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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 | |
|---|---|---|---|---|---|---|
76
iShares Russell 1000 Growth ETF
IWF
$124B
| $4.82M | 0.21% |
+45,452
| New | +$4.35M |
|
77
iShares ESG Aware MSCI USA ETF
ESGU
$18B
| $4.79M | 0.21% |
+35,412
| New | +$4.42M |
|
78
Gilead Sciences
GILD
$162B
| $4.76M | 0.21% |
+42,962
| New | +$4.57M |
|
79
Automatic Data Processing
ADP
$106B
| $4.67M | 0.21% |
+15,138
| New | +$4.65M |
|
80
KB Financial Group
KB
$41.4B
| $4.62M | 0.21% |
+55,945
| New | +$3.78M |
|
81
Johnson Controls International
JCI
$88.8B
| $4.61M | 0.21% |
+43,632
| New | +$4.02M |
|
82
TJX Companies
TJX
$174B
| $4.58M | 0.2% |
+37,056
| New | +$4.7M |
|
83
Verisk Analytics
VRSK
$25.4B
| $4.57M | 0.2% |
+14,668
| New | +$4.45M |
|
84
Progressive
PGR
$123B
| $4.57M | 0.2% |
+17,115
| New | +$4.69M |
|
85
iShares Core S&P 500 ETF
IVV
$884B
| $4.53M | 0.2% |
+7,296
| New | +$4.19M |
|
86
Amgen
AMGN
$208B
| $4.5M | 0.2% |
+16,120
| New | +$4.57M |
|
87
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
| $4.49M | 0.2% |
+73,696
| New | +$4.26M |
|
88
Cigna
CI
$73.7B
| $4.49M | 0.2% |
+13,574
| New | +$4.38M |
|
89
iShares MSCI EAFE ETF
EFA
$78.4B
| $4.44M | 0.2% |
+49,656
| New | +$4.24M |
|
90
Toyota
TM
$224B
| $4.44M | 0.2% |
+25,756
| New | +$4.66M |
|
91
Texas Instruments
TXN
$252B
| $4.41M | 0.2% |
+21,258
| New | +$3.77M |
|
92
UBS Group
UBS
$173B
| $4.38M | 0.19% |
+129,469
| New | +$4.01M |
|
93
RTX Corp
RTX
$290B
| $4.38M | 0.19% |
+29,962
| New | +$3.99M |
|
94
Stryker
SYK
$125B
| $4.36M | 0.19% |
+11,021
| New | +$4.12M |
|
95
ICICI Bank
IBN
$108B
| $4.35M | 0.19% |
+129,210
| New | +$4.28M |
|
96
Caterpillar
CAT
$375B
| $4.33M | 0.19% |
+11,149
| New | +$3.72M |
|
97
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
| $4.32M | 0.19% |
+7,630
| New | +$4.1M |
|
98
Moody's
MCO
$82.8B
| $4.29M | 0.19% |
+8,545
| New | +$3.96M |
|
99
CBRE Group
CBRE
$42.5B
| $4.25M | 0.19% |
+30,309
| New | +$3.83M |
|
100
Vanguard Dividend Appreciation ETF
VIG
$112B
| $4.17M | 0.19% |
+20,391
| New | +$3.95M |
|
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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.