Wayfinding Financial, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1898131
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13F Reported Value
ⓘ$264.0M
Holdings
171
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Wayfinding Financial, LLC disclosed 171 positions worth $264.0M in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 6.4% of the equity portfolio. During the quarter the fund opened 22 new positions and exited 8. The portfolio is most concentrated in Other (57.3% of disclosed assets). All figures are sourced directly from Wayfinding Financial, LLC’s Form 13F-HR filing with the SEC under CIK 1898131.
AI Fund Analysis
Diversifying
$MSFT6.4% weight
Held 10 quarters
$NVDA5.4% weight
Held 10 quarters
ISHARES CORE SP 500 - Exch
5.3% weight
Held 10 quarters
$AAPL4.2% weight
Held 10 quarters
CAPITAL GROUP GROWTH - Exc
3.4% weight
Held 10 quarters
JPMORGAN CORE PLUS BND - E
9 quarters accumulating
JPMORGAN INTL RESEARCH ENH
7 quarters accumulating
VNGRD DIV APP - Exchange T
7 quarters accumulating
JPMORGAN ACTIVEBUILDERS EM
6 quarters accumulating
$TSM5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 79.8#31
Quality
$16.9M45,239 sh PIMCO ACTIVE BND ETF - Exchange Traded Fund
—Quality
$16.4M178,115 sh- 85.9#5
Quality
$14.4M71,844 sh ISHARES CORE SP 500 - Exchange Traded Fund
—Quality
$14.0M18,668 sh- 76.4
Quality
$10.9M37,830 sh PIMCO MULTISECTR BND ACTIVE ETF - Exchange Traded Fund
—Quality
$10.5M396,619 shCAPITAL GROUP GROWTH - Exchange Traded Fund
—Quality
$9.0M189,860 shISHARES CORE U.S. AGG BND - Exchange Traded Fund
—Quality
$8.7M87,631 shJPMORGAN BETABUILDERS U.S. EQY - Exchange Traded Fund
—Quality
$7.1M52,784 shFIDELITY HIGH DIV - Exchange Traded Fund
—Quality
$6.8M113,541 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 79.8#31 | $16.9M | 45,239 |
| PIMCO ACTIVE BND ETF - Exchange Traded Fund | — | $16.4M | 178,115 |
| NVIDIA CORP$NVDA | 85.9#5 | $14.4M | 71,844 |
| ISHARES CORE SP 500 - Exchange Traded Fund | — | $14.0M | 18,668 |
| Apple Inc.$AAPL | 76.4 | $10.9M | 37,830 |
| PIMCO MULTISECTR BND ACTIVE ETF - Exchange Traded Fund | — | $10.5M | 396,619 |
| CAPITAL GROUP GROWTH - Exchange Traded Fund | — | $9.0M | 189,860 |
| ISHARES CORE U.S. AGG BND - Exchange Traded Fund | — | $8.7M | 87,631 |
| JPMORGAN BETABUILDERS U.S. EQY - Exchange Traded Fund | — | $7.1M | 52,784 |
| FIDELITY HIGH DIV - Exchange Traded Fund | — | $6.8M | 113,541 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wayfinding Financial, LLC's 171 positions.
Showing top 10 of 171 holdings.
Sector Allocation
Other
$151.2M
Technology
$61.4M
Financials
$13.2M
Industrials
$11.2M
Consumer Discretionary
$10.0M
Healthcare
$7.4M
Consumer Staples
$3.6M
Energy
$2.2M
Top Holdings — Wayfinding Financial, LLC (Q2 2026)
Top 150 of 171 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $16.9M | 6.4% | -2% | 79.8 |
| 2 | — | PIMCO ACTIVE BND ETF - Exchange Traded Fund | $16.4M | 6.2% | +7% | — |
| 3 | $NVDA | NVIDIA CORP | $14.4M | 5.4% | +0% | 85.9 |
| 4 | — | ISHARES CORE SP 500 - Exchange Traded Fund | $14.0M | 5.3% | +13% | — |
| 5 | $AAPL | Apple Inc. | $10.9M | 4.2% | +1% | 76.4 |
| 6 | — | PIMCO MULTISECTR BND ACTIVE ETF - Exchange Traded Fund | $10.5M | 4.0% | +4% | — |
| 7 | — | CAPITAL GROUP GROWTH - Exchange Traded Fund | $9.0M | 3.4% | +139% | — |
| 8 | — | ISHARES CORE U.S. AGG BND - Exchange Traded Fund | $8.7M | 3.3% | -3% | — |
| 9 | — | JPMORGAN BETABUILDERS U.S. EQY - Exchange Traded Fund | $7.1M | 2.7% | -2% | — |
| 10 | — | FIDELITY HIGH DIV - Exchange Traded Fund | $6.8M | 2.6% | -5% | — |
| 11 | — | JPMORGAN INTL VALUE - Exchange Traded Fund | $6.5M | 2.5% | -1% | — |
| 12 | — | VNGRD TOTAL INTL STOCK - Exchange Traded Fund | $6.0M | 2.3% | +0% | — |
| 13 | — | FIDELITY ENHANCED SMALL CAP CORE - Exchange Traded Fund | $5.2M | 2.0% | NEW | — |
| 14 | — | PIMCO MORTGAGE-BACKED SEC ACTIVE ETF - Exchange Traded Fund | $4.3M | 1.6% | +11% | — |
| 15 | — | CAPITAL GROUP INTL EQY - Exchange Traded Fund | $4.3M | 1.6% | +1425% | — |
| 16 | — | ISHARES NATIONAL MUNI BND - Exchange Traded Fund | $3.9M | 1.5% | -2% | — |
| 17 | — | JPMORGAN ACTIVEBUILDERS EMRGNG MKTS EQY - Exchange Traded Fund | $3.8M | 1.4% | +397% | — |
| 18 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 1.3% | -4% | 66.2 |
| 19 | — | PIMCO INVST GRADE CORP BND IDX - Exchange Traded Fund | $3.4M | 1.3% | +7% | — |
| 20 | — | PARAMETRIC HEDGED EQY - Exchange Traded Fund | $3.2M | 1.2% | -29% | — |
| 21 | — | STATE ST UTILITIES SEL SECTR SPDR - Exchange Traded Fund | $3.1M | 1.2% | +9% | — |
| 22 | — | JPMORGAN EQY PREMIUM YIELD - Exchange Traded Fund | $2.8M | 1.1% | NEW | — |
| 23 |  $WT | WisdomTree, Inc. | $2.8M | 1.0% | +12% | 59.9 |
| 24 | — | PIMCO INT MUN BND ACTIVE ETF - Exchange Traded Fund | $2.7M | 1.0% | +7% | — |
| 25 | — | JPMORGAN ACTIVE BND - Exchange Traded Fund | $2.4M | 0.9% | +56% | — |
| 26 |  $AMZN | AMAZON COM INC | $2.4M | 0.9% | +0% | 68.7 |
| 27 |  $CAT | CATERPILLAR INC | $2.3M | 0.9% | -4% | 66.5 |
| 28 | — | ZACKS EARNINGS CONSISTENT PORT - Exchange Traded Fund | $2.2M | 0.8% | -64% | — |
| 29 | — | PIMCO MUN INC OPP ACTIVE ETF - Exchange Traded Fund | $2.2M | 0.8% | +5% | — |
| 30 | — | JPMORGAN INTL RESEARCH ENHANCED EQY - Exchange Traded Fund | $2.2M | 0.8% | +2% | — |
| 31 |  $AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.8% | +1% | 79.8 |
| 32 | — | JPMORGAN CORE PLUS BND - Exchange Traded Fund | $1.9M | 0.7% | +4% | — |
| 33 | — | PIMCO 0-5 YEAR HIGH YIELD CORP BND IDX ETF - Exchange Traded Fund | $1.7M | 0.6% | +99% | — |
| 34 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.6% | +2% | 69 |
| 35 |  $GOOG | Alphabet Inc. | $1.7M | 0.6% | +3% | 78.2 |
| 36 |  $PCAR | PACCAR INC | $1.7M | 0.6% | +0% | 56.5 |
| 37 |  $META | Meta Platforms, Inc. | $1.4M | 0.6% | +1% | 79.6 |
| 38 |  $ABBV | AbbVie Inc. | $1.4M | 0.5% | -0% | 72.6 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $1.4M | 0.5% | +2% | 70.7 |
| 40 |  $AVGO | Broadcom Inc. | $1.4M | 0.5% | +2% | 84.5 |
| 41 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.4M | 0.5% | +2% | 67.6 |
| 42 |  $SBUX | STARBUCKS CORP | $1.3M | 0.5% | -7% | 58.2 |
| 43 |  $BA | BOEING CO | $1.3M | 0.5% | -4% | 61.6 |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.5% | +1% | 73.8 |
| 45 | — | JPMORGAN NASDAQ EQY PREMIUM YIELD - Exchange Traded Fund | $1.3M | 0.5% | NEW | — |
| 46 |  $CSCO | CISCO SYSTEMS, INC. | $1.2M | 0.5% | -5% | 70.3 |
| 47 | — | JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP - Exchange Traded Fund | $1.2M | 0.5% | NEW | — |
| 48 | — | ZACKS SMALL/MID CAP - Exchange Traded Fund | $1.1M | 0.4% | -83% | — |
| 49 |  $LLY | ELI LILLY & Co | $1.1M | 0.4% | +2% | 87.5 |
| 50 |  $MRVL | Marvell Technology, Inc. | $1.1M | 0.4% | +1% | 76.5 |
| 51 |  $PG | PROCTER & GAMBLE Co | $1.0M | 0.4% | +2% | 64.6 |
| 52 |  $GOOGL | Alphabet Inc. | $1.0M | 0.4% | +3% | 78.2 |
| 53 |  $WMT | Walmart Inc. | $1.0M | 0.4% | +1% | 60.2 |
| 54 | — | JPMORGAN ACTIVE VALUE - Exchange Traded Fund | $993,000 | 0.4% | -28% | — |
| 55 |  $MU | MICRON TECHNOLOGY INC | $983,000 | 0.4% | +21% | 86.2 |
| 56 | — | JPMORGAN ACTIVE GROWTH - Exchange Traded Fund | $965,000 | 0.4% | -34% | — |
| 57 |  $LRCX | LAM RESEARCH CORP | $927,000 | 0.3% | -4% | 79.4 |
| 58 |  $DELL | Dell Technologies Inc. | $902,000 | 0.3% | -4% | 71.2 |
| 59 |  $EMR | EMERSON ELECTRIC CO | $884,000 | 0.3% | +0% | 65.3 |
| 60 | — | ZACKS FOCUS GROWTH - Exchange Traded Fund | $851,000 | 0.3% | +10% | — |
| 61 |  $MMM | 3M CO | $815,000 | 0.3% | -5% | 64.9 |
| 62 |  $HD | HOME DEPOT, INC. | $805,000 | 0.3% | +1% | 60.3 |
| 63 |  $XOM.R34088 | EXXON MOBIL CORP | $803,000 | 0.3% | -1% | 57.9 |
| 64 | — | ISHARES CORE MSCI EMRGNG MKTS - Exchange Traded Fund | $779,000 | 0.3% | +7% | — |
| 65 |  $NEE | NEXTERA ENERGY INC | $767,000 | 0.3% | -3% | 64.6 |
| 66 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $748,000 | 0.3% | +1% | 70 |
| 67 | — | STATE ST SPDR PORT SP 500 - Exchange Traded Fund | $710,000 | 0.3% | +28% | — |
| 68 |  $KO | COCA COLA CO | $701,000 | 0.3% | +6% | 69.5 |
| 69 |  $TSLA | Tesla, Inc. | $698,000 | 0.3% | -2% | 53.9 |
| 70 | — | JPMORGAN GLOBAL SEL EQY GLOBAL SEL EQY - Exchange Traded Fund | $688,000 | 0.3% | -49% | — |
| 71 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $685,000 | 0.3% | +10% | — |
| 72 | — | VNGRD TOTAL BND MKT - Exchange Traded Fund | $662,000 | 0.3% | +51% | — |
| 73 | — | VNGRD MORN TOTAL STOCK MKT - Exchange Traded Fund | $636,000 | 0.2% | -0% | — |
| 74 | — | ISHARES RUSSELL 1000 GROWTH - Exchange Traded Fund | $622,000 | 0.2% | +300% | — |
| 75 |  $CVX | CHEVRON CORP | $620,000 | 0.2% | -3% | 62.8 |
| 76 |  $AMAT | APPLIED MATERIALS INC /DE | $615,000 | 0.2% | +1% | 72.3 |
| 77 |  $V | VISA INC. | $604,000 | 0.2% | +2% | 82.9 |
| 78 |  $ADP | AUTOMATIC DATA PROCESSING INC | $563,000 | 0.2% | +6% | 69.8 |
| 79 |  $C | CITIGROUP INC | $554,000 | 0.2% | +1% | 65 |
| 80 |  $GE | GENERAL ELECTRIC CO | $534,000 | 0.2% | +3% | 73.8 |
| 81 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $522,000 | 0.2% | +5% | 73.7 |
| 82 |  $NFLX | NETFLIX INC | $509,000 | 0.2% | -3% | 78.8 |
| 83 |  $WFC | WELLS FARGO & COMPANY/MN | $503,000 | 0.2% | +1% | 61.8 |
| 84 |  $MCD | MCDONALDS CORP | $499,000 | 0.2% | -19% | 69 |
| 85 |  $CAH | CARDINAL HEALTH INC | $475,000 | 0.2% | +1% | 62.4 |
| 86 |  $MO | ALTRIA GROUP, INC. | $469,000 | 0.2% | +2% | 67.4 |
| 87 |  $STX | Seagate Technology Holdings plc | $447,000 | 0.2% | NEW | — |
| 88 | — | VNGRD MORN MID-CAP - Exchange Traded Fund | $435,000 | 0.2% | +300% | — |
| 89 |  $EME | EMCOR Group, Inc. | $432,000 | 0.2% | +1% | 69.3 |
| 90 | — | JPMORGAN INTL GROWTH - Exchange Traded Fund | $431,000 | 0.2% | +3% | — |
| 91 |  $ABT | ABBOTT LABORATORIES | $430,000 | 0.2% | -3% | 65.5 |
| 92 |  $USB | US BANCORP \DE\ | $430,000 | 0.2% | +0% | 65.3 |
| 93 |  $LMT | LOCKHEED MARTIN CORP | $429,000 | 0.2% | -3% | 65.6 |
| 94 |  $GLW | CORNING INC /NY | $418,000 | 0.2% | -4% | 73.7 |
| 95 |  $WDC | WESTERN DIGITAL CORP | $414,000 | 0.2% | NEW | 80.7 |
| 96 |  $FISV | FISERV INC | $408,000 | 0.1% | -0% | 60.7 |
| 97 |  $KLAC | KLA CORP | $407,000 | 0.1% | NEW | 78.6 |
| 98 | — | VNGRD SP 500 - Exchange Traded Fund | $402,000 | 0.1% | -11% | — |
| 99 |  $NUE | NUCOR CORP | $402,000 | 0.1% | +1% | 61.7 |
| 100 | — | JPMORGAN INC - Exchange Traded Fund | $399,000 | 0.1% | -3% | — |
| 101 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $392,000 | 0.1% | +3% | — |
| 102 |  $GILD | GILEAD SCIENCES, INC. | $391,000 | 0.1% | +5% | 57.4 |
| 103 |  $PM | Philip Morris International Inc. | $386,000 | 0.1% | +7% | 75.9 |
| 104 |  $VZ | VERIZON COMMUNICATIONS INC | $374,000 | 0.1% | -7% | 65.8 |
| 105 |  $APH | AMPHENOL CORP /DE/ | $370,000 | 0.1% | +2% | 79.3 |
| 106 | — | VNGRD DIV APP - Exchange Traded Fund | $368,000 | 0.1% | +3% | — |
| 107 |  $SO | SOUTHERN CO | $361,000 | 0.1% | +2% | 62 |
| 108 |  $GEV | GE Vernova Inc. | $359,000 | 0.1% | +1% | 81.1 |
| 109 | — | VNGRD TAX-EXEMPT BND - Exchange Traded Fund | $354,000 | 0.1% | -0% | — |
| 110 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $353,000 | 0.1% | -1% | 71.6 |
| 111 |  $AMGN | AMGEN INC | $352,000 | 0.1% | -5% | 79.2 |
| 112 |  $QCOM | QUALCOMM INC/DE | $352,000 | 0.1% | -1% | 70.5 |
| 113 | — | FIDELITY EMRGNG MKTS MULTIFACTOR - Exchange Traded Fund | $347,000 | 0.1% | -91% | — |
| 114 |  $NVS | NOVARTIS AG | $337,000 | 0.1% | +6% | — |
| 115 | — | ZACKS QUALITY INTL - Exchange Traded Fund | $330,000 | 0.1% | +38% | — |
| 116 |  $INTC | INTEL CORP | $323,000 | 0.1% | NEW | 45.6 |
| 117 |  $RTX | RTX Corp | $322,000 | 0.1% | -1% | 73.2 |
| 118 |  $KMI | KINDER MORGAN, INC. | $317,000 | 0.1% | -2% | 71.3 |
| 119 |  $CTAS | CINTAS CORP | $316,000 | 0.1% | -11% | 68.7 |
| 120 | — | STATE ST SPDR PORT INT TERM CORP BND - Exchange Traded Fund | $307,000 | 0.1% | -2% | — |
| 121 |  $SCHW | SCHWAB CHARLES CORP | $306,000 | 0.1% | +1% | 79.4 |
| 122 |  $CB | Chubb Ltd | $306,000 | 0.1% | -0% | — |
| 123 |  $PANW | Palo Alto Networks Inc | $304,000 | 0.1% | NEW | 65.5 |
| 124 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $304,000 | 0.1% | +1% | 66.8 |
| 125 |  $MRK | Merck & Co., Inc. | $302,000 | 0.1% | +1% | 59.9 |
| 126 |  $MTB | M&T BANK CORP | $302,000 | 0.1% | +2% | 58.6 |
| 127 |  $MA | Mastercard Inc | $300,000 | 0.1% | +0% | 85.1 |
| 128 |  $PHM | PULTEGROUP INC/MI/ | $298,000 | 0.1% | +1% | 55.3 |
| 129 |  $PH | Parker-Hannifin Corp | $295,000 | 0.1% | +1% | 65.8 |
| 130 |  $DE | DEERE & CO | $290,000 | 0.1% | -12% | 55.4 |
| 131 | — | VNGRD SHORT-TERM CORP BND - Exchange Traded Fund | $287,000 | 0.1% | +18% | — |
| 132 |  $TRV | TRAVELERS COMPANIES, INC. | $280,000 | 0.1% | +4% | 75.9 |
| 133 |  $BNY | Bank of New York Mellon Corp | $280,000 | 0.1% | -0% | 74.1 |
| 134 |  $UNH | UNITEDHEALTH GROUP INC | $280,000 | 0.1% | NEW | 62.7 |
| 135 |  $WM | WASTE MANAGEMENT INC | $272,000 | 0.1% | +0% | 67.6 |
| 136 |  $MCK | MCKESSON CORP | $271,000 | 0.1% | +0% | 63.4 |
| 137 |  $NSC | NORFOLK SOUTHERN CORP | $271,000 | 0.1% | +1% | 63.2 |
| 138 |  $PEP | PEPSICO INC | $267,000 | 0.1% | -0% | 63.4 |
| 139 |  $MET | METLIFE INC | $265,000 | 0.1% | +2% | 56.2 |
| 140 |  $CMI | CUMMINS INC | $263,000 | 0.1% | NEW | 58.1 |
| 141 |  $VRT | Vertiv Holdings Co | $262,000 | 0.1% | NEW | 81 |
| 142 |  $GS | GOLDMAN SACHS GROUP INC | $262,000 | 0.1% | +3% | 73.5 |
| 143 |  $BMY | BRISTOL MYERS SQUIBB CO | $262,000 | 0.1% | +7% | 70.4 |
| 144 |  $SPY | SPDR S&P 500 ETF TRUST | $255,000 | 0.1% | +0% | — |
| 145 | — | STATE ST SPDR ICE PREFERRED SEC - Exchange Traded Fund | $250,000 | 0.1% | +0% | — |
| 146 | — | ISHARES RUSSELL 3000 - Exchange Traded Fund | $249,000 | 0.1% | +0% | — |
| 147 | — | JPMORGAN CALIFORNIA TAX FREE BND - Exchange Traded Fund | $248,000 | 0.1% | NEW | — |
| 148 |  $MCO | MOODYS CORP /DE/ | $244,000 | 0.1% | +8% | 79.1 |
| 149 |  $MFC | MANULIFE FINANCIAL CORP | $244,000 | 0.1% | +0% | — |
| 150 | — | VNGRD CORE BND - Exchange Traded Fund | $239,000 | 0.1% | +0% | — |
New Positions (22)
FIDELITY ENHANCED SMALL CAP CORE - Exchange Traded Fund$5.2M
JPMORGAN EQY PREMIUM YIELD - Exchange Traded Fund$2.8M
JPMORGAN NASDAQ EQY PREMIUM YIELD - Exchange Traded Fund$1.3M
JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP - Exchange Traded Fund$1.2M
$STX Seagate Technology Holdings plc$447,000$WDC WESTERN DIGITAL CORP$414,000$KLAC KLA CORP$407,000$INTC INTEL CORP$323,000$PANW Palo Alto Networks Inc$304,000$UNH UNITEDHEALTH GROUP INC$280,000$CMI CUMMINS INC$263,000$VRT Vertiv Holdings Co$262,000 JPMORGAN CALIFORNIA TAX FREE BND - Exchange Traded Fund$248,000
$FIX COMFORT SYSTEMS USA INC$231,000 STATE ST TECH SEL SECTR SPDR - Exchange Traded Fund$229,000
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