Wayfinding Financial, LLC
All 13F Filings
- Location
- Lynnwood, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 264,035
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 171 | 264,035 | 13F-HR | Wayfinding Financial, LLC |
| Q1 2026 | 5/12/2026 | 157 | 230,306 | 13F-HR | Wayfinding Financial, LLC |
| Q4 2025 | 2/12/2026 | 154 | 236,211 | 13F-HR | Wayfinding Financial, LLC |
| Q3 2025 | 11/14/2025 | 150 | 232,270 | 13F-HR | Wayfinding Financial, LLC |
| Q2 2025 | 8/12/2025 | 148 | 223,609 | 13F-HR | Wayfinding Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110.1 K | 41.7% | 14.15 K | 0 | 14.15 K |
| ETFs | 153.9 K | 58.3% | 19.58 K | 0 | 19.58 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
264,035
Holdings
171
QoQ value change ($000)
33,729
(14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.