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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 | |
|---|---|---|---|---|---|---|
176
Avantis US Small Cap Value ETF
AVUV
$30.9B
| $2.54M | 0.11% |
+27,846
| New | +$2.4M |
|
177
Travelers Companies
TRV
$78B
| $2.53M | 0.11% |
+9,466
| New | +$2.5M |
|
178
Vertex Pharmaceuticals
VRTX
$119B
| $2.53M | 0.11% |
+5,672
| New | +$2.61M |
|
179
NextEra Energy
NEE
$181B
| $2.52M | 0.11% |
+36,371
| New | +$2.53M |
|
180
United Microelectronic
UMC
$46.9B
| $2.5M | 0.11% |
+326,804
| New | +$2.43M |
|
181
Vanguard Extended Market ETF
VXF
$30.8B
| $2.49M | 0.11% |
+12,944
| New | +$2.3M |
|
182
State Street SPDR S&P Dividend ETF
SDY
$23.6B
| $2.48M | 0.11% |
+18,251
| New | +$2.42M |
|
183
Vanguard Morningstar Mid-Cap ETF
VO
$108B
| $2.47M | 0.11% |
+35,332
| New | +$2.32M |
|
184
State Street
STT
$50.5B
| $2.47M | 0.11% |
+23,216
| New | +$2.15M |
|
185
Comcast
CMCSA
$87.2B
| $2.46M | 0.11% |
+69,048
| New | +$2.39M |
|
186
Schwab US Dividend Equity ETF
SCHD
$104B
| $2.46M | 0.11% |
+92,766
| New | +$2.42M |
|
187
Aflac
AFL
$64.5B
| $2.45M | 0.11% |
+23,265
| New | +$2.44M |
|
188
Nasdaq
NDAQ
$52.6B
| $2.44M | 0.11% |
+27,302
| New | +$2.18M |
|
189
Mondelez International
MDLZ
$78.8B
| $2.44M | 0.11% |
+36,162
| New | +$2.41M |
|
190
Paychex
PAYX
$41.9B
| $2.43M | 0.11% |
+16,731
| New | +$2.52M |
|
191
Marathon Petroleum
MPC
$89.6B
| $2.42M | 0.11% |
+14,595
| New | +$2.19M |
|
192
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
| $2.42M | 0.11% |
+27,120
| New | +$2.31M |
|
193
Parker-Hannifin
PH
$126B
| $2.39M | 0.11% |
+3,416
| New | +$2.16M |
|
194
Dell
DELL
$277B
| $2.38M | 0.11% |
+19,451
| New | +$1.99M |
|
195
Sumitomo Mitsui Financial
SMFG
$160B
| $2.38M | 0.11% |
+157,509
| New | +$2.26M |
|
196
Chubb
CB
$134B
| $2.36M | 0.11% |
+8,157
| New | +$2.35M |
|
197
Coca-Cola Europacific Partners
CCEP
$47.8B
| $2.33M | 0.1% |
+25,183
| New | +$2.26M |
|
198
Kroger
KR
$35.7B
| $2.31M | 0.1% |
+32,153
| New | +$2.22M |
|
199
Cummins
CMI
$89.5B
| $2.29M | 0.1% |
+6,982
| New | +$2.16M |
|
200
iShares Core S&P Small-Cap ETF
IJR
$111B
| $2.27M | 0.1% |
+20,749
| New | +$2.14M |
|
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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.