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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
HSBC icon
101
HSBC
HSBC
$345B
$4.26M 0.17%
60,083
+599
+1% +$38.9K
RY icon
102
Royal Bank of Canada
RY
$300B
$4.23M 0.17%
28,700
+148
+0.5% +$20.4K
PGR icon
103
Progressive
PGR
$120B
$4.22M 0.17%
17,087
-28
-0.2% -$6.9K
SAN icon
104
Banco Santander
SAN
$195B
$4.21M 0.17%
401,882
+10,980
+3% +$102K
VEU icon
105
Vanguard FTSE All-World ex-US ETF
VEU
$66.1B
$4.21M 0.17%
59,006
-4
-0% -$276
SNX icon
106
TD Synnex
SNX
$19.5B
$4.2M 0.17%
25,665
+23,604
+1,145% +$3.48M
VIG icon
107
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.2M 0.17%
19,463
-928
-5% -$195K
SYK icon
108
Stryker
SYK
$127B
$4.18M 0.17%
11,312
+291
+3% +$112K
WSM icon
109
Williams-Sonoma
WSM
$26.9B
$4.16M 0.17%
21,282
-131
-0.6% -$25K
MCO icon
110
Moody's
MCO
$90.7B
$4.15M 0.17%
8,703
+158
+2% +$79.6K
ECL icon
111
Ecolab
ECL
$77.6B
$4.1M 0.17%
14,978
-14
-0.1% -$3.8K
KLAC icon
112
KLA
KLAC
$287B
$4.09M 0.17%
37,880
+720
+2% +$67.2K
MU icon
113
Micron Technology
MU
$964B
$4.05M 0.17%
24,199
+498
+2% +$63.7K
C icon
114
Citigroup
C
$221B
$4.01M 0.16%
39,490
+1,888
+5% +$179K
QQQ icon
115
Invesco QQQ Trust
QQQ
$473B
$3.99M 0.16%
6,643
+664
+11% +$380K
TMO icon
116
Thermo Fisher Scientific
TMO
$202B
$3.98M 0.16%
8,210
+162
+2% +$75.4K
VUG icon
117
Vanguard Growth ETF
VUG
$224B
$3.97M 0.16%
49,710
+240
+0.5% +$18.3K
IEMG icon
118
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$3.96M 0.16%
60,077
+951
+2% +$59.3K
TXN icon
119
Texas Instruments
TXN
$265B
$3.95M 0.16%
21,484
+226
+1% +$44.2K
IBN icon
120
ICICI Bank
IBN
$106B
$3.94M 0.16%
130,430
+1,220
+0.9% +$39.8K
XYL icon
121
Xylem
XYL
$29.8B
$3.86M 0.16%
26,171
+1,236
+5% +$171K
HIG icon
122
Hartford Financial Services
HIG
$37.5B
$3.86M 0.16%
28,928
+172
+0.6% +$22.1K
VZ icon
123
Verizon
VZ
$183B
$3.84M 0.16%
87,437
+582
+0.7% +$25.2K
CRH icon
124
CRH
CRH
$70.6B
$3.82M 0.16%
31,857
-1,536
-5% -$162K
LRCX icon
125
Lam Research
LRCX
$401B
$3.76M 0.15%
28,101
+1,020
+4% +$108K
3 4
5
6 7

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TAM
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PHK
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CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
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PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
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FSC
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CCB
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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.