Institutions / Wayfinding Financial, LLC
Wayfinding Financial, LLC
CIK 1898131 · Institution · as of Dec 31, 2025
Portfolio value
$236.2K
Positions
154
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 154 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $23.2K | 9.8% |
| PIMCO Active Bond Exchange-Traded Fund | $16.4K | 6.9% |
| NVIDIA Corp | $13.6K | 5.8% |
| iShares Core S&P 500 ETF | $11.5K | 4.9% |
| Apple Inc. | $10.0K | 4.2% |
| PIMCO Multisector Bond Active Exchange-Traded Fund | $8.8K | 3.7% |
| iShares Core U.S. Aggregate Bond ETF | $7.8K | 3.3% |
| Fidelity High Dividend ETF | $6.8K | 2.9% |
| JPMorgan Betabuilders U.S. Equity ETF | $6.3K | 2.7% |
| Zacks Earnings Consistent Portfolio ETF | $5.7K | 2.4% |
| Zacks SMALL/MID Cap ETF | $5.6K | 2.4% |
| JPMorgan International Value ETF | $5.6K | 2.4% |
| Vanguard Total International Stock ETF | $5.3K | 2.2% |
| Parametric Hedged Equity ETF | $4.4K | 1.9% |
| PIMCO Investment Grade Corporate Bond Index ETF | $4.1K | 1.7% |
| Capital Group Growth ETF | $3.6K | 1.5% |
| Costco Wholesale Corp /New | $3.4K | 1.4% |
| Fidelity Emerging Markets Multifactor ETF | $3.3K | 1.4% |
| iShares National Muni Bond ETF | $3.3K | 1.4% |
| State Street Utilities Select Sector SPDR ETF | $2.7K | 1.2% |
| PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund | $2.7K | 1.2% |
| Parametric Equity Premium Income ETF | $2.5K | 1.1% |
| PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $2.4K | 1.0% |
| WisdomTree Enhanced Commodity Strategy Fund | $2.3K | 1.0% |
| Amazon.com Inc | $2.2K | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.