13F Insight
DOSSIER · 13F-HR · Q1 2026

Wayfinding Financial, LLC

$230M in tracked AUM across 157 positions as of Q1 2026.

WF
CIK 0001898131 · last filed Mar 31, 2026
Total AUM
$230M
as of Q1 2026
Holdings
157
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Wayfinding Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP COM
$17M46K7.4%02
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$15M166K6.6%03
NVDA
NVIDIA CORPORATION COM
$12M72K5.4%04
IVV
ISHARES CORE S&P 500 ETF
$11M16K4.7%05
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$10M381K4.3%06
AAPL
APPLE INC COM
$10M37K4.1%07
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$9M90K3.9%08
FDVV
FIDELITY HIGH DIVIDEND ETF
$7M119K2.9%09
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
$6M54K2.8%10
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
$6M71K2.6%

Filing history

2026Q1Mar 31
$230M▼ 2.5%
157 positionsView →2025Q4Dec 31
$236M▲ 1.7%
154 positionsView →2025Q3Sep 30
$232M▲ 3.9%
150 positionsView →2025Q2Jun 30
$224M▲ 114.1%
148 positionsLocked2025Q1Mar 31
$104M▼ 44.2%
336 positionsLocked2024Q4Dec 31
$187M▲ 39.1%
137 positionsLocked2024Q3Sep 30
$134M▼ 24.3%
37 positionsLocked2024Q2Jun 30
$178M▲ 3.9%
126 positionsLocked2024Q1Mar 31
$171M▲ 16.4%
124 positionsLocked2023Q4Dec 31
$147M▲ 11.1%
114 positionsLocked2023Q3Sep 30
$132M▼ 8.1%
111 positionsLocked2023Q2Jun 30
$144M▲ 9.5%
114 positionsLocked
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