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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
VMC icon
501
Vulcan Materials
VMC
$35.7B
$625K 0.03%
2,031
+182
+10% +$51.7K
BILI icon
502
Bilibili
BILI
$7.32B
$623K 0.03%
22,170
+718
+3% +$17.2K
DTE icon
503
DTE Energy
DTE
$30.8B
$619K 0.03%
4,378
-51
-1% -$6.99K
CLH icon
504
Clean Harbors
CLH
$16.2B
$619K 0.03%
2,664
+20
+0.8% +$4.74K
WDC icon
505
Western Digital
WDC
$192B
$619K 0.03%
5,152
+840
+19% +$68.6K
HAS icon
506
Hasbro
HAS
$12.4B
$618K 0.03%
8,154
+165
+2% +$12.8K
MSTR icon
507
Strategy Inc
MSTR
$34.2B
$613K 0.03%
1,902
-135
-7% -$50.1K
KMI icon
508
Kinder Morgan
KMI
$72.9B
$612K 0.03%
21,615
+3,255
+18% +$89.1K
GDS icon
509
GDS Holdings
GDS
$6.52B
$611K 0.02%
15,787
+636
+4% +$22.5K
VTEB icon
510
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45B
$610K 0.02%
12,182
+1,102
+10% +$54.2K
DVY icon
511
iShares Select Dividend ETF
DVY
$23.6B
$610K 0.02%
4,290
-465
-10% -$64.4K
MELI icon
512
Mercado Libre
MELI
$91.2B
$605K 0.02%
259
+5
+2% +$12K
EW icon
513
Edwards Lifesciences
EW
$48.3B
$601K 0.02%
7,732
+8
+0.1% +$625
CX icon
514
Cemex
CX
$17.7B
$598K 0.02%
66,541
+426
+0.6% +$3.64K
INGR icon
515
Ingredion
INGR
$6.32B
$598K 0.02%
4,897
+220
+5% +$28.4K
CIB icon
516
Grupo Cibest SA
CIB
$20.6B
$593K 0.02%
11,421
+511
+5% +$24.7K
EXPD icon
517
Expeditors International
EXPD
$23B
$592K 0.02%
4,826
-148
-3% -$17.6K
BUD icon
518
AB InBev
BUD
$155B
$588K 0.02%
9,860
-1,481
-13% -$93.2K
GEN icon
519
Gen Digital
GEN
$15.1B
$585K 0.02%
20,608
-308
-1% -$9.21K
WDS icon
520
Woodside Energy
WDS
$42.5B
$583K 0.02%
38,761
+1,355
+4% +$22.3K
CTSH icon
521
Cognizant
CTSH
$20.3B
$582K 0.02%
8,681
-445
-5% -$32.2K
TS icon
522
Tenaris
TS
$29B
$582K 0.02%
16,268
-708
-4% -$25.7K
PFG icon
523
Principal Financial Group
PFG
$23.2B
$581K 0.02%
7,010
-62
-0.9% -$4.96K
DAR icon
524
Darling Ingredients
DAR
$10.1B
$581K 0.02%
18,823
+931
+5% +$31.1K
ODFL icon
525
Old Dominion Freight Line
ODFL
$48B
$581K 0.02%
4,124
-236
-5% -$36.1K
19 20
21
22 23

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CCA
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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.