Notify me when Wayfinding Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 154 | $236,211,000 | +$43,495,478 | -$38,962,066 | +$4,533,412 | MSFT, BOND, NVDA, IVV, AAPL | 13F-HR | 12 Feb 2026, 13:39 |
| Q3 2025 | 150 | $232,270,000 | +$4,654,245 | -$3,628,113 | +$1,026,132 | MSFT, NVDA, IVV, LQD, AAPL | 13F-HR | 13 Nov 2025, 21:30 |
| Q2 2025 | 148 | $223,609,000 | +$15,734,806 | -$42,751,852 | -$27,017,046 | MSFT, NVDA, IVV, LQD, SPIB | 13F-HR | 12 Aug 2025, 13:05 |
| Q1 2025 | 741 | $228,249,000 | +$57,093,944 | -$10,081,402 | +$47,012,542 | MSFT, IVV, SPIB, AAPL, NVDA | 13F-HR | 29 Apr 2025, 12:13 |
| Q4 2024 | 137 | $187,066,000 | +$68,870,940 | -$16,374,524 | +$52,496,416 | MSFT, IVV, NVDA, SPIB, AAPL | 13F-HR | 11 Feb 2025, 11:29 |
| Q3 2024 | 37 | $134,455,000 | +$13,213,087 | -$60,734,281 | -$47,521,194 | MSFT, SPIB, IVV, NVDA, AAPL | 13F-HR | 04 Nov 2024, 12:12 |
| Q2 2024 | 126 | $177,663,000 | +$13,642,101 | -$5,242,503 | +$8,399,598 | MSFT, NVDA, IVV, SPIB, AAPL | 13F-HR | 09 Aug 2024, 12:03 |
| Q1 2024 | 124 | $170,954,000 | +$38,547,308 | -$23,295,528 | +$15,251,780 | MSFT, IVV, SPIB, NVDA, AAPL | 13F-HR | 09 May 2024, 13:02 |
| Q4 2023 | 114 | $146,916,000 | +$16,810,706 | -$15,958,049 | +$852,657 | MSFT, IVV, ZECP, AAPL, SPIB | 13F-HR | 09 Jan 2024, 19:50 |
| Q3 2023 | 111 | $132,257,000 | +$11,416,344 | -$14,247,637 | -$2,831,293 | MSFT, IVV, LQD, ZECP, AAPL | 13F-HR | 02 Nov 2023, 15:52 |
| Q2 2023 | 114 | $143,976,000 | +$9,029,842 | -$7,517,520 | +$1,512,322 | MSFT, IVV, LQD, ZECP, AAPL | 13F-HR | 31 Jul 2023, 13:40 |
| Q1 2023 | 104 | $131,527,000 | +$54,268,734 | -$40,850,476 | +$13,418,258 | MSFT, IVV, LQD, ZECP, SPSB | 13F-HR | 04 May 2023, 18:17 |
| Q4 2022 | 86 | $84,087,000 | +$25,424,063 | -$26,295,942 | -$871,879 | IVV, DGRO, SPIB, ZECP, GCC | 13F-HR | 09 Feb 2023, 18:43 |
| Q3 2022 | 81 | $107,121,000 | +$25,606,774 | -$26,254,938 | -$648,164 | MSFT, LQD, IVV, DGRO, AAPL | 13F-HR | 08 Nov 2022, 17:49 |
| Q2 2022 | 79 | $113,824,000 | +$19,969,940 | -$18,290,942 | +$1,678,998 | MSFT, IVV, DGRO, IGIB, ZECP | 13F-HR | 08 Aug 2022, 18:31 |
| Q1 2022 | 80 | $116,363,000 | +$11,003,437 | -$10,878,786 | +$124,651 | MSFT, IVV, SPIB, DGRO, AAPL | 13F-HR | 09 May 2022, 14:14 |
| Q4 2021 | 86 | $121,013,000 | $0 | $0 | $0 | MSFT, IVV, DGRO, AAPL, SPIB | 13F-HR | 28 Jan 2022, 13:23 |