Pathfinder Wealth Consulting, Inc.
WILMINGTON, NC · CIK 2108842 · 13F filing filed 2026-07-10
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyWilmington, NC
$0
reported value
-100.0% vs Q1 2026
1positions
—in top 10
1 new
0 added
0 reduced
163 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| VANGUARD INDEX FDS VUG | $8.8m121.1k shares |
| VANGUARD INDEX FDS VTV | $8.7m44.4k shares |
| APPLE INC AAPL | $6.0m23.7k shares |
| MICROSOFT CORP MSFT | $4.9m13.4k shares |
| FIDELITY COVINGTON TRUST FELG | $4.4m117.4k shares |
| FIDELITY COVINGTON TRUST FELV | $4.1m117.3k shares |
| AMAZON COM INC AMZN | $4.0m19.3k shares |
| ISHARES TR IUSV | $3.3m32.5k shares |
| ALPHABET INC GOOGL | $3.0m10.5k shares |
| SPDR GOLD TR GLD | $3.0m7.0k shares |
| ISHARES TR IVV | $3.0m4.6k shares |
| VANGUARD TAX-MANAGED FDS VEA | $2.9m45.0k shares |
| ISHARES TR IEFA | $2.9m31.7k shares |
| ISHARES TR IUSG | $2.7m17.3k shares |
| LIVE OAK BANCSHARES INC LOB | $2.6m78.5k shares |
| NVIDIA CORPORATION NVDA | $2.5m14.6k shares |
| VANGUARD INDEX FDS VO | $2.4m34.1k shares |
| ELI LILLY & CO LLY | $2.4m2.7k shares |
| INTERNATIONAL BUSINESS MACHS IBM | $2.3m9.7k shares |
| ISHARES TR HDV | $2.2m81.6k shares |
| ISHARES TR IDV | $2.2m51.8k shares |
| EXXON MOBIL CORP XOM | $1.9m11.3k shares |
| FIDELITY COVINGTON TRUST FMDE | $1.6m44.7k shares |
| APPLIED MATLS INC AMAT | $1.6m4.6k shares |
| META PLATFORMS INC META | $1.5m2.6k shares |