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Home > Institutional Investor > Wayfinding Financial, Llc > Profile

Instuitional Investor - Wayfinding Financial, Llc

Fund Profile
Filing Period:
Fund Name: Wayfinding Financial, Llc
Portfolio Value $223,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 48,462 $25,958 11.61%
2.
Nvidia Corp
 NVDA 72,989 $13,138 5.88%
3.
Ishares Trust
 IEF 17,528 $11,116 4.97%
4.
Ishares Trust
 IEF 88,139 $9,679 4.33%
5.
Spdr Series Trust
 269,326 $9,057 4.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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