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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $34.3B AUM 4,879 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 212 New 1057 Added 819 Reduced 97 Exited
Page 1 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 2,401,692.0 $1.80B 5.24% +102K +4.4% $748.89 +3.7%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,152,900.0 $1.61B 4.68% -24K -1.1% $747.01 +3.4%
3 VUG VANGUARD INDEX FDS 15,758,373.0 $1.36B 3.95% +15.6M +10000.0% $86.14 +3.2%
4 VOO VANGUARD INDEX FDS 1,891,310.0 $1.30B 3.78% +226K +13.6% $686.81 +3.4%
5 VTV VANGUARD INDEX FDS 5,221,598.0 $1.14B 3.31% +5.2M +10000.0% $217.93 +4.0%
6 AAPL APPLE INC Technology 2,933,907.0 $850.6M 2.48% +23K +0.8% $289.92 +5.4%
7 NVDA NVIDIA CORPORATION Technology 3,507,777.0 $703.7M 2.05% +83K +2.4% $200.62 +12.2%
8 MSFT MICROSOFT CORP Technology 1,699,477.0 $635.0M 1.85% -33K -1.9% $373.62 +28.6%
9 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 849,491.0 $597.5M 1.74% +9K +1.1% $703.34 +1.7%
10 IJH ISHARES TR 7,069,013.0 $545.1M 1.59% $77.11 +1.8%
11 IEFA ISHARES TR 5,376,316.0 $519.2M 1.51% +4.8M +883.4% $96.57 +4.6%
12 IXUS ISHARES TR 5,389,360.0 $514.4M 1.50% +5.4M +10000.0% $95.44 +2.8%
13 IWB ISHARES TR 1,132,924.0 $463.9M 1.35% +21K +1.9% $409.46 +3.4%
14 VEA VANGUARD TAX-MANAGED FDS 5,486,055.0 $390.9M 1.14% +147K +2.8% $71.25 +3.4%
15 AMZN AMAZON COM INC Consumer Cyclical 1,549,912.0 $370.4M 1.08% +64K +4.3% $238.98 +9.3%
16 GOOGL ALPHABET INC Communication Services 978,356.0 $350.5M 1.02% +73K +8.0% $358.30 -4.0%
17 VTI VANGUARD INDEX FDS 929,387.0 $343.9M 1.00% +96K +11.6% $370.04 +3.3%
18 IEMG ISHARES INC 4,092,944.0 $339.1M 0.99% +2.5M +161.9% $82.84 -1.1%
19 GOOG ALPHABET INC Communication Services 953,309.0 $337.4M 0.98% +100K +11.8% $353.95 -3.5%
20 IJR ISHARES TR 2,241,453.0 $332.4M 0.97% -100K -4.3% $148.31 +1.0%
Page 1 of 117  ·  2,337 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Financial Services 28.1%
Consumer Cyclical 7.9%
Communication Services 7.7%
Healthcare 7.6%
Industrials 7.4%
Consumer Defensive 5.3%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.5%