Wayfinding Financial, LLC — 13F holdings

Wayfinding Financial, LLC reported 171 holdings worth $264M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. MSFT MICROSOFT CORP — $16.9M (6.4%)
  2. BOND PIMCO ETF TR — $16.4M (6.2%)
  3. NVDA NVIDIA CORPORATION — $14.4M (5.4%)
  4. IVV ISHARES TR — $14.0M (5.3%)
  5. AAPL APPLE INC — $10.9M (4.1%)
  6. PYLD PIMCO ETF TR — $10.5M (4.0%)
  7. CGGR CAPITAL GROUP GROWTH ETF — $8.97M (3.4%)
  8. AGG ISHARES TR — $8.67M (3.3%)
  9. BBUS J P MORGAN EXCHANGE TRADED F — $7.11M (2.7%)
  10. FDVV FIDELITY COVINGTON TRUST — $6.85M (2.6%)