PATHWAY WEALTH MANAGEMENT LLC: 13F holdings

CIK 21356232026Q2

Positions31
Reported value$143.4m
Filed2026-07-20

Change since last quarter

Positions31 (+1 vs prior quarter)
Reported value$143.4m (+35.5%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION203,197$40.7m28.4%
AMD ADVANCED MICRO DEVICES INC37,610$21.8m15.2%
AVGO BROADCOM INC44,766$16.9m11.8%
LLY ELI LILLY & CO7,173$8.6m6.0%
MRVL MARVELL TECHNOLOGY INC23,825$7.1m4.9%
AMZN AMAZON COM INC24,275$5.8m4.0%
GOOG ALPHABET INC16,059$5.7m4.0%
MU MICRON TECHNOLOGY INC4,900$5.7m3.9%
AMAT APPLIED MATLS INC6,000$4.3m3.0%
AAPL APPLE INC12,950$3.7m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2135623")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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