XOMExxonMobil Holdings Corp$1.92M1.24%0.00%+5.1%Q4 2025
AMATApplied Materials Inc$1.59M1.03%0.00%+10.7%Q4 2025
METAMeta Platforms, Inc.$1.51M0.98%Not reported+26.6%Q4 2025
SPYSPDR S&P 500 ETF Trust$1.44M0.93%Not reported-0.3%Q4 2025
WMTWalmart Inc.$1.42M0.92%0.00%-0.4%Q4 2025
TSLATesla, Inc.$1.32M0.86%0.00%-0.7%Q4 2025
JPMJPMorgan Chase & Co$1.29M0.83%0.00%-4.8%Q4 2025
JNJJohnson & Johnson$1.18M0.76%0.00%-5.1%Q4 2025
DUKDuke Energy CORP$1.04M0.67%0.00%-2.8%Q4 2025
SLViShares Silver Trust$1.02M0.66%0.00%+1.4%Q4 2025
BKNGBooking Holdings Inc.$855K0.55%0.00%+37.2%Q4 2025
BRK.BBerkshire Hathaway Inc$854K0.55%Not reported-1.9%Q4 2025
GOOGAlphabet Inc.$839K0.54%Not reported-0.8%Q4 2025
CATCaterpillar Inc$830K0.54%0.00%-3.1%Q4 2025
ABBVAbbVie Inc.$807K0.52%0.00%-11.5%Q4 2025
HDHome Depot, Inc.$804K0.52%0.00%-1.5%Q4 2025
VVisa Inc.$790K0.51%0.00%+34.5%Q4 2025
GLWCorning Inc$754K0.49%0.00%-8.8%Q4 2025
NFLXNetflix Inc$750K0.49%0.00%+12.6%Q4 2025
LOWLowes Companies Inc$746K0.48%0.00%-6.4%Q4 2025
WFCWells Fargo & Company$732K0.47%0.00%-9.1%Q4 2025
MUMicron Technology Inc$668K0.43%0.00%-4.6%Q4 2025
ETNEaton Corp plc$659K0.43%0.00%-0.2%Q4 2025
DISWalt Disney Co$634K0.41%0.00%+46.9%Q4 2025
PGPROCTER & GAMBLE Co$618K0.40%0.00%-2.1%Q4 2025
DDominion Energy, Inc$617K0.40%0.00%Not reportedQ4 2025
NUNu Holdings Ltd.$595K0.39%Not reportedNot reportedQ4 2025
ENBEnbridge Inc$583K0.38%0.00%-4.8%Q4 2025
COSTCostco Wholesale Corp$583K0.38%0.00%+0.3%Q4 2025
PMPhilip Morris International Inc.$573K0.37%0.00%+0.8%Q4 2025
VMCVulcan Materials CO$572K0.37%0.00%+21.9%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$541K0.35%0.00%+110.0%Q4 2025
QCOMQualcomm Inc$540K0.35%0.00%+15.1%Q4 2025
ASMLAsml Holding NV$510K0.33%0.00%-5.6%Q4 2025
DELLDell Technologies Inc.$496K0.32%0.00%+0.3%Q4 2025
PHParker-Hannifin Corp$479K0.31%0.00%-0.9%Q4 2025
KOCoca Cola Co$478K0.31%0.00%-0.4%Q4 2025
FIGRFigure Technology Solutions, Inc.$468K0.30%Not reportedNewQ1 2026
AMDAdvanced Micro Devices Inc$467K0.30%0.00%+11.5%Q4 2025
MAMastercard Inc$464K0.30%0.00%+25.3%Q4 2025
CVXChevron Corp$453K0.29%0.00%-13.5%Q4 2025
Q4 2025Reported Feb 9, 2026114 positions
AAPLApple Inc.$6.28M3.97%0.00%NewQ4 2025
MSFTMicrosoft Corp$6.18M3.90%0.00%NewQ4 2025
AMZNAmazon Com Inc$4.21M2.65%0.00%NewQ4 2025
GOOGLAlphabet Inc.$3.18M2.00%0.00%NewQ4 2025
NVDANvidia Corp$2.94M1.86%0.00%NewQ4 2025
LLYELI LILLY & Co$2.91M1.84%0.00%NewQ4 2025
LOBLive Oak Bancshares, Inc.$2.86M1.81%0.18%NewQ4 2025
GLDSPDR Gold Trust$2.85M1.80%0.00%NewQ4 2025
IBMInternational Business Machines Corp$2.85M1.80%0.00%NewQ4 2025
TSLATesla, Inc.$1.61M1.02%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$1.51M0.95%Not reportedNewQ4 2025
JPMJPMorgan Chase & Co$1.48M0.94%0.00%NewQ4 2025
METAMeta Platforms, Inc.$1.38M0.87%Not reportedNewQ4 2025
XOMExxonMobil Holdings Corp$1.29M0.82%0.00%NewQ4 2025
WMTWalmart Inc.$1.28M0.81%0.00%NewQ4 2025
AMATApplied Materials Inc$1.08M0.68%0.00%NewQ4 2025
JNJJohnson & Johnson$1.05M0.66%0.00%NewQ4 2025
ABBVAbbVie Inc.$958K0.60%0.00%NewQ4 2025
DUKDuke Energy CORP$955K0.60%0.00%NewQ4 2025
SLViShares Silver Trust$948K0.60%0.00%NewQ4 2025
WFCWells Fargo & Company$943K0.60%0.00%NewQ4 2025
GOOGAlphabet Inc.$924K0.58%Not reportedNewQ4 2025
BRK.BBerkshire Hathaway Inc$913K0.58%Not reportedNewQ4 2025
HDHome Depot, Inc.$854K0.54%0.00%NewQ4 2025
LOWLowes Companies Inc$813K0.51%0.00%NewQ4 2025
BKNGBooking Holdings Inc.$793K0.50%0.00%NewQ4 2025
NUNu Holdings Ltd.$693K0.44%Not reportedNewQ4 2025
CATCaterpillar Inc$692K0.44%0.00%NewQ4 2025
VVisa Inc.$682K0.43%0.00%NewQ4 2025
NFLXNetflix Inc$650K0.41%0.00%NewQ4 2025
PGPROCTER & GAMBLE Co$626K0.40%0.00%NewQ4 2025
QCOMQualcomm Inc$623K0.39%0.00%NewQ4 2025
MUMicron Technology Inc$592K0.37%0.00%NewQ4 2025
ETNEaton Corp plc$588K0.37%0.00%NewQ4 2025
DDominion Energy, Inc$585K0.37%0.00%NewQ4 2025
HOODRobinhood Markets, Inc.$554K0.35%0.00%NewQ4 2025
PMPhilip Morris International Inc.$552K0.35%0.00%NewQ4 2025
ENBEnbridge Inc$541K0.34%0.00%NewQ4 2025
GLWCorning Inc$532K0.34%0.00%NewQ4 2025
ABTAbbott Laboratories$528K0.33%0.00%NewQ4 2025
DISWalt Disney Co$510K0.32%0.00%NewQ4 2025
COSTCostco Wholesale Corp$503K0.32%0.00%NewQ4 2025
AVGOBroadcom Inc.$501K0.32%0.00%NewQ4 2025
PANWPalo Alto Networks Inc$492K0.31%0.00%NewQ4 2025
NOWServiceNow, Inc.$492K0.31%0.00%NewQ4 2025
VMCVulcan Materials CO$492K0.31%0.00%NewQ4 2025
CSCOCisco Systems, Inc.$488K0.31%0.00%NewQ4 2025
PHParker-Hannifin Corp$475K0.30%0.00%NewQ4 2025
BACBank of America Corp$457K0.29%0.00%NewQ4 2025
PFEPfizer Inc$452K0.29%0.00%NewQ4 2025
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