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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 | |
|---|---|---|---|---|---|---|
326
iShares Core S&P US Growth ETF
IUSG
$33.5B
| $1.14M | 0.05% |
+7,605
| New | +$1.03M |
|
327
General Dynamics
GD
$104B
| $1.13M | 0.05% |
+3,880
| New | +$1.07M |
|
328
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.7B
| $1.13M | 0.05% |
+2,558
| New | +$1.06M |
|
329
iShares Russell Mid-Cap ETF
IWR
$57B
| $1.12M | 0.05% |
+12,208
| New | +$1.05M |
|
330
Rio Tinto
RIO
$165B
| $1.12M | 0.05% |
+19,117
| New | +$1.13M |
|
331
Roper Technologies
ROP
$39B
| $1.11M | 0.05% |
+1,962
| New | +$1.11M |
|
332
Pinduoduo
PDD
$129B
| $1.11M | 0.05% |
+10,600
| New | +$1.11M |
|
333
Okta
OKTA
$25.6B
| $1.11M | 0.05% |
+11,065
| New | +$1.18M |
|
334
Unum
UNM
$14.1B
| $1.09M | 0.05% |
+13,544
| New | +$1.07M |
|
335
Ametek
AME
$58.4B
| $1.09M | 0.05% |
+6,043
| New | +$1.04M |
|
336
Pentair
PNR
$11B
| $1.09M | 0.05% |
+10,601
| New | +$990K |
|
337
Nokia
NOK
$53.5B
| $1.09M | 0.05% |
+209,983
| New | +$1.08M |
|
338
Yum! Brands
YUM
$41.6B
| $1.09M | 0.05% |
+7,331
| New | +$1.07M |
|
339
Cenovus Energy
CVE
$51.1B
| $1.08M | 0.05% |
+79,776
| New | +$1.04M |
|
340
Duke Energy
DUK
$96.2B
| $1.08M | 0.05% |
+9,129
| New | +$1.08M |
|
341
Oneok
OKE
$55B
| $1.08M | 0.05% |
+13,183
| New | +$1.1M |
|
342
Loews
L
$23.7B
| $1.07M | 0.05% |
+11,698
| New | +$1.03M |
|
343
Canadian Imperial Bank of Commerce
CM
$108B
| $1.07M | 0.05% |
+15,117
| New | +$973K |
|
344
Pearson
PSO
$10B
| $1.07M | 0.05% |
+71,556
| New | +$1.11M |
|
345
Take-Two Interactive
TTWO
$43.9B
| $1.07M | 0.05% |
+4,395
| New | +$990K |
|
346
Martin Marietta Materials
MLM
$33.2B
| $1.07M | 0.05% |
+1,942
| New | +$1.03M |
|
347
FedEx
FDX
$73.5B
| $1.07M | 0.05% |
+4,689
| New | +$1.03M |
|
348
Kayne Anderson Energy Infrastructure Fund
KYN
$2.38B
| $1.06M | 0.05% |
+83,672
| New | +$1.01M |
|
349
Truist Financial
TFC
$64.6B
| $1.06M | 0.05% |
+24,586
| New | +$962K |
|
350
Iron Mountain
IRM
$37.8B
| $1.05M | 0.05% |
+10,271
| New | +$968K |
|
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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.