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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 | |
|---|---|---|---|---|---|---|
901
DNP Select Income Fund
DNP
$4.02B
| $169K | 0.01% |
+17,246
| New | +$166K |
|
902
ProShares UltraShort S&P500
SDS
$390M
| $167K | 0.01% |
+2,000
| New | +$199K |
|
903
BlackRock Credit Allocation Income Trust
BTZ
$937M
| $165K | 0.01% |
+15,125
| New | +$159K |
|
904
Nuveen Floating Rate Income Fund
JFR
$1.24B
| $164K | 0.01% |
+19,382
| New | +$158K |
|
|
KIO
905
KKR Income Opportunities Fund
KIO
$454M
| $163K | 0.01% |
+12,996
| New | +$156K |
|
906
Ultrapar
UGP
$6.78B
| $159K | 0.01% |
+48,577
| New | +$147K |
|
|
ACRE
907
Ares Commercial Real Estate
ACRE
$248M
| $152K | 0.01% |
+31,825
| New | +$141K |
|
|
BGB
908
Blackstone Strategic Credit 2027 Term Fund
BGB
$501M
| $152K | 0.01% |
+12,500
| New | +$148K |
|
909
Harmony Gold Mining
HMY
$11.5B
| $149K | 0.01% |
+10,646
| New | +$161K |
|
910
PG&E
PCG
$38.1B
| $142K | 0.01% |
+10,206
| New | +$166K |
|
911
Ambev
ABEV
$47.3B
| $139K | 0.01% |
+57,811
| New | +$141K |
|
912
Sasol
SSL
$7.1B
| $138K | 0.01% |
+31,130
| New | +$127K |
|
|
RDFN
913
DELISTED
Redfin
RDFN
| $135K | 0.01% |
+12,026
| New | +$118K |
|
914
Kohl's
KSS
$2.27B
| $124K | 0.01% |
+14,621
| New | +$112K |
|
915
Warner Bros
WBD
$64.6B
| $117K | 0.01% |
+10,186
| New | +$95K |
|
|
PGRE
916
DELISTED
Paramount Group
PGRE
| $114K | 0.01% |
+18,698
| New | +$97.4K |
|
917
AES
AES
$10.5B
| $113K | 0.01% |
+10,786
| New | +$115K |
|
918
Ecopetrol
EC
$33.9B
| $113K | 0.01% |
+12,769
| New | +$113K |
|
919
RLX Technology
RLX
$2.42B
| $110K | ﹤0.01% |
+49,890
| New | +$97.5K |
|
920
Sunrun
RUN
$2.56B
| $96.5K | ﹤0.01% |
+11,802
| New | +$92.8K |
|
921
RUM Group Inc
RUM
$1.75B
| $90.4K | ﹤0.01% |
+10,062
| New | +$86K |
|
|
MPT
922
Medical Properties Trust
MPT
$2.76B
| $77K | ﹤0.01% |
+17,855
| New | +$88.2K |
|
923
Sibanye-Stillwater
SBSW
$7.08B
| $75.3K | ﹤0.01% |
+10,430
| New | +$57K |
|
924
Torrid Holdings
CURV
$261M
| $72.8K | ﹤0.01% |
+24,664
| New | +$129K |
|
925
Lucid Motors
LCID
$2.58B
| $71.2K | ﹤0.01% |
+3,376
| New | +$80.8K |
|
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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.