SEC Form 13F

Wayfinding Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$264,035,000
Positions171

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MICROSOFT CORP COMMSFTCommon Stock$16,875,00045,239
PIMCO ACTIVE BND ETFBONDExchange Traded Fund$16,423,000178,115
NVIDIA CORPORATION COMNVDACommon Stock$14,375,00071,844
ISHARES CORE SP 500IVVExchange Traded Fund$13,981,00018,668
APPLE INC COMAAPLCommon Stock$10,946,00037,830
PIMCO MULTISECTR BND ACTIVE ETFPYLDExchange Traded Fund$10,518,000396,619
CAPITAL GROUP GROWTHCGGRExchange Traded Fund$8,966,000189,860
ISHARES CORE U.S. AGG BNDAGGExchange Traded Fund$8,673,00087,631
JPMORGAN BETABUILDERS U.S. EQYBBUSExchange Traded Fund$7,111,00052,784
FIDELITY HIGH DIVFDVVExchange Traded Fund$6,845,000113,541

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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