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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
RCL icon
276
Royal Caribbean
RCL
$77B
$1.58M 0.06%
4,886
+47
+1% +$15.7K
WELL icon
277
Welltower
WELL
$172B
$1.57M 0.06%
8,813
+674
+8% +$111K
DFAS icon
278
Dimensional US Small Cap ETF
DFAS
$15B
$1.56M 0.06%
22,799
+355
+2% +$23.7K
CME icon
279
CME Group
CME
$88.5B
$1.55M 0.06%
5,754
+234
+4% +$63.7K
PSX icon
280
Phillips 66
PSX
$82.9B
$1.54M 0.06%
11,347
-166
-1% -$21.3K
BCS icon
281
Barclays
BCS
$93.8B
$1.53M 0.06%
74,175
+982
+1% +$19.4K
IMO icon
282
Imperial Oil
IMO
$59.2B
$1.53M 0.06%
16,834
-22
-0.1% -$1.9K
XLK icon
283
State Street Technology Select Sector SPDR ETF
XLK
$114B
$1.52M 0.06%
10,764
+440
+4% +$58.3K
DB icon
284
Deutsche Bank
DB
$67.3B
$1.51M 0.06%
42,728
+167
+0.4% +$5.69K
NXDR
285
Nextdoor Holdings
NXDR
$912M
$1.51M 0.06%
722,489
– –
BR icon
286
Broadridge
BR
$17.3B
$1.5M 0.06%
6,297
-24
-0.4% -$5.98K
TECK icon
287
Teck Resources
TECK
$27B
$1.5M 0.06%
34,148
-5,499
-14% -$200K
TME icon
288
Tencent Music
TME
$14.9B
$1.5M 0.06%
64,137
+83
+0.1% +$1.92K
IUSB icon
289
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$1.49M 0.06%
31,832
-216
-0.7% -$9.99K
SCHD icon
290
Schwab US Dividend Equity ETF
SCHD
$100B
$1.46M 0.06%
53,548
-39,218
-42% -$1.07M
APD icon
291
Air Products & Chemicals
APD
$65.8B
$1.46M 0.06%
5,356
-240
-4% -$69.5K
MFG icon
292
Mizuho Financial
MFG
$120B
$1.45M 0.06%
216,636
+2,965
+1% +$18.5K
SO icon
293
Southern Company
SO
$107B
$1.45M 0.06%
15,281
+186
+1% +$17.4K
VB icon
294
Vanguard Small-Cap ETF
VB
$79.7B
$1.45M 0.06%
5,693
+507
+10% +$126K
ROP icon
295
Roper Technologies
ROP
$36.6B
$1.45M 0.06%
2,901
+939
+48% +$501K
VXUS icon
296
Vanguard Total International Stock ETF
VXUS
$153B
$1.45M 0.06%
19,688
+57
+0.3% +$4.05K
VYM icon
297
Vanguard High Dividend Yield ETF
VYM
$80B
$1.44M 0.06%
10,235
-676
-6% -$92.9K
BBVA icon
298
Banco Bilbao Vizcaya Argentaria
BBVA
$139B
$1.44M 0.06%
74,735
+7,282
+11% +$127K
TD icon
299
Toronto Dominion Bank
TD
$204B
$1.43M 0.06%
17,910
+248
+1% +$18.6K
ITOT icon
300
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$1.43M 0.06%
9,831
– –
10 11
12
13 14

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TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

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.