Wayfinding Financial, LLC

Est. AUM

$230.3M

13F long equity, this entity only

Positions

157

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP COM	Common Stock	$17.1M	46279	7.44%	SOLE
2	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	Exchange Traded Fund	$15.3M	165917	6.65%	SOLE
3	NVIDIA CORPORATION COM	Common Stock	$12.5M	71564	5.42%	SOLE
4	ISHARES CORE S&P 500 ETF	Exchange Traded Fund	$10.7M	16450	4.67%	SOLE
5	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	Exchange Traded Fund	$10.0M	381228	4.34%	SOLE
6	APPLE INC COM	Common Stock	$9.5M	37440	4.13%	SOLE
7	ISHARES CORE U.S. AGGREGATE BOND ETF	Exchange Traded Fund	$9.0M	90295	3.89%	SOLE
8	FIDELITY HIGH DIVIDEND ETF	Exchange Traded Fund	$6.6M	119084	2.86%	SOLE
9	JPMORGAN BETABUILDERS U.S. EQUITY ETF	Exchange Traded Fund	$6.3M	54083	2.75%	SOLE
10	JPMORGAN INTERNATIONAL VALUE ETF	Exchange Traded Fund	$6.1M	70988	2.64%	SOLE
11	ZACKS EARNINGS CONSISTENT PORTFOLIO ETF	Exchange Traded Fund	$5.6M	164210	2.41%	SOLE
12	ZACKS SMALL/MID CAP ETF	Exchange Traded Fund	$5.5M	149398	2.40%	SOLE
13	VANGUARD TOTAL INTERNATIONAL STOCK ETF	Exchange Traded Fund	$5.4M	69587	2.33%	SOLE
14	PARAMETRIC HEDGED EQUITY ETF	Exchange Traded Fund	$4.2M	132063	1.83%	SOLE
15	ISHARES NATIONAL MUNI BOND ETF	Exchange Traded Fund	$3.9M	36909	1.70%	SOLE
16	PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND	Exchange Traded Fund	$3.9M	78746	1.70%	SOLE
17	COSTCO WHOLESALE CORPORATION COM	Common Stock	$3.8M	3825	1.65%	SOLE
18	FIDELITY EMERGING MARKETS MULTIFACTOR ETF	Exchange Traded Fund	$3.3M	104857	1.44%	SOLE
19	CAPITAL GROUP GROWTH ETF	Exchange Traded Fund	$3.2M	79577	1.39%	SOLE
20	PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF	Exchange Traded Fund	$3.2M	32784	1.38%	SOLE
21	STATE STREET UTILITIES SELECT SECTOR SPDR ETF	Exchange Traded Fund	$2.9M	62901	1.25%	SOLE
22	PARAMETRIC EQUITY PREMIUM INCOME ETF	Exchange Traded Fund	$2.7M	98737	1.18%	SOLE
23	WISDOMTREE ENHANCED COMMODITY STRATEGY FUND	Exchange Traded Fund	$2.6M	108607	1.13%	SOLE
24	PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND	Exchange Traded Fund	$2.5M	48248	1.09%	SOLE
25	PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND	Exchange Traded Fund	$2.1M	45655	0.90%	SOLE
26	AMAZON COM INC COM	Common Stock	$2.0M	9842	0.89%	SOLE
27	JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	Exchange Traded Fund	$1.9M	25596	0.84%	SOLE
28	JPMORGAN CORE PLUS BOND ETF	Exchange Traded Fund	$1.9M	39436	0.81%	SOLE
29	JOHNSON & JOHNSON COM	Common Stock	$1.6M	6533	0.69%	SOLE
30	PACCAR INC COM	Common Stock	$1.6M	13731	0.69%	SOLE
31	JPMORGAN ACTIVE BOND ETF	Exchange Traded Fund	$1.6M	29384	0.69%	SOLE
32	CATERPILLAR INC COM	Common Stock	$1.6M	2223	0.68%	SOLE
33	META PLATFORMS INC CL A	Common Stock	$1.5M	2551	0.63%	SOLE
34	ALPHABET INC CAP STK CL A	Common Stock	$1.3M	4559	0.57%	SOLE
35	JPMORGAN ACTIVE GROWTH ETF	Exchange Traded Fund	$1.3M	14943	0.55%	SOLE
36	BOEING CO COM	Common Stock	$1.3M	6322	0.55%	SOLE
37	STARBUCKS CORP COM	Common Stock	$1.3M	14011	0.54%	SOLE
38	JPMORGAN ACTIVE VALUE ETF	Exchange Traded Fund	$1.2M	17414	0.54%	SOLE
39	JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	Exchange Traded Fund	$1.2M	19140	0.54%	SOLE
40	JPMORGAN CHASE & CO COM	Common Stock	$1.2M	4229	0.54%	SOLE
41	ABBVIE INC COM	Common Stock	$1.2M	5670	0.54%	SOLE
42	BERKSHIRE HATHAWAY INC DEL CL B NEW	Common Stock	$1.2M	2511	0.52%	SOLE
43	BANK OF AMER CORP COM	Common Stock	$1.1M	23451	0.50%	SOLE
44	WALMART INC COM	Common Stock	$1.1M	8859	0.48%	SOLE
45	BROADCOM INC COM	Common Stock	$1.1M	3541	0.48%	SOLE
46	EXXON MOBIL CORP COM	Common Stock	$1.0M	5960	0.44%	SOLE
47	PROCTER & GAMBLE CO COM	Common Stock	$1.0M	6969	0.44%	SOLE
48	CISCO SYS INC COM	Common Stock	$850K	10957	0.37%	SOLE
49	PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	Exchange Traded Fund	$849K	9103	0.37%	SOLE
50	ELI LILLY & CO COM	Common Stock	$843K	917	0.37%	SOLE

1–50 of 157

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.