Pathway Financial Advisors LLC Q2 2025 Filing

Filed July 25, 2025

Portfolio Value

$683.5B

Holdings

133

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
1
GBILGOLDMAN SACHS ETF TR
1,196,415$119.8B17.53%
2
VUGVANGUARD INDEX FDS
173,696$76.1B11.14%
3
VTVVANGUARD INDEX FDS
428,204$75.7B11.07%
4
VOVANGUARD INDEX FDS
121,452$34.0B4.97%
5
ACWIISHARES TR
244,292$31.4B4.60%
6
VGITVANGUARD SCOTTSDALE FDS
500,885$30.0B4.38%
7
IEMGISHARES INC
377,758$22.7B3.32%
8
VGUSVANGUARD INSTL INDEX FD
294,387$22.2B3.25%
9
VBILVANGUARD INSTL INDEX FD
272,127$20.6B3.01%
10
IJRISHARES TR
159,800$17.5B2.56%
11
UITBVICTORY PORTFOLIOS II
360,500$17.0B2.48%
12
SPYSPDR S&P 500 ETF TR
24,359$15.1B2.20%
13
MXIISHARES TR
170,172$14.5B2.13%
14
GUNRFLEXSHARES TR
327,259$13.1B1.92%
15
AQLTISHARES TR
120,964$10.1B1.48%
16
VIGVANGUARD SPECIALIZED FUNDS
40,988$8.4B1.23%
17
ASIAMATTHEWS INTL FDS
245,306$7.2B1.05%
18
BKCIBNY MELLON ETF TRUST
139,482$7.2B1.05%
19
QGROAMERICAN CENTY ETF TR
63,587$6.9B1.02%
20
HONHONEYWELL INTL INC
27,085$6.3B0.92%
21
BWINTHE BALDWIN INSURANCE GRP IN
140,753$6.0B0.88%
22
EFAISHARES TR
64,366$5.8B0.84%
23
IVEISHARES TR
29,262$5.7B0.84%
24
BILSPDR SERIES TRUST
59,988$5.5B0.81%
25
VBVANGUARD INDEX FDS
19,396$4.6B0.67%
26
NVDANVIDIA CORPORATION
22,371$3.5B0.52%
27
IVWISHARES TR
30,150$3.3B0.49%
28
AAPLAPPLE INC
15,448$3.2B0.46%
29
MSFTMICROSOFT CORP
6,281$3.1B0.46%
30
IWRISHARES TR
33,355$3.1B0.45%
31
VBRVANGUARD INDEX FDS
15,133$3.0B0.43%
32
IWDISHARES TR
14,660$2.8B0.42%
33
EEMSISHARES INC
41,231$2.7B0.39%
34
AAXJISHARES TR
31,590$2.6B0.38%
35
NDQINVESCO QQQ TR
4,385$2.4B0.35%
36
EEMISHARES TR
47,365$2.3B0.33%
37
MEMSMATTHEWS ASIA FDS
86,078$2.3B0.33%
38
CHDCHURCH & DWIGHT CO INC
22,786$2.2B0.32%
39
IJTISHARES TR
16,404$2.2B0.32%
40
DDXEA SERIES TRUST
86,564$2.0B0.30%
41
PSEPINNOVATOR ETFS TRUST
48,335$2.0B0.29%
42
VOEVANGUARD INDEX FDS
11,864$2.0B0.29%
43
VGTVANGUARD WORLD FD
2,852$1.9B0.28%
44
IYMISHARES TR
12,172$1.7B0.25%
45
VWOVANGUARD INTL EQUITY INDEX F
32,481$1.6B0.24%
46
XLKSELECT SECTOR SPDR TR
5,602$1.4B0.21%
47
VAWVANGUARD WORLD FD
7,240$1.4B0.21%
48
AGGISHARES TR
14,146$1.4B0.21%
49
VTIVANGUARD INDEX FDS
4,614$1.4B0.21%
50
VVVANGUARD INDEX FDS
4,891$1.4B0.20%
51
SHVISHARES TR
11,481$1.3B0.19%
52
ITOTISHARES TR
9,200$1.2B0.18%
53
DEDEERE & CO
2,406$1.2B0.18%
54
IWBISHARES TR
3,400$1.2B0.17%
55
GMOI2023 ETF SERIES TRUST II
38,368$1.1B0.16%
56
GLDMWORLD GOLD TR
16,195$1.1B0.16%
57
CATCATERPILLAR INC
2,700$1.0B0.15%
58
IQLTISHARES TR
23,257$1.0B0.15%
59
SPTISPDR SERIES TRUST
33,991$977.9M0.14%
60
IVVISHARES TR
1,502$932.3M0.14%
61
VOOVANGUARD INDEX FDS
1,618$919.2M0.13%
62
CVLCMORGAN STANLEY ETF TRUST
11,984$917.3M0.13%
63
SGOVISHARES TR
8,510$856.9M0.13%
64
IWPISHARES TR
5,950$825.1M0.12%
65
AVGOBROADCOM INC
2,960$815.9M0.12%
66
VEAVANGUARD TAX-MANAGED FDS
13,904$792.7M0.12%
67
JPMJPMORGAN CHASE & CO.
2,719$788.3M0.12%
68
JNJJOHNSON & JOHNSON
4,973$759.7M0.11%
69
GOOGLALPHABET INC
4,301$758.0M0.11%
70
MUBISHARES TR
7,132$745.2M0.11%
71
EWGISHARES INC
17,500$740.4M0.11%
72
4I1PHILIP MORRIS INTL INC
3,882$707.0M0.10%
73
AJGGALLAGHER ARTHUR J & CO
2,100$672.3M0.10%
74
QLTY2023 ETF SERIES TRUST II
19,108$654.6M0.10%
75
SCHFSCHWAB STRATEGIC TR
29,488$651.7M0.10%
76
PGPROCTER AND GAMBLE CO
4,070$648.4M0.09%
77
GTOINVESCO ACTIVELY MANAGED EXC
13,209$619.4M0.09%
78
CIGICOLLIERS INTL GROUP INC
4,500$587.4M0.09%
79
METAMETA PLATFORMS INC
793$585.3M0.09%
80
ABBVABBVIE INC
3,132$581.4M0.09%
81
MGCVANGUARD WORLD FD
2,555$574.7M0.08%
82
IWVISHARES TR
1,600$561.6M0.08%
83
PFDFLAHERTY & CRUMRINE PFD INCO
48,196$545.1M0.08%
84
BABOEING CO
2,543$532.8M0.08%
85
VSGXVANGUARD WORLD FD
8,043$526.8M0.08%
86
SPYVSPDR SERIES TRUST
9,730$509.3M0.07%
87
XLESELECT SECTOR SPDR TR
5,975$506.7M0.07%
88
IWFISHARES TR
1,185$503.1M0.07%
89
SCHGSCHWAB STRATEGIC TR
16,872$492.8M0.07%
90
NSCNORFOLK SOUTHN CORP
1,901$486.6M0.07%
91
ABTABBOTT LABS
3,490$474.7M0.07%
92
XJRISHARES TR
11,874$469.6M0.07%
93
GNRSPDR INDEX SHS FDS
8,431$457.3M0.07%
94
XJHISHARES TR
10,559$438.2M0.06%
95
SCHXSCHWAB STRATEGIC TR
17,838$436.0M0.06%
96
XOMEXXON MOBIL CORP
3,884$418.7M0.06%
97
AMZNAMAZON COM INC
1,848$405.4M0.06%
98
DMXFISHARES TR
5,176$385.3M0.06%
99
BRK/BBERKSHIRE HATHAWAY INC DEL
748$363.4M0.05%
100
TSLATESLA INC
1,141$362.5M0.05%
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