Wayfinding Financial, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Wayfinding Financial, LLC maintained a portfolio of 168 distinct positions. They heavily accumulated shares in PIMCO MULTISECTOR BO, increasing their position by 16.0%. The fund also reduced its exposure to STARBUCKS CORP COM by 32.3%.
PCA Score Concentration Risk
Risk ENB
Total Positions
168
Quarter
2026 Q1
Top Holding
MSFT (7.4%)
Top 10 Concentration
44.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 168
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MSFT
MICROSOFT CORP ...
Technology 7.44% 9.82% #1
Prev: #1
5.5 -1,668 -3.5%
P
S
46,279 $17,131
$324.40 +15.1%
$370.17 +0.9%
2021 Q4 13F Filing 2026-03-31 2026-05-12
BOND
PIMCO ACTIVE BO...
ETF 6.65% 6.94% #2
Prev: #2
4.7 -9,371 -5.3%
P
S
165,917 $15,310
$91.55 +0.3%
$91.53 +0.3%
2025 Q4 13F Filing 2026-03-31 2026-05-12
NVDA
NVIDIA CORPORAT...
Technology 5.42% 5.76% #3
Prev: #3
3.7 -1,418 -1.9%
P
S
71,564 $12,481
$113.96 +55.7%
$174.40 +1.7%
2021 Q4 13F Filing 2026-03-31 2026-05-12
IVV
ISHARES CORE S&...
ETF 4.67% 4.88% #4
Prev: #4
2.9 -364 -2.2%
P
S
16,450 $10,745 2021 Q4 13F Filing 2026-03-31 2026-05-12
PYLD
PIMCO MULTISECT...
Unknown 4.34% 3.73% #5 1
Prev: #6
4.2 52,592 16.0%
P
S
381,228 $9,988 2025 Q4 13F Filing 2026-03-31 2026-05-12
AAPL
APPLE INC COM
Technology 4.13% 4.23% #6 1
Prev: #5
2.2 700 1.9%
P
S
37,440 $9,502 2021 Q4 13F Filing 2026-03-31 2026-05-12
AGG
ISHARES CORE U....
ETF 3.89% 3.31% #7
Prev: #7
3.6 12,058 15.4%
P
S
90,295 $8,963 2023 Q1 13F Filing 2026-03-31 2026-05-12
FDVV
FIDELITY HIGH D...
ETF 2.86% 2.88% #8
Prev: #8
1.6 -1,102 -0.9%
P
S
119,084 $6,578 2025 Q1 13F Filing 2026-03-31 2026-05-12
BBUS
JPMORGAN BETABU...
ETF 2.75% 2.66% #9
Prev: #9
3.1 3,052 6.0%
P
S
54,083 $6,337 2023 Q1 13F Filing 2026-03-31 2026-05-12
JIVE
JPMORGAN INTERN...
ETF 2.64% 2.37% #10 2
Prev: #12
1.6 1,281 1.8%
P
S
70,988 $6,079 2025 Q2 13F Filing 2026-03-31 2026-05-12
ZECP
ZACKS EARNINGS ...
ETF 2.41% 2.41% #11 1
Prev: #10
1.5 1,539 0.9%
P
S
164,210 $5,555 2021 Q4 13F Filing 2026-03-31 2026-05-12
SMIZ
ZACKS SMALL/MID...
ETF 2.40% 2.38% #12 1
Prev: #11
1.5 -1,581 -1.0%
P
S
149,398 $5,538 2024 Q1 13F Filing 2026-03-31 2026-05-12
VXUS
VANGUARD TOTAL ...
ETF 2.33% 2.24% #13
Prev: #13
1.4 -506 -0.7%
P
S
69,587 $5,365 2024 Q1 13F Filing 2026-03-31 2026-05-12
PHEQ
PARAMETRIC HEDG...
ETF 1.83% 1.85% #14
Prev: #14
1.2 -2,240 -1.7%
P
S
132,063 $4,220 2024 Q1 13F Filing 2026-03-31 2026-05-12
MUB
ISHARES NATIONA...
ETF 1.70% 1.38% #15 4
Prev: #19
3.2 6,426 21.1%
P
S
36,909 $3,917 2023 Q4 13F Filing 2026-03-31 2026-05-12
PMBS
PIMCO MORTGAGE-...
Unknown 1.70% 1.15% #16 5
Prev: #21
3.2 24,126 44.2%
P
S
78,746 $3,905 2025 Q4 13F Filing 2026-03-31 2026-05-12
COST
COSTCO WHOLESAL...
Consumer Defensive 1.65% 1.44% #17
Prev: #17
1.2 -127 -3.2%
P
S
3,825 $3,811 2021 Q4 13F Filing 2026-03-31 2026-05-12
FDEM
FIDELITY EMERGI...
ETF 1.44% 1.40% #18
Prev: #18
1.1 -2,261 -2.1%
P
S
104,857 $3,311 2025 Q2 13F Filing 2026-03-31 2026-05-12
CGGR
CAPITAL GROUP G...
ETF 1.39% 1.52% #19 3
Prev: #16
1.1 -1,119 -1.4%
P
S
79,577 $3,198 2023 Q1 13F Filing 2026-03-31 2026-05-12
CORP
PIMCO INVESTMEN...
ETF 1.38% 1.75% #20 5
Prev: #15
0.6 -9,205 -21.9%
P
S
32,784 $3,173 2025 Q4 13F Filing 2026-03-31 2026-05-12
XLU
STATE STREET UT...
ETF 1.25% 1.15% #21 1
Prev: #20
1.0 -994 -1.6%
P
S
62,901 $2,886 2023 Q1 13F Filing 2026-03-31 2026-05-12
PAPI
PARAMETRIC EQUI...
ETF 1.18% 1.06% #22
Prev: #22
1.0 1,318 1.4%
P
S
98,737 $2,724 2024 Q1 13F Filing 2026-03-31 2026-05-12
GCC
WISDOMTREE ENHA...
Unknown 1.13% 0.98% #23 1
Prev: #24
1.0 -773 -0.7%
P
S
108,607 $2,600 2021 Q4 13F Filing 2026-03-31 2026-05-12
MUNI
PIMCO INTERMEDI...
ETF 1.09% 1.02% #24 1
Prev: #23
2.4 2,593 5.7%
P
S
48,248 $2,518 2025 Q4 13F Filing 2026-03-31 2026-05-12
MINO
PIMCO MUNICIPAL...
Unknown 0.90% 0.80% #25 1
Prev: #26
2.4 4,256 10.3%
P
S
45,655 $2,062 2025 Q4 13F Filing 2026-03-31 2026-05-12
AMZN
AMAZON COM INC ...
Consumer Cyclical 0.89% 0.93% #26 1
Prev: #25
0.9 356 3.8%
P
S
9,842 $2,049 2021 Q4 13F Filing 2026-03-31 2026-05-12
JIRE
JPMORGAN INTERN...
ETF 0.84% 0.78% #27
Prev: #27
0.8 858 3.5%
P
S
25,596 $1,938 2024 Q1 13F Filing 2026-03-31 2026-05-12
JCPB
JPMORGAN CORE P...
ETF 0.81% 0.61% #28 5
Prev: #33
2.8 9,244 30.6%
P
S
39,436 $1,856 2023 Q1 13F Filing 2026-03-31 2026-05-12
JNJ
JOHNSON & JOHNS...
Healthcare 0.69% 0.54% #29 9
Prev: #38
2.3 328 5.3%
P
S
6,533 $1,597 2021 Q4 13F Filing 2026-03-31 2026-05-12
PCAR
PACCAR INC COM
Industrials 0.69% 0.64% #30
Prev: #30
0.8 18 0.1%
P
S
13,731 $1,585 2021 Q4 13F Filing 2026-03-31 2026-05-12
JBND
JPMORGAN ACTIVE...
ETF 0.69% 0.64% #31
Prev: #31
0.8 1,374 4.9%
P
S
29,384 $1,579 2025 Q4 13F Filing 2026-03-31 2026-05-12
CAT
CATERPILLAR INC...
Industrials 0.68% 0.53% #32 9
Prev: #41
0.8 28 1.3%
P
S
2,223 $1,574 2021 Q4 13F Filing 2026-03-31 2026-05-12
META
META PLATFORMS ...
Communication Services 0.63% 0.74% #33 5
Prev: #28
0.8 -107 -4.0%
P
S
2,551 $1,460 2021 Q4 13F Filing 2026-03-31 2026-05-12
GOOGL
ALPHABET INC CA...
Communication Services 0.57% 0.57% #34 2
Prev: #36
2.2 249 5.8%
P
S
4,559 $1,311 2021 Q4 13F Filing 2026-03-31 2026-05-12
JGRO
JPMORGAN ACTIVE...
ETF 0.55% 0.63% #35 3
Prev: #32
0.7 -1,091 -6.8%
P
S
14,943 $1,262 2023 Q1 13F Filing 2026-03-31 2026-05-12
BA
BOEING CO COM
Industrials 0.55% 0.59% #36 2
Prev: #34
0.7 -82 -1.3%
P
S
6,322 $1,258 2021 Q4 13F Filing 2026-03-31 2026-05-12
SBUX
STARBUCKS CORP ...
Consumer Cyclical 0.54% 0.74% #37 8
Prev: #29
0.2 -6,694 -32.3%
P
S
14,011 $1,255 2021 Q4 13F Filing 2026-03-31 2026-05-12
JAVA
JPMORGAN ACTIVE...
ETF 0.54% 0.52% #39 4
Prev: #43
0.7 238 1.4%
P
S
17,414 $1,249 2023 Q1 13F Filing 2026-03-31 2026-05-12
JGLO
JPMORGAN GLOBAL...
ETF 0.54% 0.54% #38 2
Prev: #40
0.7 432 2.3%
P
S
19,140 $1,249 2024 Q1 13F Filing 2026-03-31 2026-05-12
JPM
JPMORGAN CHASE ...
Financial Services 0.54% 0.58% #40 5
Prev: #35
0.7 -2 -0.0%
P
S
4,229 $1,244 2021 Q4 13F Filing 2026-03-31 2026-05-12
ABBV
ABBVIE INC COM
Healthcare 0.54% 0.56% #41 4
Prev: #37
0.7 -144 -2.5%
P
S
5,670 $1,233 2021 Q4 13F Filing 2026-03-31 2026-05-12
BRK/B
BERKSHIRE HATHA...
Financial Services 0.52% 0.53% #42
Prev: #42
0.7 42 1.7%
P
S
2,511 $1,203 2021 Q4 13F Filing 2026-03-31 2026-05-12
BAC
BANK OF AMER CO...
Financial Services 0.50% 0.54% #43 4
Prev: #39
0.7 338 1.5%
P
S
23,451 $1,143 2021 Q4 13F Filing 2026-03-31 2026-05-12
WMT
WALMART INC COM
Consumer Defensive 0.48% 0.41% #44 2
Prev: #46
0.7 217 2.5%
P
S
8,859 $1,103 2021 Q4 13F Filing 2026-03-31 2026-05-12
AVGO
BROADCOM INC CO...
Technology 0.48% 0.51% #45 1
Prev: #44
0.7 60 1.7%
P
S
3,541 $1,095 2023 Q2 13F Filing 2026-03-31 2026-05-12
XOM
EXXON MOBIL COR...
Energy 0.44% 0.29% #46 18
Prev: #64
2.2 301 5.3%
P
S
5,960 $1,011 2021 Q4 13F Filing 2026-03-31 2026-05-12
PG
PROCTER & GAMBL...
Consumer Defensive 0.44% 0.43% #47 2
Prev: #45
0.7 -120 -1.7%
P
S
6,969 $1,006 2021 Q4 13F Filing 2026-03-31 2026-05-12
CSCO
CISCO SYS INC C...
Technology 0.37% 0.34% #48 2
Prev: #50
0.6 421 4.0%
P
S
10,957 $850 2021 Q4 13F Filing 2026-03-31 2026-05-12
HYS
PIMCO 0-5 YEAR ...
ETF 0.37% 0.33% #49 3
Prev: #52
2.1 1,039 12.9%
P
S
9,103 $849 2025 Q4 13F Filing 2026-03-31 2026-05-12
LLY
ELI LILLY & CO ...
Healthcare 0.37% 0.40% #50 3
Prev: #47
0.6 29 3.3%
P
S
917 $843 2022 Q2 13F Filing 2026-03-31 2026-05-12
Showing 1-50 of 168 holdings

Unlock Full Wayfinding Financial, LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics