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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 | |
|---|---|---|---|---|---|---|
751
TD Synnex
SNX
$20.8B
| $280K | 0.01% |
+2,061
| New | +$242K |
|
|
K
752
DELISTED
Kellanova
K
| $278K | 0.01% |
+3,492
| New | +$285K |
|
753
Vanguard Short-Term Bond ETF
BSV
$44.6B
| $278K | 0.01% |
+3,528
| New | +$276K |
|
754
Las Vegas Sands
LVS
$30.6B
| $277K | 0.01% |
+6,367
| New | +$248K |
|
755
Dimensional International Value ETF
DFIV
$21.5B
| $276K | 0.01% |
+6,443
| New | +$262K |
|
756
Western Digital
WDC
$190B
| $276K | 0.01% |
+4,312
| New | +$205K |
|
757
SLM Corp
SLM
$5.19B
| $276K | 0.01% |
+8,412
| New | +$257K |
|
758
Cabot Corp
CBT
$4.21B
| $275K | 0.01% |
+3,667
| New | +$281K |
|
759
Sixth Street Specialty
TSLX
$1.67B
| $274K | 0.01% |
+11,514
| New | +$253K |
|
760
CenterPoint Energy
CNP
$26.7B
| $273K | 0.01% |
+7,434
| New | +$276K |
|
|
XYZ
761
Block Inc
XYZ
$50.2B
| $273K | 0.01% |
+4,016
| New | +$234K |
|
762
Grayscale Bitcoin Trust
GBTC
$9.71B
| $272K | 0.01% |
+3,210
| New | +$250K |
|
763
St. Joe Company
JOE
$3.71B
| $272K | 0.01% |
+5,701
| New | +$255K |
|
764
Edison International
EIX
$26.3B
| $271K | 0.01% |
+5,256
| New | +$288K |
|
765
NuScale Power
SMR
$3.24B
| $268K | 0.01% |
+6,776
| New | +$170K |
|
766
Sun Communities
SUI
$14.8B
| $268K | 0.01% |
+2,115
| New | +$262K |
|
767
HubSpot
HUBS
$12.4B
| $267K | 0.01% |
+480
| New | +$281K |
|
768
Voya Financial
VOYA
$8.99B
| $267K | 0.01% |
+3,763
| New | +$241K |
|
769
VICI Properties
VICI
$29.2B
| $267K | 0.01% |
+8,187
| New | +$261K |
|
770
BlackRock Flexible Income ETF
BINC
$16.1B
| $267K | 0.01% |
+5,046
| New | +$263K |
|
771
Donaldson
DCI
$11.4B
| $267K | 0.01% |
+3,844
| New | +$259K |
|
772
Snowflake
SNOW
$111B
| $266K | 0.01% |
+1,190
| New | +$215K |
|
773
Delta Air Lines
DAL
$62B
| $266K | 0.01% |
+5,413
| New | +$249K |
|
774
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
| $266K | 0.01% |
+4,211
| New | +$245K |
|
775
Adams Diversified Equity Fund
ADX
$3.18B
| $265K | 0.01% |
+12,203
| New | +$241K |
|
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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.