Wayfinding Financial, LLC
Q2 2025 13F Holdings
- Locationlynnwood, WA
- Num holdings
148
- Value ($000)
$224
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP COM | COM | 594918104 | $25.96K | 12 % | 48,462 | ||
NVDA NVIDIA CORPORATION COM | COM | 67066G104 | $13.14K | 6 % | 72,989 | ||
IVV ISHARES CORE S&P 500 ETF | COM | 464287200 | $11.12K | 5 % | 17,528 | ||
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | COM | 464287242 | $9.68K | 4 % | 88,139 | ||
KRE SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | COM | 78464A375 | $9.06K | 4 % | 269,326 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | COM | 464287226 | $8.19K | 4 % | 82,555 | ||
AAPL APPLE INC COM | COM | 037833100 | $7.39K | 3 % | 36,341 | ||
FDVV FIDELITY HIGH DIVIDEND ETF | COM | 316092840 | $6.54K | 3 % | 121,808 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | COM | 921909768 | $5.49K | 3 % | 79,457 | ||
ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | COM | 98888G105 | $5.21K | 2 % | 160,188 |
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