Institutional Manager · CIK 0001279627
Laird Norton Wetherby Wealth Management, LLC
San Francisco, CA · File #028-10655
Latest AUM
$0
Positions
0
Top-10 Concentration
0.0%
Filings
8
Portfolio Value Over Time
2023-12
2024-03
2024-06
2024-09
2024-12
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 |
|---|---|---|---|---|---|
| EXITED | NVIDIA CORPORATION | 67066G104 | -699,468 | -$130.5M | $0 |
| EXITED | AMAZON COM INC | 023135106 | -317,642 | -$69.7M | $0 |
| EXITED | ALPHABET INC | 02079K305 | -224,061 | -$54.5M | $0 |
| EXITED | SPDR S&P 500 ETF TR | 78462F103 | -63,429 | -$42.3M | $0 |
| EXITED | META PLATFORMS INC | 30303M102 | -53,840 | -$39.5M | $0 |
| EXITED | BROADCOM INC | 11135F101 | -95,236 | -$31.4M | $0 |
| EXITED | NETFLIX INC | 64110L106 | -21,734 | -$26.1M | $0 |
| EXITED | ALPHABET INC | 02079K107 | -90,257 | -$22.0M | $0 |
| EXITED | ELI LILLY & CO | 532457108 | -25,429 | -$19.4M | $0 |
| EXITED | ORACLE CORP | 68389X105 | -58,387 | -$16.4M | $0 |
Filing History
- 13F NOTICEQ/E Dec 2025— pos · $0
- 13F HOLDINGS REPORTQ/E Sep 20251,183 pos · $2.45B
- 13F HOLDINGS REPORTQ/E Jun 20251,174 pos · $2.25B
- 13F HOLDINGS REPORTQ/E Dec 20241,230 pos · $2.09B
- 13F HOLDINGS REPORTQ/E Sep 20241,263 pos · $2.19B
- 13F HOLDINGS REPORTQ/E Jun 20241,260 pos · $2.12B
- 13F HOLDINGS REPORTQ/E Mar 20241,201 pos · $2.10B
- 13F HOLDINGS REPORTQ/E Dec 20231,146 pos · $1.76B