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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
AFRM icon
726
Affirm
AFRM
$25.5B
$326K 0.01%
4,467
-532
-11% -$40.5K
IT icon
727
Gartner
IT
$9.39B
$326K 0.01%
1,241
-86
-6% -$25.1K
HTGC icon
728
Hercules Capital
HTGC
$3.03B
$322K 0.01%
+17,018
New +$326K
SPDW icon
729
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$321K 0.01%
7,500
– –
CMS icon
730
CMS Energy
CMS
$22.8B
$319K 0.01%
4,348
+3
+0.1% +$215
MGA icon
731
Magna International
MGA
$18.1B
$318K 0.01%
6,715
+27
+0.4% +$1.19K
AIQ icon
732
Global X Artificial Intelligence & Technology ETF
AIQ
$9.34B
$318K 0.01%
6,438
+7
+0.1% +$319
GAP
733
The Gap Inc
GAP
$7.33B
$318K 0.01%
14,863
+1,284
+9% +$27.8K
IWO icon
734
iShares Russell 2000 Growth ETF
IWO
$14.7B
$317K 0.01%
991
-17
-2% -$5.13K
TECH icon
735
Bio-Techne
TECH
$11.2B
$317K 0.01%
5,698
-107
-2% -$5.73K
EL icon
736
Estee Lauder
EL
$29.7B
$317K 0.01%
3,594
+869
+32% +$77.4K
IAT icon
737
iShares US Regional Banks ETF
IAT
$688M
$315K 0.01%
+6,000
New +$313K
PTC icon
738
PTC
PTC
$14.4B
$315K 0.01%
1,552
+194
+14% +$39.6K
XYZ
739
Block Inc
XYZ
$47.6B
$315K 0.01%
4,354
+338
+8% +$25.3K
NI icon
740
NiSource
NI
$22B
$313K 0.01%
7,240
+15
+0.2% +$621
MTB icon
741
M&T Bank
MTB
$36.1B
$312K 0.01%
1,577
+134
+9% +$26.3K
LEU icon
742
Centrus Energy
LEU
$3.07B
$312K 0.01%
+1,005
New +$222K
HEFA icon
743
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.2B
$310K 0.01%
7,828
+50
+0.6% +$1.93K
NWSA icon
744
News Corp Class A
NWSA
$15.4B
$309K 0.01%
10,058
+261
+3% +$7.74K
VOYA icon
745
Voya Financial
VOYA
$9.04B
$308K 0.01%
4,120
+357
+9% +$26.3K
LUV icon
746
Southwest Airlines
LUV
$23.5B
$305K 0.01%
9,571
+482
+5% +$15.8K
K
747
DELISTED
Kellanova
K
$303K 0.01%
3,694
+202
+6% +$16.1K
SQM icon
748
Sociedad Química y Minera de Chile
SQM
$19.9B
$301K 0.01%
7,003
-248
-3% -$10.3K
NFG icon
749
National Fuel Gas
NFG
$7.69B
$300K 0.01%
3,253
+584
+22% +$50.9K
DFIV icon
750
Dimensional International Value ETF
DFIV
$20.6B
$297K 0.01%
6,443
– –
28 29
30
31 32

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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 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.