13F Filings History of Pathstone Holdings, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$25,922,866,080
Signature - Title
Rebecca Judd - Director
Location
Englewood, NJ
Summary
This page shows a list of all the recent 13F filings made by Pathstone Holdings, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pathstone Holdings, LLC reported 2208 stock holdings with total value $25,922,866,080 as of Q4 2025. Top holdings included IVV, SPY, VOO, MSFT, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 2,208 $25,922,866,080 +$1,043,089,728 -$1,576,390,537 -$533,300,809 IVV, SPY, VOO, MSFT, AAPL 13F-HR 12 Feb 2026, 21:08
Q3 2025 2,327 $26,172,255,501 +$766,196,740 -$1,655,287,686 -$889,090,946 IVV, SPY, CRWD, VOO, MSFT 13F-HR 13 Nov 2025, 17:20
Q2 2025 2,192 $25,266,305,495 +$2,372,079,549 -$1,940,899,436 +$431,180,113 CRWD, IVV, SPY, VOO, MSFT 13F-HR 12 Aug 2025, 15:48
Q1 2025 2,201 $23,059,235,548 +$1,947,478,681 -$765,562,517 +$1,181,916,164 SPY, IVV, VOO, MSFT, AAPL 13F-HR 15 May 2025, 09:53
Q4 2024 2,298 $22,627,076,145 +$1,401,533,559 -$1,103,135,826 +$298,397,733 SPY, IVV, VOO, MSFT, AAPL 13F-HR 14 Feb 2025, 16:20
Q3 2024 2,313 $22,349,881,950 +$679,271,044 -$1,703,817,482 -$1,024,546,438 SPY, IVV, MSFT, VOO, AAPL 13F-HR 07 Nov 2024, 16:23
Q2 2024 2,294 $22,149,914,326 +$1,778,285,063 -$736,437,970 +$1,041,847,093 SPY, IVV, MSFT, VOO, BRKA 13F-HR 14 Aug 2024, 10:37
Q1 2024 2,282 $21,222,633,867 +$3,020,119,480 -$569,499,907 +$2,450,619,573 SPY, IVV, MSFT, VOO, BRKA 13F-HR 13 May 2024, 13:53
Q4 2023 2,214 $17,669,269,445 $0 $0 $0 SPY, IVV, AAPL, VOO, MDY 13F-HR 14 Feb 2024, 16:47