Wayfinding Financial, LLC
Annual return '25
+20.5%
SPY '25
+17.7%
Alpha
+2.8ptsvs SPY
Invested
$461K
Holdings
156
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP COM
Q4 2025: New position (5.0k shares)
7.4%
02
$BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Held since at least Q1 2024
6.7%
03
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Sold 30.4% (16.5k → 11.5k shares)
5.4%
04
$IVV
ISHARES CORE S&P 500 ETF
Held since at least Q1 2024
4.7%
05
$PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Held since at least Q1 2024
4.3%
06
$AAPL
APPLE INC COM
Q1 2026: Exited (was 6.5k shares)
4.1%
07
$AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Held since at least Q1 2024
3.9%
08
$FDVV
FIDELITY HIGH DIVIDEND ETF
Held since at least Q1 2024
2.9%
09
$BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
Held since at least Q1 2024
2.8%
10
$JIVE
JPMORGAN INTERNATIONAL VALUE ETF
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:35 UTC.