Wayfinding Financial, LLC

CIK

1898131

Location

LYNNWOOD, WA

Portfolio Value

Small $133,738,889

Diversification

Diversified

Filing Date

Global Rank

#5,310 / 8,517 ▲ 498

Top Industry

Semiconductors 19.5%

3Y Alpha vs SPY

+36.1%

Period ended 46 days ago

Filed Aug 13, 2026 · 2d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+284.8%

SPY

+75.3%

Annualised alpha

+36.1%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

120 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.6%

−3.1 pts

Top 5

42.7%

−1.5 pts

Top 10

54.3%

−0.6 pts

HHI

465

Diversified−78

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.6%	$56,933,928	26
Unclassified	18.2%	$24,373,278	10
Industrials	8.5%	$11,423,615	19
Financial Services	7.9%	$10,513,985	23
Healthcare	5.5%	$7,331,041	12
Consumer Defensive	5.5%	$7,302,590	7
Consumer Cyclical	4.8%	$6,397,701	8
Communication Services	3.8%	$5,034,805	4
Energy	1.6%	$2,157,854	5
Utilities	1.2%	$1,667,292	4
Basic Materials	0.3%	$400,950	1
Real Estate	0.2%	$201,850	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGGR	Capital Group Growth ETF	+110,283	189,860	$8,961,392
CGIE	Capital Group International Equity ETF	+107,099	114,617	$4,215,613
GCC	WisdomTree Enhanced Commodity Strategy Fund	+13,130	121,737	$2,757,343
BBD	Bank Bradesco	+3,054	13,536	$40,608
GROZ	Zacks Focus Growth ETF	+2,441	26,780	$851,068
F	Ford Motor Co	+754	13,652	$189,762
KO	Coca Cola Co	+463	8,574	$696,808
AAPL	Apple Inc.	+390	37,830	$10,946,488
BAC	Bank Of America Corp /De/	+368	23,819	$1,357,206
BMY	Bristol Myers Squibb Co	+291	4,563	$262,920
NVDA	Nvidia Corp	+280	71,844	$14,375,265
GOOGL	Alphabet Inc.	+237	7,593	$2,701,830
GILD	Gilead Sciences, Inc.	+153	3,101	$391,780
MO	Altria Group, Inc.	+151	6,433	$462,854
ADP	Automatic Data Processing Inc	+147	2,500	$559,875
MU	Micron Technology Inc	+146	851	$982,300
PM	Philip Morris International Inc.	+145	2,119	$383,348
VXUS	Vanguard Total International Stock ETF	+137	69,724	$5,960,704
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+136	1,432	$683,880
PG	PROCTER & GAMBLE Co	+132	7,101	$1,041,290
NVS	Novartis AG	+128	2,153	$337,418
PNC	Pnc Financial Services Group, Inc.	+103	2,122	$522,478
JNJ	Johnson & Johnson	+101	6,634	$1,684,836
SO	Southern Co	+91	3,775	$361,305
JPM	Jpmorgan Chase & Co	+66	4,295	$1,405,882
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−1,040	45,239	$16,875,051
SBUX	Starbucks Corp	−999	13,012	$1,329,696
VZ	Verizon Communications Inc	−693	8,841	$374,327
CSCO	Cisco Systems, Inc.	−567	10,390	$1,220,409
MCD	Mcdonalds Corp	−442	1,849	$499,803
NEE	Nextera Energy Inc	−268	8,740	$767,109
BA	Boeing Co	−263	6,059	$1,311,591
MMM	3M Co	−258	5,036	$815,378
CTAS	Cintas Corp	−219	1,858	$316,008
CRM	Salesforce, Inc.	−213	1,320	$206,791
KMI	Kinder Morgan, Inc.	−213	9,938	$317,717
NFLX	Netflix Inc	−196	7,141	$509,867
ABT	Abbott Laboratories	−149	4,749	$430,924
COST	Costco Wholesale Corp /New	−146	3,679	$3,441,594
CVX	Chevron Corp	−114	3,742	$620,273
LRCX	Lam Research Corp	−88	2,138	$926,459
DELL	Dell Technologies Inc.	−86	2,091	$902,182
XOM	ExxonMobil Holdings Corp	−83	5,877	$803,503
CAT	Caterpillar Inc	−82	2,141	$2,279,950
GLW	Corning Inc /Ny	−68	1,636	$417,883
DE	Deere & Co	−65	457	$289,888
AMGN	Amgen Inc	−51	973	$352,342
COP	Conocophillips	−39	1,956	$203,345
EOG	Eog Resources Inc	−38	1,642	$213,016
TSLA	Tesla, Inc.	−38	1,661	$698,616
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	463	$446,795
WDC	Western Digital Corp	649	$414,529
KLAC	Kla Corp	1,350	$407,308
INTC	Intel Corp	2,317	$323,522
PANW	Palo Alto Networks Inc	893	$304,530
UNH	Unitedhealth Group Inc	675	$280,550
CMI	Cummins Inc	369	$263,174
VRT	Vertiv Holdings Co	785	$262,833
FIX	Comfort Systems USA Inc	116	$229,906
AXP	American Express Co	637	$215,465
CLS	Celestica Inc	562	$205,017
ORCL	Oracle Corp	1,387	$203,264
PLD	Prologis, Inc.	1,490	$201,850
ALK	Alaska Air Group, Inc.	3,849	$200,917
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	3,684	$276,852
T	At&T Inc.	8,972	$260,098
HON	Honeywell International Inc	1,093	$247,050
NEM	NEWMONT Corp /DE/	2,037	$220,505
HSY	Hershey Co	995	$206,850
PFE	Pfizer Inc	7,254	$203,692
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

120 tracked positions · $133,738,889 total · filing declares 171 positions · $264,035 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 120 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	45,239	-1,040	$16,875,051	−1.5%	12.62%
NVDA	Nvidia Corp Technology	Added	71,844	+280	$14,375,265	+15.2%	10.75%
AAPL	Apple Inc. Technology	Added	37,830	+390	$10,946,488	+15.2%	8.18%
CGGR	Capital Group Growth ETF	Added	189,860	+110,283	$8,961,392	+180.2%	6.70%
VXUS	Vanguard Total International Stock ETF	Added	69,724	+137	$5,960,704	+11.1%	4.46%
CGIE	Capital Group International Equity ETF	Added	114,617	+107,099	$4,215,613	+1558.0%	3.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,679	-146	$3,441,594	−9.7%	2.57%
GCC	WisdomTree Enhanced Commodity Strategy Fund	Added	121,737	+13,130	$2,757,343	+6.0%	2.06%
GOOGL	Alphabet Inc. Communication Services	Added	7,593	+237	$2,701,830	+27.8%	2.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,876	+34	$2,353,845	+14.8%	1.76%
CAT	Caterpillar Inc Industrials	Reduced	2,141	-82	$2,279,950	+44.8%	1.70%
AMD	Advanced Micro Devices Inc Technology	Added	3,682	+39	$2,138,910	+188.6%	1.60%
JNJ	Johnson & Johnson Healthcare	Added	6,634	+101	$1,684,836	+5.5%	1.26%
PCAR	Paccar Inc Industrials	Added	13,759	+28	$1,652,731	+4.2%	1.24%
META	Meta Platforms, Inc. Communication Services	Added	2,572	+21	$1,448,781	−0.7%	1.08%
ABBV	AbbVie Inc. Healthcare	Reduced	5,660	-10	$1,424,282	+15.5%	1.06%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,295	+66	$1,405,882	+13.0%	1.05%
AVGO	Broadcom Inc. Technology	Added	3,599	+58	$1,359,522	+24.0%	1.02%
BAC	Bank Of America Corp /De/ Financial Services	Added	23,819	+368	$1,357,206	+18.7%	1.01%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	13,012	-999	$1,329,696	+5.9%	0.99%
BA	Boeing Co Industrials	Reduced	6,059	-263	$1,311,591	+4.2%	0.98%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,534	+23	$1,267,988	+5.4%	0.95%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,390	-567	$1,220,409	+43.6%	0.91%
LLY	ELI LILLY & Co Healthcare	Added	933	+16	$1,119,068	+32.7%	0.84%
MRVL	Marvell Technology, Inc. Technology	Added	3,717	+22	$1,107,257	+202.5%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,101	+132	$1,041,290	+3.4%	0.78%
WMT	Walmart Inc. Consumer Defensive	Added	8,910	+51	$1,009,146	−8.3%	0.75%
MU	Micron Technology Inc Technology	Added	851	+146	$982,300	+312.4%	0.73%
LRCX	Lam Research Corp Technology	Reduced	2,138	-88	$926,459	+94.8%	0.69%
DELL	Dell Technologies Inc. Technology	Reduced	2,091	-86	$902,182	+152.5%	0.67%
EMR	Emerson Electric Co Industrials	Added	6,178	+5	$884,380	+9.3%	0.66%
GROZ	Zacks Focus Growth ETF	Added	26,780	+2,441	$851,068	+26.8%	0.64%
MMM	3M Co Industrials	Reduced	5,036	-258	$815,378	+6.1%	0.61%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,285	+32	$805,873	+8.8%	0.60%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,877	-83	$803,503	−20.5%	0.60%
NEE	Nextera Energy Inc Utilities	Reduced	8,740	-268	$767,109	−8.3%	0.57%
IBM	International Business Machines Corp Technology	Added	2,663	+19	$748,862	+16.8%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,661	-38	$698,616	+10.6%	0.52%
KO	Coca Cola Co Consumer Defensive	Added	8,574	+463	$696,808	+13.0%	0.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,432	+136	$683,880	+56.1%	0.51%
CVX	Chevron Corp Energy	Reduced	3,742	-114	$620,273	−22.3%	0.46%
AMAT	Applied Materials Inc /De Technology	Added	852	+7	$615,996	+113.3%	0.46%
V	Visa Inc. Financial Services	Added	1,763	+35	$604,867	+15.8%	0.45%
ADP	Automatic Data Processing Inc Technology	Added	2,500	+147	$559,875	+17.1%	0.42%
C	Citigroup Inc Financial Services	Added	3,958	+48	$553,961	+24.9%	0.41%
GE	General Electric Co Industrials	Added	1,431	+42	$534,807	+35.7%	0.40%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	2,122	+103	$522,478	+24.4%	0.39%
NFLX	Netflix Inc Communication Services	Reduced	7,141	-196	$509,867	−27.7%	0.38%
WFC	Wells Fargo & Company/Mn Financial Services	Added	6,090	+48	$503,277	+4.6%	0.38%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,849	-442	$499,803	−29.8%	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.