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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
VXF icon
176
Vanguard Extended Market ETF
VXF
$30.7B
$2.71M 0.11%
12,944
– –
NEE icon
177
NextEra Energy
NEE
$188B
$2.71M 0.11%
35,893
-478
-1% -$34.9K
RDY icon
178
Dr. Reddy's Laboratories
RDY
$10.6B
$2.69M 0.11%
192,336
-1,468
-0.8% -$21.1K
AFL icon
179
Aflac
AFL
$63.9B
$2.69M 0.11%
24,045
+780
+3% +$81.9K
WPM icon
180
Wheaton Precious Metals
WPM
$46.7B
$2.68M 0.11%
23,978
+912
+4% +$89.1K
TRV icon
181
Travelers Companies
TRV
$77.3B
$2.68M 0.11%
9,585
+119
+1% +$31.9K
PH icon
182
Parker-Hannifin
PH
$122B
$2.67M 0.11%
3,525
+109
+3% +$80.4K
MAR icon
183
Marriott International
MAR
$97B
$2.65M 0.11%
10,181
+194
+2% +$52.1K
NDAQ icon
184
Nasdaq
NDAQ
$52.9B
$2.65M 0.11%
29,920
+2,618
+10% +$242K
WM icon
185
Waste Management
WM
$97.9B
$2.62M 0.11%
11,859
+148
+1% +$33.3K
SMFG icon
186
Sumitomo Mitsui Financial
SMFG
$159B
$2.6M 0.11%
155,405
-2,104
-1% -$33.7K
VO icon
187
Vanguard Mid-Cap ETF
VO
$106B
$2.59M 0.11%
35,332
– –
CDNS icon
188
Cadence Design Systems
CDNS
$91B
$2.57M 0.11%
7,330
+292
+4% +$100K
IJH icon
189
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.57M 0.1%
39,381
-8,574
-18% -$551K
DELL icon
190
Dell
DELL
$253B
$2.56M 0.1%
18,075
-1,376
-7% -$179K
ESGD icon
191
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$2.52M 0.1%
27,135
+15
+0.1% +$1.36K
BNS icon
192
Scotiabank
BNS
$111B
$2.51M 0.1%
38,758
+1,677
+5% +$98.9K
CB icon
193
Chubb
CB
$137B
$2.5M 0.1%
8,863
+706
+9% +$194K
EBAY icon
194
eBay
EBAY
$49B
$2.5M 0.1%
27,473
+509
+2% +$45K
PFE icon
195
Pfizer
PFE
$145B
$2.49M 0.1%
97,858
+10,917
+13% +$269K
UMC icon
196
United Microelectronic
UMC
$53.2B
$2.43M 0.1%
320,156
-6,648
-2% -$47.2K
SDY icon
197
State Street SPDR S&P Dividend ETF
SDY
$22B
$2.42M 0.1%
17,275
-976
-5% -$136K
CSX icon
198
CSX Corp
CSX
$94.7B
$2.42M 0.1%
68,052
+3,449
+5% +$118K
AMT icon
199
American Tower
AMT
$79.1B
$2.4M 0.1%
12,468
-121
-1% -$25.2K
ORLY icon
200
O'Reilly Automotive
ORLY
$71.7B
$2.34M 0.1%
21,735
+184
+0.9% +$18.5K
6 7
8
9 10

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PHK
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CCA
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AF
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PE
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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.