Wayfinding Financial, LLC
RIA/Wealth
Wayfinding Financial, LLC is a RIA/Wealth based in Lynnwood, WA led by Cathie Jean Arthurs, reporting $314.7M in AUM as of Q3 2025 with 50% ETF concentration and 50% concentrated in top 10 holdings.
MemberCathie Jean Arthurs
- Portfolio Value
- $206.7M
- Positions
- 137
- Top Holding
- MSFT at 12.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wayfinding Financial, LLC's portfolio (50.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $25.1M | 12.13% | -$27.5K Sold | 0.00% 48.4K shares | |
Semiconductors Technology | $13.6M | 6.56% | -$50.7K Sold | 0.00% 72.7K shares | |
ETF ETF | $11.6M | 5.59% | -$172.7K Sold | — 17.3K shares | |
ETF ETF | $9.9M | 4.78% | +$59.1K Bought | — 88.7K shares | |
Consumer Electronics Technology | $9.3M | 4.48% | +$13.8K Bought | 0.00% 36.4K shares | |
ETF ETF | $9.2M | 4.44% | +$59.8K Bought | — 271.1K shares | |
ETF ETF | $8.4M | 4.06% | +$119.8K Bought | — 83.8K shares | |
ETF ETF | $6.0M | 2.90% | +$498.1K Bought | — 49.7K shares | |
ETF ETF | $5.8M | 2.78% | -$79.0K Sold | — 78.4K shares | |
ETF ETF | $5.6M | 2.69% | +$6.3K Bought | — 149.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wayfinding Financial, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+102.27% | |
+9.06% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Wayfinding Financial, LLC
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