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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
FNDX icon
426
Schwab Fundamental US Large Company Index ETF
FNDX
$26.3B
$837K 0.03%
31,833
– –
LYFT icon
427
Lyft
LYFT
$5.32B
$825K 0.03%
37,492
-94,650
-72% -$1.58M
NWG icon
428
NatWest
NWG
$71.1B
$821K 0.03%
58,022
+1,028
+2% +$14.5K
SYY icon
429
Sysco
SYY
$39.1B
$821K 0.03%
9,969
+750
+8% +$60K
IAU icon
430
iShares Gold Trust
IAU
$62.9B
$815K 0.03%
11,205
+355
+3% +$23.2K
SU icon
431
Suncor Energy
SU
$78.4B
$815K 0.03%
19,488
-1,555
-7% -$62.4K
GRMN
432
Garmin
GRMN
$46.3B
$811K 0.03%
3,293
+219
+7% +$50.5K
RMD icon
433
ResMed
RMD
$27.8B
$810K 0.03%
2,959
+99
+3% +$27K
VST icon
434
Vistra
VST
$57B
$809K 0.03%
4,130
+309
+8% +$61.2K
AXON
435
Axon Enterprise
AXON
$39.6B
$809K 0.03%
1,127
+11
+1% +$8.35K
MSCI icon
436
MSCI
MSCI
$40.2B
$808K 0.03%
1,424
+17
+1% +$9.61K
EOG icon
437
EOG Resources
EOG
$77.5B
$807K 0.03%
7,202
+88
+1% +$10.5K
TPR icon
438
Tapestry
TPR
$28.1B
$807K 0.03%
7,125
-52
-0.7% -$5.44K
RRC icon
439
Range Resources
RRC
$9.08B
$806K 0.03%
21,419
+206
+1% +$7.36K
VMBS icon
440
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$803K 0.03%
17,090
– –
EXC icon
441
Exelon
EXC
$48.4B
$797K 0.03%
17,697
+1,092
+7% +$48K
MFC icon
442
Manulife Financial
MFC
$71.6B
$796K 0.03%
25,542
-1,569
-6% -$48.4K
DLN icon
443
WisdomTree US LargeCap Dividend Fund
DLN
$6.2B
$795K 0.03%
9,135
+52
+0.6% +$4.4K
MTD icon
444
Mettler-Toledo International
MTD
$26.9B
$783K 0.03%
638
+2
+0.3% +$2.51K
MOS icon
445
The Mosaic Company
MOS
$7.08B
$776K 0.03%
22,383
+1,405
+7% +$48.4K
B
446
Barrick Mining
B
$62.3B
$774K 0.03%
23,607
+142
+0.6% +$3.6K
VSS icon
447
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$772K 0.03%
5,419
– –
CHKP icon
448
Check Point Software Technologies
CHKP
$13.1B
$769K 0.03%
3,715
-70
-2% -$14.1K
RF icon
449
Regions Financial
RF
$26.2B
$763K 0.03%
28,917
+899
+3% +$23.3K
HBAN icon
450
Huntington Bancshares
HBAN
$35.3B
$757K 0.03%
43,838
+904
+2% +$15.5K
16 17
18
19 20

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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
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PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
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.