Wayfinding Financial, LLC Portfolio Holdings

Wayfinding Financial, LLC

  • $232 Million
  • Q3 2025

Wayfinding Financial, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $232 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.1M, Nvidia Corp with a value of $13.6M, Ishares Core S&P 500 ETF with a value of $11.6M, Ishares Iboxx $ Investment Gra with a value of $9.88M, and Apple Inc. with a value of $9.27M.

Examining the 13F form we can see an increase of $8.66M in the current position value, from $224M to 232M.

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.

Portfolio value $232 Million
ETFs: $94.4 Million
Technology: $55.1 Million
Industrials: $9.61 Million
Financial Services: $9.38 Million
Consumer Defensive: $7.49 Million
Consumer Cyclical: $7.16 Million
Healthcare: $5.64 Million
Communication Services: $5.2 Million
Other: $3.72 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $232 Million
  • Prior Value $224 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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