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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
DUK icon
351
Duke Energy
DUK
$98.4B
$1.12M 0.05%
9,085
-44
-0.5% -$5.34K
TFC icon
352
Truist Financial
TFC
$62.7B
$1.12M 0.05%
24,552
-34
-0.1% -$1.53K
SE icon
353
Sea Limited
SE
$65.5B
$1.12M 0.05%
6,266
+36
+0.6% +$6.17K
NVR icon
354
NVR
NVR
$17.3B
$1.12M 0.05%
139
+2
+1% +$15.9K
YUM icon
355
Yum! Brands
YUM
$40.8B
$1.11M 0.05%
7,329
-2
-0% -$294
CTAS icon
356
Cintas
CTAS
$80.5B
$1.11M 0.05%
5,401
+204
+4% +$43.6K
GSK icon
357
GSK
GSK
$101B
$1.1M 0.04%
25,507
-1,553
-6% -$60.7K
VIV icon
358
Telefônica Brasil
VIV
$22.4B
$1.08M 0.04%
84,863
+3,366
+4% +$40.4K
SNPS icon
359
Synopsys
SNPS
$72.1B
$1.08M 0.04%
2,188
+493
+29% +$279K
FDX icon
360
FedEx
FDX
$73.4B
$1.08M 0.04%
4,576
-113
-2% -$26.1K
IRM icon
361
Iron Mountain
IRM
$36.8B
$1.08M 0.04%
10,565
+294
+3% +$28.3K
LYG icon
362
Lloyds Banking Group
LYG
$86.1B
$1.07M 0.04%
236,104
+9,797
+4% +$42.8K
UNM icon
363
Unum
UNM
$14.2B
$1.07M 0.04%
13,709
+165
+1% +$12.4K
OEF icon
364
iShares S&P 100 ETF
OEF
$20.1B
$1.07M 0.04%
3,203
-250
-7% -$79.5K
PWR icon
365
Quanta Services
PWR
$95B
$1.07M 0.04%
2,570
+301
+13% +$117K
DVN icon
366
Devon Energy
DVN
$50.4B
$1.06M 0.04%
30,343
-1,134
-4% -$38.6K
CNI icon
367
Canadian National Railway
CNI
$77.8B
$1.06M 0.04%
11,223
-935
-8% -$90.2K
NVT icon
368
nVent Electric
NVT
$25.2B
$1.05M 0.04%
10,694
+98
+0.9% +$8.51K
AGG icon
369
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.05M 0.04%
10,498
+2,390
+29% +$237K
ZTS icon
370
Zoetis
ZTS
$31.8B
$1.05M 0.04%
7,164
-435
-6% -$65.8K
PRM icon
371
Perimeter Solutions
PRM
$5.78B
$1.05M 0.04%
46,753
-3,927
-8% -$74.4K
DRI icon
372
Darden Restaurants
DRI
$22.2B
$1.04M 0.04%
5,480
+87
+2% +$17.9K
PSO icon
373
Pearson
PSO
$10B
$1.04M 0.04%
73,194
+1,638
+2% +$23.6K
FCX icon
374
Freeport-McMoran
FCX
$84.6B
$1.03M 0.04%
26,170
-782
-3% -$33.9K
IHG icon
375
InterContinental Hotels
IHG
$23.3B
$1.03M 0.04%
8,455
-162
-2% -$19.4K
13 14
15
16 17

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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
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PH
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FSC
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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.