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Wayfinding Financial, LLC 13F holdings

Filed 2026-08-13 · Wayfinding Financial, LLC · 171 positions · $264.0M

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TickerCompanySharesValue% of portfolio
MSFTMICROSOFT CORP COM45.2K$16.9M6.4%
BONDPIMCO ACTIVE BND ETF178.1K$16.4M6.2%
NVDANVIDIA CORPORATION COM71.8K$14.4M5.4%
IVVISHARES CORE SP 50018.7K$14.0M5.3%
AAPLAPPLE INC COM37.8K$10.9M4.1%
PYLDPIMCO MULTISECTR BND ACTIVE ETF396.6K$10.5M4.0%
CGGRCAPITAL GROUP GROWTH189.9K$9.0M3.4%
AGGISHARES CORE U.S. AGG BND87.6K$8.7M3.3%
BBUSJPMORGAN BETABUILDERS U.S. EQY52.8K$7.1M2.7%
FDVVFIDELITY HIGH DIV113.5K$6.8M2.6%
JIVEJPMORGAN INTL VALUE70.3K$6.5M2.4%
VXUSVNGRD TOTAL INTL STOCK69.7K$6.0M2.3%
FESMFIDELITY ENHANCED SMALL CAP CORE107.5K$5.2M2.0%
PMBSPIMCO MORTGAGE-BACKED SEC ACTIVE ETF87.3K$4.3M1.6%
CGIECAPITAL GROUP INTL EQY114.6K$4.3M1.6%
MUBISHARES NATIONAL MUNI BND36.3K$3.9M1.5%
JEMAJPMORGAN ACTIVEBUILDERS EMRGNG MKTS EQY59.0K$3.8M1.4%
COSTCOSTCO WHOLESALE CORPORATION COM3.7K$3.4M1.3%
CORPPIMCO INVST GRADE CORP BND IDX35.0K$3.4M1.3%
—PARAMETRIC HEDGED EQY93.9K$3.2M1.2%
XLUSTATE ST UTILITIES SEL SECTR SPDR68.5K$3.1M1.2%
—JPMORGAN EQY PREMIUM YIELD51.3K$2.8M1.1%
GCCWISDOMTREE ENHANCED COMM STGY121.7K$2.8M1.0%
MUNIPIMCO INT MUN BND ACTIVE ETF51.7K$2.7M1.0%
JBNDJPMORGAN ACTIVE BND45.7K$2.4M0.9%
AMZNAMAZON COM INC COM9.9K$2.4M0.9%
CATCATERPILLAR INC COM2.1K$2.3M0.9%
ZECPZACKS EARNINGS CONSISTENT PORT59.1K$2.2M0.8%
MINOPIMCO MUN INC OPP ACTIVE ETF48.1K$2.2M0.8%
JIREJPMORGAN INTL RESEARCH ENHANCED EQY26.2K$2.2M0.8%
AMDADVANCED MICRO DEVICES INC COM3.7K$2.1M0.8%
JCPBJPMORGAN CORE PLUS BND41.1K$1.9M0.7%
HYSPIMCO 0-5 YEAR HIGH YIELD CORP BND IDX ETF18.2K$1.7M0.6%
JNJJOHNSON and JOHNSON COM6.6K$1.7M0.6%
GOOGLALPHABET INC CAP STK CL A4.7K$1.7M0.6%
PCARPACCAR INC COM13.8K$1.7M0.6%
METAMETA PLATFORMS INC CL A2.6K$1.4M0.5%
ABBVABBVIE INC COM5.7K$1.4M0.5%
JPMJPMORGAN CHASE and CO COM4.3K$1.4M0.5%
AVGOBROADCOM INC COM3.6K$1.4M0.5%
BACBANK OF AMER CORP COM23.8K$1.4M0.5%
SBUXSTARBUCKS CORP COM13.0K$1.3M0.5%
BABOEING CO COM6.1K$1.3M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW2.5K$1.3M0.5%
—JPMORGAN NASDAQ EQY PREMIUM YIELD21.9K$1.3M0.5%
CSCOCISCO SYS INC COM10.4K$1.2M0.5%
—JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP17.8K$1.2M0.5%
SMIZZACKS SMALL/MID CAP25.3K$1.1M0.4%
LLYELI LILLY and CO COM933$1.1M0.4%
MRVLMARVELL TECH INC COM3.7K$1.1M0.4%
PGPROCTER and GAMBLE CO COM7.1K$1.0M0.4%
GOOGALPHABET INC CAP STK CL C2.9K$1.0M0.4%
WMTWALMART INC COM8.9K$1.0M0.4%
JAVAJPMORGAN ACTIVE VALUE12.5K$993,0000.4%
MUMICRON TECH INC COM851$983,0000.4%
JGROJPMORGAN ACTIVE GROWTH9.8K$965,0000.4%
LRCXLAM RESEARCH CORP COM NEW2.1K$927,0000.4%
DELLDELL TECHNOLOGIES INC CL C2.1K$902,0000.3%
EMREMERSON ELEC CO COM6.2K$884,0000.3%
—ZACKS FOCUS GROWTH26.8K$851,0000.3%
Top Fund Holdings
13F
Top Fund Holdings

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