Pathstone Holdings
$34.3B 13F equity value
2,416 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Pathstone Holdings covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 2,401,692 | $1.8B | 5.2% |
| SPY | STATE STR SPDR S&P 500 ETF T | 2,152,900 | $1.6B | 4.7% |
| VUG | VANGUARD INDEX FDS | 15,758,373 | $1.4B | 4.0% |
| VOO | VANGUARD INDEX FDS | 1,891,310 | $1.3B | 3.8% |
| VTV | VANGUARD INDEX FDS | 5,221,598 | $1.1B | 3.3% |
| AAPL | APPLE INC | 2,933,907 | $851M | 2.5% |
| NVDA | NVIDIA CORPORATION | 3,507,777 | $704M | 2.0% |
| MSFT | MICROSOFT CORP | 1,699,477 | $635M | 1.8% |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 849,491 | $597M | 1.7% |
| IJH | ISHARES TR | 7,069,013 | $545M | 1.6% |
Track Pathstone Holdings's 13F portfolio: $34.3B in reported holdings, 2,416 positions. Top holdings and quarterly changes on SentiSense.
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