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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
+9.87%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
Cap. Flow
+$20.9M
Cap. Flow %
0.85%
Top 10 Hldgs %
33.39%
Holding
972
New
42
Increased
479
Reduced
318
Closed
41

Top Buys

1
MSFT icon
Microsoft
MSFT
+$6.64M
2
SNX icon
TD Synnex
SNX
+$3.48M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
AVGO icon
Broadcom
AVGO
+$1.33M

Top Sells

1
AAPL icon
Apple
AAPL
+$3.56M
2
LYFT icon
Lyft
LYFT
+$1.58M
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$954K

Sector Composition

1 Technology 29.98%
2 Financials 11.26%
3 Consumer Discretionary 8.22%
4 Communication Services 8.07%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$162M 6.63%
637,536
-15,745
-2% -$3.56M
NVDA icon
2
NVIDIA
NVDA
$5.02T
$131M 5.35%
702,070
+7,920
+1% +$1.38M
MSFT icon
3
Microsoft
MSFT
$2.98T
$128M 5.24%
247,697
+13,023
+6% +$6.64M
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$664B
$104M 4.23%
316,036
-671
-0.2% -$212K
AMZN icon
5
Amazon
AMZN
$2.69T
$71.3M 2.91%
324,617
+1,571
+0.5% +$356K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.33T
$56M 2.28%
230,156
+89
+0% +$18.6K
META icon
7
Meta Platforms (Facebook)
META
$1.69T
$47.8M 1.95%
65,031
+505
+0.8% +$376K
VEA icon
8
Vanguard FTSE Developed Markets ETF
VEA
$227B
$43.6M 1.78%
728,234
+3,283
+0.5% +$191K
SPY icon
9
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$42.6M 1.74%
63,926
+2,924
+5% +$1.87M
AVGO icon
10
Broadcom
AVGO
$1.78T
$31.4M 1.28%
95,236
+4,347
+5% +$1.33M
JPM icon
11
JPMorgan Chase
JPM
$912B
$30M 1.23%
95,143
+574
+0.6% +$171K
TSM icon
12
TSMC
TSM
$2.13T
$29.8M 1.22%
106,819
+469
+0.4% +$115K
VT icon
13
Vanguard Total World Stock ETF
VT
$77.2B
$27.5M 1.12%
199,679
-693
-0.3% -$92.1K
NFLX icon
14
Netflix
NFLX
$313B
$27.1M 1.11%
226,280
+2,820
+1% +$344K
TSLA icon
15
Tesla
TSLA
$1.47T
$24.5M 1%
55,128
+1,808
+3% +$627K
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.32T
$22.5M 0.92%
92,184
+5,425
+6% +$1.14M
LLY icon
17
Eli Lilly
LLY
$1.04T
$19.4M 0.79%
25,429
+419
+2% +$312K
V icon
18
Visa
V
$694B
$19.3M 0.79%
56,616
+1,636
+3% +$566K
ORCL icon
19
Oracle
ORCL
$358B
$16.4M 0.67%
58,387
+1,974
+3% +$503K
CMC icon
20
Commercial Metals
CMC
$7.35B
$16.1M 0.66%
280,817
-180
-0.1% -$9.95K
JNJ icon
21
Johnson & Johnson
JNJ
$602B
$15.7M 0.64%
84,722
-1,422
-2% -$244K
MA icon
22
Mastercard
MA
$487B
$15.5M 0.63%
27,323
-36
-0.1% -$20.7K
IVW icon
23
iShares S&P 500 Growth ETF
IVW
$74.2B
$13.5M 0.55%
112,123
– –
HD icon
24
Home Depot
HD
$347B
$13M 0.53%
32,013
-215
-0.7% -$84.5K
VOO icon
25
Vanguard S&P 500 ETF
VOO
$984B
$12.8M 0.52%
20,982
+755
+4% +$445K
1
2 3 4 5

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TAM
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PHK
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CCA
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AF
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PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
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FSC
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CCB
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Laird Norton Wetherby Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Laird Norton Wetherby Wealth Management held 972 positions worth $2.45B, up 9% from $2.25B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Laird Norton Wetherby Wealth Management's Q3 2025 filing shows 42 new, 479 increased, 318 reduced and 41 closed positions. Its largest new stake was Nextpower Inc: 7,490 shares worth $554K. The largest sale was Apple, an estimated $3.56M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Laird Norton Wetherby Wealth Management's largest Q3 2025 buy was Nextpower Inc: 7,490 shares worth $554K.
  • Laird Norton Wetherby Wealth Management added most to Microsoft in Q3 2025, an estimated $6.64M increase.
  • Laird Norton Wetherby Wealth Management's biggest Q3 2025 reduction was Apple, cutting an estimated $3.56M.
  • Laird Norton Wetherby Wealth Management fully exited iShares Floating Rate Bond ETF in Q3 2025, selling an estimated $1.26M.
  • Laird Norton Wetherby Wealth Management's ten largest holdings make up 33% of its $2.45B portfolio in Q3 2025.
  • Laird Norton Wetherby Wealth Management opened 42 new positions and closed 41 in Q3 2025.
  • Laird Norton Wetherby Wealth Management's portfolio value rose 9% quarter-over-quarter to $2.45B.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.