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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
ZBRA icon
601
Zebra Technologies
ZBRA
$12.2B
$477K 0.02%
1,606
+11
+0.7% +$3.51K
SBS icon
602
Sabesp
SBS
$20.1B
$475K 0.02%
98,350
-939
-0.9% -$3.95K
SYF icon
603
Synchrony
SYF
$23.3B
$474K 0.02%
6,670
+256
+4% +$18.5K
STE icon
604
Steris
STE
$20.5B
$474K 0.02%
1,914
+17
+0.9% +$4.07K
BBY icon
605
Best Buy
BBY
$17.8B
$471K 0.02%
6,234
-474
-7% -$34K
ARW icon
606
Arrow Electronics
ARW
$11B
$470K 0.02%
3,887
-277
-7% -$34.8K
JHX icon
607
James Hardie Industries
JHX
$15B
$468K 0.02%
24,378
-3,589
-13% -$86K
RBLX icon
608
Roblox
RBLX
$34B
$468K 0.02%
3,376
+1,115
+49% +$139K
NTRA icon
609
Natera
NTRA
$37.9B
$467K 0.02%
2,899
-78
-3% -$12.3K
PODD icon
610
Insulet
PODD
$11B
$466K 0.02%
1,511
+78
+5% +$24.4K
HAL icon
611
Halliburton
HAL
$27.3B
$465K 0.02%
18,900
+1,367
+8% +$30.2K
GIB icon
612
CGI
GIB
$13.4B
$465K 0.02%
5,213
-748
-13% -$72.4K
IPG
613
DELISTED
Interpublic Group of Companies
IPG
$464K 0.02%
16,636
-1,574
-9% -$40.6K
XBI icon
614
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$462K 0.02%
4,613
+865
+23% +$77.9K
CCI icon
615
Crown Castle
CCI
$32.5B
$461K 0.02%
4,775
+280
+6% +$28.3K
PAYC icon
616
Paycom
PAYC
$6.47B
$457K 0.02%
2,198
+56
+3% +$12.6K
APA icon
617
APA Corp
APA
$12.9B
$452K 0.02%
18,599
+1,393
+8% +$29.4K
XLF icon
618
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
$449K 0.02%
8,341
+2,256
+37% +$120K
WAT icon
619
Waters Corp
WAT
$37.5B
$449K 0.02%
1,496
-98
-6% -$29.6K
SPHQ icon
620
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$448K 0.02%
6,108
+4
+0.1% +$289
ICL icon
621
ICL Group
ICL
$6.84B
$447K 0.02%
71,298
-364
-0.5% -$2.34K
AKAM icon
622
Akamai
AKAM
$17.1B
$446K 0.02%
5,885
-624
-10% -$48.1K
AVY icon
623
Avery Dennison
AVY
$11.9B
$441K 0.02%
2,720
-169
-6% -$29.1K
EOD
624
Allspring Global Dividend Opportunity Fund
EOD
$276M
$439K 0.02%
77,010
– –
CIG icon
625
CEMIG Preferred Shares
CIG
$6.21B
$439K 0.02%
207,957
-815
-0.4% -$1.6K
23 24
25
26 27

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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.