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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 | |
|---|---|---|---|---|---|---|
276
Chunghwa Telecom
CHT
$32.6B
| $1.48M | 0.07% |
+31,651
| New | +$1.35M |
|
277
NetEase
NTES
$82B
| $1.46M | 0.07% |
+10,858
| New | +$1.25M |
|
278
Vanguard High Dividend Yield ETF
VYM
$82.5B
| $1.45M | 0.06% |
+10,911
| New | +$1.38M |
|
279
3M
MMM
$93.9B
| $1.43M | 0.06% |
+9,403
| New | +$1.34M |
|
280
Cameco
CCJ
$41.1B
| $1.43M | 0.06% |
+19,282
| New | +$1.03M |
|
281
Dimensional US Small Cap ETF
DFAS
$15.7B
| $1.43M | 0.06% |
+22,444
| New | +$1.35M |
|
282
EQT Corp
EQT
$32B
| $1.42M | 0.06% |
+24,368
| New | +$1.31M |
|
283
Fastenal
FAST
$57.4B
| $1.4M | 0.06% |
+33,426
| New | +$1.36M |
|
284
NRG Energy
NRG
$25.5B
| $1.4M | 0.06% |
+8,706
| New | +$1.15M |
|
285
Chipotle Mexican Grill
CMG
$43.7B
| $1.4M | 0.06% |
+24,850
| New | +$1.26M |
|
286
Canadian Pacific Kansas City
CP
$80.4B
| $1.39M | 0.06% |
+17,510
| New | +$1.35M |
|
287
Southern Company
SO
$107B
| $1.39M | 0.06% |
+15,095
| New | +$1.36M |
|
288
Ross Stores
ROST
$81.2B
| $1.38M | 0.06% |
+10,820
| New | +$1.5M |
|
289
HP
HPQ
$26.1B
| $1.38M | 0.06% |
+56,419
| New | +$1.44M |
|
290
Sun Life Financial
SLF
$45.3B
| $1.38M | 0.06% |
+20,700
| New | +$1.27M |
|
291
Phillips 66
PSX
$81.2B
| $1.37M | 0.06% |
+11,513
| New | +$1.29M |
|
292
Barclays
BCS
$96B
| $1.36M | 0.06% |
+73,193
| New | +$1.21M |
|
293
Williams Companies
WMB
$87.8B
| $1.36M | 0.06% |
+21,640
| New | +$1.28M |
|
294
Vanguard Total International Stock ETF
VXUS
$158B
| $1.36M | 0.06% |
+19,631
| New | +$1.27M |
|
295
Imperial Oil
IMO
$60.6B
| $1.34M | 0.06% |
+16,856
| New | +$1.2M |
|
296
Emerson Electric
EMR
$91B
| $1.34M | 0.06% |
+10,014
| New | +$1.15M |
|
297
Keysight
KEYS
$57.4B
| $1.33M | 0.06% |
+8,137
| New | +$1.24M |
|
298
Regeneron Pharmaceuticals
REGN
$79.1B
| $1.33M | 0.06% |
+2,530
| New | +$1.41M |
|
299
iShares Core S&P Total US Stock Market ETF
ITOT
$97.3B
| $1.33M | 0.06% |
+9,831
| New | +$1.23M |
|
300
Aegon
AEG
$14B
| $1.31M | 0.06% |
+181,151
| New | +$1.21M |
|
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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.