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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 | |
|---|---|---|---|---|---|---|
526
Nu Holdings
NU
$69.9B
| $551K | 0.02% |
+40,156
| New | +$481K |
|
527
Equinor
EQNR
$90.6B
| $550K | 0.02% |
+21,882
| New | +$529K |
|
528
Globe Life
GL
$14.3B
| $549K | 0.02% |
+4,419
| New | +$536K |
|
529
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
| $543K | 0.02% |
+11,080
| New | +$541K |
|
530
Kinder Morgan
KMI
$69.3B
| $540K | 0.02% |
+18,360
| New | +$504K |
|
531
Ford
F
$56.3B
| $538K | 0.02% |
+49,548
| New | +$505K |
|
532
Gartner
IT
$12.5B
| $536K | 0.02% |
+1,327
| New | +$555K |
|
533
Logitech
LOGI
$15.1B
| $535K | 0.02% |
+5,937
| New | +$482K |
|
534
West Pharmaceutical
WST
$24.7B
| $535K | 0.02% |
+2,444
| New | +$522K |
|
535
Turkcell
TKC
$4.73B
| $534K | 0.02% |
+88,252
| New | +$536K |
|
536
Spire
SR
$4.78B
| $531K | 0.02% |
+7,271
| New | +$544K |
|
537
Arrow Electronics
ARW
$11.6B
| $531K | 0.02% |
+4,164
| New | +$478K |
|
538
Apollo Global Management
APO
$74.8B
| $529K | 0.02% |
+3,728
| New | +$494K |
|
539
Veralto
VLTO
$23.7B
| $528K | 0.02% |
+5,226
| New | +$504K |
|
540
Biogen
BIIB
$30.5B
| $525K | 0.02% |
+4,184
| New | +$521K |
|
541
SS&C Technologies
SSNC
$18.6B
| $525K | 0.02% |
+6,343
| New | +$499K |
|
542
Otis Worldwide
OTIS
$27.8B
| $525K | 0.02% |
+5,302
| New | +$512K |
|
543
Grindr
GRND
$3.16B
| $523K | 0.02% |
+23,031
| New | +$506K |
|
544
Wabtec
WAB
$50B
| $522K | 0.02% |
+2,492
| New | +$479K |
|
545
McCormick & Company Non-Voting
MKC
$14.1B
| $519K | 0.02% |
+6,851
| New | +$513K |
|
546
Akamai
AKAM
$17.8B
| $519K | 0.02% |
+6,509
| New | +$506K |
|
547
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
| $518K | 0.02% |
+6,183
| New | +$491K |
|
548
CF Industries
CF
$17.9B
| $516K | 0.02% |
+5,614
| New | +$478K |
|
549
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
| $513K | 0.02% |
+12,787
| New | +$508K |
|
550
Microchip Technology
MCHP
$42.2B
| $512K | 0.02% |
+7,270
| New | +$400K |
|
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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.