13F Filings History of Pathway Financial Advisors LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$795,978,010
Signature - Title
Scott Beaudin - Manager and CCO
Location
South Burlington, VT
Summary
This page shows a list of all the recent 13F filings made by Pathway Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pathway Financial Advisors LLC reported 147 stock holdings with total value $795,978,010 as of Q4 2025. Top holdings included VTV, VUG, GBIL, VO, and ACWI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 147 $795,978,010 +$32,437,790 -$7,735,541 +$24,702,249 VTV, VUG, GBIL, VO, ACWI 13F-HR 13 Jan 2026, 17:44
Q3 2025 141 $750,162,675 +$63,781,301 -$28,152,352 +$35,628,949 GBIL, VUG, VTV, VO, ACWI 13F-HR 10 Oct 2025, 12:56
Q2 2025 133 $683,469,659 +$152,309,804 -$53,243,198 +$99,066,606 GBIL, VUG, VTV, VO, ACWI 13F-HR 25 Jul 2025, 14:38
Q1 2025 169 $555,177,601 +$132,422,495 -$4,863,881 +$127,558,614 GBIL, VTV, VUG, VO, VGIT 13F-HR 16 Apr 2025, 16:43
Q4 2024 164 $434,699,757 +$55,326,497 -$5,306,590 +$50,019,907 GBIL, VTV, VUG, VO, SPY 13F-HR 30 Jan 2025, 18:12
Q3 2024 163 $389,682,482 +$12,457,628 -$11,832,351 +$625,277 GBIL, VTV, VUG, VO, SPY 13F-HR 08 Oct 2024, 16:07
Q2 2024 171 $370,259,320 +$9,475,248 -$11,035,944 -$1,560,696 GBIL, VUG, VTV, VO, SPY 13F-HR 24 Jul 2024, 17:24
Q1 2024 172 $369,838,081 +$10,913,748 -$7,968,218 +$2,945,530 GBIL, VTV, VUG, VO, SPY 13F-HR 10 Apr 2024, 13:22
Q4 2023 161 $346,297,296 +$31,338,828 -$1,432,019 +$29,906,809 GBIL, VTV, VUG, VO, SPY Restatement 10 Apr 2024, 13:06
Q3 2023 136 $292,603,742 +$5,097,377 -$9,768,213 -$4,670,836 GBIL, VTV, VUG, VO, SPY 13F-HR 30 Oct 2023, 15:28
Q2 2023 134 $306,653,755 +$2,254,975 -$3,222,270 -$967,295 GBIL, VTV, VUG, VO, SPY 13F-HR 18 Jul 2023, 17:36
Q1 2023 131 $295,809,619 +$7,012,505 -$45,704,798 -$38,692,293 GBIL, VTV, VUG, VO, MXI 13F-HR 28 Apr 2023, 13:43
Q4 2022 125 $323,966,122 +$37,365,813 -$23,141,464 +$14,224,349 GBIL, VTV, VUG, AGG, VO 13F-HR 20 Jan 2023, 18:16
Q3 2022 128 $290,410,000 +$67,377,469 -$5,124,914 +$62,252,555 GBIL, VTV, VUG, VO, SPY 13F-HR 04 Nov 2022, 17:32
Q2 2022 130 $240,373,000 +$15,247,957 -$6,134,786 +$9,113,171 VTV, VUG, GBIL, VO, SPY 13F-HR 21 Jul 2022, 13:38
Q1 2022 141 $267,285,000 +$6,273,351 -$21,008,305 -$14,734,954 VTV, VUG, GBIL, VO, MXI 13F-HR 25 Apr 2022, 15:59
Q4 2021 135 $279,821,000 $0 $0 $0 GBIL, VTV, VUG, VO, SPY 13F-HR 02 Feb 2022, 17:08
Q1 2021 126 $252,682,000 +$4,666,223 -$9,998,412 -$5,332,189 VTV, VUG, GBIL, VO, MXI 13F-HR 21 Jun 2021, 10:01
Q4 2020 113 $237,668,000 +$12,976,897 -$57,974,793 -$44,997,896 VTV, VUG, GBIL, VO, MXI 13F-HR 02 Mar 2021, 09:10
Q3 2020 104 $258,620,000 +$8,617,668 -$94,227,755 -$85,610,087 GBIL, VUG, VTV, BIL, SPY 13F-HR 29 Oct 2020, 12:03
Q2 2020 97 $332,435,000 +$9,524,592 -$6,812,269 +$2,712,323 GBIL, VUG, BIL, VTV, SPY 13F-HR 21 Jul 2020, 11:12
Q1 2020 97 $299,700,000 +$9,745,163 -$14,446,871 -$4,701,708 GBIL, BIL, VUG, VTV, SPY 13F-HR 21 Apr 2020, 16:23
Q4 2019 126 $353,499,000 +$12,659,912 -$19,551,837 -$6,891,925 GBIL, VTV, VUG, BIL, VO 13F-HR 22 Jan 2020, 15:31
Q3 2019 107 $349,660,000 +$8,496,222 -$4,430,740 +$4,065,482 GBIL, VTV, VUG, BIL, SPY 13F-HR 15 Nov 2019, 15:26
Q2 2019 101 $339,588,000 +$13,197,137 -$1,015,438 +$12,181,699 GBIL, VTV, VUG, BIL, VO 13F-HR 05 Aug 2019, 15:13
Q1 2019 93 $321,750,000 +$136,043,098 -$10,857,044 +$125,186,054 GBIL, VTV, VUG, BIL, VO 13F-HR 11 Apr 2019, 13:30
Q4 2018 92 $177,912,000 +$2,819,698 -$344,360 +$2,475,338 GBIL, VTV, VUG, EFA, SPY 13F-HR 16 Jan 2019, 12:12
Q3 2018 93 $176,313,000 +$53,488,796 -$34,942,938 +$18,545,858 GBIL, VTV, VUG, EFA, SPY 13F-HR 16 Jan 2019, 12:10
Q2 2018 409 $170,340,000 +$3,318,723 -$7,152,741 -$3,834,018 VTV, VUG, SPY, VCSH, VO 13F-HR 13 Aug 2018, 11:39
Q1 2018 426 $171,314,000 +$5,357,807 -$4,376,451 +$981,356 VTV, VUG, VCSH, SPY, VO 13F-HR 04 May 2018, 15:51
Q4 2017 452 $173,197,000 $0 $0 $0 VTV, VUG, SPY, VCSH, VO 13F-HR 04 May 2018, 15:50