Wayfinding Financial, LLC: 13F holdings
CIK 18981312026Q2
| Positions | 171 |
|---|---|
| Reported value | $264.0m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP COM | 45,239 | $16.9m | 6.4% |
| BOND PIMCO ACTIVE BND ETF | 178,115 | $16.4m | 6.2% |
| NVDA NVIDIA CORPORATION COM | 71,844 | $14.4m | 5.4% |
| IVV ISHARES CORE SP 500 | 18,668 | $14.0m | 5.3% |
| AAPL APPLE INC COM | 37,830 | $10.9m | 4.1% |
| PYLD PIMCO MULTISECTR BND ACTIVE ETF | 396,619 | $10.5m | 4.0% |
| CGGR CAPITAL GROUP GROWTH | 189,860 | $9.0m | 3.4% |
| AGG ISHARES CORE U.S. AGG BND | 87,631 | $8.7m | 3.3% |
| BBUS JPMORGAN BETABUILDERS U.S. EQY | 52,784 | $7.1m | 2.7% |
| FDVV FIDELITY HIGH DIV | 113,541 | $6.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1898131")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.