Wayfinding Financial, LLC

CIK 0001898131 • 6 13F filings • Apr 29, 2025 – Aug 13, 2026

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Filer information

Filed by: Wayfinding Financial, LLC, Consultant
Address: 19020 33RD AVE WEST, SUITE 390, LYNNWOOD, WA, 98036
Phone: 4253727517
AUM: $236K

AUM over time

$264K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $236K154 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$878	0.4%	5,486 SH	New
ABBOTT LABS COM	Stock	$685	0.3%	5,470 SH	New
ABBVIE INC COM	Stock	$1K	0.6%	5,814 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$759	0.3%	3,546 SH	New
AFLAC INC COM	Stock	$231	0.1%	2,099 SH	New
ALASKA AIR GROUP INC COM	Stock	$201	0.1%	4,004 SH	New
ALPHABET INC CAP STK CL A	Stock	$1K	0.6%	4,310 SH	New
ALPHABET INC CAP STK CL C	Stock	$783	0.3%	2,497 SH	New
ALTRIA GROUP INC COM	Stock	$352	0.1%	6,007 SH	New
AMAZON COM INC COM	Stock	$2K	0.9%	9,486 SH	New
AMERICAN ELEC PWR CO INC COM	Stock	$244	0.1%	2,118 SH	New
AMERICAN EXPRESS CO COM	Stock	$228	0.1%	619 SH	New
AMGEN INC COM	Stock	$310	0.1%	950 SH	New
AMPHENOL CORP CL A	Stock	$279	0.1%	2,062 SH	New
APPLE INC COM	Stock	$10K	4.2%	36,740 SH	New
AUTOMATIC DATA PROCESSING INC COM	Stock	$709	0.3%	2,740 SH	New
BANK AMERICA CORP COM	Stock	$1K	0.5%	23,113 SH	New
BANK NEW YORK MELLON CORP COM	Stock	$206	0.1%	1,775 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1K	0.5%	2,469 SH	New
BLACKROCK INC COM	Stock	$247	0.1%	231 SH	New
BOEING CO COM	Stock	$1K	0.6%	6,404 SH	New
BROADCOM INC COM	Stock	$1K	0.5%	3,481 SH	New
BROADRIDGE FINL SOLUTIONS INC COM	Stock	$214	0.1%	955 SH	New
CAPITAL GROUP GROWTH ETF	ETF	$4K	1.5%	80,696 SH	New
CAPITAL GROUP INTERNATIONAL EQUITY ETF	ETF	$286	0.1%	8,242 SH	New
CAPITAL ONE FINL CORP COM	Stock	$214	0.1%	887 SH	New
CARDINAL HEALTH INC COM	Stock	$410	0.2%	1,999 SH	New
CATERPILLAR INC COM	Stock	$1K	0.5%	2,195 SH	New
CELESTICA INC COM	Stock	$231	0.1%	784 SH	New
CHEVRON CORPORATION COM	Stock	$566	0.2%	3,718 SH	New
CHUBB LIMITED COM	Stock	$275	0.1%	879 SH	New
CINTAS CORP COM	Stock	$402	0.2%	2,138 SH	New
CISCO SYS INC COM	Stock	$811	0.3%	10,536 SH	New
CITIGROUP INC COM NEW	Stock	$451	0.2%	3,869 SH	New
COCA COLA CO COM	Stock	$548	0.2%	7,846 SH	New
CONOCOPHILLIPS COM	Stock	$203	0.1%	2,176 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$3K	1.4%	3,952 SH	New
DEERE & CO COM	Stock	$234	0.1%	503 SH	New
DELL TECHNOLOGIES INC CL C	Stock	$248	0.1%	1,978 SH	New
ELI LILLY & CO COM	Stock	$954	0.4%	888 SH	New
EMCOR GROUP INC COM	Stock	$327	0.1%	536 SH	New
EMERSON ELEC CO COM	Stock	$828	0.4%	6,240 SH	New
EXXON MOBIL CORP COM	Stock	$681	0.3%	5,659 SH	New
FIDELITY EMERGING MARKETS MULTIFACTOR ETF	ETF	$3K	1.4%	107,118 SH	New
FIDELITY HIGH DIVIDEND ETF	ETF	$7K	2.9%	120,186 SH	New
FISERV INC COM	Stock	$559	0.2%	8,323 SH	New
FORD MTR CO COM	Stock	$148	0.1%	11,309 SH	New
FRANKLIN DYNAMIC MUNICIPAL BOND ETF	ETF	$254	0.1%	10,252 SH	New
GE AEROSPACE COM NEW	Stock	$387	0.2%	1,257 SH	New
GILEAD SCIENCES INC COM	Stock	$357	0.2%	2,911 SH	New
GOLDMAN SACHS GROUP INC COM	Stock	$232	0.1%	264 SH	New
HARTFORD INSURANCE GROUP INC COM	Stock	$369	0.2%	2,669 SH	New
HOME DEPOT INC COM	Stock	$751	0.3%	2,185 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$764	0.3%	2,582 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$316	0.1%	515 SH	New
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$585	0.2%	8,703 SH	New
ISHARES CORE S&P 500 ETF	ETF	$12K	4.9%	16,814 SH	New
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$8K	3.3%	78,237 SH	New
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$703	0.3%	6,380 SH	New
ISHARES NATIONAL MUNI BOND ETF	ETF	$3K	1.4%	30,483 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$593	0.3%	1,253 SH	New
ISHARES RUSSELL 3000 ETF	ETF	$225	0.1%	584 SH	New
JOHNSON & JOHNSON COM	Stock	$1K	0.5%	6,205 SH	New
JPMORGAN ACTIVE BOND ETF	ETF	$2K	0.6%	28,010 SH	New
JPMORGAN ACTIVE GROWTH ETF	ETF	$1K	0.6%	16,034 SH	New
JPMORGAN ACTIVE VALUE ETF	ETF	$1K	0.5%	17,176 SH	New
JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF	ETF	$568	0.2%	11,611 SH	New
JPMORGAN BETABUILDERS U.S. EQUITY ETF	ETF	$6K	2.7%	51,031 SH	New
JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF	ETF	$299	0.1%	6,399 SH	New
JPMORGAN CHASE & CO COM	Stock	$1K	0.6%	4,231 SH	New
JPMORGAN CORE PLUS BOND ETF	ETF	$1K	0.6%	30,192 SH	New
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF	ETF	$1K	0.5%	18,708 SH	New
JPMORGAN INCOME ETF	ETF	$533	0.2%	11,468 SH	New
JPMORGAN INTERNATIONAL GROWTH ETF	ETF	$325	0.1%	4,440 SH	New
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	ETF	$2K	0.8%	24,738 SH	New
JPMORGAN INTERNATIONAL VALUE ETF	ETF	$6K	2.4%	69,707 SH	New
KINDER MORGAN INC DEL COM	Stock	$264	0.1%	9,625 SH	New
LAM RESEARCH CORP COM NEW	Stock	$366	0.2%	2,136 SH	New
LOCKHEED MARTIN CORP COM	Stock	$418	0.2%	866 SH	New
LOWES COS INC COM	Stock	$214	0.1%	890 SH	New
M & T BK CORP COM	Stock	$246	0.1%	1,223 SH	New
MANULIFE FINL CORP COM	Stock	$219	0.1%	6,044 SH	New
MARVELL TECHNOLOGY INC COM	Stock	$318	0.1%	3,744 SH	New
MASTERCARD INCORPORATED CL A	Stock	$314	0.1%	551 SH	New
MCDONALDS CORP COM	Stock	$684	0.3%	2,239 SH	New
MCKESSON CORP COM	Stock	$290	0.1%	354 SH	New
MEDTRONIC PLC SHS	Stock	$206	0.1%	2,134 SH	New
MERCK & CO INC COM	Stock	$250	0.1%	2,360 SH	New
META PLATFORMS INC CL A	Stock	$2K	0.7%	2,658 SH	New
METLIFE INC COM	Stock	$247	0.1%	3,129 SH	New
MICROSOFT CORP COM	Stock	$23K	9.8%	47,947 SH	New
MOODYS CORP COM	Stock	$258	0.1%	505 SH	New
NETFLIX INC. COM	Stock	$691	0.3%	7,372 SH	New
NEXTERA ENERGY INC COM	Stock	$697	0.3%	8,686 SH	New
NORFOLK SOUTHN CORP COM	Stock	$287	0.1%	997 SH	New
NOVARTIS AG SPONSORED ADR	ADR	$251	0.1%	1,826 SH	New
NUCOR CORP COM	Stock	$289	0.1%	1,777 SH	New
NVIDIA CORPORATION COM	Stock	$14K	5.8%	72,982 SH	New
PACCAR INC COM	Stock	$2K	0.6%	13,713 SH	New
PARAMETRIC EQUITY PREMIUM INCOME ETF	ETF	$3K	1.1%	97,419 SH	New
PARAMETRIC HEDGED EQUITY ETF	ETF	$4K	1.9%	134,303 SH	New
PARKER-HANNIFIN CORP COM	Stock	$254	0.1%	289 SH	New
PEPSICO INC COM	Stock	$294	0.1%	2,030 SH	New
PHILIP MORRIS INTL INC COM	Stock	$293	0.1%	1,814 SH	New
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	ETF	$769	0.3%	8,064 SH	New
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	ETF	$16K	6.9%	175,288 SH	New
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND	ETF	$2K	1.0%	45,655 SH	New
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF	ETF	$4K	1.7%	41,989 SH	New
PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND	ETF	$3K	1.2%	54,620 SH	New
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	ETF	$9K	3.7%	328,636 SH	New
PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND	ETF	$2K	0.8%	41,399 SH	New
PNC FINL SVCS GROUP INC COM	Stock	$405	0.2%	1,940 SH	New
PPL CORP COM	Stock	$225	0.1%	6,401 SH	New
PROCTER & GAMBLE CO COM	Stock	$1K	0.4%	7,089 SH	New
PULTE GROUP INC COM	Stock	$216	0.1%	1,839 SH	New
QUALCOMM INC COM	Stock	$363	0.2%	2,122 SH	New
RTX CORPORATION COM	Stock	$308	0.1%	1,680 SH	New
S&P GLOBAL INC COM	Stock	$240	0.1%	460 SH	New
SALESFORCE INC COM	Stock	$443	0.2%	1,671 SH	New
SCHWAB CHARLES CORP COM	Stock	$323	0.1%	3,240 SH	New
SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$274	0.1%	8,408 SH	New
SOUTHERN CO COM	Stock	$304	0.1%	3,494 SH	New
STARBUCKS CORP COM	Stock	$2K	0.7%	20,705 SH	New
STATE STREET SPDR ICE PREFERRED SECURITIES ETF	ETF	$206	0.1%	6,501 SH	New
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	ETF	$632	0.3%	18,710 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$529	0.2%	6,602 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$233	0.1%	341 SH	New
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	ETF	$3K	1.2%	63,895 SH	New
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	ADR	$350	0.1%	1,152 SH	New
TE CONNECTIVITY PLC ORD SHS	Stock	$230	0.1%	1,015 SH	New
TESLA INC COM	Stock	$681	0.3%	1,515 SH	New
TRAVELERS COMPANIES INC COM	Stock	$230	0.1%	795 SH	New
US BANCORP COM NEW	Stock	$349	0.1%	6,487 SH	New
VANGUARD CORE BOND ETF	ETF	$241	0.1%	3,103 SH	New
VANGUARD CORE TAX-EXEMPT BOND ETF	ETF	$455	0.2%	6,031 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$325	0.1%	1,480 SH	New
VANGUARD MID-CAP ETF	ETF	$392	0.2%	1,352 SH	New
VANGUARD S&P 500 ETF	ETF	$558	0.2%	890 SH	New
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF	ETF	$420	0.2%	5,505 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$220	0.1%	2,771 SH	New
VANGUARD SHORT-TERM TREASURY ETF	ETF	$207	0.1%	3,536 SH	New
VANGUARD TAX-EXEMPT BOND ETF	ETF	$355	0.2%	7,076 SH	New
VANGUARD TOTAL BOND MARKET ETF	ETF	$443	0.2%	5,990 SH	New
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$5K	2.2%	70,093 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$576	0.2%	1,718 SH	New
VERIZON COMMUNICATIONS INC COM	Stock	$320	0.1%	7,875 SH	New
VISA INC COM CL A	Stock	$599	0.3%	1,708 SH	New
WALMART INC COM	Stock	$964	0.4%	8,642 SH	New
WASTE MGMT INC DEL COM	Stock	$261	0.1%	1,190 SH	New
WELLS FARGO & CO COM	Stock	$570	0.2%	6,120 SH	New
WISDOMTREE ENHANCED COMMODITY STRATEGY FUND	ETF	$2K	1.0%	109,380 SH	New
ZACKS EARNINGS CONSISTENT PORTFOLIO ETF	ETF	$6K	2.4%	162,671 SH	New
ZACKS FOCUS GROWTH ETF	ETF	$740	0.3%	24,850 SH	New
ZACKS SMALL/MID CAP ETF	ETF	$6K	2.4%	150,979 SH	New

Sold (vs prior filing)

3M CO COM — $862
ABBOTT LABS COM — $756
ABBVIE INC COM — $1K
ADVANCED MICRO DEVICES INC COM — $566
AFLAC INC COM — $234
ALPHABET INC CAP STK CL A — $1K
ALPHABET INC CAP STK CL C — $603
ALTRIA GROUP INC COM — $419
AMAZON COM INC COM — $2K
AMERICAN ELEC PWR CO INC COM — $239
AMERICAN EXPRESS CO COM — $201
AMGEN INC COM — $248
AMPHENOL CORP NEW CL A — $252
APPLE INC COM — $9K
AT&T INC COM — $242
AUTOMATIC DATA PROCESSING INC COM — $840
BANK AMERICA CORP COM — $1K
BANK NEW YORK MELLON CORP COM — $209
BERKSHIRE HATHAWAY INC DEL CL B NEW — $1K
BLACKROCK INC COM — $283
… and 130 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001898131-26-000001	$236K	View
Nov 14, 2025	Q3 2025	13F-HR	0001898131-25-000005	$232K	View
Aug 13, 2026	Q2 2026