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Manager record

Pathway Wealth Management Llc

Dallas, TX · CIK 2135623 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$143.40MReported 13F valueQ2 2026 · as filed
31Holdings listed
+35.5%vs prior quartervalue change includes market moves
3Quarters on record
Jul 20Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $109.7M$109.7MQ4 202529 holdingsQ1 2026: $105.8M$105.8MQ1 202630 holdingsQ2 2026: $143.4M$143.4MQ2 202631 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 20 2026 13F-HR · period Q2 2026

$143.40M · 31 holdings listed · View original SEC filing ↗
May 20 2026 13F-HR · period Q1 2026

$105.82M · 30 holdings listed · View original SEC filing ↗
May 20 2026 13F-HR · period Q4 2025

$109.66M · 29 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 20, 2026 · Change methodology