Institutional Manager · CIK 0000723204
Laird Norton Wetherby Trust Company, LLC
Seattle, WA · File #028-03941
Latest AUM
$4.81B
Positions
1,881
Top-10 Concentration
53.1%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | APPLE INC | AAPL | +714,196 | +$194.2M | +$1.4M |
| ADD | NVIDIA CORPORATION | NVDA | +1,002,688 | +$187.0M | -$5,185 |
| NEW | ALPHABET INC | GOOG | +297,895 | +$93.2M | $0 |
| ADD | VANGUARD INDEX FDS | 922908769 | +256,232 | +$85.9M | +$834,007 |
| ADD | AMAZON COM INC | AMZN | +307,788 | +$71.0M | +$501,246 |
| ADD | VANGUARD TAX-MANAGED FDS | 921943858 | +1,029,437 | +$64.3M | +$1.1M |
| ADD | SPDR S&P 500 ETF TR | SPY | +72,371 | +$49.5M | +$159,847 |
| NEW | META PLATFORMS INC | META | +71,796 | +$47.4M | $0 |
| NEW | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | +141,891 | +$43.2M | $0 |
| ADD | JPMORGAN CHASE & CO. | VYLD | +124,129 | +$40.0M | +$162,190 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251,881 pos · $4.81B
- 13F HOLDINGS REPORTQ/E Sep 202565 pos · $582.0M
- 13F HOLDINGS REPORTQ/E Jun 202569 pos · $733.2M
- 13F HOLDINGS REPORTQ/E Mar 202567 pos · $621.6M
- 13F HOLDINGS REPORTQ/E Dec 202480 pos · $731.4M
- 13F HOLDINGS REPORTQ/E Sep 202484 pos · $763.6M
- 13F HOLDINGS REPORTQ/E Jun 202472 pos · $709.0M
- 13F HOLDINGS REPORTQ/E Mar 202483 pos · $738.2M
- 13F HOLDINGS REPORTQ/E Dec 2023115 pos · $777.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 798,184 | $217.0M | 8.15% |
| 2 | NVIDIA CORPORATION | NVDA | 1,060,477 | $197.8M | 7.43% |
| 3 | MICROSOFT CORP | MSFT | 385,518 | $186.4M | 7.01% |
| 4 | MICROSOFT CORP | MSFT | 374,552 | $181.1M | 6.81% |
| 5 | VANGUARD INDEX FDS | 922908769 | 390,905 | $131.1M | 4.92% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 155 | $117.0M | 4.40% |
| 7 | VANGUARD INDEX FDS | 922908769 | 329,301 | $110.4M | 4.15% |
| 8 | ALPHABET INC | GOOG | 297,895 | $93.2M | 3.50% |
| 9 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,442,146 | $90.1M | 3.39% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 1,633,632 | $87.8M | 3.30% |
| 11 | AMAZON COM INC | AMZN | 352,343 | $81.3M | 3.06% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042775 | 990,499 | $72.9M | 2.74% |
| 13 | SPDR S&P 500 ETF TR | SPY | 82,371 | $56.3M | 2.12% |
| 14 | BROADCOM INC | AVGO | 162,228 | $56.1M | 2.11% |
| 15 | APPLE INC | AAPL | 200,299 | $54.5M | 2.05% |
| 16 | ALPHABET INC | GOOG | 168,774 | $53.0M | 1.99% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 148,019 | $47.7M | 1.79% |
| 18 | META PLATFORMS INC | META | 71,796 | $47.4M | 1.78% |
| 19 | ISHARES TR | 464287622 | 116,944 | $43.7M | 1.64% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 141,891 | $43.2M | 1.62% |