Pathfinder Wealth Consulting, Inc.
Top Portfolio Positions
111 positions ·
$81,664,881 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
23,727 | $6,021,675 | 7.37% | |
| MSFT |
Microsoft Corp
Technology
|
13,367 | $4,948,062 | 6.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,344 | $4,028,774 | 4.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,469 | $3,010,465 | 3.69% | |
| GLD |
Spdr Gold Trust
|
6,968 | $2,998,260 | 3.67% | |
| LOB |
Live Oak Bancshares, Inc.
Financial Services
|
78,483 | $2,595,432 | 3.18% | |
| NVDA |
Nvidia Corp
Technology
|
14,619 | $2,549,553 | 3.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,659 | $2,445,668 | 2.99% | |
| IBM |
International Business Machines Corp
Technology
|
9,657 | $2,340,760 | 2.87% | |
| XOM |
Exxon Mobil Corp
Energy
|
11,305 | $1,918,006 | 2.35% |
Portfolio Trend
2 quarters · across all stocks
Holdings in IQI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,169 | 20,080 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $199,996 | 20,080 | Shares | Sole | 2026-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||