Pathstone Holdings
$25.1B Assets Reported
2,308 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 2,299,769 | $1.5B | 6.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | 2,176,821 | $1.4B | 5.6% |
| VOO | VANGUARD INDEX FDS | 1,665,413 | $995M | 4.0% |
| AAPL | APPLE INC | 2,910,646 | $739M | 2.9% |
| MSFT | MICROSOFT CORP | 1,732,145 | $641M | 2.6% |
| NVDA | NVIDIA CORPORATION | 3,425,938 | $597M | 2.4% |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 840,196 | $518M | 2.1% |
| IJH | ISHARES TR | 7,085,087 | $478M | 1.9% |
| IWB | ISHARES TR | 1,112,041 | $397M | 1.6% |
| VEA | VANGUARD TAX-MANAGED FDS | 5,338,767 | $342M | 1.4% |
Track Pathstone Holdings's 13F portfolio: $25.1B in reported holdings, 2,308 positions. Top holdings, AUM, and quarterly changes on SentiSense.