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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 Miscellaneous 18.89%
3 Financials 11.26%
4 Consumer Discretionary 8.22%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WCC
451
WESCO International
WCC
$16.5B
$754K 0.03%
3,567
+72
+2% +$15.1K
ED icon
452
Consolidated Edison
ED
$39.4B
$753K 0.03%
7,493
+350
+5% +$35.1K
IEF icon
453
iShares 7-10 Year Treasury Bond ETF
IEF
$41.6B
$748K 0.03%
7,754
– –
HSIC icon
454
Henry Schein
HSIC
$9.53B
$746K 0.03%
11,234
+121
+1% +$8.38K
DD icon
455
DuPont de Nemours
DD
$17.5B
$744K 0.03%
7,612
-6
-0.1% -$565
TYG
456
Tortoise Energy Infrastructure Corp
TYG
$896M
$742K 0.03%
17,220
+8,610
+100% +$369K
BRK.B icon
457
Berkshire Hathaway Class B
BRK.B
$1.1T
$742K 0.03%
1,475
– –
LI icon
458
Li Auto
LI
$11.7B
$733K 0.03%
28,922
-536
-2% -$13.9K
SPY icon
459
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$804B
– –
0
– –
ILMN icon
460
Illumina
ILMN
$37B
$732K 0.03%
7,711
-144
-2% -$14.3K
DFAC icon
461
Dimensional US Core Equity 2 ETF
DFAC
$48.7B
$731K 0.03%
18,948
– –
VEEV icon
462
Veeva Systems
VEEV
$42.8B
$731K 0.03%
2,453
-42
-2% -$11.8K
BXP icon
463
Boston Properties
BXP
$10.2B
$726K 0.03%
9,761
-540
-5% -$38.1K
PRU icon
464
Prudential Financial
PRU
$40.9B
$725K 0.03%
6,989
-600
-8% -$63.2K
AIG icon
465
American International
AIG
$39.4B
$724K 0.03%
9,222
-83
-0.9% -$6.63K
FERG icon
466
Ferguson
FERG
$41.6B
$712K 0.03%
3,169
+157
+5% +$35.5K
VNO icon
467
Vornado Realty Trust
VNO
$6.49B
$709K 0.03%
17,504
+962
+6% +$37.5K
RBRK icon
468
Rubrik
RBRK
$22.3B
$704K 0.03%
8,563
+3,430
+67% +$295K
PKX icon
469
POSCO
PKX
$18.2B
$704K 0.03%
14,312
-327
-2% -$17.6K
SPDV icon
470
AAM S&P 500 High Dividend Value ETF
SPDV
$104M
$695K 0.03%
20,000
+10,000
+100% +$338K
ENIC icon
471
Enel Chile
ENIC
$5.98B
$693K 0.03%
178,268
+49,535
+38% +$173K
BP icon
472
BP
BP
$117B
$689K 0.03%
20,006
-380
-2% -$12.7K
HACK icon
473
Amplify Cybersecurity ETF
HACK
$3.12B
$689K 0.03%
7,940
+3,025
+62% +$257K
OVV icon
474
Ovintiv
OVV
$17.3B
$689K 0.03%
17,060
+552
+3% +$22.5K
EDU icon
475
New Oriental
EDU
$8.86B
$688K 0.03%
12,965
-33
-0.3% -$1.63K
17 18
19
20 21

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TAM
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PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
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. Common Stock: 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 Miscellaneous and Financials.

  • Laird Norton Wetherby Wealth Management's largest Q3 2025 buy was Nextpower Inc. Common Stock: 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.