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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001898131

Wayfinding Financial, LLC

LYNNWOOD, WA · File #028-21523

Latest AUM
$236,211
Positions
154
Top-10 Concentration
56.1%
Filings
12

Sector Allocation

Technology
22.4%$53,028
Industrials
2.8%$6,628
Financials
2.5%$6,015
Healthcare
2.3%$5,389
Energy
0.6%$1,450
Utilities
0.1%$304
Materials
0.1%$289

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORP COMMSFT47,947$23,18811.81%
2PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775175,288$16,3858.34%
3NVIDIA CORPORATION COMNVDA72,982$13,6116.93%
4ISHARES CORE S&P 500 ETF46428720016,814$11,5175.86%
5APPLE INC COMAAPL36,740$9,9885.09%
6PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585328,636$8,8104.49%
7ISHARES CORE U.S. AGGREGATE BOND ETF46428722678,237$7,8143.98%
8FIDELITY HIGH DIVIDEND ETF316092840120,186$6,8133.47%
9JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q39951,031$6,2923.20%
10ZACKS EARNINGS CONSISTENT PORTFOLIO ETF98888G105162,671$5,6992.90%
11ZACKS SMALL/MID CAP ETF98888G204150,979$5,6192.86%
12JPMORGAN INTERNATIONAL VALUE ETF46654Q75769,707$5,5952.85%
13VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976870,093$5,2872.69%
14PARAMETRIC HEDGED EQUITY ETFMS-PQ134,303$4,3742.23%
15PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R81741,989$4,1262.10%
16CAPITAL GROUP GROWTH ETF14020G10180,696$3,5881.83%
17COSTCO WHOLESALE CORPORATION COM22160K1053,952$3,4081.74%
18FIDELITY EMERGING MARKETS MULTIFACTOR ETF316092543107,118$3,3071.68%
19ISHARES NATIONAL MUNI BOND ETF46428841430,483$3,2651.66%
20STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y88663,895$2,7271.39%