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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 | |
|---|---|---|---|---|---|---|
26
Vanguard S&P 500 ETF
VOO
$979B
| $11.5M | 0.51% |
+20,227
| New | +$10.6M |
|
27
Walmart Inc
WMT
$885B
| $11.2M | 0.5% |
+114,774
| New | +$10.9M |
|
28
iShares S&P 500 Value ETF
IVE
$49B
| $10.7M | 0.48% |
+54,677
| New | +$10.2M |
|
29
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $9.22M | 0.41% |
+186,425
| New | +$8.65M |
|
30
ASML
ASML
$626B
| $8.81M | 0.39% |
+10,994
| New | +$7.89M |
|
31
Goldman Sachs
GS
$300B
| $8.5M | 0.38% |
+12,003
| New | +$6.96M |
|
32
Bank of America
BAC
$435B
| $8.45M | 0.38% |
+178,505
| New | +$7.51M |
|
33
Abbott
ABT
$183B
| $8.35M | 0.37% |
+61,387
| New | +$8.09M |
|
34
AbbVie
ABBV
$443B
| $8.29M | 0.37% |
+44,679
| New | +$8.3M |
|
35
iShares Global Infrastructure ETF
IGF
$10.9B
| $8.28M | 0.37% |
+139,943
| New | +$7.99M |
|
36
Accenture
ACN
$102B
| $8.21M | 0.37% |
+27,479
| New | +$8.37M |
|
37
Procter & Gamble
PG
$336B
| $8.04M | 0.36% |
+50,481
| New | +$8.24M |
|
38
TE Connectivity
TEL
$59.6B
| $8.01M | 0.36% |
+47,475
| New | +$7.21M |
|
39
Cisco
CSCO
$457B
| $7.87M | 0.35% |
+113,461
| New | +$6.97M |
|
40
Salesforce
CRM
$151B
| $7.87M | 0.35% |
+28,846
| New | +$7.71M |
|
41
Intuit
INTU
$86.5B
| $7.75M | 0.35% |
+9,844
| New | +$6.66M |
|
42
S&P Global
SPGI
$121B
| $7.69M | 0.34% |
+14,580
| New | +$7.28M |
|
43
SAP
SAP
$212B
| $7.67M | 0.34% |
+25,227
| New | +$7.23M |
|
44
Vanguard Total Bond Market
BND
$157B
| $7.51M | 0.33% |
+101,964
| New | +$7.42M |
|
45
American Express
AXP
$227B
| $7.51M | 0.33% |
+23,533
| New | +$6.62M |
|
46
iShares Russell 3000 ETF
IWV
$19.6B
| $7.38M | 0.33% |
+21,032
| New | +$6.83M |
|
47
iShares Russell 1000 ETF
IWB
$48.3B
| $7.31M | 0.33% |
+21,541
| New | +$6.76M |
|
48
ExxonMobil
XOM
$644B
| $7.24M | 0.32% |
+67,123
| New | +$7.18M |
|
49
ServiceNow
NOW
$115B
| $6.71M | 0.3% |
+32,645
| New | +$6.16M |
|
50
TransDigm Group
TDG
$70.2B
| $6.67M | 0.3% |
+4,389
| New | +$6.16M |
|
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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.