We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
301
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $1.31M | 0.06% |
+10,324
| New | +$1.15M |
|
302
Toronto Dominion Bank
TD
$200B
| $1.3M | 0.06% |
+17,662
| New | +$1.15M |
|
303
Newmont
NEM
$110B
| $1.29M | 0.06% |
+22,062
| New | +$1.18M |
|
304
Canadian National Railway
CNI
$77.1B
| $1.26M | 0.06% |
+12,158
| New | +$1.24M |
|
305
iShares Floating Rate Bond ETF
FLOT
$10.3B
| $1.26M | 0.06% |
+24,670
| New | +$1.25M |
|
306
Baker Hughes
BKR
$61.2B
| $1.26M | 0.06% |
+32,801
| New | +$1.24M |
|
307
CrowdStrike
CRWD
$214B
| $1.26M | 0.06% |
+9,872
| New | +$1.07M |
|
308
Welltower
WELL
$171B
| $1.25M | 0.06% |
+8,139
| New | +$1.22M |
|
309
Owens Corning
OC
$12.3B
| $1.25M | 0.06% |
+9,085
| New | +$1.25M |
|
310
Tencent Music
TME
$15.6B
| $1.25M | 0.06% |
+64,054
| New | +$1.01M |
|
311
British American Tobacco
BTI
$128B
| $1.25M | 0.06% |
+26,374
| New | +$1.17M |
|
312
Deutsche Bank
DB
$71.5B
| $1.25M | 0.06% |
+42,561
| New | +$1.12M |
|
313
Vanguard Information Technology ETF
VGT
$147B
| $1.24M | 0.06% |
+14,984
| New | +$1.09M |
|
314
Vanguard Morningstar Small-Cap ETF
VB
$81.6B
| $1.23M | 0.05% |
+5,186
| New | +$1.16M |
|
315
XPeng
XPEV
$11.2B
| $1.22M | 0.05% |
+68,109
| New | +$1.33M |
|
|
NXDR
316
Nextdoor Holdings
NXDR
$934M
| $1.2M | 0.05% |
+722,489
| New | +$1.09M |
|
317
Mizuho Financial
MFG
$130B
| $1.19M | 0.05% |
+213,671
| New | +$1.11M |
|
318
Zoetis
ZTS
$31.2B
| $1.19M | 0.05% |
+7,599
| New | +$1.2M |
|
319
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
| $1.18M | 0.05% |
+39,145
| New | +$1.11M |
|
320
Applovin
APP
$140B
| $1.18M | 0.05% |
+3,370
| New | +$1.09M |
|
321
Darden Restaurants
DRI
$23.9B
| $1.18M | 0.05% |
+5,393
| New | +$1.12M |
|
322
NetApp
NTAP
$36.6B
| $1.17M | 0.05% |
+10,980
| New | +$1.04M |
|
323
Freeport-McMoran
FCX
$99.8B
| $1.17M | 0.05% |
+26,952
| New | +$1.02M |
|
324
Cintas
CTAS
$80.6B
| $1.16M | 0.05% |
+5,197
| New | +$1.12M |
|
325
Philips
PHG
$26B
| $1.14M | 0.05% |
+49,493
| New | +$1.11M |
|
Similar funds
TAM
PHK
CCA
AF
PE
PH
FSC
CCB
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.