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Wayfinding Financial, LLC

Q4 2025 13F Holdings

  • Location
    lynnwood, WA
  • Num holdings

    154

  • Value ($000)

    $236

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0001898131
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$23.19K
10 %

47,947

B
BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

ETF
72201R775
$16.39K
7 %

175,288

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$13.61K
6 %

72,982

I
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$11.52K
5 %

16,814

A
AAPL

APPLE INC COM

STOCK
037833100
$9.99K
4 %

36,740

P
PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

ETF
72201R585
$8.81K
4 %

328,636

A
AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

ETF
464287226
$7.81K
3 %

78,237

F
FDVV

FIDELITY HIGH DIVIDEND ETF

ETF
316092840
$6.81K
3 %

120,186

B
BBUS

JPMORGAN BETABUILDERS U.S. EQUITY ETF

ETF
46641Q399
$6.29K
3 %

51,031

Z
ZECP

ZACKS EARNINGS CONSISTENT PORTFOLIO ETF

ETF
98888G105
$5.7K
2 %

162,671

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