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Wayfinding Financial, LLC

All holdings · as of Dec 31, 2025

154 positions

CompanyClassValueShares% of portfolio
MICROSOFT CORP$23.2K47,9479.8%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND$16.4K175,2886.9%
NVIDIA Corp$13.6K72,9825.8%
ISHARES CORE S&P 500 ETF$11.5K16,8144.9%
Apple Inc.$10.0K36,7404.2%
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$8.8K328,6363.7%
ISHARES CORE U.S. AGGREGATE BOND ETF$7.8K78,2373.3%
FIDELITY HIGH DIVIDEND ETF$6.8K120,1862.9%
JPMORGAN BETABUILDERS U.S. EQUITY ETF$6.3K51,0312.7%
ZACKS EARNINGS CONSISTENT PORTFOLIO ETF$5.7K162,6712.4%
ZACKS SMALL/MID CAP ETF$5.6K150,9792.4%
JPMORGAN INTERNATIONAL VALUE ETF$5.6K69,7072.4%
VANGUARD TOTAL INTERNATIONAL STOCK ETF$5.3K70,0932.2%
PARAMETRIC HEDGED EQUITY ETF$4.4K134,3031.9%
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF$4.1K41,9891.7%
CAPITAL GROUP GROWTH ETF$3.6K80,6961.5%
COSTCO WHOLESALE CORP /NEW$3.4K3,9521.4%
FIDELITY EMERGING MARKETS MULTIFACTOR ETF$3.3K107,1181.4%
ISHARES NATIONAL MUNI BOND ETF$3.3K30,4831.4%
STATE STREET UTILITIES SELECT SECTOR SPDR ETF$2.7K63,8951.2%
PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND$2.7K54,6201.2%
PARAMETRIC EQUITY PREMIUM INCOME ETF$2.5K97,4191.1%
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND$2.4K45,6551.0%
WISDOMTREE ENHANCED COMMODITY STRATEGY FUND$2.3K109,3801.0%
Amazon.com Inc$2.2K9,4860.9%
PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND$1.9K41,3990.8%
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF$1.9K24,7380.8%
Meta Platforms Inc$1.8K2,6580.7%
STARBUCKS CORP$1.7K20,7050.7%
PACCAR INC$1.5K13,7130.6%
JPMORGAN ACTIVE BOND ETF$1.5K28,0100.6%
JPMORGAN ACTIVE GROWTH ETF$1.5K16,0340.6%
JPMORGAN CORE PLUS BOND ETF$1.4K30,1920.6%
The Boeing Company$1.4K6,4040.6%
JPMORGAN CHASE & CO$1.4K4,2310.6%
Alphabet Inc.$1.3K4,3100.6%
AbbVie Inc.$1.3K5,8140.6%
JOHNSON & JOHNSON$1.3K6,2050.5%
BANK OF AMERICA CORP /DE$1.3K23,1130.5%
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF$1.3K18,7080.5%
CATERPILLAR INC$1.3K2,1950.5%
Warren E. Buffett$1.2K2,4690.5%
JPMORGAN ACTIVE VALUE ETF$1.2K17,1760.5%
Broadcom Inc.$1.2K3,4810.5%
PROCTER & GAMBLE Co$1.0K7,0890.4%
Walmart Inc.$9648,6420.4%
ELI LILLY & Co$9548880.4%
3M CO$8785,4860.4%
EMERSON ELECTRIC CO$8286,2400.4%
CISCO SYSTEMS, INC.$81110,5360.3%
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