Wayfinding Financial, LLC Portfolio Holdings
Wayfinding Financial, LLC
- $224 Million
- Q2 2025
Wayfinding Financial, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $224 Million distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26M, Nvidia Corp with a value of $13.1M, Ishares Core S&P 500 ETF with a value of $11.1M, Ishares Iboxx $ Investment Gra with a value of $9.68M, and Spdr Portfolio Intermediate Te with a value of $9.06M.
Examining the 13F form we can see an decrease of $4.64M in the current position value, from $228M to 224M.
Wayfinding Financial, LLC is based out at Lynnwood, WA
Below you can find more details about Wayfinding Financial, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 148
- Current Value $224 Million
- Prior Value $228 Million
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 3 stocks
- Additional Purchases 37 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks