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Showing Q3 2025 data
Laird Norton Wetherby Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Laird Norton Wetherby Wealth Management, LLC
โขCIK: 1279627โขFiling: Q3 2025
**Laird Norton Wetherby Wealth Management, LLC** manages $2.4B across a diversified portfolio of 930 positions. The strategy exhibits significant conviction in mega-cap technology leaders, evidenced by top holdings including AAPL at $162.3M and NVDA at $131.0M. Further allocations are concentrated in core growth names such as MSFT ($128.3M), VTI ($103.7M), and AMZN ($71.3M). This structure suggests a long-term, technology-weighted approach within the broader market landscape.
Total AUM
$2.4B
QoQ Performance
+9.0%
Positions
841
Top 10 Concentration
42.7%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
NVDA
MSFT
AAPL6.7%
NVDA5.4%
MSFT5.3%
VTI4.3%
AMZN3.0%
GOOGL2.3%
META2.0%
VEA1.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other38.7%
Technology34.7%
Consumer8.4%
Financial6.1%
Healthcare4.9%
Communication2.1%
Industrial1.7%
ETF1.0%
๐ช Exited Positionssold since Q2 2025
+723 more exited positions
Changes from Q2 2025
โ126 increased
โ68 decreased
Historical Filings
Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023