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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

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

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

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
COST icon
26
Costco
COST
$419B
$12M 0.49%
12,932
+11
+0.1% +$10.5K
WMT icon
27
Walmart Inc
WMT
$915B
$11.9M 0.49%
115,548
+774
+0.7% +$77.1K
IVE icon
28
iShares S&P 500 Value ETF
IVE
$49B
$11.8M 0.48%
57,033
+2,356
+4% +$473K
ASML icon
29
ASML
ASML
$686B
$10.6M 0.43%
10,937
-57
-0.5% -$44.8K
ABBV icon
30
AbbVie
ABBV
$449B
$10.4M 0.42%
44,878
+199
+0.4% +$40.5K
TEL icon
31
TE Connectivity
TEL
$59.1B
$10.3M 0.42%
46,931
-544
-1% -$109K
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$10.2M 0.42%
188,261
+1,836
+1% +$94.6K
IGF icon
33
iShares Global Infrastructure ETF
IGF
$10.9B
$9.85M 0.4%
161,172
+21,229
+15% +$1.27M
GS icon
34
Goldman Sachs
GS
$323B
$9.65M 0.39%
12,118
+115
+1% +$85.2K
BAC icon
35
Bank of America
BAC
$432B
$9.27M 0.38%
179,777
+1,272
+0.7% +$62.1K
IWB icon
36
iShares Russell 1000 ETF
IWB
$48.4B
$8.81M 0.36%
24,105
+2,564
+12% +$903K
ABT icon
37
Abbott
ABT
$172B
$8.79M 0.36%
65,624
+4,237
+7% +$556K
ANET icon
38
Arista Networks
ANET
$212B
$8.33M 0.34%
57,171
-1,426
-2% -$184K
AXP icon
39
American Express
AXP
$247B
$7.94M 0.32%
23,919
+386
+2% +$123K
CSCO icon
40
Cisco
CSCO
$432B
$7.88M 0.32%
115,155
+1,694
+1% +$115K
XOM icon
41
ExxonMobil
XOM
$605B
$7.8M 0.32%
69,207
+2,084
+3% +$232K
BND icon
42
Vanguard Total Bond Market
BND
$159B
$7.67M 0.31%
103,160
+1,196
+1% +$88.1K
UNH icon
43
UnitedHealth
UNH
$384B
$7.52M 0.31%
21,774
+750
+4% +$227K
IWV icon
44
iShares Russell 3000 ETF
IWV
$19.8B
$7.48M 0.31%
19,729
-1,303
-6% -$475K
PG icon
45
Procter & Gamble
PG
$353B
$7.36M 0.3%
47,896
-2,585
-5% -$404K
AMD icon
46
Advanced Micro Devices
AMD
$817B
$7.16M 0.29%
44,242
-148
-0.3% -$23.9K
CRM icon
47
Salesforce
CRM
$141B
$7.13M 0.29%
30,066
+1,220
+4% +$308K
SPGI icon
48
S&P Global
SPGI
$135B
$7.09M 0.29%
14,574
-6
-0% -$3.21K
MRK icon
49
Merck
MRK
$315B
$6.84M 0.28%
81,536
-1,476
-2% -$122K
INTU icon
50
Intuit
INTU
$80.6B
$6.77M 0.28%
9,915
+71
+0.7% +$51.2K
1
2
3 4 5

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PHK
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CCA
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AF
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PE
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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.