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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
ARRY icon
926
Array Technologies
ARRY
$874M
$60.8K ﹤0.01%
+10,313
New +$62.6K
CERS icon
927
Cerus
CERS
$449M
$52K ﹤0.01%
+36,860
New +$49.2K
GGB icon
928
Gerdau
GGB
$9.99B
$41.9K ﹤0.01%
+14,345
New +$39.3K
URG
929
Ur-Energy
URG
$517M
$28K ﹤0.01%
+26,625
New +$21.3K
SID icon
930
Companhia Siderúrgica Nacional
SID
$1.28B
$19K ﹤0.01%
+13,604
New +$21K
34 35 36 37
38

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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.