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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Technology 29.98%
2 Miscellaneous 18.89%
3 Financials 11.26%
4 Consumer Discretionary 8.22%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
226
Allstate
ALL
$65.6B
$2.03M 0.08%
9,434
+84
+0.9% +$17K
HSY icon
227
Hershey
HSY
$34.8B
$2.02M 0.08%
10,800
+530
+5% +$96.3K
NOC icon
228
Northrop Grumman
NOC
$73.2B
$2M 0.08%
3,285
+35
+1% +$19.8K
AON icon
229
Aon
AON
$68.5B
$1.99M 0.08%
5,594
-390
-7% -$141K
BMO icon
230
Bank of Montreal
BMO
$122B
$1.98M 0.08%
15,229
+17
+0.1% +$2.01K
RSG icon
231
Republic Services
RSG
$68.2B
$1.97M 0.08%
8,579
+221
+3% +$51.9K
ICE icon
232
Intercontinental Exchange
ICE
$90.5B
$1.97M 0.08%
11,676
+475
+4% +$84.9K
AMP icon
233
Ameriprise Financial
AMP
$49.5B
$1.97M 0.08%
4,000
+81
+2% +$41.5K
NEM icon
234
Newmont
NEM
$135B
$1.96M 0.08%
23,267
+1,205
+5% +$84K
EQIX icon
235
Equinix
EQIX
$102B
$1.94M 0.08%
2,479
-175
-7% -$137K
RWM icon
236
ProShares Short Russell2000
RWM
$117M
$1.93M 0.08%
115,000
– –
CL icon
237
Colgate-Palmolive
CL
$70.8B
$1.93M 0.08%
24,087
+75
+0.3% +$6.4K
NSC icon
238
Norfolk Southern
NSC
$74B
$1.89M 0.08%
6,291
+15
+0.2% +$4.17K
KBH icon
239
KB Home
KBH
$3.2B
$1.88M 0.08%
29,497
+1,493
+5% +$90.3K
TRGP icon
240
Targa Resources
TRGP
$62.2B
$1.86M 0.08%
11,117
-28
-0.3% -$4.66K
BMY icon
241
Bristol-Myers Squibb
BMY
$136B
$1.85M 0.08%
40,994
-1,203
-3% -$56.2K
SPOT icon
242
Spotify
SPOT
$112B
$1.84M 0.08%
2,631
+134
+5% +$93.7K
III icon
243
Information Services Group
III
$251M
$1.83M 0.07%
318,404
– –
MDT icon
244
Medtronic
MDT
$120B
$1.82M 0.07%
19,151
+1,090
+6% +$100K
COR icon
245
Cencora
COR
$63.2B
$1.81M 0.07%
5,787
+176
+3% +$51.8K
CMCSA icon
246
Comcast
CMCSA
$94B
$1.81M 0.07%
57,489
-11,559
-17% -$387K
URI icon
247
United Rentals
URI
$62.9B
$1.8M 0.07%
1,886
-88
-4% -$78.4K
BHP icon
248
BHP
BHP
$230B
$1.8M 0.07%
32,292
-462
-1% -$24.6K
FISV
249
Fiserv Inc
FISV
$28.2B
$1.78M 0.07%
13,793
-1,261
-8% -$181K
GFI icon
250
Gold Fields
GFI
$42.2B
$1.75M 0.07%
41,602
+1,978
+5% +$61.4K
8 9
10
11 12

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TAM
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PHK
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CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
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PE
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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. Common Stock: 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 Miscellaneous and Financials.

  • Laird Norton Wetherby Wealth Management's largest Q3 2025 buy was Nextpower Inc. Common Stock: 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.