LN
Laird Norton Wetherby Trust Company, LLC 13F Holdings (1873 Positions, Q2 2026)
Laird Norton Wetherby Trust Company, LLCCIK: 0000723204
Diversified strategyMomentum followerSector-focused
Total reported value
$5.2B
Reporting period: 2026-06-30 · Number of holdings: 1873
Laird Norton Wetherby Trust Company, LLC disclosed 1873 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $5.2B and a quarterly turnover rate of 18.8%.
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Personality snowflake
- Concentration
- 6.42
- Portfolio Stability
- 18.79
- Momentum
- 100
- Sector conviction
- 68.6
- Diversification
- 100
- Sizing Uniformity
- 60.84
Laird Norton Wetherby Trust Company, LLC's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 62 equally-sized positions, well below its 1873 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 3.92), 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 67% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
+7.5% $39.1M
Add AMD
+0.4% $27.9M
Add AMAT
+0.0% $22.5M
Add TSM
-0.4% $20.2M
Add LRCX
+0.3% $14.2M
Add INTC
+11.2% $13.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1873 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.58% | +0.06% | -0.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.19% | +0.05% | +0.48% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.17% | -0.71% | -0.89% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.09% | -0.01% | -1.14% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.63% | -0.01% | +1.56% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.39% | -0.06% | -0.66% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.19% | -0.19% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | +0.20% | +0.20% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.16% | -0.05% | +0.64% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.01% | -1.54% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.35% | +0.10% | +0.50% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.34% | +0.26% | -0.43% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.30% | +0.02% | +0.67% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +0.07% | -2.30% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.20% | +0.10% | +9.13% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.01% | -0.31% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.03% | -0.83% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.03% | +0.71% | +7.51% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.91% | — | -0.69% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.11% | -0.72% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.14% | -1.26% | |
| 22 | IGF | Ishares Global Infrastructur | ETF-Other | 0.83% | -0.01% | +12.12% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | +0.49% | +0.37% | |
| 24 | AMAT | Applied Materials Inc | Stock-Tech | 0.82% | +0.38% | +0.04% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | -0.03% | -2.85% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.13% | -6.94% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.05% | -0.02% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.05% | +5.24% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.66% | -0.03% | +0.29% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | -0.02% | -1.94% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.58% | +0.15% | +0.34% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | -0.06% | +1.70% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | -0.01% | -3.07% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.55% | -0.02% | -5.60% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | +0.04% | +2.24% | |
| 36 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.24% | +0.30% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.49% | -0.02% | -1.80% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.07% | -3.45% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.05% | -2.81% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | -0.02% | +9.97% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.10% | -2.22% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.11% | +2.06% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.11% | +1.67% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.15% | +1.23% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.36% | +0.24% | +11.24% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.06% | -4.62% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.09% | +1.15% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | — | -1.65% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | +0.01% | +0.63% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | — | -1.57% |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
+1%
Performance Last 4 Quarters
+3.4%
- Stdev
- +13.2%
- Beta
- +1.01
- Alpha
- -5.8%
- Max Drawdown
- -10.7%
- Annualized Perf
- +17.5%
- Batting Avg vs S&P
- +27.8%
- Sortino
- +2.81
- Stutzer
- +0.39
- Treynor
- +0.17
- Sterling
- +1.03
- Calmar
- +1.63
- Information Ratio
- -1.19
- Tracking Error
- +4.6%
- Stdev Down
- +6.1%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +26.1%
- Worst 12 Months
- +1.4%
- Efficiency Ratio
- +0.54
- Sharpe
- +1.29
- Stdev Sectors
- +11.2%
- Skewness
- +0.29
- Kurtosis
- -0.35
- Upside Potential
- +4.6
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 1873 | $5.2B | 19 | ||
| 2026 Q1 | 1789 | $4.6B | 19 | ||
| 2025 Q4 | 1881 | $4.8B | 100 | ||
| 2025 Q3 | 65 | $582.0M | 25 | ||
| 2025 Q2 | 69 | $727.8M | 0 | ||
| 2025 Q1 | 67 | $621.6M | 100 | ||
| 2024 Q4 | 80 | $731.4M | 0 | ||
| 2024 Q3 | 84 | $763.6M | 0 | ||
| 2024 Q2 | 72 | $709.0M | 0 | ||
| 2024 Q1 | 83 | $738.2M | 0 | ||
| 2023 Q4 | 91 | $846.1M | 0 | ||
| 2023 Q3 | 115 | $777.4M | 0 | ||
| 2023 Q2 | 115 | $849.7M | 0 | ||
| 2023 Q1 | 119 | $800.8M | 0 | ||
| 2022 Q4 | 115 | $704.0M | 0 | ||
| 2022 Q3 | 71 | $439.7M | 0 | ||
| 2022 Q2 | 122 | $790.0M | 0 | ||
| 2022 Q1 | 195 | $1.1B | 0 | ||
| 2021 Q4 | 198 | $1.1B | 0 | ||
| 2021 Q3 | 187 | $978.2M | 0 | ||
| 2021 Q2 | 168 | $958.0M | 97 | ||
| 2021 Q1 | 163 | $908.5M | 4 | ||
| 2020 Q4 | 161 | $890.2M | 0 |
Holding changes this quarter
Laird Norton Wetherby Trust Company, LLC's most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); New buy: Dimensional Em Sus Core1 ETF (DFSE); New buy: ; New buy: ; New buy: Dimensional Int Sus Cor1 ETF (DFSI).
Showing top 200 changes by size (of 1057 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.7% | +7.51% | Add |
| 2 | AMD | Advanced Micro Devices | +0.5% | +0.37% | Add |
| 3 | AMAT | Applied Materials Inc | +0.4% | +0.04% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.43% | Trim |
| 5 | LRCX | Lam Research CORP | +0.2% | +0.30% | Add |
| 6 | INTC | Intel CORP | +0.2% | +11.24% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.20% | Add |
| 8 | UMC | United Microelectron-sp Adr | +0.2% | +3.33% | Add |
| 9 | ASML | ASML Holding N.V. | +0.2% | +0.34% | Add |
| 10 | KLAC | Kla CORP | +0.2% | +919.37% | Add |
| 11 | ASX | Ase Technology Holding -adr | +0.1% | +2.10% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | -0.72% | Trim |
| 13 | CAT | Caterpillar Inc | +0.1% | +2.06% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +1.67% | Add |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | -3.05% | Trim |
| 16 | AVGO | Broadcom Inc | +0.1% | +0.50% | Add |
| 17 | VT | Vanguard Tot World Stk ETF | +0.1% | +9.13% | Add |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +60.47% | Add |
| 19 | DELL | Dell Technologies -c | +0.1% | -3.69% | Trim |
| 20 | SNDK | Sandisk CORP | +0.1% | +1.67% | Add |
| 21 | STX | Seagate Technology Holdings plc | +0.1% | -2.74% | Trim |
| 22 | UNH | Unitedhealth Group Inc | +0.1% | +5.70% | Add |
| 23 | GLW | Corning Inc | +0.1% | +10.31% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +485.43% | Add |
| 25 | MRVL | Marvell Technology Inc | +0.1% | +5.62% | Add |
| 26 | WDC | Western Digital CORP | +0.1% | -2.65% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | -2.30% | Trim |
| 28 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.45% | Trim |
| 29 | TXN | Texas Instruments Inc | +0.1% | +2.37% | Add |
| 30 | AAPL | Apple Inc | +0.1% | +0.48% | Add |
| 31 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -0.02% | Trim |
| 32 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.24% | Add |
| 33 | GEV | GE Vernova Inc | +0.1% | +1.41% | Add |
| 34 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +4.22% | Add |
| 35 | DFSE | Dimensional Em Sus Core1 ETF | +0.1% | NEW | New buy |
| 36 | GS | Goldman Sachs Group Inc | 0% | +2.24% | Add |
| 37 | GE | General Electric | 0% | +0.79% | Add |
| 38 | APH | Amphenol Corp-cl A | 0% | -0.89% | Trim |
| 39 | VUG | Vanguard Growth ETF | 0% | +725.49% | Add |
| 40 | ✓ | 0% | NEW | New buy | |
| 41 | ✓ | 0% | NEW | New buy | |
| 42 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | NEW | New buy |
| 43 | ETSY | Etsy Inc | 0% | NEW | New buy |
| 44 | ALAB | Astera Labs Inc | 0% | +6.34% | Add |
| 45 | ANET | Arista Networks Inc | 0% | -4.92% | Trim |
| 46 | STM | Stmicroelectronics Nv-ny Shs | 0% | +11.02% | Add |
| 47 | QCOM | Qualcomm Inc | 0% | -7.95% | Trim |
| 48 | DDOG | Datadog Inc - Class A | 0% | +7.71% | Add |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 0% | +22.30% | Add |
| 50 | SUSA | Ishares Esg Optimized Msci U | 0% | +24.67% | Add |
1–50 of 200
Filing History
FAQ
What is Laird Norton Wetherby Trust Company, LLC and what type of investor is it?
Laird Norton Wetherby Trust Company, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $5.2B, spread across 1873 disclosed positions.
What are Laird Norton Wetherby Trust Company, LLC's largest equity positions?
Based on the latest 13F filing, Laird Norton Wetherby Trust Company, LLC's top holdings by market value are:
1. Vanguard Total Stock Mkt ETF (VTI) — $290.7M (5.6%)
2. Apple Inc (AAPL) — $269.9M (5.2%)
3. Microsoft CORP (MSFT) — $269.2M (5.2%)
4. Nvidia CORP (NVDA) — $212.9M (4.1%)
5. Vanguard Ftse Developed ETF (VEA) — $136.8M (2.6%)
What changes did Laird Norton Wetherby Trust Company, LLC make in its most recent portfolio filing?
In the latest reported quarter, Laird Norton Wetherby Trust Company, LLC made 199 notable position adjustments: 10 new positions were initiated, 83 existing holdings were added to, 101 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); New buy: Dimensional Em Sus Core1 ETF (DFSE); New buy: ; New buy: ; New buy: Dimensional Int Sus Cor1 ETF (DFSI)
What sectors does Laird Norton Wetherby Trust Company, LLC focus on?
Laird Norton Wetherby Trust Company, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 42.4%
• Financials: 12.9%
• Consumer Discretionary: 8.9%
• Industrials: 8.6%
• Health Care: 8.5%
• Communication Services: 8.0%
Investment Profile
Laird Norton Wetherby Trust Company, LLC returned an annualized 17.5% over the trailing 36 months — underperforming the S&P 500 by 5.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.01 (roughly in line with the market) and a 28% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 42.4% of the portfolio concentrated in Information Technology.
Its concentration score has fallen from 90 to 6 over the past 4 quarters — a shift toward broader diversification.
It has added to its VV position over the past two quarters (+$49.5M, now $67.8M), while trimming MSFT over the same stretch (-$98.3M, still holding $269.2M).
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