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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 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
AEG icon
301
Aegon
AEG
$13.3B
$1.43M 0.06%
178,979
-2,172
-1% -$16.2K
KEYS icon
302
Keysight
KEYS
$54B
$1.42M 0.06%
8,137
– –
EMR icon
303
Emerson Electric
EMR
$78.2B
$1.42M 0.06%
10,793
+779
+8% +$106K
REGN icon
304
Regeneron Pharmaceuticals
REGN
$70.9B
$1.42M 0.06%
2,518
-12
-0.5% -$6.79K
MMM icon
305
3M
MMM
$83.4B
$1.41M 0.06%
9,080
-323
-3% -$49.8K
PDD icon
306
Pinduoduo
PDD
$120B
$1.4M 0.06%
10,622
+22
+0.2% +$2.6K
STX icon
307
Seagate
STX
$178B
$1.4M 0.06%
5,930
+187
+3% +$31.9K
NRG icon
308
NRG Energy
NRG
$27.2B
$1.4M 0.06%
8,643
-63
-0.7% -$9.81K
CHT icon
309
Chunghwa Telecom
CHT
$32.9B
$1.4M 0.06%
32,076
+425
+1% +$18.9K
HPQ icon
310
HP
HPQ
$22.7B
$1.39M 0.06%
51,038
-5,381
-10% -$143K
CVE icon
311
Cenovus Energy
CVE
$52.1B
$1.39M 0.06%
81,785
+2,009
+3% +$31.4K
TGT icon
312
Target
TGT
$63.4B
$1.38M 0.06%
15,392
-1,414
-8% -$139K
NTAP icon
313
NetApp
NTAP
$32.1B
$1.38M 0.06%
11,636
+656
+6% +$73.4K
WMB icon
314
Williams Companies
WMB
$89.7B
$1.38M 0.06%
21,748
+108
+0.5% +$6.34K
INBX icon
315
Inhibrx
INBX
$1.28B
$1.37M 0.06%
40,656
– –
GD icon
316
General Dynamics
GD
$99.7B
$1.37M 0.06%
4,011
+131
+3% +$41.3K
VGT icon
317
Vanguard Information Technology ETF
VGT
$139B
$1.35M 0.06%
14,504
-480
-3% -$41.9K
OC icon
318
Owens Corning
OC
$11.6B
$1.35M 0.06%
9,567
+482
+5% +$70.7K
PYPL icon
319
PayPal
PYPL
$49.9B
$1.35M 0.06%
20,119
-360
-2% -$25.4K
TTE icon
320
TotalEnergies
TTE
$181B
$1.34M 0.05%
22,471
-1,949
-8% -$120K
SNY icon
321
Sanofi
SNY
$107B
$1.31M 0.05%
27,754
-11,533
-29% -$557K
SCHE icon
322
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$1.31M 0.05%
39,145
– –
PHG icon
323
Philips
PHG
$26.2B
$1.3M 0.05%
49,607
+114
+0.2% +$2.93K
MLM icon
324
Martin Marietta Materials
MLM
$33.8B
$1.3M 0.05%
2,064
+122
+6% +$72.7K
XLE icon
325
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$1.3M 0.05%
28,998
+18,668
+181% +$817K
11 12
13
14 15

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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
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
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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.