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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 | |
|---|---|---|---|---|---|---|
576
FirstService
FSV
$6.35B
| $482K | 0.02% |
+2,759
| New | +$478K |
|
577
Kilroy Realty
KRC
$4.5B
| $480K | 0.02% |
+13,990
| New | +$456K |
|
578
BWX Technologies
BWXT
$15.4B
| $477K | 0.02% |
+3,309
| New | +$387K |
|
579
Pultegroup
PHM
$25.3B
| $476K | 0.02% |
+4,516
| New | +$455K |
|
580
Vodafone
VOD
$35.4B
| $472K | 0.02% |
+44,322
| New | +$429K |
|
581
Vanguard Total International Bond ETF
BNDX
$82.3B
| $472K | 0.02% |
+9,524
| New | +$469K |
|
582
PVH
PVH
$4.01B
| $470K | 0.02% |
+6,855
| New | +$498K |
|
583
Enel Chile
ENIC
$6.21B
| $467K | 0.02% |
+128,733
| New | +$455K |
|
584
GDS Holdings
GDS
$6.55B
| $463K | 0.02% |
+15,151
| New | +$384K |
|
585
LKQ Corp
LKQ
$6.1B
| $462K | 0.02% |
+12,481
| New | +$498K |
|
586
Crown Castle
CCI
$32.3B
| $462K | 0.02% |
+4,495
| New | +$455K |
|
587
Archer Daniels Midland
ADM
$37.4B
| $462K | 0.02% |
+8,747
| New | +$426K |
|
588
Bilibili
BILI
$7.78B
| $460K | 0.02% |
+21,452
| New | +$395K |
|
589
Rubrik
RBRK
$17.5B
| $460K | 0.02% |
+5,133
| New | +$406K |
|
590
Cemex
CX
$16.7B
| $458K | 0.02% |
+66,115
| New | +$419K |
|
591
Invesco FTSE RAFI US 1000 ETF
PRF
$9.98B
| $458K | 0.02% |
+10,830
| New | +$433K |
|
592
Leidos
LDOS
$16B
| $456K | 0.02% |
+2,891
| New | +$427K |
|
593
Steris
STE
$22.7B
| $456K | 0.02% |
+1,897
| New | +$442K |
|
594
Twilio
TWLO
$29.3B
| $456K | 0.02% |
+3,664
| New | +$390K |
|
595
Nice
NICE
$5.82B
| $453K | 0.02% |
+2,681
| New | +$432K |
|
596
MYR Group
MYRG
$5.2B
| $452K | 0.02% |
+2,491
| New | +$366K |
|
597
VeriSign
VRSN
$26.5B
| $452K | 0.02% |
+1,564
| New | +$424K |
|
598
Best Buy
BBY
$17.8B
| $450K | 0.02% |
+6,708
| New | +$456K |
|
599
Insulet
PODD
$9.23B
| $450K | 0.02% |
+1,433
| New | +$414K |
|
600
Acuity Brands
AYI
$10.7B
| $450K | 0.02% |
+1,509
| New | +$391K |
|
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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.