Investor
Wayfinding Financial, LLC
CIK 0001898131 · filed 2026-05-12 · SEC filing
13F book
$230.3K
Positions
157
14 new · 11 sold
Largest name
7.4%
Microsoft Corp · MSFT
Est. mark
−$7.9K
Price effect on 143 names still held. Flow $2K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 46.3K | $17.1K | 7.4% | −$5.25K | Cut−$6.06K |
| Pimco Etf Tr | — | 165.9K | $15.3K | 6.6% | −$199 | Cut−$1.07K |
| Nvidia Corp | NVDA | 71.6K | $12.5K | 5.4% | −$866 | Cut−$1.13K |
| Ishares Tr | — | 16.4K | $10.7K | 4.7% | −$523 | Cut−$772 |
| Pimco Etf Tr | — | 381.2K | $9.99K | 4.3% | −$200 | Added$1.18K |
| Apple Inc. | AAPL | 37.4K | $9.5K | 4.1% | −$664 | Added−$486 |
| Ishares Tr | — | 90.3K | $8.96K | 3.9% | −$48 | Added$1.15K |
| Fidelity Covington Trust | — | 119.1K | $6.58K | 2.9% | −$173 | Cut−$235 |
| J P Morgan Exchange Traded F | — | 54.1K | $6.34K | 2.8% | −$313 | Added$45 |
| J P Morgan Exchange Traded F | — | 71K | $6.08K | 2.6% | $374 | Added$484 |
| Zacks Trust | — | 164.2K | $5.55K | 2.4% | −$196 | Added−$144 |
| Zacks Trust | — | 149.4K | $5.54K | 2.4% | −$22 | Cut−$81 |
| Vanguard Star Fds | — | 69.6K | $5.37K | 2.3% | $116 | Cut$78 |
| Morgan Stanley Etf Trust | — | 132.1K | $4.22K | 1.8% | −$81 | Cut−$154 |
| Ishares Tr | — | 36.9K | $3.92K | 1.7% | −$30 | Added$652 |
| Pimco Etf Tr | — | 78.7K | $3.9K | 1.7% | −$16 | Added$1.18K |
| Costco Whsl Corp New | — | 3.83K | $3.81K | 1.7% | $513 | Cut$403 |
| Fidelity Covington Trust | — | 104.9K | $3.31K | 1.4% | $74 | Cut$4 |
| Capital Group Growth Etf | — | 79.6K | $3.2K | 1.4% | −$340 | Cut−$390 |
| Pimco Etf Tr | — | 32.8K | $3.17K | 1.4% | −$48 | Cut−$953 |
| Select Sector Spdr Tr | — | 62.9K | $2.89K | 1.3% | $201 | Cut$159 |
| Morgan Stanley Etf Trust | — | 98.7K | $2.72K | 1.2% | $177 | Added$213 |
| Wisdomtree Tr | — | 108.6K | $2.6K | 1.1% | $303 | Cut$287 |
| Pimco Etf Tr | — | 48.2K | $2.52K | 1.1% | −$16 | Added$119 |
| Pimco Etf Tr | — | 45.7K | $2.06K | 0.9% | −$12 | Added$180 |
| Amazon Com Inc | AMZN | 9.84K | $2.05K | 0.9% | −$214 | Added−$140 |
| J P Morgan Exchange Traded F | — | 25.6K | $1.94K | 0.8% | $21 | Added$86 |
| J P Morgan Exchange Traded F | — | 39.4K | $1.86K | 0.8% | −$14 | Added$421 |
| Johnson & Johnson | JNJ | 6.53K | $1.6K | 0.7% | $233 | Added$313 |
| Paccar Inc | PCAR | 13.7K | $1.58K | 0.7% | $62 | Added$64 |
| J P Morgan Exchange Traded F | — | 29.4K | $1.58K | 0.7% | −$14 | Added$60 |
| Caterpillar Inc | CAT | 2.22K | $1.57K | 0.7% | $297 | Added$317 |
| Meta Platforms, Inc. | META | 2.55K | $1.46K | 0.6% | −$224 | Cut−$295 |
| Alphabet Inc | — | 4.56K | $1.31K | 0.6% | −$110 | Added−$38 |
| J P Morgan Exchange Traded F | — | 14.9K | $1.26K | 0.5% | −$124 | Cut−$225 |
| Boeing Co | — | 6.32K | $1.26K | 0.5% | −$114 | Cut−$132 |
| Starbucks Corp | SBUX | 14K | $1.25K | 0.5% | $76 | Cut−$488 |
| J P Morgan Exchange Traded F | — | 17.4K | $1.25K | 0.5% | $1 | Added$18 |
| J P Morgan Exchange Traded F | — | 19.1K | $1.25K | 0.5% | −$44 | Added−$16 |
| Jpmorgan Chase & Co. | — | 4.23K | $1.24K | 0.5% | −$118 | Cut−$119 |
| AbbVie Inc. | ABBV | 5.67K | $1.23K | 0.5% | −$62 | Cut−$95 |
| Berkshire Hathaway Inc Del | — | 2.51K | $1.2K | 0.5% | −$58 | Added−$38 |
| Bank America Corp | — | 23.5K | $1.14K | 0.5% | −$144 | Added−$128 |
| Walmart Inc. | WMT | 8.86K | $1.1K | 0.5% | $112 | Added$139 |
| Broadcom Inc. | AVGO | 3.54K | $1.09K | 0.5% | −$128 | Added−$109 |
| Exxon Mobil Corp | — | 5.96K | $1.01K | 0.4% | $279 | Added$330 |
| Procter And Gamble Co | PG | 6.97K | $1.01K | 0.4% | $8 | Cut−$9 |
| Cisco Sys Inc | — | 11K | $850 | 0.4% | $6 | Added$39 |
| Pimco Etf Tr | — | 9.1K | $849 | 0.4% | −$17 | Added$80 |
| Eli Lilly & Co | LLY | 917 | $843 | 0.4% | −$138 | Added−$111 |
| Nextera Energy Inc | — | 9.01K | $836 | 0.4% | $109 | Added$139 |
| Emerson Elec Co | — | 6.17K | $808 | 0.4% | −$11 | Cut−$20 |
| Alphabet Inc | — | 2.8K | $802 | 0.3% | −$67 | Added$19 |
| Chevron Corp New | CVX | 3.86K | $797 | 0.3% | $202 | Added$231 |
| 3M CO | MMM | 5.29K | $768 | 0.3% | −$79 | Cut−$110 |
| Advanced Micro Devices Inc | AMD | 3.64K | $741 | 0.3% | −$38 | Added−$18 |
| Home Depot, Inc. | HD | 2.25K | $740 | 0.3% | −$33 | Added−$11 |
| Mcdonalds Corp | MCD | 2.29K | $712 | 0.3% | $12 | Added$28 |
| Netflix Inc | NFLX | 7.34K | $705 | 0.3% | $17 | Cut$14 |
| Zacks Trust | — | 24.3K | $670 | 0.3% | −$55 | Cut−$70 |
| International Business Machs | — | 2.64K | $640 | 0.3% | −$139 | Added−$124 |
| Tesla, Inc. | TSLA | 1.7K | $631 | 0.3% | −$118 | Added−$50 |
| Coca Cola Co | KO | 8.11K | $621 | 0.3% | $53 | Added$73 |
| J P Morgan Exchange Traded F | — | 11.9K | $617 | 0.3% | $36 | Added$49 |
| Ishares Inc | — | 8.82K | $615 | 0.3% | $22 | Added$30 |
| Vanguard Index Fds | — | 1.73K | $554 | 0.2% | −$25 | Added−$22 |
| Ishares Tr | — | 1.25K | $534 | 0.2% | −$59 | Held |
| Visa Inc. | V | 1.73K | $522 | 0.2% | −$83 | Added−$77 |
| Lockheed Martin Corp | LMT | 865 | $522 | 0.2% | $104 | Cut$104 |
| Abbott Labs | ABT | 4.9K | $502 | 0.2% | −$111 | Cut−$183 |
| Spdr Series Trust | — | 6.31K | $483 | 0.2% | −$23 | Cut−$46 |
| Automatic Data Processing In | — | 2.35K | $482 | 0.2% | −$127 | Cut−$227 |
| Wells Fargo Co New | — | 6.04K | $481 | 0.2% | −$82 | Cut−$89 |
| Verizon Communications Inc | VZ | 9.53K | $478 | 0.2% | $75 | Added$158 |
| Lam Research Corp | LRCX | 2.23K | $476 | 0.2% | $91 | Added$110 |
| Fiserv Inc | FISV | 8.33K | $464 | 0.2% | −$96 | Added−$95 |
| Citigroup Inc | — | 3.91K | $443 | 0.2% | −$13 | Added−$8 |
| Vanguard Bd Index Fds | — | 5.99K | $441 | 0.2% | −$2 | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.3K | $439 | 0.2% | $40 | Added$89 |
| Altria Group, Inc. | MO | 6.28K | $421 | 0.2% | $51 | Added$69 |
| Pnc Finl Svcs Group Inc | — | 2.02K | $420 | 0.2% | −$1 | Added$15 |
| Cardinal Health Inc | CAH | 1.99K | $420 | 0.2% | $12 | Cut$10 |
| J P Morgan Exchange Traded F | — | 8.95K | $412 | 0.2% | −$4 | Cut−$121 |
| Gilead Sciences, Inc. | GILD | 2.95K | $410 | 0.2% | $48 | Added$53 |
| Ge Aerospace | — | 1.39K | $394 | 0.2% | −$30 | Added$7 |
| Vanguard Index Fds | — | 656 | $391 | 0.2% | −$20 | Cut−$167 |
| Vanguard Index Fds | — | 1.35K | $388 | 0.2% | −$4 | Held |
| EMCOR Group, Inc. | EME | 518 | $382 | 0.2% | $66 | Cut$55 |
| Us Bancorp Del | — | 7.05K | $370 | 0.2% | −$8 | Added$21 |
| Hartford Insurance Group Inc | — | 2.69K | $365 | 0.2% | −$7 | Added−$4 |
| Marvell Technology, Inc. | MRVL | 3.69K | $365 | 0.2% | $51 | Cut$47 |
| Amgen Inc | AMGN | 1.02K | $360 | 0.2% | $24 | Added$50 |
| J P Morgan Exchange Traded F | — | 4.82K | $358 | 0.2% | $5 | Added$33 |
| Dell Technologies Inc. | DELL | 2.18K | $357 | 0.2% | $76 | Added$109 |
| Southern Co | — | 3.68K | $355 | 0.2% | $33 | Added$51 |
| Cintas Corp | CTAS | 2.08K | $351 | 0.2% | −$40 | Cut−$51 |
| Vanguard Mun Bd Fds | — | 7.03K | $350 | 0.2% | −$2 | Cut−$5 |
| Kinder Morgan Inc Del | — | 10.2K | $340 | 0.1% | $58 | Added$76 |
| RTX Corp | RTX | 1.71K | $329 | 0.1% | $15 | Added$21 |
| Philip Morris Intl Inc | — | 1.97K | $329 | 0.1% | $9 | Added$36 |
| Vanguard Specialized Funds | — | 1.52K | $326 | 0.1% | −$7 | Added$1 |
| Spdr Series Trust | — | 9.35K | $313 | 0.1% | −$3 | Cut−$319 |
| Mckesson Corp | MCK | 359 | $310 | 0.1% | $16 | Added$20 |
| Schwab Charles Corp | — | 3.3K | $309 | 0.1% | −$19 | Added−$14 |
| Novartis Ag | — | 2.02K | $309 | 0.1% | $28 | Added$58 |
| Pepsico Inc | PEP | 1.98K | $307 | 0.1% | $20 | Cut$13 |
| Nucor Corp | NUE | 1.78K | $300 | 0.1% | $11 | Added$11 |
| Invesco Qqq Tr | — | 519 | $299 | 0.1% | −$19 | Added−$17 |
| Chubb Limited | — | 899 | $294 | 0.1% | $12 | Added$19 |
| Deere & Co | DE | 522 | $294 | 0.1% | $49 | Added$60 |
| Mastercard Inc | MA | 584 | $291 | 0.1% | −$39 | Added−$23 |
| Applied Matls Inc | — | 845 | $288 | 0.1% | — | New |
| American Elec Pwr Co Inc | — | 2.2K | $288 | 0.1% | $33 | Added$44 |
| Salesforce, Inc. | CRM | 1.53K | $286 | 0.1% | −$120 | Cut−$157 |
| Waste Mgmt Inc Del | — | 1.22K | $280 | 0.1% | $12 | Added$19 |
| Merck & Co., Inc. | MRK | 2.31K | $279 | 0.1% | $35 | Cut$29 |
| Vanguard Mun Bd Fds | — | 3.68K | $276 | 0.1% | −$2 | Cut−$179 |
| Vanguard Mun Bd Fds | — | 3.61K | $275 | 0.1% | −$0 | Cut−$145 |
| Parker-Hannifin Corp | PH | 298 | $266 | 0.1% | $4 | Added$12 |
| Conocophillips | COP | 2K | $263 | 0.1% | $77 | Cut$60 |
| GE Vernova Inc. | GEV | 302 | $263 | 0.1% | — | New |
| Amphenol Corp New | — | 2.07K | $261 | 0.1% | −$19 | Added−$18 |
| At&T Inc | — | 8.97K | $260 | 0.1% | — | New |
| Bristol-Myers Squibb Co | — | 4.27K | $259 | 0.1% | — | New |
| M & T Bk Corp | — | 1.25K | $258 | 0.1% | $7 | Added$12 |
| Capital Group International | — | 7.52K | $254 | 0.1% | −$7 | Cut−$32 |
| Spdr Series Trust | — | 8.21K | $253 | 0.1% | −$6 | Added$47 |
| Pulte Group Inc | — | 2.15K | $253 | 0.1% | $1 | Added$37 |
| Honeywell Intl Inc | — | 1.09K | $247 | 0.1% | — | New |
| Qualcomm Inc | — | 1.92K | $247 | 0.1% | −$81 | Cut−$116 |
| Ppl Corp | — | 6.42K | $247 | 0.1% | $21 | Added$22 |
| Norfolk Southn Corp | — | 857 | $246 | 0.1% | −$1 | Cut−$41 |
| Vanguard Scottsdale Fds | — | 3.09K | $244 | 0.1% | −$1 | Added$24 |
| Lowes Cos Inc | — | 1.03K | $243 | 0.1% | −$4 | Added$29 |
| Eog Res Inc | — | 1.68K | $242 | 0.1% | — | New |
| Vanguard Malvern Fds | — | 3.1K | $240 | 0.1% | −$1 | Held |
| Travelers Companies, Inc. | TRV | 822 | $239 | 0.1% | $1 | Added$9 |
| Micron Technology Inc | MU | 705 | $238 | 0.1% | — | New |
| Corning Inc | — | 1.7K | $231 | 0.1% | — | New |
| Bank New York Mellon Corp | — | 1.94K | $230 | 0.1% | $4 | Added$24 |
| Aflac Inc | AFL | 2.03K | $223 | 0.1% | −$1 | Cut−$8 |
| Spdr S&P 500 Etf Tr | — | 341 | $222 | 0.1% | −$11 | Held |
| BlackRock, Inc. | BLK | 231 | $222 | 0.1% | −$25 | Held |
| Vanguard Scottsdale Fds | — | 3.8K | $222 | 0.1% | −$1 | Added$15 |
| Zacks Trust | — | 8.21K | $221 | 0.1% | — | New |
| Newmont Corp | — | 2.04K | $220 | 0.1% | — | New |
| Metlife Inc | — | 3.08K | $218 | 0.1% | −$25 | Cut−$29 |
| Moodys Corp | — | 500 | $218 | 0.1% | −$37 | Cut−$40 |
| Ishares Tr | — | 584 | $216 | 0.1% | −$9 | Held |
| Goldman Sachs Group Inc | — | 252 | $213 | 0.1% | −$8 | Cut−$19 |
| Te Connectivity Plc | TEL | 1.02K | $212 | 0.1% | −$19 | Added−$18 |
| Manulife Finl Corp | — | 6.04K | $208 | 0.1% | −$11 | Held |
| Hershey Co | HSY | 995 | $206 | 0.1% | — | New |
| Pfizer Inc | PFE | 7.25K | $203 | 0.1% | — | New |
| Spdr Series Trust | — | 2.21K | $202 | 0.1% | — | New |
| Ford Mtr Co | — | 12.9K | $148 | 0.1% | −$18 | Added$0 |
| Banco Bradesco S A | — | 10.5K | $34 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.