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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
PEN icon
51
Penumbra
PEN
$12.7B
$6.64M 0.3%
+25,868
New +$7.04M
MRK icon
52
Merck
MRK
$316B
$6.57M 0.29%
+83,012
New +$6.6M
UNH icon
53
UnitedHealth
UNH
$377B
$6.56M 0.29%
+21,024
New +$8.04M
NVO
54
Novo Nordisk
NVO
$208B
$6.35M 0.28%
+91,959
New +$6.26M
AMD icon
55
Advanced Micro Devices
AMD
$790B
$6.3M 0.28%
+44,390
New +$4.83M
KO icon
56
Coca-Cola
KO
$374B
$6.3M 0.28%
+89,003
New +$6.34M
DIS icon
57
Walt Disney
DIS
$170B
$6.26M 0.28%
+50,490
New +$5.25M
SONY icon
58
Sony
SONY
$133B
$6.1M 0.27%
+234,412
New +$5.87M
NVS icon
59
Novartis
NVS
$292B
$6.05M 0.27%
+49,964
New +$5.63M
ANET icon
60
Arista Networks
ANET
$233B
$6M 0.27%
+58,597
New +$5.07M
MCD icon
61
McDonald's
MCD
$188B
$5.87M 0.26%
+20,091
New +$6.19M
PM icon
62
Philip Morris
PM
$292B
$5.6M 0.25%
+30,761
New +$5.28M
IBM icon
63
IBM
IBM
$213B
$5.46M 0.24%
+18,526
New +$4.77M
AMAT icon
64
Applied Materials
AMAT
$411B
$5.43M 0.24%
+29,640
New +$4.7M
QCOM icon
65
Qualcomm
QCOM
$159B
$5.41M 0.24%
+33,941
New +$5M
ADBE icon
66
Adobe
ADBE
$99.9B
$5.37M 0.24%
+13,876
New +$5.35M
ETN icon
67
Eaton
ETN
$170B
$5.33M 0.24%
+14,931
New +$4.6M
LIN icon
68
Linde
LIN
$222B
$5.31M 0.24%
+11,326
New +$5.17M
MS icon
69
Morgan Stanley
MS
$332B
$5.3M 0.24%
+37,613
New +$4.62M
SCHW
70
Charles Schwab
SCHW
$184B
$5.28M 0.24%
+57,903
New +$4.85M
BKNG icon
71
Booking.com
BKNG
$149B
$5.09M 0.23%
+21,975
New +$4.5M
AZN icon
72
AstraZeneca
AZN
$245B
$5.02M 0.22%
+35,887
New +$5.03M
UNP icon
73
Union Pacific
UNP
$173B
$4.99M 0.22%
+21,699
New +$4.82M
PEP icon
74
PepsiCo
PEP
$191B
$4.92M 0.22%
+37,265
New +$5.02M
GE icon
75
GE Aerospace
GE
$383B
$4.88M 0.22%
+18,971
New +$4.16M
1 2
3
4 5

Similar funds

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 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.