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CIK: 0000723204
Total reported value
$5.2B
$5.2B
65 檔
6.3%
In Q3 2025, Laird Norton Wetherby Trust Company, LLC's U.S. equity holdings reached a combined market value of $5.2B, distributed across 65 disclosed stock positions.
In Q3 2025, Laird Norton Wetherby Trust Company, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 29.60% | -0.71% | -49.95% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 10.21% | -0.06% | -9.12% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.62% | +0.06% | -13.75% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.64% | -0.05% | -0.30% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.25% | -0.01% | -0.45% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.67% | +0.05% | — | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.39% | +0.05% | — | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 1.92% | +0.01% | — | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.90% | +0.10% | +15.00% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | -0.01% | +3.15% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.69% | -0.06% | -3.27% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.01% | -42.04% | |
| 13 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.66% | -0.13% | +7.36% | |
| 14 | GETY | Getty Images Holdings Inc | Stock-Other | 1.65% | — | — | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.51% | +0.04% | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.45% | -0.03% | — | |
| 17 | INTU | Intuit Inc | Stock-Tech | 1.31% | -0.14% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.03% | — | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.25% | -0.11% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.01% | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.08% | -0.02% | +0.17% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.13% | — | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.92% | -0.02% | -12.82% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.15% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.05% | — | |
| 26 | MMM | 3m Co | Stock-Industrials | 0.80% | -0.01% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.05% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.10% | — | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.75% | — | -47.34% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | +0.10% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.07% | — | |
| 32 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.63% | +0.03% | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | — | — | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.49% | -0.04% | — | |
| 35 | BWIN | Baldwin Insurance Group Inc/ | Stock-Other | 0.47% | — | +218.30% | |
| 36 | USB | US Bancorp | Stock-Financials | 0.44% | +0.01% | — | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.43% | +0.38% | — | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.08% | — | |
| 39 | ANIX | Anixa Biosciences Inc | Stock-Other | 0.34% | — | -3.24% | |
| 40 | IGF | Ishares Global Infrastructur | ETF-Other | 0.34% | -0.01% | +94.17% | |
| 41 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.29% | — | — | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.27% | +0.03% | -33.71% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.27% | — | — | |
| 44 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.23% | — | — | |
| 45 | PCAR | Paccar Inc | Stock-Industrials | 0.19% | -0.01% | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | — | — | |
| 47 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.17% | -0.01% | — | |
| 48 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.16% | +0.01% | — | |
| 49 | FLR | Fluor CORP | Stock-Industrials | 0.16% | — | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.15% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.9% | -0.45% | Add |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.9% | — | Trim |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.9% | -0.30% | Trim |
| 4 | NVDA | Nvidia CORP | +0.9% | +3.15% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | -13.75% | Trim |
| 6 | AAPL | Apple Inc | +0.7% | — | Unchanged |
| 7 | VT | Vanguard Tot World Stk ETF | +0.6% | +15.00% | Add |
| 8 | PHYS | Sprott Physical Gold Trust | +0.6% | +7.36% | Add |
| 9 | GS | Goldman Sachs Group Inc | +0.5% | — | Unchanged |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | — | Unchanged |
| 11 | IBM | Intl Business Machines CORP | +0.3% | — | Unchanged |
| 12 | GETY | Getty Images Holdings Inc | +0.3% | — | Unchanged |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | — | Unchanged |
| 14 | BWIN | Baldwin Insurance Group Inc/ | +0.3% | +218.30% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | — | Unchanged |
| 16 | PLTR | Palantir Technologies Inc-a | +0.2% | — | Unchanged |
| 17 | IGF | Ishares Global Infrastructur | +0.2% | +94.17% | Add |
| 18 | JMIA | Jumia Technologies Ag-adr | +0.2% | — | Unchanged |
| 19 | SOFI | Sofi Technologies Inc | +0.2% | — | Unchanged |
| 20 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 21 | SUSA | Ishares Esg Optimized Msci U | +0.1% | — | Unchanged |
| 22 | MUB | Ishares National Muni Bond E | +0.1% | -3.27% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | — | Unchanged |
| 24 | HD | Home Depot Inc | +0.1% | — | Unchanged |
| 25 | IWR | Ishares Russell Mid-cap ETF | +0.1% | — | Unchanged |
| 26 | MMM | 3m Co | +0.1% | — | Unchanged |
| 27 | USB | US Bancorp | +0.1% | — | Unchanged |
| 28 | BND | Vanguard Total Bond Market | +0.1% | +0.17% | Add |
| 29 | AFRM | Affirm Holdings Inc | +0.1% | — | Unchanged |
| 30 | BAC | Bank Of America CORP | +0.1% | — | Add |
| 31 | ANIX | Anixa Biosciences Inc | +0.1% | -3.24% | Trim |
| 32 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 33 | FLR | Fluor CORP | 0% | — | Unchanged |
| 34 | NEE | Nextera Energy Inc | 0% | — | Trim |
| 35 | IX | Orix - Sponsored Adr | 0% | — | Unchanged |
| 36 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 37 | PCAR | Paccar Inc | 0% | — | Unchanged |
| 38 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 39 | FITB | Fifth Third Bancorp | 0% | — | Unchanged |
| 40 | DBX | Dropbox Inc-class A | 0% | — | Unchanged |
| 41 | CVX | Chevron CORP | — | — | Unchanged |
| 42 | DBC | Invesco Db Commodity Index T | — | — | Unchanged |
| 43 | WIT | Wipro Ltd-adr | 0% | +5.10% | Add |
| 44 | HLN | Haleon Plc-adr | 0% | -36.09% | Trim |
| 45 | LPL | Lg Display Co Ltd-adr | 0% | -31.68% | Trim |
| 46 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 47 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 48 | BNDX | Vanguard Total Intl Bond ETF | 0% | — | Trim |
| 49 | INMB | Inmune Bio Inc | 0% | -32.43% | Trim |
| 50 | EFA | Ishares Msci Eafe ETF | -0.1% | — | Trim |
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 65 disclosed positions in Q3 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 6.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
INTU
市值: $7.6M
Top Position Liquidated / Trimmed
BIL
前期市值: $1.7M
During Q3 2025, Laird Norton Wetherby Trust Company, LLC's top holdings by market value included MSFT (29.6%)、VEU (10.2%)、VTI (7.6%). The largest single position, MSFT, represented 29.6% of total portfolio value.
In Q3 2025, Laird Norton Wetherby Trust Company, LLC made 44 total portfolio adjustments, initiating 7 new buys, adding to 10 positions, trimming 18 holdings, and fully liquidating 9 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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