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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 | |
|---|---|---|---|---|---|---|
476
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$818B
| – | – |
0
| – | – |
|
477
Dimensional US Core Equity 2 ETF
DFAC
$49.1B
| $679K | 0.03% |
+18,948
| New | +$632K |
|
478
Darling Ingredients
DAR
$9.62B
| $679K | 0.03% |
+17,892
| New | +$589K |
|
479
iShares Gold Trust
IAU
$66B
| $677K | 0.03% |
+10,850
| New | +$672K |
|
480
argenx
ARGX
$54.8B
| $672K | 0.03% |
+1,220
| New | +$708K |
|
481
AvalonBay Communities
AVB
$26.6B
| $671K | 0.03% |
+3,295
| New | +$674K |
|
|
CNH
482
CNH Industrial
CNH
$17.4B
| $668K | 0.03% |
+51,565
| New | +$637K |
|
483
Mercado Libre
MELI
$92.8B
| $664K | 0.03% |
+254
| New | +$593K |
|
484
Regions Financial
RF
$26.8B
| $659K | 0.03% |
+28,018
| New | +$593K |
|
485
Ferguson
FERG
$49.1B
| $656K | 0.03% |
+3,012
| New | +$554K |
|
486
DuPont de Nemours
DD
$19.5B
| $656K | 0.03% |
+7,618
| New | +$633K |
|
|
WCC
487
WESCO International
WCC
$18.1B
| $647K | 0.03% |
+3,495
| New | +$576K |
|
488
DexCom
DXCM
$31.3B
| $642K | 0.03% |
+7,355
| New | +$577K |
|
|
GRMN
489
Garmin
GRMN
$58.2B
| $642K | 0.03% |
+3,074
| New | +$610K |
|
490
Tenaris
TS
$27B
| $635K | 0.03% |
+16,976
| New | +$582K |
|
491
Ingredion
INGR
$6.49B
| $634K | 0.03% |
+4,677
| New | +$631K |
|
492
Vornado Realty Trust
VNO
$7.27B
| $633K | 0.03% |
+16,542
| New | +$619K |
|
493
iShares Select Dividend ETF
DVY
$23.5B
| $632K | 0.03% |
+4,755
| New | +$616K |
|
494
Tapestry
TPR
$32.7B
| $630K | 0.03% |
+7,177
| New | +$544K |
|
495
Dover
DOV
$28.4B
| $630K | 0.03% |
+3,436
| New | +$598K |
|
496
Ovintiv
OVV
$16.6B
| $628K | 0.03% |
+16,508
| New | +$606K |
|
497
Franklin US Low Volatility High Dividend Index ETF
LVHD
$623M
| $626K | 0.03% |
+15,708
| New | +$621K |
|
498
United Parcel Service
UPS
$87.8B
| $626K | 0.03% |
+6,198
| New | +$610K |
|
499
CGI
GIB
$15.4B
| $625K | 0.03% |
+5,961
| New | +$628K |
|
500
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
| $623K | 0.03% |
+7,517
| New | +$611K |
|
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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.