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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 | Miscellaneous | 19.14% |
| 3 | Financials | 11.46% |
| 4 | Consumer Discretionary | 8.2% |
| 5 | Communication Services | 7.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.67T
| $134M | 5.97% |
+653,281
| New | +$132M |
|
|
2
Microsoft
MSFT
$3.71T
| $117M | 5.2% |
+234,674
| New | +$102M |
|
|
3
NVIDIA
NVDA
$5.56T
| $110M | 4.88% |
+694,150
| New | +$87.4M |
|
|
4
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
| $96.3M | 4.28% |
+316,707
| New | +$89.1M |
|
|
5
Amazon
AMZN
$2.79T
| $70.9M | 3.15% |
+323,046
| New | +$63.9M |
|
6
Meta Platforms (Facebook)
META
$1.57T
| $47.6M | 2.12% |
+64,526
| New | +$39.9M |
|
7
Vanguard FTSE Developed Markets ETF
VEA
$240B
| $41.3M | 1.84% |
+724,951
| New | +$38.8M |
|
8
Alphabet (Google) Class A
GOOGL
$4.14T
| $40.5M | 1.8% |
+230,067
| New | +$37.7M |
|
9
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $37.7M | 1.68% |
+61,002
| New | +$34.9M |
|
10
Netflix
NFLX
$326B
| $29.9M | 1.33% |
+223,460
| New | +$25.3M |
|
11
JPMorgan Chase
JPM
$953B
| $27.4M | 1.22% |
+94,569
| New | +$24.1M |
|
12
Vanguard Total World Stock ETF
VT
$81.5B
| $25.8M | 1.15% |
+200,372
| New | +$24M |
|
13
Broadcom
AVGO
$1.7T
| $25.1M | 1.12% |
+90,889
| New | +$19.7M |
|
14
TSMC
TSM
$2.22T
| $24.1M | 1.07% |
+106,350
| New | +$19.7M |
|
15
Visa
V
$700B
| $19.5M | 0.87% |
+54,980
| New | +$19.2M |
|
16
Eli Lilly
LLY
$1.02T
| $19.5M | 0.87% |
+25,010
| New | +$19.4M |
|
17
Tesla
TSLA
$1.4T
| $16.9M | 0.75% |
+53,320
| New | +$16.1M |
|
|
18
Alphabet (Google) Class C
GOOG
$4.1T
| $15.4M | 0.69% |
+86,759
| New | +$14.3M |
|
19
Mastercard
MA
$507B
| $15.4M | 0.68% |
+27,359
| New | +$15.1M |
|
20
Commercial Metals
CMC
$7.77B
| $13.7M | 0.61% |
+280,997
| New | +$13M |
|
21
Johnson & Johnson
JNJ
$663B
| $13.2M | 0.59% |
+86,144
| New | +$13.2M |
|
22
Costco
COST
$406B
| $12.8M | 0.57% |
+12,921
| New | +$12.8M |
|
23
iShares S&P 500 Growth ETF
IVW
$77.1B
| $12.3M | 0.55% |
+112,123
| New | +$11.1M |
|
24
Oracle
ORCL
$457B
| $12.3M | 0.55% |
+56,413
| New | +$9.11M |
|
25
Home Depot
HD
$320B
| $11.8M | 0.53% |
+32,228
| New | +$11.7M |
|
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Laird Norton Wetherby Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Laird Norton Wetherby Wealth Management held 930 positions worth $2.25B. Its ten largest holdings account for 32% of the portfolio.
Laird Norton Wetherby Wealth Management deployed $2.08B of net new capital in Q2 2025, opening 929 new positions. Its largest new stake was Apple: 653,281 shares worth $134M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, followed by Miscellaneous and Financials.
- 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 opened 929 new positions and closed 0 in Q2 2025.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.