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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
AYI icon
551
Acuity Brands
AYI
$9.79B
$549K 0.02%
1,595
+86
+6% +$27.4K
TSCO icon
552
Tractor Supply
TSCO
$15.9B
$549K 0.02%
9,651
+266
+3% +$15.7K
APO icon
553
Apollo Global Management
APO
$68.6B
$548K 0.02%
4,110
+382
+10% +$54.1K
PRF icon
554
Invesco FTSE RAFI US 1000 ETF
PRF
$9.68B
$546K 0.02%
12,086
+1,256
+12% +$54.9K
EWC icon
555
iShares MSCI Canada ETF
EWC
$6.01B
$542K 0.02%
10,724
– –
PVH icon
556
PVH
PVH
$3.59B
$541K 0.02%
6,460
-395
-6% -$31K
DOV icon
557
Dover
DOV
$26.6B
$541K 0.02%
3,242
-194
-6% -$34.8K
DEO icon
558
Diageo
DEO
$45.7B
$539K 0.02%
5,645
-1,316
-19% -$138K
BIIB icon
559
Biogen
BIIB
$29.6B
$537K 0.02%
3,832
-352
-8% -$47.6K
CNXC icon
560
Concentrix
CNXC
$1.34B
$536K 0.02%
11,612
+580
+5% +$30.9K
FSV icon
561
FirstService
FSV
$6.03B
$535K 0.02%
2,810
+51
+2% +$9.87K
NU icon
562
Nu Holdings
NU
$68.5B
$535K 0.02%
33,430
-6,726
-17% -$93.8K
WEC icon
563
WEC Energy
WEC
$37.4B
$535K 0.02%
4,670
-127
-3% -$13.8K
XEL icon
564
Xcel Energy
XEL
$50.4B
$534K 0.02%
6,621
+185
+3% +$13.4K
FIS icon
565
Fidelity National Information Services
FIS
$20.7B
$533K 0.02%
8,077
-458
-5% -$33.4K
CHTR icon
566
Charter Communications
CHTR
$15.6B
$532K 0.02%
1,935
-189
-9% -$57.1K
ENTG icon
567
Entegris
ENTG
$20.6B
$532K 0.02%
5,749
+515
+10% +$43.8K
WAB icon
568
Wabtec
WAB
$50.3B
$531K 0.02%
2,648
+156
+6% +$30.8K
CTRA
569
DELISTED
Coterra Energy
CTRA
$529K 0.02%
22,360
-247
-1% -$5.96K
VIPS icon
570
Vipshop
VIPS
$6.92B
$528K 0.02%
26,891
-63
-0.2% -$1.04K
NET icon
571
Cloudflare
NET
$93.1B
$526K 0.02%
2,452
+211
+9% +$43.1K
ALC icon
572
Alcon
ALC
$32.8B
$526K 0.02%
7,056
-1,234
-15% -$103K
BAP icon
573
Credicorp
BAP
$30.8B
$525K 0.02%
1,971
-25
-1% -$6.18K
HLN icon
574
Haleon
HLN
$42.8B
$524K 0.02%
58,439
-13,682
-19% -$132K
DBEF icon
575
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.08B
$523K 0.02%
11,270
– –
21 22
23
24 25

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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.