Long-term investor

Wayfinding Financial, LLC @wayfindingfinancialllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001898131).

Record

  • Tracked since 2025-06-30 (449 days), 119 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.0% · 1 year n/a · all +6.5%
  • Max drawdown n/a · win rate 83% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MSFT · 6.4% · long · since 2025-06-30
  • 72201R775 · 6.2% · long · since 2025-12-31
  • NVDA · 5.4% · long · since 2025-06-30
  • 464287200 · 5.3% · long · since 2025-06-30
  • AAPL · 4.1% · long · since 2025-06-30
  • 72201R585 · 4.0% · long · since 2025-12-31
  • 14020G101 · 3.4% · long · since 2025-06-30
  • 464287226 · 3.3% · long · since 2025-06-30
  • 46641Q399 · 2.7% · long · since 2025-06-30
  • 316092840 · 2.6% · long · since 2025-06-30
  • 46654Q757 · 2.4% · long · since 2025-06-30
  • 921909768 · 2.3% · long · since 2025-06-30

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