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CIK: 0000723204
Total reported value
$5.2B
$5.2B
982 檔
20.5%
During the Q1 2026 filing period, Laird Norton Wetherby Trust Company, LLC (CIK: 0000723204) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.2B across 982 reported positions.
In Q1 2026, Laird Norton Wetherby Trust Company, LLC adopted a defensive or profit-taking posture, trimming 120 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 982 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.88% | -0.71% | -4.14% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.52% | +0.06% | +9.56% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.14% | +0.05% | -7.03% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | -0.01% | -5.58% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.64% | -0.01% | +26.00% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.45% | -0.06% | +5.79% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.38% | -0.19% | -2.56% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.21% | -0.05% | +6.67% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.01% | -7.24% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | +0.20% | -3.81% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-Other | 1.28% | +0.02% | +236.57% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.10% | -2.20% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +0.07% | -11.35% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | +0.01% | -2.77% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.10% | +0.10% | +10.30% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.03% | -3.60% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.08% | +0.26% | +0.54% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.14% | -1.99% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.13% | -5.40% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.91% | — | -0.53% | |
| 21 | IGF | Ishares Global Infrastructur | ETF-Other | 0.84% | -0.01% | +71.75% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.03% | +3.17% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.11% | -4.64% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | -0.03% | -3.18% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | +0.05% | -0.01% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.05% | +30.89% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.63% | -0.06% | +6.83% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.02% | -3.62% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.57% | -0.02% | -1.39% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.01% | +10.48% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.07% | -6.48% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.10% | -1.46% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.15% | -9.05% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | -0.02% | +37.15% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.05% | -7.77% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | +0.04% | -1.98% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.47% | -0.02% | +66.23% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.38% | +0.51% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.09% | -2.41% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.43% | +0.15% | -7.24% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.15% | -3.50% | |
| 42 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.42% | -0.13% | -4.68% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.06% | -6.06% | |
| 44 | CMC | Commercial Metals Co | Stock-Industrials | 0.37% | -0.04% | -3.09% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | — | -3.88% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.34% | -0.10% | -8.62% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.11% | +0.79% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | +0.01% | -10.07% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | — | -0.34% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | +0.49% | -0.89% |
| # | 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 | VB | Vanguard Small-cap ETF | +0.1% | +10.48% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | -6.48% | Trim |
| 20 | GEV | GE Vernova Inc | +0.1% | +0.18% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.74% | Trim |
| 22 | ASML | ASML Holding N.V. | +0.1% | -7.24% | Trim |
| 23 | MU | Micron Technology Inc | +0.1% | -1.22% | Trim |
| 24 | WMT | Walmart Inc | +0.1% | -2.41% | Trim |
| 25 | MUB | Ishares National Muni Bond E | +0.1% | +6.83% | Add |
| 26 | SKM | Sk Telecom Co Ltd-spon Adr | +0.1% | +157.13% | Add |
| 27 | GLW | Corning Inc | +0.1% | +0.17% | Add |
| 28 | ASX | Ase Technology Holding -adr | 0% | +1.75% | Add |
| 29 | KB | Kb Financial Group Inc-adr | 0% | +4.42% | Add |
| 30 | KLAC | Kla CORP | 0% | +0.81% | Add |
| 31 | MCK | Mckesson CORP | 0% | +12.42% | Add |
| 32 | IWM | Ishares Russell 2000 ETF | 0% | +15.01% | Add |
| 33 | WF | Woori Financial-spon Adr | 0% | +6.39% | Add |
| 34 | VRT | Vertiv Holdings Co-a | 0% | +4.74% | Add |
| 35 | WDC | Western Digital CORP | 0% | +8.85% | Add |
| 36 | FITB | Fifth Third Bancorp | 0% | +57.95% | Add |
| 37 | SHEL | Shell Plc-adr | 0% | -0.56% | Trim |
| 38 | SNDK | Sandisk CORP | 0% | +15.57% | Add |
| 39 | COP | Conocophillips | 0% | -0.48% | Trim |
| 40 | PCAR | Paccar Inc | 0% | +15.48% | Add |
| 41 | LNG | Cheniere Energy Inc | 0% | +7.28% | Add |
| 42 | MPC | Marathon Petroleum CORP | 0% | -10.75% | Trim |
| 43 | PKX | Posco Holdings Inc -spon Adr | 0% | +56.05% | Add |
| 44 | DE | Deere & Co | 0% | -0.07% | Trim |
| 45 | INTC | Intel CORP | 0% | +6.25% | Add |
| 46 | SHG | Shinhan Financial Group-adr | 0% | +10.09% | Add |
| 47 | KEYS | Keysight Technologies In | 0% | +8.02% | Add |
| 48 | NVS | Novartis Ag-sponsored Adr | 0% | +0.39% | Add |
| 49 | LITE | Lumentum Holdings Inc | 0% | +36.43% | Add |
| 50 | VZ | Verizon Communications Inc | 0% | -4.89% | 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 982 disclosed positions in Q1 2026.
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, VTI, AAPL) accounted for 20.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $10.0M
Top Position Liquidated / Trimmed
AZNN
前期市值: $9.4M
During Q1 2026, Laird Norton Wetherby Trust Company, LLC's top holdings by market value included MSFT (5.9%)、VTI (5.5%)、AAPL (5.1%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q1 2026, Laird Norton Wetherby Trust Company, LLC made 198 total portfolio adjustments, initiating 4 new buys, adding to 60 positions, trimming 120 holdings, and fully liquidating 14 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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