Wayfinding Financial, LLC
Q3 2025 13F Holdings
- Locationlynnwood, WA
- Num holdings
150
- Value ($000)
$232
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001898131
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COM | COM | 594918104 | $25.07K | 11 % | 48,409 | ||
NVIDIA CORPORATION COM | COM | 67066G104 | $13.57K | 6 % | 72,717 | ||
ISHARES CORE S&P 500 ETF | COM | 464287200 | $11.56K | 5 % | 17,270 | ||
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | COM | 464287242 | $9.88K | 4 % | 88,669 | ||
APPLE INC COM | COM | 037833100 | $9.27K | 4 % | 36,395 | ||
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | COM | 78464A375 | $9.19K | 4 % | 271,091 | ||
ISHARES CORE U.S. AGGREGATE BOND ETF | COM | 464287226 | $8.4K | 4 % | 83,750 | ||
FIDELITY HIGH DIVIDEND ETF | COM | 316092840 | $6.76K | 3 % | 121,431 | ||
JPMORGAN BETABUILDERS U.S. EQUITY ETF | COM | 46641Q399 | $6K | 3 % | 49,737 | ||
VANGUARD TOTAL INTERNATIONAL STOCK ETF | COM | 921909768 | $5.76K | 3 % | 78,381 |
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