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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 | |
|---|---|---|---|---|---|---|
451
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.8B
| $728K | 0.03% |
+5,419
| New | +$668K |
|
|
WCN
452
Waste Connections
WCN
$41B
| $725K | 0.03% |
+3,882
| New | +$748K |
|
453
IDEX
IEX
$17.6B
| $724K | 0.03% |
+4,126
| New | +$731K |
|
454
iShares MSCI India ETF
INDA
$6.62B
| $723K | 0.03% |
+12,980
| New | +$694K |
|
455
Exelon
EXC
$46.7B
| $721K | 0.03% |
+16,605
| New | +$739K |
|
456
Huntington Bancshares
HBAN
$35.6B
| $720K | 0.03% |
+42,934
| New | +$648K |
|
457
Veeva Systems
VEEV
$34.7B
| $719K | 0.03% |
+2,495
| New | +$619K |
|
458
Electronic Arts
EA
| $717K | 0.03% |
+4,491
| New | +$664K |
|
459
Consolidated Edison
ED
$39.8B
| $717K | 0.03% |
+7,143
| New | +$756K |
|
460
Berkshire Hathaway Class B
BRK.B
$1.12T
| $717K | 0.03% |
+1,475
| New | +$749K |
|
461
Valero Energy
VLO
$86.1B
| $712K | 0.03% |
+5,300
| New | +$660K |
|
462
Cognizant
CTSH
$24.7B
| $712K | 0.03% |
+9,126
| New | +$699K |
|
463
Flex
FLEX
$45.9B
| $711K | 0.03% |
+14,234
| New | +$555K |
|
464
POSCO
PKX
$16.9B
| $710K | 0.03% |
+14,639
| New | +$673K |
|
465
Old Dominion Freight Line
ODFL
$44.1B
| $708K | 0.03% |
+4,360
| New | +$696K |
|
466
Perimeter Solutions
PRM
$5.91B
| $705K | 0.03% |
+50,680
| New | +$585K |
|
467
Keurig Dr Pepper
KDP
$41.6B
| $704K | 0.03% |
+21,283
| New | +$720K |
|
468
Diageo
DEO
$51.1B
| $702K | 0.03% |
+6,961
| New | +$755K |
|
469
New Oriental
EDU
$8.92B
| $701K | 0.03% |
+12,998
| New | +$617K |
|
470
Sysco
SYY
$40.5B
| $698K | 0.03% |
+9,219
| New | +$669K |
|
471
Boston Properties
BXP
$11.1B
| $695K | 0.03% |
+10,301
| New | +$686K |
|
472
Fidelity National Information Services
FIS
$21.6B
| $695K | 0.03% |
+8,535
| New | +$664K |
|
473
Takeda Pharmaceutical
TAK
$54.1B
| $694K | 0.03% |
+44,868
| New | +$663K |
|
474
First American
FAF
$7.65B
| $683K | 0.03% |
+11,124
| New | +$660K |
|
475
Clorox
CLX
$12.9B
| $682K | 0.03% |
+5,680
| New | +$758K |
|
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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.