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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

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

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

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
POOL icon
876
Pool Corp
POOL
$7.43B
$210K 0.01%
+678
New +$212K
MINT icon
877
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$208K 0.01%
2,066
+11
+0.5% +$1.1K
RUN icon
878
Sunrun
RUN
$2.9B
$208K 0.01%
12,007
+205
+2% +$2.74K
JHG
879
DELISTED
Janus Henderson
JHG
$207K 0.01%
+4,643
New +$201K
TER icon
880
Teradyne
TER
$50.7B
$206K 0.01%
+1,494
New +$163K
R icon
881
Ryder
R
$10.5B
$206K 0.01%
+1,090
New +$197K
CRWV
882
CoreWeave
CRWV
$40B
$205K 0.01%
1,500
-300
-17% -$35.5K
PUK icon
883
Prudential
PUK
$35.3B
$204K 0.01%
+7,302
New +$191K
INSM icon
884
Insmed
INSM
$23.4B
$204K 0.01%
+1,417
New +$174K
EMO
885
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.05B
$204K 0.01%
4,540
-3,812
-46% -$180K
SSL icon
886
Sasol
SSL
$7.24B
$204K 0.01%
32,723
+1,593
+5% +$9.31K
JEPQ icon
887
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.4B
$203K 0.01%
+3,531
New +$196K
JBS
888
JBS N.V.
JBS
$39B
$201K 0.01%
13,472
-154
-1% -$2.25K
EOS
889
Eaton Vance Enhance Equity Income Fund II
EOS
$1.16B
$201K 0.01%
8,389
– –
AMCR icon
890
Amcor
AMCR
$20.1B
$194K 0.01%
4,736
+401
+9% +$18K
AOD
891
abrdn Total Dynamic Dividend Fund
AOD
$1.11B
$192K 0.01%
20,278
– –
RVT icon
892
Royce Value Trust
RVT
$2.2B
$190K 0.01%
11,798
– –
BDJ icon
893
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.71B
$190K 0.01%
20,853
– –
HMY icon
894
Harmony Gold Mining
HMY
$9.18B
$189K 0.01%
10,421
-225
-2% -$3.4K
IGD
895
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$499M
$188K 0.01%
31,678
– –
GHY
896
PGIM Global High Yield Fund
GHY
$484M
$186K 0.01%
14,453
– –
EMD
897
Western Asset Emerging Markets Debt Fund
EMD
$619M
$185K 0.01%
17,892
-19,815
-53% -$203K
PTEN icon
898
Patterson-UTI
PTEN
$3.79B
$184K 0.01%
35,517
-2,902
-8% -$16.7K
SCD
899
LMP Capital and Income Fund
SCD
$352M
$183K 0.01%
11,792
-11,018
-48% -$170K
BWG
900
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$132M
$183K 0.01%
21,077
– –
34 35
36
37 38

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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 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.