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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

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

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

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
SAP icon
51
SAP
SAP
$189B
$6.66M 0.27%
24,931
-296
-1% -$83.2K
SONY icon
52
Sony
SONY
$126B
$6.66M 0.27%
231,377
-3,035
-1% -$81.6K
PEN icon
53
Penumbra
PEN
$12.6B
$6.47M 0.26%
25,525
-343
-1% -$86.5K
NVS icon
54
Novartis
NVS
$291B
$6.37M 0.26%
49,685
-279
-0.6% -$34K
ACN icon
55
Accenture
ACN
$88.5B
$6.19M 0.25%
25,097
-2,382
-9% -$621K
MS icon
56
Morgan Stanley
MS
$343B
$6.14M 0.25%
38,657
+1,044
+3% +$154K
NOW icon
57
ServiceNow
NOW
$107B
$6.05M 0.25%
32,865
+220
+0.7% +$41.1K
AMAT icon
58
Applied Materials
AMAT
$445B
$5.94M 0.24%
29,001
-639
-2% -$116K
MCD icon
59
McDonald's
MCD
$194B
$5.9M 0.24%
19,405
-686
-3% -$209K
DIS icon
60
Walt Disney
DIS
$173B
$5.88M 0.24%
51,346
+856
+2% +$101K
AZN icon
61
AstraZeneca
AZN
$263B
$5.84M 0.24%
38,053
+2,166
+6% +$328K
GE icon
62
GE Aerospace
GE
$361B
$5.82M 0.24%
19,355
+384
+2% +$105K
ETN icon
63
Eaton
ETN
$154B
$5.82M 0.24%
15,553
+622
+4% +$226K
TDG icon
64
TransDigm Group
TDG
$68.9B
$5.79M 0.24%
4,391
+2
+0% +$2.86K
QCOM icon
65
Qualcomm
QCOM
$180B
$5.67M 0.23%
34,082
+141
+0.4% +$22.4K
KO icon
66
Coca-Cola
KO
$365B
$5.64M 0.23%
85,034
-3,969
-4% -$273K
IBM icon
67
IBM
IBM
$206B
$5.57M 0.23%
19,725
+1,199
+6% +$314K
CAT icon
68
Caterpillar
CAT
$404B
$5.52M 0.23%
11,569
+420
+4% +$179K
PEP icon
69
PepsiCo
PEP
$190B
$5.5M 0.22%
39,137
+1,872
+5% +$267K
CVX icon
70
Chevron
CVX
$366B
$5.46M 0.22%
35,152
+6,806
+24% +$1.05M
TJX icon
71
TJX Companies
TJX
$171B
$5.38M 0.22%
37,245
+189
+0.5% +$25.1K
UBS icon
72
UBS Group
UBS
$175B
$5.34M 0.22%
130,216
+747
+0.6% +$29K
RTX icon
73
RTX Corp
RTX
$262B
$5.3M 0.22%
31,680
+1,718
+6% +$267K
LIN icon
74
Linde
LIN
$241B
$5.25M 0.21%
11,054
-272
-2% -$129K
ESGU icon
75
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$5.16M 0.21%
35,437
+25
+0.1% +$3.5K
1 2
3
4 5

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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
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.