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LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
This Fund
S&P 500
This Quarter
Est. Return
+13.23%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.25B
AUM Growth
–
Cap. Flow
+$2.08B
Cap. Flow
% of AUM
92.56%
Top 10 Holdings %
Top 10 Hldgs %
32.26%
Holding
930
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$132M |
| 2 |
Microsoft
MSFT
|
+$102M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$89.1M |
| 4 |
NVIDIA
NVDA
|
+$87.4M |
| 5 |
Amazon
AMZN
|
+$63.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.69% |
| 2 | Financials | 11.46% |
| 3 | Consumer Discretionary | 8.2% |
| 4 | Communication Services | 7.84% |
| 5 | Healthcare | 7.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
SPDR Gold Trust
GLD
$138B
| $1.96M | 0.09% |
+6,436
| New | +$1.95M |
|
227
Bristol-Myers Squibb
BMY
$130B
| $1.95M | 0.09% |
+42,197
| New | +$2.07M |
|
228
O'Reilly Automotive
ORLY
$76.3B
| $1.94M | 0.09% |
+21,551
| New | +$1.96M |
|
229
Targa Resources
TRGP
$55.8B
| $1.94M | 0.09% |
+11,145
| New | +$1.87M |
|
230
HCA Healthcare
HCA
$88.7B
| $1.93M | 0.09% |
+5,040
| New | +$1.82M |
|
231
Spotify
SPOT
$99.2B
| $1.92M | 0.09% |
+2,497
| New | +$1.6M |
|
232
Sanofi
SNY
$103B
| $1.9M | 0.08% |
+39,287
| New | +$2.01M |
|
233
Vanguard Morningstar Large-Cap ETF
VV
$54.1B
| $1.89M | 0.08% |
+6,615
| New | +$1.74M |
|
234
Allstate
ALL
$68.1B
| $1.88M | 0.08% |
+9,350
| New | +$1.87M |
|
235
FIVE9
FIVN
$2.27B
| $1.87M | 0.08% |
+70,695
| New | +$1.84M |
|
236
ASE Group
ASX
$80.9B
| $1.87M | 0.08% |
+181,122
| New | +$1.69M |
|
237
Altria Group
MO
$114B
| $1.84M | 0.08% |
+31,379
| New | +$1.84M |
|
238
Intel
INTC
$510B
| $1.75M | 0.08% |
+78,260
| New | +$1.62M |
|
239
General Motors
GM
$78.2B
| $1.75M | 0.08% |
+35,572
| New | +$1.69M |
|
240
Boeing
BA
$190B
| $1.74M | 0.08% |
+8,293
| New | +$1.57M |
|
241
KKR & Co
KKR
$94.9B
| $1.73M | 0.08% |
+12,976
| New | +$1.52M |
|
242
First Solar
FSLR
$25.4B
| $1.71M | 0.08% |
+10,315
| New | +$1.52M |
|
243
Hershey
HSY
$36.1B
| $1.7M | 0.08% |
+10,270
| New | +$1.69M |
|
244
Bank of Montreal
BMO
$127B
| $1.68M | 0.07% |
+15,212
| New | +$1.53M |
|
245
Cencora
COR
$61.7B
| $1.68M | 0.07% |
+5,611
| New | +$1.62M |
|
246
Target
TGT
$67.1B
| $1.66M | 0.07% |
+16,806
| New | +$1.61M |
|
247
Cheniere Energy
LNG
$53.4B
| $1.65M | 0.07% |
+6,764
| New | +$1.57M |
|
248
Nike
NKE
$63B
| $1.64M | 0.07% |
+23,112
| New | +$1.39M |
|
249
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
| $1.63M | 0.07% |
+22,397
| New | +$1.52M |
|
250
Northrop Grumman
NOC
$79.2B
| $1.62M | 0.07% |
+3,250
| New | +$1.6M |
|
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Laird Norton Wetherby Wealth Management's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for Laird Norton Wetherby Wealth Management, which disclosed 930 positions worth $2.25B. Its ten largest holdings account for 32% of the portfolio.
Its largest position is Apple: 653,281 shares worth $134M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, followed by Financials and Consumer Discretionary.
- Laird Norton Wetherby Wealth Management's largest Q2 2025 buy was Apple: 653,281 shares worth $134M.
- Laird Norton Wetherby Wealth Management's ten largest holdings make up 32% of its $2.25B portfolio in Q2 2025.
- Laird Norton Wetherby Wealth Management disclosed 930 positions in Q2 2025, its first 13F filing on record.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.