Wayfinding Financial, LLC
Q1 2026 13F Holdings
- Locationlynnwood, WA
- Num holdings
157
- Value ($000)
$230
- Date Filed 05/12/2026
- Form type13F-HR
- CIK 0001898131
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COM | COMMON STOCK | 594918104 | $17.13K | 7 % | 46,279 | ||
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | EXCHANGE TRADED FUND | 72201R775 | $15.31K | 7 % | 165,917 | ||
NVIDIA CORPORATION COM | COMMON STOCK | 67066G104 | $12.48K | 5 % | 71,564 | ||
ISHARES CORE S&P 500 ETF | EXCHANGE TRADED FUND | 464287200 | $10.75K | 5 % | 16,450 | ||
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | EXCHANGE TRADED FUND | 72201R585 | $9.99K | 4 % | 381,228 | ||
APPLE INC COM | COMMON STOCK | 037833100 | $9.5K | 4 % | 37,440 | ||
ISHARES CORE U.S. AGGREGATE BOND ETF | EXCHANGE TRADED FUND | 464287226 | $8.96K | 4 % | 90,295 | ||
FIDELITY HIGH DIVIDEND ETF | EXCHANGE TRADED FUND | 316092840 | $6.58K | 3 % | 119,084 | ||
JPMORGAN BETABUILDERS U.S. EQUITY ETF | EXCHANGE TRADED FUND | 46641Q399 | $6.34K | 3 % | 54,083 | ||
JPMORGAN INTERNATIONAL VALUE ETF | EXCHANGE TRADED FUND | 46654Q757 | $6.08K | 3 % | 70,988 |
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