StockDriftsStockDriftsTop 50 Wayfinding Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 6.39% | 45.2K | $16.9M | -2.25%(-1.04K) | $309.36(+57.12%) | 2026-06-30 | |
| BOND | PIMCO ACTIVE BND ETF | 6.22% | 178.1K | $16.4M | +7.35%(+12.20K) | $93.14(-2.74%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 5.44% | 71.8K | $14.4M | +0.39%(+280) | $29.93(+655.38%) | 2026-06-30 | |
| IVV | ISHARES CORE SP 500 | 5.3% | 18.7K | $14.0M | +13.48%(+2.22K) | $479.10(+62.58%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 4.15% | 37.8K | $10.9M | +1.04%(+390) | $163.47(+86.81%) | 2026-06-30 | |
| PYLD | PIMCO MULTISECTR BND ACTIVE ETF | 3.98% | 396.6K | $10.5M | +4.04%(+15.39K) | $26.70(-1.93%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH | 3.4% | 189.9K | $9.0M | +138.59%(+110.28K) | $36.15(+30.10%) | 2026-06-30 | |
| AGG | ISHARES CORE U.S. AGG BND | 3.28% | 87.6K | $8.7M | -2.95%(-2.66K) | $98.21(-0.82%) | 2026-06-30 | |
| BBUS | JPMORGAN BETABUILDERS U.S. EQY | 2.69% | 52.8K | $7.1M | -2.40%(-1.30K) | $88.68(+57.99%) | 2026-06-30 | |
| FDVV | FIDELITY HIGH DIV | 2.59% | 113.5K | $6.8M | -4.65%(-5.54K) | $50.14(+28.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.37% | +45.71% | — | — | +35.61% |
| Top 20 Holdings Unweighted | +13.33% | +45.54% | — | — | +36.59% |
Wayfinding Financial LLC reports $264.04M in US-listed equity holdings across 171 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.4%), BOND (6.2%) and NVDA (5.4%). The top 20 holdings account for 60.09% of reported assets. Its disclosed equity book has returned +45.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wayfinding Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1898131). View Wayfinding Financial LLC’s 13F filings on SEC