IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wayfinding Financial, LLC

Q3 2023 Holdings

Filed 2023-11-02 | 111 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Capital Group Growth(CGGR)Stock14020G101$1.5M59,87150.5%
Abbvie Inc COM(ABBV)Stock00287Y109$966.0K6,52033.3%
Advanced Micro Devices Inc COM(AMD)Stock007903107$342.0K3,31511.8%
Microsoft Corp COM(MSFT)Stock594918104$16.3K50,6670.6%
Ishares Core S and P 500(IVV)Stock464287200$10.8K25,0830.4%
Ishares Iboxx Invest Grade Corp(LQD)Stock464287242$9.3K91,6390.3%
Zacks Earnings Consistent Portfolio(ZECP)Stock98888G105$8.4K349,2850.3%
Apple Inc COM(AAPL)Stock037833100$6.9K39,6360.2%
Spdr Portfolio Long Term Corp(SPLB)Stock78464A367$4.3K207,3390.1%
Nvidia Corporation COM(NVDA)Stock67066G104$3.9K8,7350.1%
Spdr Portfolio Intermediate Term Corp(SPIB)Stock78464A375$3.5K112,3230.1%
Utilities Select Sector Spdr Fund(XLU)Stock81369Y886$3.3K59,2670.1%
Wisdomtree Enhanced Commodity Stgy FD(GCC)Stock97717Y683$2.7K151,8040.1%
Costco Whsl Corp New COM(COST)Stock22160K105$2.6K4,6230.1%
Starbucks Corp COM(SBUX)Stock855244109$2.5K27,0100.1%
Boeing Co COM(BA)Stock097023105$2.3K12,2370.1%
Ishares Preferred & Income Securities(PFF)Stock464288687$2.3K76,5150.1%
JPMorgan DIV Return U.S. Small Cap Equity(JPSE)Stock46641Q845$1.9K49,8660.1%
JPMorgan DIV Return U.S. Mid Cap Equity(JPME)Stock46641Q886$1.9K23,3090.1%
JP Morgan Betabuilders U.S. Equity(BBUS)Stock46641Q399$1.9K24,1870.1%
US Treasury 3 Month Bill(TBIL)Stock74933W452$1.8K36,3600.1%
Ishares Core U.S. Aggregate(AGG)Stock464287226$1.6K16,8290.1%
JPMorgan Betabuilders Intl EQ(BBIN)Stock46641Q373$1.3K25,1290.0%
Paccar Inc COM(PCAR)Stock693718108$1.2K14,3050.0%
Procter and Gamble Co COM(PG)Stock742718109$1.2K8,0550.0%
Johnson & Johnson COM(JNJ)Stock478160104$1.1K7,2860.0%
Chevron Corp New COM(CVX)Stock166764100$1.1K6,3530.0%
Mcdonalds Corp COM(MCD)Stock580135101$1.0K4,0720.0%
Amazon COM Inc COM(AMZN)Stock023135106$1.0K7,9220.0%
Fiserv Inc COM(FISV)Stock337738108$9958,8190.0%
Ishares 1 5 Year Invest Grade Corp(IGSB)Stock464288646$93118,7260.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$8752,5140.0%
Home Depot Inc COM(HD)Stock437076102$8602,8680.0%
Vanguard S and P 500(VOO)Stock922908363$8132,0640.0%
Meta Platforms Inc CL A(META)Stock30303M102$7592,4740.0%
JPMorgan Chase & Co COM(JPM)Stock46625H100$7515,2240.0%
Caterpillar Inc COM(CAT)Stock149123101$7332,7010.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$71913,2200.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$6952,9070.0%
JPMorgan Core Plus(JCPB)Stock46641Q670$69315,6300.0%
Emerson Elec Co COM(EMR)Stock291011104$6526,8210.0%
Bank America Corp COM(BAC)Stock060505104$64524,1890.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$6265,4220.0%
Nextera Energy Inc COM(NEE)Stock65339F101$61811,8520.0%
Walmart Inc COM(WMT)Stock931142103$5933,7060.0%
Ishares 0 5 Year High Yield Corp(SHYG)Stock46434V407$58114,2400.0%
Abbott Labs COM(ABT)Stock002824100$5776,0300.0%
JPMorgan Active Growth(JGRO)Stock46654Q609$56710,4730.0%
Pepsico Inc COM(PEP)Stock713448108$5643,3360.0%
JPMorgan Active Value(JAVA)Stock46641Q167$53710,6150.0%
Page 1 of 3Next