Wayfinding Financial, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Wayfinding Financial, LLC 13F Holdings
CIK 0001898131
As of Sep 30, 2025, Wayfinding Financial, LLC reported
150 positions worth $232.3K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MICROSOFT CORP | MSFT | Technology | 48,409 | $25.1K | 10.79% |
| NVIDIA CORP | NVDA | Technology | 72,717 |
|
3.6K5.84% |
| ISHARES CORE S&P 500 ETF | IVV | — | 17,270 |
1.6K | 4.98% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 88,669 | $9.9K | 4.26% |
| APPLE INC | AAPL | Technology | 36,395 | $9.3K | 3.99% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 271,091 | $9.2K | 3.96% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 83,750 | $8.4K | 3.61% |
| FIDELITY HIGH DIVIDEND ETF | FDVV | — | 121,431 | $6.8K | 2.91% |
| JPMORGAN BETABUILDERS US EQUITY ETF | BBUS | — | 49,737 | $6.0K | 2.58% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 78,381 | $5.8K | 2.48% |
| Zacks Small/Mid Cap ETF | SMIZ | — | 149,067 | $5.6K | 2.40% |
| Zacks Earnings Consistent ETF | ZECP | — | 160,372 | $5.4K | 2.32% |
| JPMORGAN INTERNATIONAL VALUE ETF | JIVE | — | 69,739 | $5.3K | 2.26% |
| MORGAN STANLEY ETF TRUST | PHEQ | — | 133,537 | $4.3K | 1.84% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 4,223 | $3.9K | 1.68% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 84,470 | $3.7K | 1.60% |
| VANGUARD MUN BD FDS | VCRM | — | 47,331 | $3.6K | 1.53% |
| FIDELITY COVINGTON TRUST | FDEM | — | 106,781 | $3.2K | 1.38% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 28,769 | $3.1K | 1.32% |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF | FPEI | — | 158,332 | $3.1K | 1.32% |
| CAPITAL GROUP US MULTI-SECTOR INCOME ETF | CGMS | — | 105,633 | $2.9K | 1.26% |
| VANECK CLO ETF | CLOI | — | 54,820 | $2.9K | 1.25% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 32,416 | $2.8K | 1.22% |
| MORGAN STANLEY ETF TRUST | PAPI | — | 98,053 | $2.6K | 1.11% |
| WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | GCC | — | 109,846 | $2.3K | 1.01% |