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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
SMCI icon
751
Super Micro Computer
SMCI
$15.6B
$296K 0.01%
6,171
-1,362
-18% -$65K
DLB icon
752
Dolby
DLB
$4.64B
$295K 0.01%
4,083
+549
+16% +$40.4K
ADX icon
753
Adams Diversified Equity Fund
ADX
$3.18B
$294K 0.01%
13,203
+1,000
+8% +$21.8K
KWEB icon
754
KraneShares CSI China Internet ETF
KWEB
$5.32B
$294K 0.01%
+7,000
New +$263K
STLA icon
755
Stellantis
STLA
$16.8B
$293K 0.01%
31,369
-3,075
-9% -$29.4K
WES icon
756
Western Midstream Partners
WES
$19B
$293K 0.01%
7,450
– –
ITUB icon
757
Itaú Unibanco
ITUB
$90.4B
$292K 0.01%
40,928
+13,948
+52% +$92.1K
SNOW icon
758
Snowflake
SNOW
$93.2B
$289K 0.01%
1,282
+92
+8% +$19.8K
RIVN icon
759
Rivian
RIVN
$25.3B
$289K 0.01%
19,670
-2,186
-10% -$29.3K
S icon
760
SentinelOne
S
$6.71B
$288K 0.01%
16,381
-1,325
-7% -$23.8K
GBTC icon
761
Grayscale Bitcoin Trust
GBTC
$9.64B
$288K 0.01%
3,210
– –
BOKF icon
762
BOK Financial
BOKF
$8.58B
$288K 0.01%
2,580
– –
CFG icon
763
Citizens Financial Group
CFG
$30.6B
$287K 0.01%
5,403
+322
+6% +$16K
TLH icon
764
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$287K 0.01%
2,785
-24
-0.9% -$2.43K
VICI icon
765
VICI Properties
VICI
$29.6B
$287K 0.01%
8,793
+606
+7% +$20K
EXEL icon
766
Exelixis
EXEL
$14.1B
$285K 0.01%
6,912
-83
-1% -$3.34K
SUZ icon
767
Suzano
SUZ
$10.1B
$285K 0.01%
30,365
-1,022
-3% -$9.69K
QGEN icon
768
Qiagen
QGEN
$8.49B
$285K 0.01%
6,388
-254
-4% -$12.2K
CNP icon
769
CenterPoint Energy
CNP
$28.2B
$285K 0.01%
7,343
-91
-1% -$3.44K
CASY icon
770
Casey's General Stores
CASY
$31.8B
$284K 0.01%
503
+76
+18% +$39.8K
EMXC icon
771
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$284K 0.01%
4,211
– –
NNN icon
772
NNN REIT
NNN
$9.43B
$284K 0.01%
6,674
-694
-9% -$29.5K
CBT icon
773
Cabot Corp
CBT
$4.67B
$282K 0.01%
3,714
+47
+1% +$3.67K
XSVM icon
774
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$668M
$282K 0.01%
5,000
– –
JOE icon
775
St. Joe Company
JOE
$3.48B
$282K 0.01%
5,701
– –
29 30
31
32 33

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PHK
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CCA
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AF
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PE
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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.