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CIK: 0000723204
Total reported value
$5.2B
$5.2B
69 檔
9.4%
The Q2 2025 SEC filing reveals that Laird Norton Wetherby Trust Company, LLC held a total portfolio value of $5.2B, covering 69 public equity positions.
During Q2 2025, Laird Norton Wetherby Trust Company, LLC performed routine portfolio adjustments (2 new buys, 9 additions, 13 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 45.41% | -0.71% | -0.40% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 8.46% | -0.06% | -13.85% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.54% | +0.06% | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.39% | -0.05% | -2.39% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.25% | -0.01% | +2.33% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.48% | +0.05% | -0.51% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.05% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | -0.01% | — | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 1.60% | +0.01% | — | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.37% | -0.06% | +4.15% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.23% | +0.10% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.01% | +2.46% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.11% | -0.03% | -21.40% | |
| 14 | GETY | Getty Images Holdings Inc | Stock-Other | 1.11% | — | — | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.07% | +0.04% | — | |
| 16 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.06% | -0.13% | +7.92% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.06% | — | — | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.01% | -0.11% | -17.84% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | -0.03% | — | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.85% | -0.02% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | +0.01% | — | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.79% | -0.02% | -18.73% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.13% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.05% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.15% | — | |
| 26 | MMM | 3m Co | Stock-Industrials | 0.62% | -0.01% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.05% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.10% | — | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | +0.10% | — | |
| 30 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.47% | +0.03% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.07% | — | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | — | — | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.36% | -0.04% | -8.42% | |
| 34 | USB | US Bancorp | Stock-Financials | 0.33% | +0.01% | — | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.32% | +0.03% | — | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.31% | +0.38% | — | |
| 37 | ANIX | Anixa Biosciences Inc | Stock-Other | 0.28% | — | -0.80% | |
| 38 | RELY | Remitly Global Inc | Stock-Other | 0.27% | — | — | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.24% | — | — | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.24% | -0.08% | — | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.23% | — | — | |
| 42 | BWIN | Baldwin Insurance Group Inc/ | Stock-Other | 0.18% | — | — | |
| 43 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.16% | — | — | |
| 44 | FLR | Fluor CORP | Stock-Industrials | 0.15% | — | — | |
| 45 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.15% | -0.01% | — | |
| 46 | PCAR | Paccar Inc | Stock-Industrials | 0.15% | -0.01% | — | |
| 47 | IGF | Ishares Global Infrastructur | ETF-Other | 0.13% | -0.01% | +19.73% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.13% | — | +15.53% | |
| 49 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.12% | +0.01% | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.11% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +5.1% | -0.40% | Trim |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.3% | +2.46% | Add |
| 4 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 5 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 6 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Unchanged |
| 7 | SOFI | Sofi Technologies Inc | 0% | — | Unchanged |
| 8 | FLR | Fluor CORP | 0% | — | Unchanged |
| 9 | AFRM | Affirm Holdings Inc | 0% | — | Unchanged |
| 10 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.51% | Trim |
| 11 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 12 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 13 | JMIA | Jumia Technologies Ag-adr | 0% | — | Unchanged |
| 14 | VGSH | Vanguard Short-term Treasury | 0% | +30.39% | Add |
| 15 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 16 | BAC | Bank Of America CORP | 0% | +15.53% | Add |
| 17 | IGF | Ishares Global Infrastructur | 0% | +19.73% | Add |
| 18 | PL | Planet Labs Pbc | 0% | — | Unchanged |
| 19 | RDFN | Redfin CORP | 0% | -1.33% | Trim |
| 20 | HLN | Haleon Plc-adr | 0% | +29.69% | Add |
| 21 | FCX | Freeport-mcmoran Inc | — | — | Unchanged |
| 22 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
| 23 | ✓ | Envveno Medical CORP | — | — | Unchanged |
| 24 | DBX | Dropbox Inc-class A | — | — | Unchanged |
| 25 | IX | Orix - Sponsored Adr | — | — | Unchanged |
| 26 | SAN | Banco Santander Sa-spon Adr | — | — | Unchanged |
| 27 | ✓ | Athira Pharma Inc | — | — | Unchanged |
| 28 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 29 | ANIX | Anixa Biosciences Inc | 0% | -0.80% | Trim |
| 30 | LPL | Lg Display Co Ltd-adr | 0% | -31.68% | Trim |
| 31 | GWH | Ess Tech Inc | 0% | — | Unchanged |
| 32 | FITB | Fifth Third Bancorp | 0% | — | Unchanged |
| 33 | F | Ford Motor Co | 0% | — | Unchanged |
| 34 | WIT | Wipro Ltd-adr | 0% | -3.19% | Trim |
| 35 | PCAR | Paccar Inc | 0% | — | Unchanged |
| 36 | DBC | Invesco Db Commodity Index T | 0% | — | Unchanged |
| 37 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 38 | PHYS | Sprott Physical Gold Trust | 0% | +7.92% | Add |
| 39 | SUSA | Ishares Esg Optimized Msci U | 0% | — | Unchanged |
| 40 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 41 | USB | US Bancorp | 0% | — | Unchanged |
| 42 | INMB | Inmune Bio Inc | 0% | +1.09% | Add |
| 43 | BWIN | Baldwin Insurance Group Inc/ | 0% | — | Unchanged |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | — | Unchanged |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 46 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -25.23% | Trim |
| 47 | VEA | Vanguard Ftse Developed ETF | -0.1% | +2.33% | Add |
| 48 | IWB | Ishares Russell 1000 ETF | -0.1% | — | Unchanged |
| 49 | IJH | Ishares Core S&p Midcap ETF | -0.1% | — | Unchanged |
| 50 | SBUX | Starbucks CORP | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Laird Norton Wetherby Trust Company, LLC reported a total U.S. public equity portfolio value of $5.2B across 69 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VEU, VTI) accounted for 9.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
BRK-B
市值: $5.5M
Top Position Liquidated / Trimmed
MSFT
前期市值: $250.5M
During Q2 2025, Laird Norton Wetherby Trust Company, LLC's top holdings by market value included MSFT (45.4%)、VEU (8.5%)、VTI (6.5%). The largest single position, MSFT, represented 45.4% of total portfolio value.
In Q2 2025, Laird Norton Wetherby Trust Company, LLC made 24 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 13 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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