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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
DIHP icon
576
Dimensional International High Profitability ETF
DIHP
$6.16B
$522K 0.02%
17,189
– –
ACM icon
577
Aecom
ACM
$8.69B
$520K 0.02%
3,988
+393
+11% +$47.5K
TOTL icon
578
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$519K 0.02%
12,787
– –
NXPI icon
579
NXP Semiconductors
NXPI
$70B
$519K 0.02%
2,277
-28
-1% -$6.3K
GIL icon
580
Gildan
GIL
$9.18B
$517K 0.02%
8,945
– –
TRP icon
581
TC Energy
TRP
$72.9B
$514K 0.02%
9,454
-505
-5% -$25.4K
MP icon
582
MP Materials
MP
$7.95B
$513K 0.02%
7,646
+480
+7% +$30.2K
ADM icon
583
Archer Daniels Midland
ADM
$41.6B
$511K 0.02%
8,555
-192
-2% -$11.2K
D icon
584
Dominion Energy
D
$62.8B
$510K 0.02%
8,336
-1,991
-19% -$118K
MYRG icon
585
MYR Group
MYRG
$6.34B
$509K 0.02%
2,445
-46
-2% -$8.58K
CF icon
586
CF Industries
CF
$19.5B
$505K 0.02%
5,635
+21
+0.4% +$1.87K
MPWR icon
587
Monolithic Power Systems
MPWR
$68.6B
$505K 0.02%
549
+73
+15% +$59.2K
NTRS icon
588
Northern Trust
NTRS
$21.9B
$502K 0.02%
3,730
+329
+10% +$42.3K
CNH
589
CNH Industrial
CNH
$13.2B
$497K 0.02%
45,803
-5,762
-11% -$70.4K
TAL icon
590
TAL Education Group
TAL
$5.74B
$493K 0.02%
44,013
– –
NUE icon
591
Nucor
NUE
$54.9B
$492K 0.02%
3,635
-224
-6% -$31.7K
RJF icon
592
Raymond James Financial
RJF
$32.4B
$492K 0.02%
2,848
+122
+4% +$20.2K
TIMB icon
593
TIM SA
TIMB
$10.1B
$489K 0.02%
21,917
+1,280
+6% +$25.9K
BNDX icon
594
Vanguard Total International Bond ETF
BNDX
$81.8B
$488K 0.02%
9,863
+339
+4% +$16.7K
PBR icon
595
Petrobras
PBR
$122B
$484K 0.02%
38,247
-2,004
-5% -$25.2K
IFF icon
596
International Flavors & Fragrances
IFF
$18.8B
$484K 0.02%
7,868
-3,535
-31% -$243K
DFAT icon
597
Dimensional US Targeted Value ETF
DFAT
$14.3B
$484K 0.02%
8,317
– –
STLD icon
598
Steel Dynamics
STLD
$34.7B
$484K 0.02%
3,468
+80
+2% +$10.5K
WIX icon
599
WIX.com
WIX
$2.04B
$481K 0.02%
2,707
-10
-0.4% -$1.5K
TKC icon
600
Turkcell
TKC
$4.88B
$479K 0.02%
79,611
-8,641
-10% -$50.5K
22 23
24
25 26

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TAM
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PHK
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CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
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FSC
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CCB
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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.