account_balance
Investment manager · 13F filer · SEC CIK 1898131
Wayfinding Financial, LLC
Reported value$272Mas of Sep 30, 2026
Positions169 12 new, 14 sold out
Top 10 weight46.3%MSFT alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
8.3%Trimmed −2%
BONDPimco Active Bond Exchange-Traded Fund
6.6%Added +16%
NVDANVIDIA Corp
6.0%
IVViShares Core S&P 500 ETF
5.3%
AAPLApple Inc.
4.6%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
4.1%Added +9%
CGGRCapital Group Growth ETF
3.4%
MUBiShares National Muni Bond ETF
2.7%Added +98%
BBUSJPMorgan Betabuilders U.S. Equity ETF
2.7%
FDVVFidelity High Dividend ETF
2.6%
JIVEJPMorgan International Value ETF
2.5%
VXUSVanguard Total International Stock ETF
2.2%
MSFTMicrosoft Corp
8.3%Trimmed −2%
BONDPimco Active Bond Exchange-Traded Fund
6.6%Added +16%
NVDANVIDIA Corp
6.0%
IVViShares Core S&P 500 ETF
5.3%
AAPLApple Inc.
4.6%
PYLDPimco Multisector Bond Active Exchange-Traded Fund
4.1%
CGGRCapital Group Growth ETF
3.4%
MUBiShares National Muni Bond ETF
2.7%
BBUS2.7%
FDVV
JIVE2.5%
VXUS
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 8.3% Trimmed −2%
BOND Pimco Active Bond Exchange-Traded Fund 6.6% Added +16%
NVDA NVIDIA Corp 6.0% HeldIVV iShares Core S&P 500 ETF 5.3% Held
AAPL Apple Inc. 4.6% HeldPYLD Pimco Multisector Bond Active Exchange-Traded Fund 4.1% Added +9%
CGGR Capital Group Growth ETF 3.4% Held
MUB iShares National Muni Bond ETF 2.7% Added +98%
BBUS JPMorgan Betabuilders U.S. Equity ETF 2.7% Held
FDVV Fidelity High Dividend ETF 2.6% Held
JIVE JPMorgan International Value ETF 2.5% Held
VXUS Vanguard Total International Stock ETF 2.2% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.