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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 | |
|---|---|---|---|---|---|---|
376
AXS Change Finance ESG ETF
CHGX
$176M
| $949K | 0.04% |
+36,394
| New | +$881K |
|
377
Vanguard Morningstar Value ETF
VTV
$191B
| $943K | 0.04% |
+5,333
| New | +$901K |
|
378
Public Storage
PSA
$61.1B
| $942K | 0.04% |
+3,210
| New | +$950K |
|
379
Hewlett Packard
HPE
$70.5B
| $941K | 0.04% |
+46,012
| New | +$771K |
|
380
Gold Fields
GFI
$33.4B
| $938K | 0.04% |
+39,624
| New | +$911K |
|
381
Agilent Technologies
A
$39.9B
| $936K | 0.04% |
+7,928
| New | +$879K |
|
382
National Grid
NGG
$80.7B
| $935K | 0.04% |
+12,744
| New | +$876K |
|
383
Telefônica Brasil
VIV
$19.5B
| $929K | 0.04% |
+81,497
| New | +$801K |
|
384
STMicroelectronics
STM
$47.1B
| $927K | 0.04% |
+30,494
| New | +$757K |
|
385
SLB Ltd
SLB
$74.1B
| $926K | 0.04% |
+27,407
| New | +$951K |
|
386
Public Service Enterprise Group
PEG
$37.7B
| $926K | 0.04% |
+10,996
| New | +$887K |
|
|
AXON
387
Axon Enterprise
AXON
$49.1B
| $924K | 0.04% |
+1,116
| New | +$759K |
|
388
Corteva
CTVA
$52.5B
| $923K | 0.04% |
+12,382
| New | +$825K |
|
389
Coinbase
COIN
$39.5B
| $920K | 0.04% |
+2,625
| New | +$614K |
|
|
DFUS
390
Dimensional US Equity ETF
DFUS
$21.5B
| $916K | 0.04% |
+13,667
| New | +$846K |
|
391
L3Harris
LHX
$53.3B
| $903K | 0.04% |
+3,601
| New | +$827K |
|
392
Ormat Technologies
ORA
$6.02B
| $896K | 0.04% |
+10,699
| New | +$800K |
|
393
CVS Health
CVS
$126B
| $873K | 0.04% |
+12,653
| New | +$830K |
|
394
Rockwell Automation
ROK
$50.1B
| $872K | 0.04% |
+2,626
| New | +$748K |
|
395
D.R. Horton
DHI
$42.4B
| $871K | 0.04% |
+6,753
| New | +$832K |
|
396
Agnico Eagle Mines
AEM
$83.8B
| $870K | 0.04% |
+7,319
| New | +$849K |
|
397
Synopsys
SNPS
$76.7B
| $869K | 0.04% |
+1,695
| New | +$790K |
|
398
Charter Communications
CHTR
$18.3B
| $868K | 0.04% |
+2,124
| New | +$813K |
|
399
Manulife Financial
MFC
$73.9B
| $866K | 0.04% |
+27,111
| New | +$835K |
|
400
Ingersoll Rand
IR
$34.9B
| $865K | 0.04% |
+10,402
| New | +$820K |
|
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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.