We are live on ! Find out more
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
HLT icon
151
Hilton Worldwide
HLT
$73.6B
$3.01M 0.12%
11,587
+463
+4% +$125K
SHW icon
152
Sherwin-Williams
SHW
$83.4B
$2.98M 0.12%
8,594
-123
-1% -$43.4K
UBER icon
153
Uber
UBER
$151B
$2.97M 0.12%
30,321
+2,982
+11% +$279K
PNC icon
154
PNC Financial Services
PNC
$102B
$2.94M 0.12%
14,654
+315
+2% +$62.3K
CMI icon
155
Cummins
CMI
$89.4B
$2.93M 0.12%
6,934
-48
-0.7% -$18.4K
RACE icon
156
Ferrari
RACE
$67.3B
$2.92M 0.12%
6,022
-565
-9% -$271K
DFUV icon
157
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$2.92M 0.12%
65,323
– –
MPC icon
158
Marathon Petroleum
MPC
$89.3B
$2.9M 0.12%
15,040
+445
+3% +$78.3K
PLD icon
159
Prologis
PLD
$140B
$2.89M 0.12%
25,199
-44
-0.2% -$4.84K
TRI icon
160
Thomson Reuters
TRI
$43.1B
$2.88M 0.12%
18,234
– –
ISRG icon
161
Intuitive Surgical
ISRG
$142B
$2.87M 0.12%
6,423
+82
+1% +$39.4K
SBUX icon
162
Starbucks
SBUX
$124B
$2.86M 0.12%
33,861
-1,143
-3% -$102K
SCHB icon
163
Schwab US Broad Market ETF
SCHB
$43.4B
$2.84M 0.12%
110,506
+1,262
+1% +$31.2K
ITW icon
164
Illinois Tool Works
ITW
$81.4B
$2.84M 0.12%
10,886
+209
+2% +$54.5K
AVEM icon
165
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$2.83M 0.12%
37,695
– –
ACGL icon
166
Arch Capital
ACGL
$35B
$2.82M 0.11%
31,028
-160
-0.5% -$14.3K
GLD icon
167
SPDR Gold Trust
GLD
$129B
$2.81M 0.11%
7,909
+1,473
+23% +$469K
WIT icon
168
Wipro
WIT
$18.3B
$2.81M 0.11%
1,066,849
-53,566
-5% -$151K
PINS icon
169
Pinterest
PINS
$12.9B
$2.79M 0.11%
86,613
+2,214
+3% +$80.3K
AVUV icon
170
Avantis US Small Cap Value ETF
AVUV
$29.6B
$2.78M 0.11%
27,933
+87
+0.3% +$8.42K
IEFA icon
171
iShares Core MSCI EAFE ETF
IEFA
$187B
$2.77M 0.11%
31,761
+482
+2% +$41K
UL icon
172
Unilever
UL
$135B
$2.75M 0.11%
41,219
-1,757
-4% -$121K
APP icon
173
Applovin
APP
$146B
$2.75M 0.11%
3,823
+453
+13% +$209K
HON icon
174
Honeywell
HON
$71.7B
$2.74M 0.11%
13,831
-1,184
-8% -$247K
STT icon
175
State Street
STT
$51.4B
$2.73M 0.11%
23,506
+290
+1% +$32.4K
5 6
7
8 9

Similar funds

TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

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.