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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 %
92.56%
Top 10 Hldgs %
32.26%
Holding
930
New
929
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$132M
2
MSFT icon
Microsoft
MSFT
+$102M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$89.1M
4
NVDA icon
NVIDIA
NVDA
+$87.4M
5
AMZN icon
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
AER icon
651
AerCap
AER
$24.4B
$379K 0.02%
+3,243
New +$351K
EMD
652
Western Asset Emerging Markets Debt Fund
EMD
$614M
$379K 0.02%
+37,707
New +$359K
HOOD icon
653
Robinhood
HOOD
$83.4B
$379K 0.02%
+4,044
New +$239K
TYG
654
Tortoise Energy Infrastructure Corp
TYG
$1.06B
$378K 0.02%
+8,610
New +$349K
JBL icon
655
Jabil
JBL
$35.5B
$374K 0.02%
+1,717
New +$278K
KT icon
656
KT
KT
$8.66B
$374K 0.02%
+18,021
New +$343K
NIE
657
Virtus Equity & Convertible Income Fund
NIE
$729M
$374K 0.02%
+15,663
New +$351K
TMHC
658
DELISTED
Taylor Morrison
TMHC
$373K 0.02%
+6,079
New +$353K
JNPR
659
DELISTED
Juniper Networks
JNPR
$371K 0.02%
+9,288
New +$333K
SMCI icon
660
Super Micro Computer
SMCI
$19.6B
$369K 0.02%
+7,533
New +$290K
GUG
661
Guggenheim Active Allocation Fund
GUG
$508M
$369K 0.02%
+23,590
New +$355K
BXMX
662
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$365K 0.02%
+26,302
New +$346K
GEHC icon
663
GE HealthCare
GEHC
$31.7B
$362K 0.02%
+4,890
New +$340K
BSY icon
664
Bentley Systems
BSY
$10.9B
$361K 0.02%
+6,698
New +$310K
HAL icon
665
Halliburton
HAL
$26.6B
$357K 0.02%
+17,533
New +$368K
SCD
666
LMP Capital and Income Fund
SCD
$359M
$356K 0.02%
+22,810
New +$352K
VBR icon
667
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$355K 0.02%
+1,820
New +$337K
EWW icon
668
iShares MSCI Mexico ETF
EWW
$1.97B
$355K 0.02%
+5,860
New +$338K
FCNCA icon
669
First Citizens BancShares
FCNCA
$25.4B
$354K 0.02%
+181
New +$328K
VCSH icon
670
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$352K 0.02%
+4,427
New +$349K
MPWR icon
671
Monolithic Power Systems
MPWR
$66.1B
$348K 0.02%
+476
New +$303K
AFRM icon
672
Affirm
AFRM
$26.3B
$346K 0.02%
+4,999
New +$259K
NFJ
673
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.44B
$346K 0.02%
+27,868
New +$329K
STLA icon
674
Stellantis
STLA
$21.2B
$345K 0.02%
+34,444
New +$340K
EFV icon
675
iShares MSCI EAFE Value ETF
EFV
$29.2B
$345K 0.02%
+5,430
New +$332K
25 26
27
28 29

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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
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PE
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PH
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FSC
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CCB
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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.