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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 %
92.56%
Top 10 Hldgs %
32.26%
Holding
930
New
929
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$132M
2
MSFT icon
Microsoft
MSFT
+$102M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$89.1M
4
NVDA icon
NVIDIA
NVDA
+$87.4M
5
AMZN icon
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
VOE icon
826
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$225K 0.01%
+1,371
New +$217K
BAM icon
827
Brookfield Asset Management
BAM
$82.9B
$225K 0.01%
+4,078
New +$219K
ON icon
828
ON Semiconductor
ON
$31.4B
$224K 0.01%
+4,278
New +$186K
SNN icon
829
Smith & Nephew
SNN
$12.8B
$223K 0.01%
+7,285
New +$205K
AL
830
DELISTED
Air Lease Corp
AL
$223K 0.01%
+3,811
New +$198K
GLTR icon
831
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.51B
$222K 0.01%
+1,609
New +$215K
VSGX icon
832
Vanguard ESG International Stock ETF
VSGX
$6.68B
$222K 0.01%
+3,392
New +$209K
REXR icon
833
Rexford Industrial Realty
REXR
$8.25B
$222K 0.01%
+6,240
New +$218K
G icon
834
Genpact
G
$6.07B
$222K 0.01%
+5,042
New +$228K
DECK icon
835
Deckers Outdoor
DECK
$13.6B
$221K 0.01%
+2,145
New +$237K
THQ
836
abrdn Healthcare Opportunities Fund
THQ
$777M
$221K 0.01%
+12,000
New +$223K
SCHA icon
837
Schwab U.S Small- Cap ETF
SCHA
$23.2B
$220K 0.01%
+8,713
New +$206K
EL icon
838
Estee Lauder
EL
$31.5B
$220K 0.01%
+2,725
New +$175K
EVR icon
839
Evercore
EVR
$12.4B
$218K 0.01%
+808
New +$178K
CASY icon
840
Casey's General Stores
CASY
$31.5B
$218K 0.01%
+427
New +$197K
VONG icon
841
Vanguard Russell 1000 Growth ETF
VONG
$44.9B
$217K 0.01%
+1,988
New +$196K
FDN icon
842
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.43B
$217K 0.01%
+805
New +$194K
EFG icon
843
iShares MSCI EAFE Growth ETF
EFG
$17B
$217K 0.01%
+1,934
New +$204K
ATO icon
844
Atmos Energy
ATO
$28.8B
$216K 0.01%
+1,403
New +$218K
WTS icon
845
Watts Water Technologies
WTS
$12B
$216K 0.01%
+879
New +$198K
CIEN icon
846
Ciena
CIEN
$58.2B
$216K 0.01%
+2,657
New +$191K
HOLX
847
DELISTED
Hologic
HOLX
$216K 0.01%
+3,314
New +$199K
WINN icon
848
Harbor Long-Term Growers ETF
WINN
$1.18B
$216K 0.01%
+7,402
New +$194K
LULU icon
849
lululemon athletica
LULU
$14B
$215K 0.01%
+907
New +$250K
MUR icon
850
Murphy Oil
MUR
$5.5B
$215K 0.01%
+9,556
New +$213K
32 33
34
35 36

Similar funds

TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
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 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.