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Pathfinder Wealth Consulting, Inc.

Q4 2025 13F Holdings

  • Location
    wilmington, NC
  • Num holdings

    166

  • Value ($000)

    $158,405

  • Date Filed
    02/09/2026
  • Form type
    13F-HR
  • CIK
    0002108842
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$9.84M
6 %

20,169

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$8.53M
5 %

44,664

A
AAPL

APPLE INC

COM
037833100
$6.28M
4 %

23,105

M
MSFT

MICROSOFT CORP

COM
594918104
$6.18M
4 %

12,783

F
FELG

FIDELITY COVINGTON TRUST

ENHANCED LARGE
31609A305
$4.21M
3 %

100,959

A
AMZN

AMAZON COM INC

COM
023135106
$4.21M
3 %

18,218

F
FELV

FIDELITY COVINGTON TRUST

ENHANCED LARGE
31609A107
$3.84M
2 %

110,816

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$3.77M
2 %

60,358

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$3.55M
2 %

5,184

I
IUSV

ISHARES TR

CORE S&P US VLU
464287663
$3.39M
2 %

33,029

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