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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
% of AUM
92.56%
Top 10 Holdings %
Top 10 Hldgs %
32.26%
Holding
930
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$132M |
| 2 |
Microsoft
MSFT
|
+$102M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$89.1M |
| 4 |
NVIDIA
NVDA
|
+$87.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
726
Factset
FDS
$9.82B
| $298K | 0.01% |
+667
| New | +$292K |
|
727
Dynatrace
DT
$14.8B
| $298K | 0.01% |
+5,400
| New | +$270K |
|
728
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
| $297K | 0.01% |
+36,995
| New | +$287K |
|
|
GAP
729
The Gap Inc
GAP
$7.4B
| $296K | 0.01% |
+13,579
| New | +$303K |
|
730
SK Telecom
SKM
$13.5B
| $296K | 0.01% |
+12,667
| New | +$273K |
|
731
Suzano
SUZ
$10.4B
| $295K | 0.01% |
+31,387
| New | +$288K |
|
732
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.65B
| $295K | 0.01% |
+7,778
| New | +$284K |
|
733
Southwest Airlines
LUV
$24B
| $295K | 0.01% |
+9,089
| New | +$274K |
|
734
Conagra Brands
CAG
$7.15B
| $294K | 0.01% |
+14,380
| New | +$337K |
|
|
CRWV
735
CoreWeave
CRWV
$49.9B
| $294K | 0.01% |
+1,800
| New | +$166K |
|
736
Sprouts Farmers Market
SFM
$7.94B
| $293K | 0.01% |
+1,782
| New | +$291K |
|
737
Ameren
AEE
$30.1B
| $293K | 0.01% |
+3,049
| New | +$296K |
|
738
NiSource
NI
$20.4B
| $291K | 0.01% |
+7,225
| New | +$283K |
|
739
Hubbell
HUBB
$27.2B
| $291K | 0.01% |
+713
| New | +$264K |
|
740
Coherent
COHR
$65.3B
| $291K | 0.01% |
+3,264
| New | +$235K |
|
741
News Corp Class A
NWSA
$15.3B
| $291K | 0.01% |
+9,797
| New | +$269K |
|
742
PLDT
PHI
$4.2B
| $290K | 0.01% |
+13,340
| New | +$301K |
|
743
Western Midstream Partners
WES
$19.3B
| $288K | 0.01% |
+7,450
| New | +$283K |
|
744
iShares Russell 2000 Growth ETF
IWO
$15B
| $288K | 0.01% |
+1,008
| New | +$265K |
|
745
VanEck Vietnam ETF
VNM
$507M
| $286K | 0.01% |
+20,776
| New | +$263K |
|
746
CNX Resources
CNX
$5.13B
| $286K | 0.01% |
+8,481
| New | +$267K |
|
747
Labcorp
LH
$25.4B
| $286K | 0.01% |
+1,088
| New | +$265K |
|
748
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
| $285K | 0.01% |
+2,809
| New | +$282K |
|
749
Global X Artificial Intelligence & Technology ETF
AIQ
$10.9B
| $281K | 0.01% |
+6,431
| New | +$250K |
|
750
M&T Bank
MTB
$36.6B
| $280K | 0.01% |
+1,443
| New | +$255K |
|
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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.