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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 | |
|---|---|---|---|---|---|---|
501
Gen Digital
GEN
$16.7B
| $615K | 0.03% |
+20,916
| New | +$572K |
|
502
Clean Harbors
CLH
$16.3B
| $611K | 0.03% |
+2,644
| New | +$579K |
|
503
Assurant
AIZ
$14.9B
| $611K | 0.03% |
+3,092
| New | +$608K |
|
504
BP
BP
$106B
| $610K | 0.03% |
+20,386
| New | +$598K |
|
505
Fair Isaac
FICO
$23.6B
| $609K | 0.03% |
+333
| New | +$625K |
|
506
Edwards Lifesciences
EW
$51.3B
| $604K | 0.03% |
+7,724
| New | +$576K |
|
507
Schwab International Equity ETF
SCHF
$68.2B
| $603K | 0.03% |
+27,286
| New | +$568K |
|
|
P
508
Everpure Inc
P
$27.8B
| $596K | 0.03% |
+10,344
| New | +$515K |
|
509
Humana
HUM
$43.7B
| $595K | 0.03% |
+2,433
| New | +$607K |
|
510
Hasbro
HAS
$12.9B
| $590K | 0.03% |
+7,989
| New | +$504K |
|
511
DTE Energy
DTE
$29.1B
| $587K | 0.03% |
+4,429
| New | +$596K |
|
512
Dominion Energy
D
$60B
| $584K | 0.03% |
+10,327
| New | +$566K |
|
513
Concentrix
CNXC
$1.59B
| $583K | 0.03% |
+11,032
| New | +$583K |
|
|
HES
514
DELISTED
Hess
HES
| $582K | 0.03% |
+4,202
| New | +$567K |
|
515
Inhibrx
INBX
$1.23B
| $580K | 0.03% |
+40,656
| New | +$526K |
|
516
Stantec
STN
$8.34B
| $577K | 0.03% |
+5,313
| New | +$512K |
|
517
Woodside Energy
WDS
$41.9B
| $577K | 0.03% |
+37,406
| New | +$523K |
|
518
Lennar Class A
LEN
$21.2B
| $577K | 0.03% |
+5,214
| New | +$565K |
|
519
Diamondback Energy
FANG
$52.1B
| $574K | 0.03% |
+4,180
| New | +$579K |
|
|
CTRA
520
DELISTED
Coterra Energy
CTRA
| $574K | 0.03% |
+22,607
| New | +$573K |
|
521
Fortis
FTS
$28.8B
| $574K | 0.03% |
+12,021
| New | +$573K |
|
522
Expeditors International
EXPD
$23.6B
| $568K | 0.03% |
+4,974
| New | +$557K |
|
523
iShares MBS ETF
MBB
$39.1B
| $567K | 0.03% |
+6,036
| New | +$559K |
|
524
Principal Financial Group
PFG
$24.6B
| $562K | 0.03% |
+7,072
| New | +$543K |
|
525
Waters Corp
WAT
$39.3B
| $556K | 0.02% |
+1,594
| New | +$548K |
|
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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.