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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
CNQ icon
476
Canadian Natural Resources
CNQ
$98B
$688K 0.03%
21,527
-3,708
-15% -$116K
HUM icon
477
Humana
HUM
$47.4B
$688K 0.03%
2,644
+211
+9% +$55.5K
WCN
478
Waste Connections
WCN
$42.7B
$686K 0.03%
3,900
+18
+0.5% +$3.28K
MASI
479
DELISTED
Masimo
MASI
$679K 0.03%
4,603
+46
+1% +$6.96K
FAF icon
480
First American
FAF
$7.03B
$679K 0.03%
10,570
-554
-5% -$34.9K
HOOD icon
481
Robinhood
HOOD
$91.2B
$665K 0.03%
4,644
+600
+15% +$65.4K
CDW icon
482
CDW
CDW
$16.6B
$661K 0.03%
4,149
-237
-5% -$40.3K
IEX icon
483
IDEX
IEX
$16.4B
$660K 0.03%
4,058
-68
-2% -$11.5K
LEN icon
484
Lennar Class A
LEN
$19.8B
$657K 0.03%
5,214
– –
SR icon
485
Spire
SR
$4.88B
$656K 0.03%
8,049
+778
+11% +$59.2K
LOGI icon
486
Logitech
LOGI
$14.8B
$653K 0.03%
5,953
+16
+0.3% +$1.61K
GL icon
487
Globe Life
GL
$13.3B
$646K 0.03%
4,518
+99
+2% +$13.4K
WST icon
488
West Pharmaceutical
WST
$25.1B
$644K 0.03%
2,454
+10
+0.4% +$2.43K
DGRW icon
489
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$641K 0.03%
7,207
+1,024
+17% +$88.8K
LVHD icon
490
Franklin US Low Volatility High Dividend Index ETF
LVHD
$628M
$637K 0.03%
15,408
-300
-2% -$12.2K
KRC icon
491
Kilroy Realty
KRC
$4.46B
$637K 0.03%
15,066
+1,076
+8% +$42.4K
VCIT icon
492
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$636K 0.03%
7,556
+39
+0.5% +$3.24K
CYBR
493
DELISTED
CyberArk
CYBR
$635K 0.03%
1,315
+85
+7% +$36.5K
PHM icon
494
Pultegroup
PHM
$23.7B
$635K 0.03%
4,808
+292
+6% +$36.3K
SCHF icon
495
Schwab International Equity ETF
SCHF
$65.7B
$635K 0.03%
27,286
– –
AIZ icon
496
Assurant
AIZ
$13.6B
$632K 0.03%
2,919
-173
-6% -$35.1K
KGC icon
497
Kinross Gold
KGC
$28.3B
$629K 0.03%
25,309
+521
+2% +$10K
SBAC icon
498
SBA Communications
SBAC
$18.5B
$629K 0.03%
3,252
-130
-4% -$28.1K
INDA icon
499
iShares MSCI India ETF
INDA
$6.65B
$626K 0.03%
12,019
-961
-7% -$51.4K
CBOE icon
500
Cboe Global Markets
CBOE
$29.8B
$625K 0.03%
2,550
+716
+39% +$172K
18 19
20
21 22

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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
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
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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.