Pathway Financial Advisors LLC
Pathway Financial Advisors LLC is an independent investment advisory firm headquartered in South Burlington, Vermont. Founded in 2001, the firm provides wealth management, financial planning, and investment advisory services primarily to high net worth individuals and some pension/profit sharing plans. With 11 employees, Pathway combines personalized advice with discretionary investment management for its clients, focusing on comprehensive wealth solutions.
Investment Strategy
Pathway Financial Advisors LLC delivers discretionary investment management, designing diversified portfolios for individuals focused on tax efficiency, risk management, and long-term growth. Their strategy typically emphasizes core asset allocation across US equities, global funds, and fixed income, favoring ETFs and liquid securities. The firm serves high net worth individuals through tailored planning and disciplined, evidence-based investing.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GBIL | GOLDMAN SACHS ETF TR | 12.76% | $95.7M | 955,005 | $100.01 | $100.23 | -$24.1M |
V VUG | VANGUARD INDEX FDS | 12.13% | $91.0M | 189,782 | $355.98 | $479.61 | +$14.9M |
V VTV | VANGUARD INDEX FDS | 12.08% | $90.6M | 485,934 | $160.53 | $186.49 | +$14.9M |
V VO | VANGUARD INDEX FDS | 5.27% | $39.5M | 134,525 | $258.03 | $293.74 | +$5.5M |
A ACWI | ISHARES TR | 4.50% | $33.8M | 244,331 | $128.44 | $138.24 | +$2.4M |