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Home > Institutional Investor > Wayfinding Financial, Llc > 13F Holdings

Instuitional Investor - Wayfinding Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 46,279 $17,131 7.44%
2.
Pimco Etf Trust
 165,917 $15,310 6.65%
3.
Nvidia Corp
 NVDA 71,564 $12,481 5.42%
4.
Ishares Trust
 IEF 16,450 $10,745 4.67%
5.
Pimco Etf Trust
 381,228 $9,988 4.34%
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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