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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
WBD icon
826
Warner Bros
WBD
$67.4B
$236K 0.01%
12,108
+1,922
+19% +$26.2K
EXE
827
Expand Energy Corp
EXE
$21.1B
$236K 0.01%
2,219
+258
+13% +$25.9K
PPL
828
PPL Corp
PPL
$27B
$236K 0.01%
6,343
+217
+4% +$7.8K
VONG icon
829
Vanguard Russell 1000 Growth ETF
VONG
$43.2B
$236K 0.01%
1,956
-32
-2% -$3.67K
LNC icon
830
Lincoln National
LNC
$8.08B
$235K 0.01%
5,827
-64
-1% -$2.48K
FMS icon
831
Fresenius Medical Care
FMS
$13B
$235K 0.01%
8,919
-215
-2% -$5.53K
TXT icon
832
Textron
TXT
$15.9B
$234K 0.01%
2,769
+96
+4% +$7.82K
ACRE
833
Ares Commercial Real Estate
ACRE
$256M
$234K 0.01%
51,801
+19,976
+63% +$92.8K
SNA icon
834
Snap-on
SNA
$21.3B
$234K 0.01%
674
+22
+3% +$7.2K
SCHX icon
835
Schwab US Large- Cap ETF
SCHX
$71.7B
$233K 0.01%
8,855
+126
+1% +$3.2K
VSGX icon
836
Vanguard ESG International Stock ETF
VSGX
$6.45B
$233K 0.01%
3,361
-31
-0.9% -$2.08K
SLM icon
837
SLM Corp
SLM
$4.78B
$233K 0.01%
8,412
– –
WEX icon
838
WEX
WEX
$5.7B
$232K 0.01%
+1,474
New +$244K
HUBS icon
839
HubSpot
HUBS
$11.5B
$232K 0.01%
496
+16
+3% +$8.05K
FIX icon
840
Comfort Systems
FIX
$58.9B
$231K 0.01%
+280
New +$190K
VDC icon
841
Vanguard Consumer Staples ETF
VDC
$7.96B
$231K 0.01%
+1,081
New +$237K
WINN icon
842
Harbor Long-Term Growers ETF
WINN
$1.13B
$231K 0.01%
7,402
– –
GMAB icon
843
Genmab
GMAB
$17.6B
$229K 0.01%
+7,475
New +$182K
THG icon
844
Hanover Insurance
THG
$7.46B
$228K 0.01%
1,257
-4
-0.3% -$686
PTLC icon
845
Pacer Trendpilot US Large Cap ETF
PTLC
$3.27B
$228K 0.01%
4,168
– –
EFX icon
846
Equifax
EFX
$21.1B
$228K 0.01%
889
+14
+2% +$3.52K
IP icon
847
International Paper
IP
$19.9B
$227K 0.01%
4,901
+64
+1% +$3.13K
DTM icon
848
DT Midstream
DTM
$14.8B
$226K 0.01%
1,997
+119
+6% +$12.4K
DECK icon
849
Deckers Outdoor
DECK
$14.8B
$226K 0.01%
2,227
+82
+4% +$8.94K
HOLX
850
DELISTED
Hologic
HOLX
$225K 0.01%
3,338
+24
+0.7% +$1.59K
32 33
34
35 36

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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.