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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
FTV icon
776
Fortive
FTV
$18.8B
$282K 0.01%
5,756
-230
-4% -$11.3K
CLX icon
777
Clorox
CLX
$11.6B
$279K 0.01%
2,263
-3,417
-60% -$424K
CWI icon
778
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.72B
$279K 0.01%
7,979
– –
EVR icon
779
Evercore
EVR
$13.2B
$279K 0.01%
826
+18
+2% +$5.64K
BSV icon
780
Vanguard Short-Term Bond ETF
BSV
$44.7B
$278K 0.01%
3,528
– –
TROW icon
781
T. Rowe Price
TROW
$25.1B
$278K 0.01%
2,705
-40
-1% -$4.2K
GTES icon
782
Gates Industrial
GTES
$6.76B
$277K 0.01%
11,153
+150
+1% +$3.73K
RGLD icon
783
Royal Gold
RGLD
$16.1B
$276K 0.01%
+1,376
New +$238K
DLTR icon
784
Dollar Tree
DLTR
$24.2B
$275K 0.01%
2,912
+239
+9% +$25.6K
MGM icon
785
MGM Resorts International
MGM
$11.8B
$272K 0.01%
7,862
+278
+4% +$10.2K
MEOH icon
786
Methanex
MEOH
$4.24B
$272K 0.01%
6,849
-413
-6% -$14.7K
DY icon
787
Dycom Industries
DY
$12.2B
$272K 0.01%
932
-42
-4% -$11K
CNX icon
788
CNX Resources
CNX
$4.71B
$272K 0.01%
8,461
-20
-0.2% -$613
ELP
789
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$271K 0.01%
27,625
+1,434
+5% +$12.9K
GLTR icon
790
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.43B
$271K 0.01%
1,636
+27
+2% +$3.95K
MDB icon
791
MongoDB
MDB
$25.1B
$269K 0.01%
+867
New +$223K
BINC icon
792
BlackRock Flexible Income ETF
BINC
$16.1B
$269K 0.01%
5,046
– –
WY icon
793
Weyerhaeuser
WY
$17.7B
$268K 0.01%
10,817
+1,181
+12% +$30.2K
VOOG icon
794
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
$266K 0.01%
3,666
– –
RDDT icon
795
Reddit
RDDT
$34.9B
$266K 0.01%
+1,156
New +$236K
FNV icon
796
Franco-Nevada
FNV
$38.7B
$265K 0.01%
+1,190
New +$214K
EINC icon
797
VanEck Energy Income ETF
EINC
$113M
$264K 0.01%
+2,666
New +$258K
VGIT icon
798
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.9B
$263K 0.01%
4,388
+28
+0.6% +$1.67K
TSLX icon
799
Sixth Street Specialty
TSLX
$1.66B
$263K 0.01%
11,514
– –
QSR icon
800
Restaurant Brands International
QSR
$26B
$263K 0.01%
4,102
-447
-10% -$29.4K
30 31
32
33 34

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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
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 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.