Wayfinding Financial, LLC
Q1 2025 13F Holdings
- Locationlynnwood, WA
- Num holdings
741
- Value ($000)
$228
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001898131
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $18.60K | 8 % | 49,541 | ||
IVV ISHARES CORE S&P 500 | COM | 464287200 | $10.03K | 4 % | 17,842 | ||
KRE SPDR PORTFOLIO INTERMEDIATE TERM C | COM | 78464A375 | $9.33K | 4 % | 280,762 | ||
AAPL APPLE INC | COM | 037833100 | $8.37K | 4 % | 37,699 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.11K | 4 % | 74,859 | ||
LQD ISHARES IBOXX $ INVESTMENT GRADE C | COM | 464287242 | $7.70K | 3 % | 70,831 | ||
AGG ISHARES CORE U.S. AGGREGATE | COM | 464287226 | $6.32K | 3 % | 63,871 | ||
FDVV FIDELITY HIGH DIV | COM | 316092840 | $6.12K | 3 % | 123,426 | ||
VANGUARD TOTAL INTL STOCK | COM | 921909768 | $5.12K | 2 % | 82,501 | ||
BBUS JPMORGAN BETA BLD U.S. EQUITY | COM | 46641Q399 | $4.72K | 2 % | 46,811 |
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