Wayfinding Financial, LLC
CIK 0001898131 · LYNNWOOD, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
MSFT
MICROSOFT CORP COM
6.4%
BOND
PIMCO ACTIVE BND ETF
6.2%
NVDA
NVIDIA CORPORATION COM
5.4%
IVV
ISHARES CORE SP 500
5.3%
AAPL
APPLE INC COM
4.1%
PYLD
PIMCO MULTISECTR BND ACTIVE ETF
4.0%
CGGR
CAPITAL GROUP GROWTH
3.4%
AGG
ISHARES CORE U.S. AGG BND
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.