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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 | |
|---|---|---|---|---|---|---|
401
iShares National Muni Bond ETF
MUB
$45.4B
| $863K | 0.04% |
+8,262
| New | +$859K |
|
402
Range Resources
RRC
$9.05B
| $863K | 0.04% |
+21,213
| New | +$800K |
|
403
Quanta Services
PWR
$102B
| $858K | 0.04% |
+2,269
| New | +$728K |
|
404
Kimberly-Clark
KMB
$37.3B
| $854K | 0.04% |
+6,622
| New | +$898K |
|
405
EOG Resources
EOG
$71.2B
| $851K | 0.04% |
+7,114
| New | +$813K |
|
406
Ventas
VTR
$47.8B
| $847K | 0.04% |
+13,415
| New | +$876K |
|
407
Southern Copper
SCCO
$162B
| $846K | 0.04% |
+8,672
| New | +$763K |
|
408
International Flavors & Fragrances
IFF
$21.7B
| $839K | 0.04% |
+11,403
| New | +$861K |
|
409
Check Point Software Technologies
CHKP
$12.7B
| $837K | 0.04% |
+3,785
| New | +$833K |
|
410
General Mills
GIS
$19.2B
| $835K | 0.04% |
+16,112
| New | +$889K |
|
411
JD.com
JD
$43.7B
| $834K | 0.04% |
+25,566
| New | +$872K |
|
412
Nomura Holdings
NMR
$29.1B
| $831K | 0.04% |
+126,268
| New | +$739K |
|
413
Monster Beverage
MNST
$92.7B
| $829K | 0.04% |
+13,234
| New | +$809K |
|
414
Seagate
STX
$179B
| $829K | 0.04% |
+5,743
| New | +$595K |
|
|
FITB
415
Fifth Third Bancorp
FITB
$52.5B
| $828K | 0.04% |
+20,122
| New | +$755K |
|
416
ORIX
IX
$45.6B
| $824K | 0.04% |
+36,581
| New | +$751K |
|
417
Strategy Inc
MSTR
$37B
| $823K | 0.04% |
+2,037
| New | +$742K |
|
418
Prudential Financial
PRU
$41.8B
| $815K | 0.04% |
+7,589
| New | +$786K |
|
419
Henry Schein
HSIC
$10B
| $812K | 0.04% |
+11,113
| New | +$765K |
|
420
MSCI
MSCI
$41.6B
| $811K | 0.04% |
+1,407
| New | +$779K |
|
421
abrdn Physical Gold Shares ETF
SGOL
$7.25B
| $810K | 0.04% |
+25,677
| New | +$805K |
|
422
NatWest
NWG
$77B
| $806K | 0.04% |
+56,994
| New | +$753K |
|
423
iShares Core US Aggregate Bond ETF
AGG
$138B
| $804K | 0.04% |
+8,108
| New | +$794K |
|
424
Li Auto
LI
$12.4B
| $799K | 0.04% |
+29,458
| New | +$777K |
|
425
American International
AIG
$42.8B
| $796K | 0.04% |
+9,305
| New | +$775K |
|
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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.