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PATHWAY WEALTH MANAGEMENT LLC

Q1 2026 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    30

  • Value ($000)

    $105,819

  • Date Filed
    05/20/2026
  • Form type
    13F-HR
  • CIK
    0002135623
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$37.41M
35 %

214,523

A
AVGO

BROADCOM INC

COM
11135F101
$14.99M
14 %

48,441

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$7.89M
8 %

38,804

L
LLY

ELI LILLY & CO

COM
532457108
$6.67M
6 %

7,248

A
AMZN

AMAZON COM INC

COM
023135106
$5.16M
5 %

24,775

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$4.4M
4 %

15,324

C
COST

COSTCO WHOLESALE CORPORATION

COM
22160K105
$3.85M
4 %

3,865

A
AAPL

APPLE INC

COM
037833100
$3.29M
3 %

12,950

M
MSFT

MICROSOFT CORP

COM
594918104
$2.38M
2 %

6,440

M
MRVL

MARVELL TECHNOLOGY INC

COM
573874104
$2.36M
2 %

23,825

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