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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
JPC icon
651
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$402K 0.02%
48,995
+12,000
+32% +$97.3K
EWW icon
652
iShares MSCI Mexico ETF
EWW
$1.88B
$400K 0.02%
5,860
– –
KEP icon
653
Korea Electric Power
KEP
$15.5B
$399K 0.02%
30,608
-28
-0.1% -$382
BG icon
654
Bunge Global
BG
$23.7B
$399K 0.02%
4,906
-472
-9% -$37.8K
KDP icon
655
Keurig Dr Pepper
KDP
$40.4B
$398K 0.02%
15,597
-5,686
-27% -$178K
LPLA icon
656
LPL Financial
LPLA
$25.9B
$396K 0.02%
1,190
+53
+5% +$19.2K
RQI icon
657
Cohen & Steers Quality Income Realty Fund
RQI
$1.67B
$396K 0.02%
31,735
+172
+0.5% +$2.14K
MCHP icon
658
Microchip Technology
MCHP
$44.2B
$394K 0.02%
6,139
-1,131
-16% -$76.6K
TMHC icon
659
Taylor Morrison
TMHC
$6.67B
$394K 0.02%
5,970
-109
-2% -$7.17K
NIE
660
Virtus Equity & Convertible Income Fund
NIE
$721M
$393K 0.02%
15,663
– –
BRO icon
661
Brown & Brown
BRO
$22.3B
$393K 0.02%
4,190
+183
+5% +$17.8K
USFD icon
662
US Foods
USFD
$21B
$392K 0.02%
5,113
+801
+19% +$63.7K
ALB icon
663
Albemarle
ALB
$13.8B
$391K 0.02%
+4,821
New +$372K
CIEN icon
664
Ciena
CIEN
$57.7B
$387K 0.02%
2,655
-2
-0.1% -$204
GEHC icon
665
GE HealthCare
GEHC
$28.2B
$385K 0.02%
5,131
+241
+5% +$18K
TTEK icon
666
Tetra Tech
TTEK
$7.93B
$383K 0.02%
11,465
+586
+5% +$21.3K
FFIV icon
667
F5
FFIV
$21.9B
$381K 0.02%
1,180
+56
+5% +$17.5K
MT icon
668
ArcelorMittal
MT
$49.9B
$380K 0.02%
10,520
+113
+1% +$3.81K
BXMX
669
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$380K 0.02%
26,302
– –
GWRE icon
670
Guidewire Software
GWRE
$10.9B
$380K 0.02%
1,652
+219
+15% +$49.8K
IWD icon
671
iShares Russell 1000 Value ETF
IWD
$81.3B
$379K 0.02%
1,864
+243
+15% +$48.3K
VBR icon
672
Vanguard Small-Cap Value ETF
VBR
$36.8B
$377K 0.02%
1,808
-12
-0.7% -$2.45K
TDY icon
673
Teledyne Technologies
TDY
$30.2B
$376K 0.02%
642
+38
+6% +$20.8K
DGX icon
674
Quest Diagnostics
DGX
$25.2B
$376K 0.02%
1,971
+133
+7% +$23.6K
WAL icon
675
Western Alliance Bancorporation
WAL
$9.06B
$375K 0.02%
4,326
– –
25 26
27
28 29

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TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
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
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

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.