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CIK: 0000723204
Total reported value
$5.2B
$5.2B
1020 檔
23.3%
At the close of Q4 2025, Laird Norton Wetherby Trust Company, LLC disclosed equity holdings valued at approximately $5.2B, spread across 1020 reported holdings.
In Q4 2025, Laird Norton Wetherby Trust Company, LLC displayed an active expansion posture, initiating 162 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1020 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.64% | -0.71% | +128.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.64% | +0.05% | +1088.84% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.02% | +0.06% | +434.78% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.42% | -0.01% | +1872.84% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.45% | -0.19% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | -0.01% | +1003.91% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.16% | -0.06% | +69.55% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | +0.20% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.96% | -0.05% | +252.19% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.95% | -0.01% | +263.63% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.41% | +0.07% | +1252.06% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.10% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | +0.01% | +739.40% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | -0.03% | +634.82% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.14% | — | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.97% | +0.10% | +312.86% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.13% | +705.95% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | -0.03% | — | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.92% | +0.26% | — | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.11% | — | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.91% | — | +882.70% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.05% | +68.62% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.02% | — | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.67% | -0.03% | +274.54% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.58% | -0.02% | — | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | -0.06% | +175.13% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.05% | +575.19% | |
| 28 | PEN | Penumbra Inc | Stock-Healthcare | 0.53% | -0.04% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.05% | — | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | +0.04% | +151.08% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.06% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.07% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | -0.01% | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.10% | — | |
| 35 | IGF | Ishares Global Infrastructur | ETF-Other | 0.43% | -0.01% | +948.69% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.01% | +75.95% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.15% | — | |
| 38 | CMC | Commercial Metals Co | Stock-Industrials | 0.41% | -0.04% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.03% | — | |
| 40 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.39% | -0.13% | +73.85% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.39% | -0.14% | +152.54% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.11% | +174.02% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.15% | +234.71% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.09% | — | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.38% | +0.02% | — | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.36% | +0.15% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | — | +1413.20% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | -0.02% | +207.30% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.05% | +237.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | +1872.84% | Add |
| 2 | AAPL | Apple Inc | +2% | +1088.84% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.7% | +1252.06% | Add |
| 4 | AMZN | Amazon.com Inc | +0.7% | +1003.91% | Add |
| 5 | BAC | Bank Of America CORP | +0.2% | +1413.20% | Add |
| 6 | IWB | Ishares Russell 1000 ETF | +0.2% | +882.70% | Add |
| 7 | IGF | Ishares Global Infrastructur | +0.1% | +948.69% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +739.40% | Add |
| 9 | VZ | Verizon Communications Inc | 0% | +995.17% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | 0% | +649.64% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +705.95% | Add |
| 12 | PCAR | Paccar Inc | -0.1% | +393.32% | Add |
| 13 | JPM | Jpmorgan Chase & Co | -0.1% | +634.82% | Add |
| 14 | AMAT | Applied Materials Inc | -0.1% | +379.42% | Add |
| 15 | SBUX | Starbucks CORP | -0.1% | +323.50% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | -0.1% | +429.81% | Add |
| 17 | HD | Home Depot Inc | -0.2% | +575.19% | Add |
| 18 | NEE | Nextera Energy Inc | -0.3% | +176.85% | Add |
| 19 | CVX | Chevron CORP | -0.5% | +187.19% | Add |
| 20 | XOM | Exxon Mobil CORP | -0.5% | +234.71% | Add |
| 21 | PG | Procter & Gamble Co/the | -0.5% | +237.43% | Add |
| 22 | IJH | Ishares Core S&p Midcap ETF | -0.6% | +90.23% | Add |
| 23 | VXUS | Vanguard Total Intl Stock | -0.6% | +207.30% | Add |
| 24 | EFA | Ishares Msci Eafe ETF | -0.8% | +274.54% | Add |
| 25 | BND | Vanguard Total Bond Market | -0.8% | +107.79% | Add |
| 26 | ABT | Abbott Laboratories | -0.9% | +174.02% | Add |
| 27 | INTU | Intuit Inc | -0.9% | +152.54% | Add |
| 28 | VT | Vanguard Tot World Stk ETF | -0.9% | +312.86% | Add |
| 29 | GS | Goldman Sachs Group Inc | -1% | +151.08% | Add |
| 30 | MUB | Ishares National Muni Bond E | -1.1% | +175.13% | Add |
| 31 | PHYS | Sprott Physical Gold Trust | -1.3% | +73.85% | Add |
| 32 | IBM | Intl Business Machines CORP | -1.5% | +75.95% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | -2.3% | +263.63% | Add |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -2.6% | +434.78% | Add |
| 35 | VWO | Vanguard Ftse Emerging Marke | -2.7% | +252.19% | Add |
| 36 | IVW | Ishares S&p 500 Growth ETF | -2.7% | +68.62% | Add |
| 37 | VEU | Vanguard Ftse All-world Ex-u | -8.1% | +69.55% | Add |
| 38 | MSFT | Microsoft CORP | -22% | +128.54% | Add |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 40 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 41 | AVGO | Broadcom Inc | — | NEW | New buy |
| 42 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 43 | TSLA | Tesla Inc | — | NEW | New buy |
| 44 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 47 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 48 | PEN | Penumbra Inc | — | NEW | New buy |
| 49 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 50 | MA | Mastercard Inc - A | — | NEW | New buy |
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 1020 disclosed positions in Q4 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, AAPL, VTI) accounted for 23.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
BRK-A
市值: $117.7M
During Q4 2025, Laird Norton Wetherby Trust Company, LLC's top holdings by market value included MSFT (7.6%)、AAPL (5.6%)、VTI (5.0%). The largest single position, MSFT, represented 7.6% of total portfolio value.
In Q4 2025, Laird Norton Wetherby Trust Company, LLC made 200 total portfolio adjustments, initiating 162 new buys, adding to 38 positions, trimming 0 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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