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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 | |
|---|---|---|---|---|---|---|
101
Motorola Solutions
MSI
$72.6B
| $4.12M | 0.18% |
+9,808
| New | +$4.1M |
|
102
Wells Fargo
WFC
$266B
| $4.06M | 0.18% |
+50,735
| New | +$3.66M |
|
103
McKesson
MCK
$96.8B
| $4.06M | 0.18% |
+5,541
| New | +$3.91M |
|
104
Chevron
CVX
$385B
| $4.06M | 0.18% |
+28,346
| New | +$4M |
|
105
Ecolab
ECL
$78.6B
| $4.04M | 0.18% |
+14,992
| New | +$3.81M |
|
106
Infosys
INFY
$49.6B
| $4.03M | 0.18% |
+217,552
| New | +$3.89M |
|
107
Vanguard FTSE All-World ex-US ETF
VEU
$66.9B
| $3.97M | 0.18% |
+59,010
| New | +$3.74M |
|
|
BNY
108
Bank of New York Mellon
BNY
$106B
| $3.87M | 0.17% |
+42,424
| New | +$3.6M |
|
109
AT&T
T
$162B
| $3.76M | 0.17% |
+130,046
| New | +$3.58M |
|
110
Verizon
VZ
$198B
| $3.76M | 0.17% |
+86,855
| New | +$3.76M |
|
111
Royal Bank of Canada
RY
$292B
| $3.76M | 0.17% |
+28,552
| New | +$3.49M |
|
112
Thomson Reuters
TRI
$44.4B
| $3.72M | 0.17% |
+18,234
| New | +$3.47M |
|
113
ING
ING
$101B
| $3.71M | 0.17% |
+169,638
| New | +$3.43M |
|
114
Hartford Financial Services
HIG
$39.2B
| $3.65M | 0.16% |
+28,756
| New | +$3.57M |
|
115
Lowe's Companies
LOW
$119B
| $3.62M | 0.16% |
+16,326
| New | +$3.64M |
|
116
Capital One
COF
$134B
| $3.62M | 0.16% |
+17,004
| New | +$3.17M |
|
117
HSBC
HSBC
$370B
| $3.62M | 0.16% |
+59,484
| New | +$3.39M |
|
118
Vanguard Morningstar Growth ETF
VUG
$225B
| $3.61M | 0.16% |
+49,470
| New | +$3.26M |
|
119
Palo Alto Networks
PANW
$283B
| $3.58M | 0.16% |
+17,517
| New | +$3.25M |
|
120
Analog Devices
ADI
$176B
| $3.57M | 0.16% |
+14,993
| New | +$3.12M |
|
121
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
| $3.55M | 0.16% |
+59,126
| New | +$3.3M |
|
122
RELX
RELX
$63.1B
| $3.52M | 0.16% |
+64,708
| New | +$3.42M |
|
123
Williams-Sonoma
WSM
$28.2B
| $3.5M | 0.16% |
+21,413
| New | +$3.36M |
|
124
Intuitive Surgical
ISRG
$135B
| $3.45M | 0.15% |
+6,341
| New | +$3.32M |
|
125
Deere & Co
DE
$163B
| $3.44M | 0.15% |
+6,760
| New | +$3.31M |
|
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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.