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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 | |
|---|---|---|---|---|---|---|
351
DoorDash
DASH
$90.3B
| $1.05M | 0.05% |
+4,267
| New | +$856K |
|
352
Corning
GLW
$135B
| $1.05M | 0.05% |
+19,995
| New | +$936K |
|
353
iShares S&P 100 ETF
OEF
$20.4B
| $1.05M | 0.05% |
+3,453
| New | +$962K |
|
354
PACCAR
PCAR
$70.2B
| $1.05M | 0.05% |
+11,016
| New | +$1.02M |
|
355
AngloGold Ashanti
AU
$44.8B
| $1.04M | 0.05% |
+22,875
| New | +$985K |
|
356
GSK
GSK
$103B
| $1.04M | 0.05% |
+27,060
| New | +$1.03M |
|
357
American Electric Power
AEP
$68.8B
| $1.04M | 0.05% |
+10,006
| New | +$1.04M |
|
358
iRhythm Holdings
IRTC
$4.09B
| $1.04M | 0.05% |
+6,742
| New | +$871K |
|
359
Banco Bilbao Vizcaya Argentaria
BBVA
$155B
| $1.04M | 0.05% |
+67,453
| New | +$972K |
|
360
Cousins Properties
CUZ
$5.06B
| $1.03M | 0.05% |
+34,152
| New | +$964K |
|
361
Elbit Systems
ESLT
$40.5B
| $1.02M | 0.05% |
+2,262
| New | +$917K |
|
362
NVR
NVR
$17B
| $1.01M | 0.05% |
+137
| New | +$982K |
|
363
Copart
CPRT
$26.8B
| $1.01M | 0.04% |
+20,575
| New | +$1.15M |
|
364
Devon Energy
DVN
$48.5B
| $1M | 0.04% |
+31,477
| New | +$1M |
|
365
Simon Property Group
SPG
$72.9B
| $1M | 0.04% |
+6,225
| New | +$984K |
|
366
Church & Dwight Co
CHD
$24.6B
| $998K | 0.04% |
+10,385
| New | +$1.02M |
|
367
Arthur J. Gallagher & Co
AJG
$64.3B
| $998K | 0.04% |
+3,117
| New | +$1.03M |
|
368
Sea Limited
SE
$70.4B
| $996K | 0.04% |
+6,230
| New | +$902K |
|
369
InterContinental Hotels
IHG
$23.7B
| $994K | 0.04% |
+8,617
| New | +$966K |
|
370
Airbnb
ABNB
$90.5B
| $979K | 0.04% |
+7,397
| New | +$937K |
|
371
Cardinal Health
CAH
$56B
| $967K | 0.04% |
+5,754
| New | +$854K |
|
|
TEF
372
DELISTED
Telefonica
TEF
| $962K | 0.04% |
+184,010
| New | +$925K |
|
373
Lloyds Banking Group
LYG
$90.9B
| $962K | 0.04% |
+226,307
| New | +$900K |
|
374
Trip.com Group
TCOM
$28.9B
| $956K | 0.04% |
+16,306
| New | +$980K |
|
375
Realty Income
O
$58.5B
| $950K | 0.04% |
+16,496
| New | +$933K |
|
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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.