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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 $264,035
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 45,239 $16,875 6.39%
2.
Pimco Etf Trust
 MINT 178,115 $16,423 6.22%
3.
Nvidia Corp
 NVDA 71,844 $14,375 5.44%
4.
Ishares Trust
 IEF 18,668 $13,981 5.3%
5.
Apple Inc.
 AAPL 37,830 $10,946 4.15%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.