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Wayfinding Financial, LLC

All holdings · as of Dec 31, 2025

154 positions

CompanyClassValueShares% of portfolio
Alphabet Inc.$7832,4970.3%
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND$7698,0640.3%
INTERNATIONAL BUSINESS MACHINES CORP$7642,5820.3%
ADVANCED MICRO DEVICES INC$7593,5460.3%
HOME DEPOT, INC.$7512,1850.3%
ZACKS FOCUS GROWTH ETF$74024,8500.3%
AUTOMATIC DATA PROCESSING INC$7092,7400.3%
iShares MSCI UAE ETF$7036,3800.3%
NEXTERA ENERGY INC$6978,6860.3%
Netflix Inc$6917,3720.3%
ABBOTT LABORATORIES$6855,4700.3%
MCDONALD'S CORP$6842,2390.3%
Tesla Inc$6811,5150.3%
EXXON MOBIL CORP$6815,6590.3%
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$63218,7100.3%
Visa Inc$5991,7080.3%
ISHARES RUSSELL 1000 GROWTH ETF$5931,2530.3%
ISHARES CORE MSCI EMERGING MARKETS ETF$5858,7030.2%
VANGUARD TOTAL STOCK MARKET ETF$5761,7180.2%
WELLS FARGO & COMPANY/MN$5706,1200.2%
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF$56811,6110.2%
CHEVRON CORP$5663,7180.2%
FISERV INC$5598,3230.2%
VANGUARD S&P 500 ETF$5588900.2%
COCA COLA CO$5487,8460.2%
JPMORGAN INCOME ETF$53311,4680.2%
STATE STREET SPDR PORTFOLIO S&P 500 ETF$5296,6020.2%
VANGUARD CORE TAX-EXEMPT BOND ETF$4556,0310.2%
CITIGROUP INC$4513,8690.2%
Salesforce Inc$4431,6710.2%
VANGUARD TOTAL BOND MARKET ETF$4435,9900.2%
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF$4205,5050.2%
LOCKHEED MARTIN CORP$4188660.2%
CARDINAL HEALTH INC$4101,9990.2%
The PNC Financial Services Group, Inc.$4051,9400.2%
CINTAS CORP$4022,1380.2%
VANGUARD MID-CAP ETF$3921,3520.2%
GENERAL ELECTRIC CO$3871,2570.2%
HARTFORD INSURANCE GROUP, INC.$3692,6690.2%
LAM RESEARCH CORP$3662,1360.2%
QUALCOMM INC/DE$3632,1220.2%
GILEAD SCIENCES, INC.$3572,9110.2%
VANGUARD TAX-EXEMPT BOND ETF$3557,0760.2%
ALTRIA GROUP, INC.$3526,0070.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$3501,1520.1%
US BANCORP \DE$3496,4870.1%
EMCOR Group Inc$3275360.1%
VANGUARD DIVIDEND APPRECIATION ETF$3251,4800.1%
JPMORGAN INTERNATIONAL GROWTH ETF$3254,4400.1%
SCHWAB CHARLES CORP$3233,2400.1%
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