CIK: 0000723204
Total reported value
$4.6B
Reporting period: 2026-03-31 · Number of holdings: 1789
Laird Norton Wetherby Trust Company, LLC disclosed 1789 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.6B and a quarterly turnover rate of 18.7%.
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Laird Norton Wetherby Trust Company, LLC's disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 60 equally-sized positions, well below its 1789 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.90), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 68% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
-4.1% -$97.9M
Add VV
+236.6% $40.2M
Add VEA
+26.0% $27.4M
Trim AAPL
-7.0% -$35.9M
Add VTI
+9.6% $11.7M
Trim PEN
-84.1% -$21.1M
Showing top 200 holdings (of 1789 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.88% | -1.76% | -4.14% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.52% | +0.50% | +9.56% | |
| 3 | AAPL | Apple INC | Stock-Tech | 5.14% | -0.50% | -7.03% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | -0.32% | -5.58% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.64% | +0.69% | +26.00% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.45% | +0.29% | +5.79% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.38% | -0.07% | -2.56% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.21% | +0.25% | +6.67% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.07% | -0.29% | -7.24% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | -0.16% | -3.81% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 1.28% | +0.90% | +236.57% | |
| 12 | AVGO | Broadcom INC | Stock-Tech | 1.25% | -0.11% | -2.20% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | -0.21% | -11.35% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | -0.03% | -2.77% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.10% | +0.13% | +10.30% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.09% | -3.60% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.08% | +0.16% | +0.54% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.13% | -1.99% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.05% | -5.40% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.91% | — | -0.53% | |
| 21 | IGF | Ishares Global Infrastructur | ETF-Other | 0.84% | +0.41% | +71.75% | |
| 22 | TSLA | Tesla INC | Stock-Consumer Disc | 0.84% | -0.10% | +3.17% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | -0.13% | -4.64% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | — | -3.18% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | -0.03% | -0.01% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.15% | +30.89% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.63% | — | +6.83% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.09% | -3.62% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.57% | — | -1.39% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | — | +10.48% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | — | -6.48% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | +0.09% | -1.46% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | +0.14% | -9.05% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | +0.16% | +37.15% | |
| 35 | HD | Home Depot INC | Stock-Consumer Disc | 0.51% | -0.04% | -7.77% | |
| 36 | GS | Goldman Sachs Group INC | Stock-Financials | 0.50% | — | -1.98% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.47% | +0.20% | +66.23% | |
| 38 | AMAT | Applied Materials INC | Stock-Tech | 0.44% | +0.13% | +0.51% | |
| 39 | WMT | Walmart INC | Stock-Consumer Staples | 0.44% | — | -2.41% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.43% | — | -7.24% | |
| 41 | NFLX | Netflix INC | Stock-Comm Services | 0.43% | — | -3.50% | |
| 42 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.42% | — | -4.68% | |
| 43 | MA | Mastercard INC - A | Stock-Financials | 0.42% | -0.07% | -6.06% | |
| 44 | CMC | Commercial Metals Co | Stock-Industrials | 0.37% | — | -3.09% | |
| 45 | ABBV | Abbvie INC | Stock-Healthcare | 0.35% | — | -3.88% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.34% | +0.08% | -8.62% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.06% | +0.79% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | -0.10% | -10.07% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | — | -0.34% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | — | -0.89% |
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+11.8%
Based on 70% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1789 | $4.6B | 19 | |
| 2025-12-31 | 1881 | $4.8B | 100 | |
| 2025-09-30 | 65 | $582.0M | 25 | |
| 2025-06-30 | 69 | $727.8M | 0 | |
| 2025-03-31 | 67 | $621.6M | 100 | |
| 2024-12-31 | 80 | $731.4M | 0 | |
| 2024-09-30 | 84 | $763.6M | 0 | |
| 2024-06-30 | 72 | $709.0M | 0 | |
| 2024-03-31 | 83 | $738.2M | 0 | |
| 2023-12-31 | 91 | $846.1M | 0 | |
| 2023-09-30 | 115 | $777.4M | 0 | |
| 2023-06-30 | 115 | $849.7M | 0 | |
| 2023-03-31 | 119 | $800.8M | 0 | |
| 2022-12-31 | 115 | $704.0M | 0 | |
| 2022-09-30 | 71 | $439.7M | 0 | |
| 2022-06-30 | 122 | $790.0M | 0 | |
| 2022-03-31 | 195 | $1.1B | 0 | |
| 2021-12-31 | 198 | $1.1B | 0 | |
| 2021-09-30 | 187 | $978.2M | 0 | |
| 2021-06-30 | 168 | $958.0M | 97 | |
| 2021-03-31 | 163 | $908.5M | 4 | |
| 2020-12-31 | 161 | $890.2M | 0 |
Laird Norton Wetherby Trust Company, LLC's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Inhibrx Biosciences INC (INBX); Sold out: Avantis Emerging Markets Eq (AVEM); Trim: Microsoft CORP (MSFT) — shares -4.14%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +0.9% | +236.57% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.7% | +26.00% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +9.56% | Add |
| 4 | IGF | Ishares Global Infrastructur | +0.4% | +71.75% | Add |
| 5 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +5.79% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +6.67% | Add |
| 7 | BND | Vanguard Total Bond Market | +0.2% | +66.23% | Add |
| 8 | VXUS | Vanguard Total Intl Stock | +0.2% | +37.15% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.54% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +30.89% | Add |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | +102.26% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -9.05% | Trim |
| 13 | AMAT | Applied Materials INC | +0.1% | +0.51% | Add |
| 14 | VT | Vanguard Tot World Stk ETF | +0.1% | +10.30% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | +7.36% | Add |
| 16 | COST | Costco Wholesale CORP | +0.1% | -1.46% | Trim |
| 17 | CVX | Chevron CORP | +0.1% | -8.62% | Trim |
| 18 | GEV | GE Vernova INC | +0.1% | +0.18% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.77% | Trim |
| 20 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.01% | Trim |
| 21 | HD | Home Depot INC | 0% | -7.77% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -5.40% | Trim |
| 23 | SAP | Sap Se-sponsored Adr | -0.1% | -2.95% | Trim |
| 24 | UNH | Unitedhealth Group INC | -0.1% | -11.88% | Trim |
| 25 | ABT | Abbott Laboratories | -0.1% | +0.79% | Add |
| 26 | BKNG | Booking Holdings INC | -0.1% | -9.66% | Trim |
| 27 | SNX | TD Synnex CORP | -0.1% | -82.83% | Trim |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -2.56% | Trim |
| 29 | MA | Mastercard INC - A | -0.1% | -6.06% | Trim |
| 30 | CRM | Salesforce INC | -0.1% | -5.51% | Trim |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | -3.60% | Trim |
| 32 | V | Visa Inc-class A Shares | -0.1% | -3.62% | Trim |
| 33 | ORCL | Oracle CORP | -0.1% | -2.58% | Trim |
| 34 | TSLA | Tesla INC | -0.1% | +3.17% | Add |
| 35 | IBM | Intl Business Machines CORP | -0.1% | -10.07% | Trim |
| 36 | AVGO | Broadcom INC | -0.1% | -2.20% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.1% | -1.99% | Trim |
| 38 | LLY | Eli Lilly & Co | -0.1% | -4.64% | Trim |
| 39 | INTU | Intuit INC | -0.1% | -4.12% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.81% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | -11.35% | Trim |
| 42 | AMZN | Amazon.com INC | -0.3% | -7.24% | Trim |
| 43 | NVDA | Nvidia CORP | -0.3% | -5.58% | Trim |
| 44 | PEN | Penumbra INC | -0.4% | -84.10% | Trim |
| 45 | AAPL | Apple INC | -0.5% | -7.03% | Trim |
| 46 | MSFT | Microsoft CORP | -1.8% | -4.14% | Trim |
| 47 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 48 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 49 | INBX | Inhibrx Biosciences INC | — | EXIT | Sold out |
| 50 | AVEM | Avantis Emerging Markets Eq | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-07 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-03 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-06 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-07 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-09 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-26 | 13F-HR | View on EDGAR |
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