Pathway Financial Advisors LLC
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$808.3M
Holdings
138
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
13.0%
02
$GBIL
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
11.8%
03
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (2.1k shares)
11.3%
04
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
5.3%
05
$IEMG
ISHARES INC
Held since at least Q1 2024
4.5%
06
$ACWI
ISHARES TR
Held since at least Q1 2024
4.2%
07
$IEFA
ISHARES TR
Held since at least Q1 2024
4.2%
08
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.0%
09
$VBIL
VANGUARD INSTL INDEX FD
Held since at least Q1 2024
3.6%
10
$IJR
ISHARES TR
Held since at least Q1 2024
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:56 UTC.