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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
ORA icon
376
Ormat Technologies
ORA
$6.48B
$1.02M 0.04%
10,599
-100
-0.9% -$9.02K
CUZ icon
377
Cousins Properties
CUZ
$5.23B
$1.02M 0.04%
35,121
+969
+3% +$27.5K
SCCO icon
378
Southern Copper
SCCO
$147B
$1.01M 0.04%
8,587
-85
-1% -$8.34K
AJG icon
379
Arthur J. Gallagher & Co
AJG
$64.6B
$1.01M 0.04%
3,254
+137
+4% +$41.3K
VTV icon
380
Vanguard Value ETF
VTV
$186B
$1.01M 0.04%
5,393
+60
+1% +$10.9K
CHGX icon
381
AXS Change Finance ESG ETF
CHGX
$170M
$994K 0.04%
36,394
– –
MNST icon
382
Monster Beverage
MNST
$95.7B
$993K 0.04%
14,759
+1,525
+12% +$95.2K
DFUS
383
Dimensional US Equity ETF
DFUS
$20.9B
$990K 0.04%
13,667
– –
COIN icon
384
Coinbase
COIN
$41.1B
$983K 0.04%
2,912
+287
+11% +$97.3K
FTNT icon
385
Fortinet
FTNT
$120B
$983K 0.04%
11,687
-2,905
-20% -$259K
SRE icon
386
Sempra
SRE
$60.4B
$979K 0.04%
10,877
+1,037
+11% +$84K
SGOL icon
387
abrdn Physical Gold Shares ETF
SGOL
$6.84B
$968K 0.04%
26,294
+617
+2% +$20.4K
CMG icon
388
Chipotle Mexican Grill
CMG
$42.5B
$964K 0.04%
24,598
-252
-1% -$11.3K
NMR icon
389
Nomura Holdings
NMR
$27.7B
$952K 0.04%
130,916
+4,648
+4% +$32.6K
OKTA icon
390
Okta
OKTA
$26.5B
$945K 0.04%
10,306
-759
-7% -$70.9K
STM icon
391
STMicroelectronics
STM
$55.6B
$944K 0.04%
33,414
+2,920
+10% +$81.6K
VTR icon
392
Ventas
VTR
$46.8B
$944K 0.04%
13,491
+76
+0.6% +$5.11K
IX icon
393
ORIX
IX
$42.3B
$939K 0.04%
35,962
-619
-2% -$15.4K
CVS icon
394
CVS Health
CVS
$138B
$938K 0.04%
12,443
-210
-2% -$14.4K
PEG icon
395
Public Service Enterprise Group
PEG
$39.1B
$938K 0.04%
11,239
+243
+2% +$20.4K
ES icon
396
Eversource Energy
ES
$28.2B
$937K 0.04%
13,178
+1,227
+10% +$80.4K
FITB
397
Fifth Third Bancorp
FITB
$52.6B
$935K 0.04%
20,977
+855
+4% +$37.4K
ABNB icon
398
Airbnb
ABNB
$86.3B
$931K 0.04%
7,666
+269
+4% +$34.8K
CPRT icon
399
Copart
CPRT
$25.2B
$925K 0.04%
20,571
-4
-0% -$189
ARGX icon
400
argenx
ARGX
$53.8B
$924K 0.04%
1,253
+33
+3% +$21.8K
14 15
16
17 18

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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
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

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.