Wayfinding Financial, LLC

CIK 0001898131 · LYNNWOOD, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Wayfinding Financial, LLC reported 171 positions worth $264.0K as of June 30, 2026 (13F filed August 13, 2026). Largest holding: MSFT (6.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$264.0K
2026 Q2
Positions
171
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.4%
Est. Net Flow (Q)
2026 Q2
10 / 171 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MSFTMICROSOFT CORP COMSH$16.9K6.39%45,239
2BONDPIMCO ACTIVE BND ETFSH$16.4K6.22%178,115
3NVDANVIDIA CORPORATION COMSH$14.4K5.44%71,844
4IVVISHARES CORE SP 500SH$14.0K5.30%18,668
5AAPLAPPLE INC COMSH$10.9K4.15%37,830
6PYLDPIMCO MULTISECTR BND ACTIVE ETFSH$10.5K3.98%396,619
7CGGRCAPITAL GROUP GROWTHSH$9.0K3.40%189,860
8AGGISHARES CORE U.S. AGG BNDSH$8.7K3.28%87,631
9BBUSJPMORGAN BETABUILDERS U.S. EQYSH$7.1K2.69%52,784
10FDVVFIDELITY HIGH DIVSH$6.8K2.59%113,541

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Wayfinding Financial, LLC hold as of Q2 2026?

Wayfinding Financial, LLC reported 171 positions worth $264.0K in its Q2 2026 13F filing. Largest positions: MSFT (6.4%), BOND (6.2%), NVDA (5.4%), IVV (5.3%) and AAPL (4.1%).

What did Wayfinding Financial, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Wayfinding Financial, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.