Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wayfinding Financial, LLC (CIK 1898131) reported $230.3M across 157 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($17.1M, 7.44%), BOND ($15.3M, 6.65%), NVDA ($12.5M, 5.42%), IVV ($10.7M, 4.67%), PYLD ($10.0M, 4.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $17.1M | 7.44% | 46,279 | Trimmed |
| 2 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $15.3M | 6.65% | 165,917 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION COM | $12.5M | 5.42% | 71,564 | Trimmed |
| 4 | IVV | ISHARES CORE S&P 500 ETF | $10.7M | 4.67% | 16,450 | Trimmed |
| 5 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $10.0M | 4.34% | 381,228 | Added |
| 6 | AAPL | APPLE INC COM | $9.5M | 4.13% | 37,440 | Added |
| 7 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $9.0M | 3.89% | 90,295 | Added |
| 8 | FDVV | FIDELITY HIGH DIVIDEND ETF | $6.6M | 2.86% | 119,084 | Trimmed |
| 9 | BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $6.3M | 2.75% | 54,083 | Added |
| 10 | JIVE | JPMORGAN INTERNATIONAL VALUE ETF | $6.1M | 2.64% | 70,988 | Added |
| 11 | ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $5.6M | 2.41% | 164,210 | Added |
| 12 | SMIZ | ZACKS SMALL/MID CAP ETF | $5.5M | 2.40% | 149,398 | Trimmed |
| 13 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $5.4M | 2.33% | 69,587 | Trimmed |
| 14 | PHEQ | PARAMETRIC HEDGED EQUITY ETF | $4.2M | 1.83% | 132,063 | Trimmed |
| 15 | PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $3.9M | 1.70% | 78,746 | Added |
| 16 | MUB | ISHARES NATIONAL MUNI BOND ETF | $3.9M | 1.70% | 36,909 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION COM | $3.8M | 1.65% | 3,825 | Trimmed |
| 18 | FDEM | FIDELITY EMERGING MARKETS MULTIFACTOR ETF | $3.3M | 1.44% | 104,857 | Trimmed |
| 19 | CGGR | CAPITAL GROUP GROWTH ETF | $3.2M | 1.39% | 79,577 | Trimmed |
| 20 | CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $3.2M | 1.38% | 32,784 | Trimmed |
| 21 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $2.9M | 1.25% | 62,901 | Trimmed |
| 22 | PAPI | PARAMETRIC EQUITY PREMIUM INCOME ETF | $2.7M | 1.18% | 98,737 | Added |
| 23 | GCC | WISDOMTREE ENHANCED COMMODITY STRATEGY FUND | $2.6M | 1.13% | 108,607 | Trimmed |
| 24 | MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $2.5M | 1.09% | 48,248 | Added |
| 25 | MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $2.1M | 0.90% | 45,655 | Added |
Source: SEC Form 13F filings · as of 2026-03-31