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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 | |
|---|---|---|---|---|---|---|
601
TAL Education Group
TAL
$6.71B
| $450K | 0.02% |
+44,013
| New | +$455K |
|
602
Dimensional US Targeted Value ETF
DFAT
$14.7B
| $449K | 0.02% |
+8,317
| New | +$424K |
|
603
LyondellBasell Industries
LYB
$19.1B
| $449K | 0.02% |
+7,753
| New | +$452K |
|
604
Credicorp
BAP
$31.4B
| $446K | 0.02% |
+1,996
| New | +$405K |
|
|
IPG
605
DELISTED
Interpublic Group of Companies
IPG
| $446K | 0.02% |
+18,210
| New | +$443K |
|
|
ANSS
606
DELISTED
Ansys
ANSS
| $445K | 0.02% |
+1,268
| New | +$415K |
|
607
Jacobs Solutions
J
$17.1B
| $445K | 0.02% |
+3,385
| New | +$417K |
|
608
Brown & Brown
BRO
$23.7B
| $444K | 0.02% |
+4,007
| New | +$450K |
|
609
Gildan
GIL
$10.8B
| $440K | 0.02% |
+8,945
| New | +$411K |
|
610
Cloudflare
NET
$104B
| $439K | 0.02% |
+2,241
| New | +$325K |
|
611
Xcel Energy
XEL
$48.2B
| $438K | 0.02% |
+6,436
| New | +$446K |
|
612
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
| $438K | 0.02% |
+10,330
| New | +$430K |
|
613
Korea Electric Power
KEP
$15.9B
| $436K | 0.02% |
+30,636
| New | +$304K |
|
614
Invesco S&P 500 Quality ETF
SPHQ
$19.9B
| $435K | 0.02% |
+6,104
| New | +$413K |
|
615
Steel Dynamics
STLD
$38.1B
| $434K | 0.02% |
+3,388
| New | +$433K |
|
616
Bunge Global
BG
$20.5B
| $432K | 0.02% |
+5,378
| New | +$423K |
|
617
Northern Trust
NTRS
$33.7B
| $431K | 0.02% |
+3,401
| New | +$348K |
|
618
Mid-America Apartment Communities
MAA
$15.7B
| $431K | 0.02% |
+2,909
| New | +$454K |
|
619
WIX.com
WIX
$2.7B
| $431K | 0.02% |
+2,717
| New | +$438K |
|
620
UGI
UGI
$7.62B
| $430K | 0.02% |
+11,800
| New | +$406K |
|
621
Synchrony
SYF
$25.8B
| $428K | 0.02% |
+6,414
| New | +$359K |
|
622
Cboe Global Markets
CBOE
$29.7B
| $428K | 0.02% |
+1,834
| New | +$408K |
|
623
LPL Financial
LPLA
$28.3B
| $426K | 0.02% |
+1,137
| New | +$398K |
|
624
NBT Bancorp
NBTB
$2.77B
| $426K | 0.02% |
+10,247
| New | +$427K |
|
625
Amplify Cybersecurity ETF
HACK
$2.88B
| $425K | 0.02% |
+4,915
| New | +$383K |
|
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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.