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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
RITM icon
676
Rithm Capital
RITM
$5.01B
$374K 0.02%
32,842
+11,135
+51% +$135K
BIDU icon
677
Baidu
BIDU
$36.5B
$374K 0.02%
+2,837
New +$281K
LKQ icon
678
LKQ Corp
LKQ
$6.32B
$374K 0.02%
12,237
-244
-2% -$8.02K
MAA icon
679
Mid-America Apartment Communities
MAA
$15.5B
$372K 0.02%
2,661
-248
-9% -$35.8K
VNM icon
680
VanEck Vietnam ETF
VNM
$496M
$371K 0.02%
20,776
– –
VOD icon
681
Vodafone
VOD
$35.1B
$369K 0.02%
31,790
-12,532
-28% -$143K
LYV icon
682
Live Nation Entertainment
LYV
$41B
$366K 0.01%
2,239
+153
+7% +$24.2K
WTW icon
683
Willis Towers Watson
WTW
$27.2B
$366K 0.01%
1,059
+55
+5% +$17.8K
IQV icon
684
IQVIA
IQV
$34.6B
$365K 0.01%
1,923
+252
+15% +$45.8K
ONC
685
BeOne Medicines Ltd
ONC
$33.9B
$365K 0.01%
1,071
+234
+28% +$71.1K
CSGP icon
686
CoStar Group
CSGP
$11.1B
$364K 0.01%
4,318
+262
+6% +$23.2K
MKL icon
687
Markel Group
MKL
$24.5B
$363K 0.01%
190
-5
-3% -$9.8K
LVS icon
688
Las Vegas Sands
LVS
$30.5B
$361K 0.01%
6,719
+352
+6% +$18.5K
MAS icon
689
Masco
MAS
$15.6B
$360K 0.01%
5,119
+283
+6% +$19.9K
JLL icon
690
Jones Lang LaSalle
JLL
$14.8B
$359K 0.01%
1,202
-36
-3% -$10.3K
FCNCA icon
691
First Citizens BancShares
FCNCA
$25.6B
$356K 0.01%
199
+18
+10% +$35.5K
VCSH icon
692
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$356K 0.01%
4,450
+23
+0.5% +$1.83K
DAL icon
693
Delta Air Lines
DAL
$53.9B
$354K 0.01%
6,234
+821
+15% +$46.9K
COHR icon
694
Coherent
COHR
$61.3B
$353K 0.01%
3,279
+15
+0.5% +$1.5K
EIX icon
695
Edison International
EIX
$30.6B
$353K 0.01%
6,383
+1,127
+21% +$60.8K
ENPH icon
696
Enphase Energy
ENPH
$5.13B
$352K 0.01%
9,952
+3,917
+65% +$146K
BSY icon
697
Bentley Systems
BSY
$9.15B
$352K 0.01%
6,835
+137
+2% +$7.5K
KT icon
698
KT
KT
$8.7B
$350K 0.01%
17,947
-74
-0.4% -$1.51K
PRFZ icon
699
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.75B
$350K 0.01%
7,698
– –
SKM icon
700
SK Telecom
SKM
$13.5B
$349K 0.01%
16,150
+3,483
+27% +$77.2K
26 27
28
29 30

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PHK
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CCA
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AF
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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.