Wayfinding Financial, LLC

CIK

1898131

Location

LYNNWOOD, WA

Portfolio Value

Micro $94,670,174

Diversification

Diversified

Filing Date

Global Rank

#5,797 / 8,603 ▲ 43 · as of Mar 2026

Top Industry

Software - Infrastructure 18.3%

3Y Alpha vs SPY

-5.6%

Period ended 3 months ago

Filed May 12, 2026 · 58d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.9%

SPY

+76.0%

Annualised alpha

-5.5%

Max drawdown

−20.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

102 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.1%

−4.8 pts

Top 5

47.5%

−4.3 pts

Top 10

55.5%

−4.0 pts

HHI

666

Diversified−193

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	48.9%	$46,322,878	19
Industrials	10.1%	$9,586,940	16
Financial Services	9.6%	$9,113,205	21
Consumer Defensive	8.2%	$7,791,503	8
Healthcare	7.1%	$6,728,130	12
Consumer Cyclical	6.4%	$6,034,838	8
Communication Services	4.5%	$4,214,645	5
Utilities	1.8%	$1,726,014	4
Energy	1.7%	$1,644,386	4
Unclassified	1.0%	$986,302	3
Basic Materials	0.6%	$521,333	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+1,659	9,534	$478,606
F	Ford Motor Co	+1,589	12,898	$148,842
AAPL	Apple Inc.	+700	37,440	$9,501,897
USB	US Bancorp De	+560	7,047	$366,514
KMI	Kinder Morgan, Inc.	+526	10,151	$340,363
CSCO	Cisco Systems, Inc.	+421	10,957	$850,153
AMZN	Amazon Com Inc	+356	9,842	$2,049,793
BAC	Bank Of America Corp /De/	+338	23,451	$1,143,236
JNJ	Johnson & Johnson	+328	6,533	$1,596,926
NEE	Nextera Energy Inc	+322	9,008	$836,663
PHM	Pultegroup Inc/Mi/	+310	2,149	$252,743
MO	Altria Group, Inc.	+275	6,282	$414,549
KO	Coca Cola Co	+265	8,111	$616,841
GOOGL	Alphabet Inc.	+249	4,559	$1,310,986
WMT	Walmart Inc.	+217	8,859	$1,100,996
NVS	Novartis AG	+199	2,025	$309,318
DELL	Dell Technologies Inc.	+199	2,177	$357,311
SO	Southern Co	+190	3,684	$355,579
TSLA	Tesla, Inc.	+184	1,699	$631,603
BNY	Bank of New York Mellon Corp	+166	1,941	$230,260
PM	Philip Morris International Inc.	+160	1,974	$326,381
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+144	1,296	$437,983
LOW	Lowes Companies Inc	+141	1,031	$243,604
CVX	Chevron Corp	+138	3,856	$797,806
GE	General Electric Co	+132	1,389	$394,156
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SBUX	Starbucks Corp	−6,694	14,011	$1,255,245
MSFT	Microsoft Corp	−1,668	46,279	$17,131,097
NVDA	Nvidia Corp	−1,418	71,564	$12,480,761
ABT	Abbott Laboratories	−572	4,898	$502,877
ADP	Automatic Data Processing Inc	−387	2,353	$478,082
QCOM	Qualcomm Inc/De	−202	1,920	$247,257
MMM	3M Co	−192	5,294	$768,847
COP	Conocophillips	−181	1,995	$263,340
ABBV	AbbVie Inc.	−144	5,670	$1,233,168
NSC	Norfolk Southern Corp	−140	857	$245,959
CRM	Salesforce, Inc.	−138	1,533	$286,165
COST	Costco Wholesale Corp /New	−127	3,825	$3,811,344
PG	PROCTER & GAMBLE Co	−120	6,969	$1,006,602
META	Meta Platforms, Inc.	−107	2,551	$1,459,503
BA	Boeing Co	−82	6,322	$1,258,267
WFC	Wells Fargo & Company/Mn	−78	6,042	$481,003
EMR	Emerson Electric Co	−67	6,173	$808,786
AFL	Aflac Inc	−65	2,034	$223,150
CTAS	Cintas Corp	−61	2,077	$351,303
MRK	Merck & Co., Inc.	−53	2,307	$277,509
MRVL	Marvell Technology, Inc.	−49	3,695	$365,989
PEP	Pepsico Inc	−47	1,983	$307,940
MET	Metlife Inc	−45	3,084	$218,100
NFLX	Netflix Inc	−35	7,337	$705,452
EME	EMCOR Group, Inc.	−18	518	$382,444
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	845	$288,812
GEV	GE Vernova Inc.	302	$263,615
T	At&T Inc.	8,972	$260,098
HON	Honeywell International Inc	1,093	$259,098
BMY	Bristol Myers Squibb Co	4,272	$259,096
EOG	Eog Resources Inc	1,680	$242,877
MU	Micron Technology Inc	705	$238,177
GLW	Corning Inc /Ny	1,704	$231,692
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.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
CLS	Celestica Inc	784	$231,758
AXP	American Express Co	619	$228,999
SPGI	S&P Global Inc.	460	$227,428
COF	Capital One Financial Corp	887	$214,973
BR	Broadridge Financial Solutions, Inc.	955	$213,127
MDT	Medtronic plc	2,134	$204,992
ALK	Alaska Air Group, Inc.	4,004	$201,401
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

102 positions · $94,670,174 total · as of Mar 31, 2026

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

Showing 1–50 of 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	46,279	-1,668	$17,131,097	−26.1%	18.10%
NVDA	Nvidia Corp Technology	Reduced	71,564	-1,418	$12,480,761	−8.3%	13.18%
AAPL	Apple Inc. Technology	Added	37,440	+700	$9,501,897	−4.9%	10.04%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,825	-127	$3,811,344	+11.8%	4.03%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,842	+356	$2,049,793	−6.4%	2.17%
JNJ	Johnson & Johnson Healthcare	Added	6,533	+328	$1,596,926	+24.4%	1.69%
PCAR	Paccar Inc Industrials	Added	13,731	+18	$1,585,930	+5.6%	1.68%
CAT	Caterpillar Inc Industrials	Added	2,223	+28	$1,574,906	+25.2%	1.66%
META	Meta Platforms, Inc. Communication Services	Reduced	2,551	-107	$1,459,503	−16.8%	1.54%
GOOGL	Alphabet Inc. Communication Services	Added	4,559	+249	$1,310,986	−2.8%	1.38%
BA	Boeing Co Industrials	Reduced	6,322	-82	$1,258,267	−9.5%	1.33%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	14,011	-6,694	$1,255,245	−28.0%	1.33%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,229	-2	$1,244,002	−8.8%	1.31%
ABBV	AbbVie Inc. Healthcare	Reduced	5,670	-144	$1,233,168	−7.2%	1.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,511	+42	$1,203,271	−3.0%	1.27%
BAC	Bank Of America Corp /De/ Financial Services	Added	23,451	+338	$1,143,236	−10.1%	1.21%
WMT	Walmart Inc. Consumer Defensive	Added	8,859	+217	$1,100,996	+14.4%	1.16%
AVGO	Broadcom Inc. Technology	Added	3,541	+60	$1,095,974	−9.0%	1.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,969	-120	$1,006,602	−0.9%	1.06%
CSCO	Cisco Systems, Inc. Technology	Added	10,957	+421	$850,153	+4.8%	0.90%
LLY	ELI LILLY & Co Healthcare	Added	917	+29	$843,429	−11.6%	0.89%
NEE	Nextera Energy Inc Utilities	Added	9,008	+322	$836,663	+20.0%	0.88%
EMR	Emerson Electric Co Industrials	Reduced	6,173	-67	$808,786	−2.3%	0.85%
CVX	Chevron Corp Energy	Added	3,856	+138	$797,806	+40.8%	0.84%
MMM	3M Co Industrials	Reduced	5,294	-192	$768,847	−12.5%	0.81%
AMD	Advanced Micro Devices Inc Technology	Added	3,643	+97	$741,095	−2.4%	0.78%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,253	+68	$740,989	−1.4%	0.78%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,291	+52	$712,019	+4.0%	0.75%
NFLX	Netflix Inc Communication Services	Reduced	7,337	-35	$705,452	+2.1%	0.75%
IBM	International Business Machines Corp Technology	Added	2,644	+62	$640,879	−16.2%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,699	+184	$631,603	−7.3%	0.67%
KO	Coca Cola Co Consumer Defensive	Added	8,111	+265	$616,841	+12.5%	0.65%
LMT	Lockheed Martin Corp Industrials	Reduced	865	-1	$522,797	+24.8%	0.55%
V	Visa Inc. Financial Services	Added	1,728	+20	$522,270	−12.8%	0.55%
ABT	Abbott Laboratories Healthcare	Reduced	4,898	-572	$502,877	−26.6%	0.53%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,042	-78	$481,003	−15.7%	0.51%
VZ	Verizon Communications Inc Communication Services	Added	9,534	+1,659	$478,606	+49.2%	0.51%
ADP	Automatic Data Processing Inc Technology	Reduced	2,353	-387	$478,082	−32.2%	0.50%
LRCX	Lam Research Corp Technology	Added	2,226	+90	$475,607	+30.1%	0.50%
FISV	Fiserv Inc	Added	8,333	+10	$464,981	−16.8%	0.49%
C	Citigroup Inc Financial Services	Added	3,910	+41	$443,433	−1.8%	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,296	+144	$437,983	+25.1%	0.46%
CAH	Cardinal Health Inc Healthcare	Reduced	1,989	-10	$420,295	+2.3%	0.44%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	2,019	+79	$420,133	+3.8%	0.44%
MO	Altria Group, Inc. Consumer Defensive	Added	6,282	+275	$414,549	+19.7%	0.44%
GILD	Gilead Sciences, Inc. Healthcare	Added	2,948	+37	$410,862	+15.0%	0.43%
GE	General Electric Co Industrials	Added	1,389	+132	$394,156	+1.8%	0.42%
EME	EMCOR Group, Inc. Industrials	Reduced	518	-18	$382,444	+16.6%	0.40%
USB	US Bancorp De Financial Services	Added	7,047	+560	$366,514	+5.9%	0.39%
MRVL	Marvell Technology, Inc. Technology	Reduced	3,695	-49	$365,989	+15.0%	0.39%