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 $264.0M across 171 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($16.9M, 6.39%), BOND ($16.4M, 6.22%), NVDA ($14.4M, 5.44%), IVV ($14.0M, 5.30%), AAPL ($10.9M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $16.9M | 6.39% | 45,239 | Trimmed |
| 2 | BOND | PIMCO ACTIVE BND ETF | $16.4M | 6.22% | 178,115 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $14.4M | 5.44% | 71,844 | Added |
| 4 | IVV | ISHARES CORE SP 500 | $14.0M | 5.30% | 18,668 | Added |
| 5 | AAPL | APPLE INC COM | $10.9M | 4.15% | 37,830 | Added |
| 6 | PYLD | PIMCO MULTISECTR BND ACTIVE ETF | $10.5M | 3.98% | 396,619 | Added |
| 7 | CGGR | CAPITAL GROUP GROWTH | $9.0M | 3.40% | 189,860 | Added |
| 8 | AGG | ISHARES CORE U.S. AGG BND | $8.7M | 3.28% | 87,631 | Trimmed |
| 9 | BBUS | JPMORGAN BETABUILDERS U.S. EQY | $7.1M | 2.69% | 52,784 | Trimmed |
| 10 | FDVV | FIDELITY HIGH DIV | $6.8M | 2.59% | 113,541 | Trimmed |
| 11 | JIVE | JPMORGAN INTL VALUE | $6.5M | 2.45% | 70,316 | Trimmed |
| 12 | VXUS | VNGRD TOTAL INTL STOCK | $6.0M | 2.26% | 69,724 | Added |
| 13 | FESM | FIDELITY ENHANCED SMALL CAP CORE | $5.2M | 1.97% | 107,460 | New |
| 14 | PMBS | PIMCO MORTGAGE-BACKED SEC ACTIVE ETF | $4.3M | 1.63% | 87,314 | Added |
| 15 | CGIE | CAPITAL GROUP INTL EQY | $4.3M | 1.61% | 114,617 | Added |
| 16 | MUB | ISHARES NATIONAL MUNI BND | $3.9M | 1.48% | 36,294 | Trimmed |
| 17 | JEMA | JPMORGAN ACTIVEBUILDERS EMRGNG MKTS EQY | $3.8M | 1.43% | 58,972 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION COM | $3.4M | 1.30% | 3,679 | Trimmed |
| 19 | CORP | PIMCO INVST GRADE CORP BND IDX | $3.4M | 1.29% | 35,044 | Added |
| 20 | PHEQ | PARAMETRIC HEDGED EQY | $3.2M | 1.23% | 93,892 | Trimmed |
| 21 | XLU | STATE ST UTILITIES SEL SECTR SPDR | $3.1M | 1.18% | 68,496 | Added |
| 22 | ROCY | JPMORGAN EQY PREMIUM YIELD | $2.8M | 1.05% | 51,337 | New |
| 23 | GCC | WISDOMTREE ENHANCED COMM STGY | $2.8M | 1.04% | 121,737 | Added |
| 24 | MUNI | PIMCO INT MUN BND ACTIVE ETF | $2.7M | 1.03% | 51,719 | Added |
| 25 | JBND | JPMORGAN ACTIVE BND | $2.4M | 0.93% | 45,741 | Added |
Source: SEC Form 13F filings · as of 2026-06-30