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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 | |
|---|---|---|---|---|---|---|
151
Unilever
UL
$137B
| $2.96M | 0.13% |
+42,976
| New | +$3.02M |
|
152
iShares Russell 2000 ETF
IWM
$81.5B
| $2.93M | 0.13% |
+13,601
| New | +$2.74M |
|
153
Micron Technology
MU
$937B
| $2.92M | 0.13% |
+23,701
| New | +$2.21M |
|
154
Dr. Reddy's Laboratories
RDY
$10.1B
| $2.91M | 0.13% |
+193,804
| New | +$2.77M |
|
155
Amphenol
APH
$201B
| $2.91M | 0.13% |
+29,488
| New | +$2.41M |
|
156
Arch Capital
ACGL
$34.5B
| $2.84M | 0.13% |
+31,188
| New | +$2.88M |
|
157
Shopify
SHOP
$152B
| $2.81M | 0.13% |
+24,356
| New | +$2.44M |
|
158
HDFC Bank
HDB
$124B
| $2.8M | 0.12% |
+72,996
| New | +$2.65M |
|
159
American Tower
AMT
$80.6B
| $2.78M | 0.12% |
+12,589
| New | +$2.72M |
|
160
Dimensional US Marketwide Value ETF
DFUV
$15.5B
| $2.76M | 0.12% |
+65,323
| New | +$2.62M |
|
161
GE Vernova
GEV
$268B
| $2.75M | 0.12% |
+5,202
| New | +$2.17M |
|
162
Marriott International
MAR
$90.4B
| $2.73M | 0.12% |
+9,987
| New | +$2.5M |
|
163
iShares MSCI Emerging Markets ETF
EEM
$28.9B
| $2.69M | 0.12% |
+55,720
| New | +$2.51M |
|
164
Waste Management
WM
$90.5B
| $2.68M | 0.12% |
+11,711
| New | +$2.72M |
|
165
PNC Financial Services
PNC
$100B
| $2.67M | 0.12% |
+14,339
| New | +$2.43M |
|
166
Prologis
PLD
$135B
| $2.65M | 0.12% |
+25,243
| New | +$2.65M |
|
167
Illinois Tool Works
ITW
$83B
| $2.64M | 0.12% |
+10,677
| New | +$2.58M |
|
168
Lam Research
LRCX
$369B
| $2.64M | 0.12% |
+27,081
| New | +$2.15M |
|
169
iShares Core MSCI EAFE ETF
IEFA
$191B
| $2.61M | 0.12% |
+31,279
| New | +$2.48M |
|
170
Schwab US Broad Market ETF
SCHB
$43.9B
| $2.6M | 0.12% |
+109,244
| New | +$2.41M |
|
171
W.W. Grainger
GWW
$64.7B
| $2.6M | 0.12% |
+2,496
| New | +$2.59M |
|
|
FISV
172
Fiserv Inc
FISV
$29B
| $2.6M | 0.12% |
+15,054
| New | +$2.73M |
|
173
Avantis Emerging Markets Equity ETF
AVEM
$25.7B
| $2.58M | 0.12% |
+37,695
| New | +$2.37M |
|
174
AutoZone
AZO
$48.8B
| $2.58M | 0.11% |
+695
| New | +$2.56M |
|
175
Uber
UBER
$146B
| $2.55M | 0.11% |
+27,339
| New | +$2.25M |
|
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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.