Wayfinding Financial, LLC - Portfolio overview

Wayfinding Financial, LLC has 177 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP COM, 7.44%
2. BOND - PIMCO ACTIVE BOND EXCHANGE-TRADED FUND, 6.65%
3. NVDA - NVIDIA CORPORATION COM, 5.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.