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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 | |
|---|---|---|---|---|---|---|
201
Lockheed Martin
LMT
$135B
| $2.23M | 0.1% |
+4,824
| New | +$2.26M |
|
|
MRSH
202
Marsh
MRSH
$92B
| $2.22M | 0.1% |
+10,145
| New | +$2.29M |
|
203
Colgate-Palmolive
CL
$71.6B
| $2.18M | 0.1% |
+24,012
| New | +$2.19M |
|
204
Alibaba
BABA
$305B
| $2.18M | 0.1% |
+19,198
| New | +$2.27M |
|
205
Cadence Design Systems
CDNS
$92.6B
| $2.17M | 0.1% |
+7,038
| New | +$2.05M |
|
206
ProShares Short Russell2000
RWM
$132M
| $2.16M | 0.1% |
+115,000
| New | +$2.35M |
|
207
Workday
WDAY
$40.8B
| $2.16M | 0.1% |
+9,004
| New | +$2.19M |
|
208
Elevance Health
ELV
$83B
| $2.14M | 0.1% |
+5,505
| New | +$2.21M |
|
209
Aon
AON
$75.9B
| $2.13M | 0.1% |
+5,984
| New | +$2.17M |
|
210
Shinhan Financial Group
SHG
$33.4B
| $2.13M | 0.09% |
+47,069
| New | +$1.79M |
|
211
Equinix
EQIX
$102B
| $2.11M | 0.09% |
+2,654
| New | +$2.25M |
|
212
CSX Corp
CSX
$92.3B
| $2.11M | 0.09% |
+64,603
| New | +$1.94M |
|
213
Pfizer
PFE
$143B
| $2.11M | 0.09% |
+86,941
| New | +$2.03M |
|
214
American Water Works
AWK
$26.1B
| $2.1M | 0.09% |
+15,082
| New | +$2.16M |
|
215
Ameriprise Financial
AMP
$48.8B
| $2.09M | 0.09% |
+3,919
| New | +$1.94M |
|
216
Sonoco
SON
$5.58B
| $2.08M | 0.09% |
+47,828
| New | +$2.14M |
|
217
Lyft
LYFT
$6.22B
| $2.08M | 0.09% |
+132,142
| New | +$1.85M |
|
218
Wheaton Precious Metals
WPM
$50.8B
| $2.07M | 0.09% |
+23,066
| New | +$1.94M |
|
219
Republic Services
RSG
$64.5B
| $2.06M | 0.09% |
+8,358
| New | +$2.07M |
|
220
Intercontinental Exchange
ICE
$85.2B
| $2.06M | 0.09% |
+11,201
| New | +$1.92M |
|
221
Mitsubishi UFJ Financial
MUFG
$254B
| $2.05M | 0.09% |
+149,761
| New | +$1.94M |
|
222
Scotiabank
BNS
$108B
| $2.05M | 0.09% |
+37,081
| New | +$1.89M |
|
223
Brookfield
BN
$107B
| $2.02M | 0.09% |
+48,989
| New | +$1.82M |
|
224
eBay
EBAY
$47.6B
| $2.01M | 0.09% |
+26,964
| New | +$1.91M |
|
225
Autodesk
ADSK
$49.6B
| $2M | 0.09% |
+6,449
| New | +$1.83M |
|
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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.