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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 | |
|---|---|---|---|---|---|---|
801
Weyerhaeuser
WY
$18.6B
| $248K | 0.01% |
+9,636
| New | +$252K |
|
802
Atlassian
TEAM
$28B
| $245K | 0.01% |
+1,207
| New | +$251K |
|
803
Rithm Capital
RITM
$5.72B
| $245K | 0.01% |
+21,707
| New | +$239K |
|
|
DSL
804
DoubleLine Income Solutions Fund
DSL
$1.23B
| $245K | 0.01% |
+20,000
| New | +$241K |
|
805
Vanguard S&P 500 Growth ETF
VOOG
$27B
| $242K | 0.01% |
+3,666
| New | +$218K |
|
806
Murphy USA
MUSA
$10.9B
| $242K | 0.01% |
+595
| New | +$270K |
|
807
Methanex
MEOH
$4.14B
| $240K | 0.01% |
+7,262
| New | +$234K |
|
808
Enphase Energy
ENPH
$5.52B
| $239K | 0.01% |
+6,035
| New | +$279K |
|
|
ELP
809
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
| $239K | 0.01% |
+26,191
| New | +$220K |
|
810
MP Materials
MP
$8.45B
| $238K | 0.01% |
+7,166
| New | +$183K |
|
811
Dycom Industries
DY
$12.5B
| $238K | 0.01% |
+974
| New | +$192K |
|
812
Roblox
RBLX
$26.4B
| $238K | 0.01% |
+2,261
| New | +$178K |
|
813
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
| $238K | 0.01% |
+4,508
| New | +$236K |
|
814
United Airlines
UAL
$43B
| $237K | 0.01% |
+2,981
| New | +$220K |
|
815
Molina Healthcare
MOH
$9.99B
| $237K | 0.01% |
+795
| New | +$250K |
|
816
PTC
PTC
$15.4B
| $234K | 0.01% |
+1,358
| New | +$219K |
|
817
Nutrien
NTR
$32.1B
| $232K | 0.01% |
+3,985
| New | +$225K |
|
|
EXE
818
Expand Energy Corp
EXE
$21.5B
| $229K | 0.01% |
+1,961
| New | +$219K |
|
819
Charles River Laboratories
CRL
$11.3B
| $229K | 0.01% |
+1,511
| New | +$201K |
|
820
UDR
UDR
$12.4B
| $229K | 0.01% |
+5,611
| New | +$232K |
|
821
Patterson-UTI
PTEN
$3.83B
| $228K | 0.01% |
+38,419
| New | +$231K |
|
822
Citizens Financial Group
CFG
$31.1B
| $227K | 0.01% |
+5,081
| New | +$200K |
|
823
Equifax
EFX
$20.8B
| $227K | 0.01% |
+875
| New | +$223K |
|
824
International Paper
IP
$22.4B
| $227K | 0.01% |
+4,837
| New | +$229K |
|
825
National Fuel Gas
NFG
$7.75B
| $226K | 0.01% |
+2,669
| New | +$215K |
|
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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.