Pathstone Holdings, LLC
Pathstone Holdings, LLC reported 2,337 positions worth $34.33B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: IVV (5.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $1.80B | 5.24% | 2,401,692 | — | — | |
| ▸ 2 | SPY | SH | $1.61B | 4.68% | 2,152,900 | — | — | |
| ▸ 3 | VUG | SH | $1.36B | 3.95% | 15,758,373 | — | — | |
| ▸ 4 | VOO | SH | $1.30B | 3.78% | 1,891,310 | — | — | |
| ▸ 5 | VTV | SH | $1.14B | 3.31% | 5,221,598 | — | — | |
| ▸ 6 | AAPL | SH | $850.6M | 2.48% | 2,933,907 | — | — | |
| ▸ 7 | NVDA | SH | $703.7M | 2.05% | 3,507,777 | — | — | |
| ▸ 8 | MSFT | SH | $635.0M | 1.85% | 1,699,477 | — | — | |
| ▸ 9 | MDY | SH | $597.5M | 1.74% | 849,491 | — | — | |
| ▸ 10 | IJH | SH | $545.1M | 1.59% | 7,069,013 | — | — |
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Frequently Asked Questions
What stocks does Pathstone Holdings, LLC hold as of Q2 2026?
Pathstone Holdings, LLC reported 2337 positions worth $34.33B in its Q2 2026 13F filing. Largest positions: IVV (5.2%), SPY (4.7%), VUG (4.0%), VOO (3.8%) and VTV (3.3%).
What did Pathstone Holdings, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pathstone Holdings, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.