Institutional Fund
Wayfinding Financial, LLC
Lynnwood, WACIK 18981315 filings on record
Portfolio Value
$230.3K
Q1 2026
Holdings
157
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-2.5%
from $236.2K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp7.4%
- Pimco ETF Tr6.6%
- Nvidia Corporation5.4%
- Ishares Tr4.7%
- Pimco ETF Tr4.3%
- Apple Inc4.1%
- Other67.4%
Portfolio Holdings
157 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 46.3K | $17.1K | 7.4% | −1.7K | Reduced |
| 2 | Pimco ETF Tr | 165.9K | $15.3K | 6.6% | −9.4K | Reduced |
| 3 | Nvidia Corporation | 71.6K | $12.5K | 5.4% | −1.4K | Reduced |
| 4 | Ishares Tr | 16.4K | $10.7K | 4.7% | −364 | Reduced |
| 5 | Pimco ETF Tr | 381.2K | $10.0K | 4.3% | +52.6K | Added |
| 6 | Apple Inc | 37.4K | $9.5K | 4.1% | +700 | Added |
| 7 | Ishares Tr | 90.3K | $9.0K | 3.9% | +12.1K | Added |
| 8 | Fidelity Covington Trust | 119.1K | $6.6K | 2.9% | −1.1K | Reduced |
| 9 | J P Morgan Exchange Traded F | 54.1K | $6.3K | 2.8% | +3.1K | Added |
| 10 | J P Morgan Exchange Traded F | 71.0K | $6.1K | 2.6% | +1.3K | Added |
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