Laird Norton Wetherby Wealth Management, LLC 13F Filings & AI Analysis

CIK: 0001279627

Diversified strategyHigh-turnover traderContrarian

Total reported value

$2.4B

Reporting period: 2025-09-30 · Number of holdings: 1183

Laird Norton Wetherby Wealth Management, LLC disclosed 1183 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of $2.4B and a quarterly turnover rate of 104.3%.

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Personality snowflake

Concentration: 6.52
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 80.45
Diversification: 100
Sizing Uniformity: 62.37

Laird Norton Wetherby Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 61 equally-sized positions, well below its 1183 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 3.76), 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 54% 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.

Recent moves

New buy AAPL
New buy NVDA
New buy MSFT
New buy VTI
New buy AMZN
New buy GOOGL

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 1183 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	6.63%	+6.63%	NEW
2	NVDA	Nvidia CORP	Stock-Tech	5.35%	+5.35%	NEW
3	MSFT	Microsoft CORP	Stock-Tech	5.24%	+5.24%	NEW
4	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	4.23%	+4.23%	NEW
5	AMZN	Amazon.com INC	Stock-Consumer Disc	2.91%	+2.91%	NEW
6	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.28%	+2.28%	NEW
7	META	Meta Platforms Inc-class A	Stock-Comm Services	1.95%	+1.95%	NEW
8	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.78%	+1.78%	NEW
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.77%	+1.77%	NEW
10	AVGO	Broadcom INC	Stock-Tech	1.28%	+1.28%	NEW
11	JPM	Jpmorgan Chase & Co	Stock-Financials	1.23%	+1.23%	NEW
12	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.22%	+1.22%	NEW
13	VT	Vanguard Tot World Stk ETF	ETF-Other	1.12%	+1.12%	NEW
14	NFLX	Netflix INC	Stock-Comm Services	1.11%	+1.11%	NEW
15	TSLA	Tesla INC	Stock-Consumer Disc	1.00%	+1.00%	NEW
16	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.92%	+0.92%	NEW
17	LLY	Eli Lilly & Co	Stock-Healthcare	0.79%	+0.79%	NEW
18	V	Visa Inc-class A Shares	Stock-Financials	0.79%	+0.79%	NEW
19	ORCL	Oracle CORP	Stock-Tech	0.67%	+0.67%	NEW
20	CMC	Commercial Metals Co	Stock-Industrials	0.66%	+0.66%	NEW
21	JNJ	Johnson & Johnson	Stock-Healthcare	0.64%	+0.64%	NEW
22	MA	Mastercard INC - A	Stock-Financials	0.63%	+0.63%	NEW
23	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.55%	+0.55%	NEW
24	HD	Home Depot INC	Stock-Consumer Disc	0.53%	+0.53%	NEW
25	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.52%	+0.52%	NEW
26	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.49%	+0.49%	NEW
27	WMT	Walmart INC	Stock-Consumer Staples	0.49%	+0.49%	NEW
28	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.48%	+0.48%	NEW
29	ASML	ASML Holding N.V.	Stock-Tech	0.43%	+0.43%	NEW
30	ABBV	Abbvie INC	Stock-Healthcare	0.42%	+0.42%	NEW
31	TEL	TE Connectivity plc	Stock-Tech	0.42%	+0.42%	NEW
32	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.42%	+0.42%	NEW
33	IGF	Ishares Global Infrastructur	ETF-Other	0.40%	+0.40%	NEW
34	GS	Goldman Sachs Group INC	Stock-Financials	0.39%	+0.39%	NEW
35	BAC	Bank Of America CORP	Stock-Financials	0.38%	+0.38%	NEW
36	IWB	Ishares Russell 1000 ETF	ETF-Other	0.36%	+0.36%	NEW
37	ABT	Abbott Laboratories	Stock-Healthcare	0.36%	+0.36%	NEW
38	ANET	Arista Networks INC	Stock-Tech	0.34%	+0.34%	NEW
39	AXP	American Express Co	Stock-Financials	0.32%	+0.32%	NEW
40	CSCO	Cisco Systems INC	Stock-Tech	0.32%	+0.32%	NEW
41	XOM	Exxon Mobil CORP	Stock-Energy	0.32%	+0.32%	NEW
42	BND	Vanguard Total Bond Market	ETF-Other	0.31%	+0.31%	NEW
43	UNH	Unitedhealth Group INC	Stock-Healthcare	0.31%	+0.31%	NEW
44	IWV	Ishares Russell 3000 ETF	ETF-Other	0.31%	+0.31%	NEW
45	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.30%	+0.30%	NEW
46	AMD	Advanced Micro Devices	Stock-Tech	0.29%	+0.29%	NEW
47	CRM	Salesforce INC	Stock-Tech	0.29%	+0.29%	NEW
48	SPGI	S&p Global INC	Stock-Financials	0.29%	+0.29%	NEW
49	MRK	Merck & Co. INC.	Stock-Healthcare	0.28%	+0.28%	NEW
50	INTU	Intuit INC	Stock-Tech	0.28%	+0.28%	NEW

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+4.1%

Performance Last 4 Quarters

+24%

Based on 74% of reported portfolio value with available pricing

Stdev: +12.9%
Beta: +0.97
Alpha: -0.4%
Max Drawdown: -7.6%
Annualized Perf: +18.1%
Batting Avg vs S&P: +44.4%
Sortino: +2.76
Stutzer: +0.4
Treynor: +0.18
Sterling: +1.07
Calmar: +2.38
Information Ratio: -0.4
Tracking Error: +2.4%
Stdev Down: +6.3%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +34.5%
Worst 12 Months: +7%
Efficiency Ratio: +0.56
Sharpe: +1.36
Stdev Sectors: +12.7%
Skewness: +0.15
Kurtosis: +0.09
Upside Potential: +4.43

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-09-30	1183	$2.4B	100	1AAPL 2NVDA 3MSFT Top holdings2025-09-30 1.AAPL 2.NVDA 3.MSFT 4.VTI 5.AMZN 6.GOOGL 7.META 8.VEA 9.SPY 10.AVGO
2025-06-30	1174	$2.2B	0	1AAPL 2MSFT 3NVDA Top holdings2025-06-30 1.AAPL 2.MSFT 3.NVDA 4.VTI 5.AMZN 6.META 7.VEA 8.GOOGL 9.SPY 10.NFLX
2024-12-31	1230	$2.1B	0	1AAPL 2MSFT 3VTI Top holdings2024-12-31 1.AAPL 2.MSFT 3.VTI 4.NVDA 5.AMZN 6.GOOGL 7.META 8.SPY 9.VEA 10.VT
2024-09-30	1263	$2.2B	0	1AAPL 2MSFT 3VTI Top holdings2024-09-30 1.AAPL 2.MSFT 3.VTI 4.NVDA 5.AMZN 6.META 7.GOOGL 8.VEA 9.SPY 10.VT
2024-06-30	1260	$2.1B	0	1AAPL 2MSFT 3NVDA Top holdings2024-06-30 1.AAPL 2.MSFT 3.NVDA 4.VTI 5.AMZN 6.GOOGL 7.VEA 8.META 9.SPY 10.VT
2024-03-31	1201	$2.1B	0	1AAPL 2MSFT 3VTI Top holdings2024-03-31 1.AAPL 2.MSFT 3.VTI 4.NVDA 5.AMZN 6.GOOGL 7.VEA 8.META 9.SPY 10.VT
2023-12-31	1165	$1.9B	0	1AAPL 2MSFT 3VTI Top holdings2023-12-31 1.AAPL 2.MSFT 3.VTI 4.AMZN 5.NVDA 6.VEA 7.GOOGL 8.SPY 9.META 10.VT
2023-09-30	1146	$1.8B	0	1AAPL 2MSFT 3VTI Top holdings2023-09-30 1.AAPL 2.MSFT 3.VTI 4.AMZN 5.GOOGL 6.NVDA 7.SPY 8.VEA 9.META 10.VT
2023-06-30	1193	$1.9B	0	1AAPL 2MSFT 3VTI Top holdings2023-06-30 1.AAPL 2.MSFT 3.VTI 4.AMZN 5.VEA 6.SPY 7.NVDA 8.GOOGL 9.VT 10.META
2023-03-31	1172	$1.7B	0	1AAPL 2MSFT 3VTI Top holdings2023-03-31 1.AAPL 2.MSFT 3.VTI 4.AMZN 5.VEA 6.SPY 7.GOOGL 8.VT 9.NVDA 10.META
2022-12-31	1140	$1.6B	0	1AAPL 2VTI 3MSFT Top holdings2022-12-31 1.AAPL 2.VTI 3.MSFT 4.VEA 5.SPY 6.AMZN 7.GOOGL 8.VT 9.JNJ 10.CMC
2022-09-30	1171	$1.4B	0	1AAPL 2VTI 3MSFT Top holdings2022-09-30 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.VEA 7.GOOGL 8.TSLA 9.VT 10.JNJ
2022-06-30	1210	$1.5B	0	1AAPL 2VTI 3MSFT Top holdings2022-06-30 1.AAPL 2.VTI 3.MSFT 4.SPY 5.AMZN 6.VEA 7.GOOGL 8.VT 9.JNJ 10.TSLA
2022-03-31	1214	$1.7B	0	1AAPL 2VTI 3MSFT Top holdings2022-03-31 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.BRK-A 7.GOOGL 8.VEA 9.VT 10.PEN
2021-12-31	1217	$1.8B	0	1AAPL 2VTI 3MSFT Top holdings2021-12-31 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.GOOGL 7.VEA 8.PEN 9.BRK-A 10.META
2021-09-30	1203	$1.6B	0	1AAPL 2VTI 3MSFT Top holdings2021-09-30 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.VEA 7.GOOGL 8.META 9.PEN 10.BRK-A
2021-06-30	1159	$1.6B	89	1AAPL 2VTI 3MSFT Top holdings2021-06-30 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.VEA 7.META 8.PEN 9.GOOGL 10.BRK-A
2021-03-31	1414	$1.3B	21	1VTI 2AAPL 3MSFT Top holdings2021-03-31 1.VTI 2.AAPL 3.MSFT 4.VEA 5.AMZN 6.BRK-A 7.GOOGL 8.VT 9.SPY 10.META
2020-12-31	1108	$1.5B	100	1AAPL 2VTI 3MSFT Top holdings2020-12-31 1.AAPL 2.VTI 3.MSFT 4.SPY 5.AMZN 6.VEA 7.META 8.BRK-A 9.VT 10.GOOGL
2020-09-30	865	$1.1B	0	1VTI 2AAPL 3MSFT Top holdings2020-09-30 1.VTI 2.AAPL 3.MSFT 4.AMZN 5.VEA 6.SPY 7.BRK-A 8.META 9.GOOGL 10.VT
2020-06-30	1294	$1.1B	29	1AAPL 2VTI 3MSFT Top holdings2020-06-30 1.AAPL 2.VTI 3.MSFT 4.VEA 5.AMZN 6.SPY 7.BRK-A 8.VT 9.T 10.GOOGL
2020-03-31	1118	$890.8M	33	1AAPL 2VTI 3MSFT Top holdings2020-03-31 1.AAPL 2.VTI 3.MSFT 4.SPY 5.VEA 6.AMZN 7.BRK-A 8.T 9.VT 10.GOOGL
2019-12-31	1130	$1.0B	16	1AAPL 2MSFT 3VTI Top holdings2019-12-31 1.AAPL 2.MSFT 3.VTI 4.SPY 5.BRK-A 6.T 7.VT 8.AMZN 9.VEA 10.GOOGL
2019-09-30	1124	$957.8M	16	1AAPL 2MSFT 3SPY Top holdings2019-09-30 1.AAPL 2.MSFT 3.SPY 4.BRK-A 5.T 6.VT 7.AMZN 8.VTI 9.VEU 10.GOOGL
2019-06-30	1091	$913.5M	20	1AAPL 2MSFT 3BRK-A Top holdings2019-06-30 1.AAPL 2.MSFT 3.BRK-A 4.SPY 5.T 6.VT 7.AMZN 8.VEU 9.IVW 10.IVE
2019-03-31	1069	$803.0M	19	1AAPL 2MSFT 3BRK-A Top holdings2019-03-31 1.AAPL 2.MSFT 3.BRK-A 4.VT 5.VEU 6.AMZN 7.SPY 8.IVW 9.IVE 10.GOOGL
2018-12-31	1021	$707.0M	21	1AAPL 2MSFT 3BRK-A Top holdings2018-12-31 1.AAPL 2.MSFT 3.BRK-A 4.VT 5.VEU 6.AMZN 7.SPY 8.IVW 9.IVE 10.JNJ
2018-09-30	1083	$809.6M	15	1AAPL 2MSFT 3BRK-A Top holdings2018-09-30 1.AAPL 2.MSFT 3.BRK-A 4.VT 5.AMZN 6.VEU 7.IVW 8.SPY 9.IVE 10.META
2018-06-30	1040	$738.7M	13	1AAPL 2MSFT 3BRK-A Top holdings2018-06-30 1.AAPL 2.MSFT 3.BRK-A 4.VT 5.VEU 6.AMZN 7.META 8.IVW 9.IVE 10.SPY
2018-03-31	1042	$724.5M	13	1AAPL 2BRK-A 3MSFT Top holdings2018-03-31 1.AAPL 2.BRK-A 3.MSFT 4.VEU 5.VT 6.AMZN 7.IVE 8.IVW 9.SPY 10.META
2017-12-31	1062	$720.7M	14	1AAPL 2BRK-A 3MSFT Top holdings2017-12-31 1.AAPL 2.BRK-A 3.MSFT 4.VEU 5.VT 6.IVE 7.IVW 8.META 9.JNJ 10.AMZN
2017-09-30	1021	$672.3M	45	1AAPL 2BRK-A 3VEU Top holdings2017-09-30 1.AAPL 2.BRK-A 3.VEU 4.MSFT 5.VT 6.IVE 7.IVW 8.META 9.ANETEUR 10.JNJ
2017-06-30	949	$587.8M	14	1BRK-A 2AAPL 3MSFT Top holdings2017-06-30 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.IVW 6.JNJ 7.30303m 8.XOM 9.ANETEUR 10.AMZN
2017-03-31	932	$556.1M	15	1BRK-A 2AAPL 3MSFT Top holdings2017-03-31 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.IVW 6.XOM 7.JNJ 8.DIS 9.g0177j 10.30303m
2016-12-31	890	$510.6M	16	1BRK-A 2AAPL 3MSFT Top holdings2016-12-31 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.XOM 6.IVW 7.AEP 8.JNJ 9.DIS 10.AMZN
2016-09-30	888	$494.3M	16	1BRK-A 2AAPL 3MSFT Top holdings2016-09-30 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.XOM 6.ANETEUR 7.IVW 8.JNJ 9.g0177j 10.AEP
2016-06-30	869	$451.1M	15	1BRK-A 2AAPL 3MSFT Top holdings2016-06-30 1.BRK-A 2.AAPL 3.MSFT 4.XOM 5.IVE 6.IVW 7.JNJ 8.AEP 9.g0177j 10.DIS
2016-03-31	826	$424.3M	19	1BRK-A 2AAPL 3MSFT Top holdings2016-03-31 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.XOM 6.IVW 7.g0177j 8.AEP 9.DIS 10.ANETEUR
2015-12-31	794	$417.1M	20	1BRK-A 2AAPL 3IVE Top holdings2015-12-31 1.BRK-A 2.AAPL 3.IVE 4.MSFT 5.g0177j 6.XOM 7.IVW 8.ANETEUR 9.DIS 10.AEP
2015-09-30	791	$390.3M	19	1BRK-A 2AAPL 3MSFT Top holdings2015-09-30 1.BRK-A 2.AAPL 3.MSFT 4.ANETEUR 5.g0177j 6.IVW 7.XOM 8.DIS 9.IVE 10.CSCO
2015-06-30	835	$416.0M	15	1BRK-A 2AAPL 3ANETEUR Top holdings2015-06-30 1.BRK-A 2.AAPL 3.ANETEUR 4.g0177j 5.MSFT 6.XOM 7.DIS 8.IVW 9.IVE 10.CSCO
2015-03-31	808	$410.8M	14	1BRK-A 2ANETEUR 3AAPL Top holdings2015-03-31 1.BRK-A 2.ANETEUR 3.AAPL 4.XOM 5.g0083b 6.IVW 7.IVE 8.MSFT 9.DIS 10.CSCO
2014-12-31	779	$397.6M	20	1BRK-A 2ANETEUR 3AAPL Top holdings2014-12-31 1.BRK-A 2.ANETEUR 3.AAPL 4.XOM 5.MSFT 6.IVE 7.IVW 8.CSCO 9.g0083b 10.DIS
2014-09-30	746	$358.7M	11	1BRK-A 2AAPL 3XOM Top holdings2014-09-30 1.BRK-A 2.AAPL 3.XOM 4.MSFT 5.IVE 6.IVW 7.CSCO 8.DIS 9.g0083b 10.58933y
2014-06-30	740	$354.2M	13	1BRK-A 2AAPL 3XOM Top holdings2014-06-30 1.BRK-A 2.AAPL 3.XOM 4.CSCO 5.MSFT 6.IVE 7.IVW 8.DIS 9.g0083b 10.58933y
2014-03-31	740	$348.9M	11	1BRK-A 2XOM 3AAPL Top holdings2014-03-31 1.BRK-A 2.XOM 3.AAPL 4.MSFT 5.CSCO 6.IVE 7.IVW 8.DIS 9.58933y 10.g0083b
2013-12-31	745	$350.6M	18	1BRK-A 2XOM 3AAPL Top holdings2013-12-31 1.BRK-A 2.XOM 3.AAPL 4.CSCO 5.MSFT 6.IVE 7.IVW 8.DIS 9.AEP 10.58933y
2013-09-30	717	$320.5M	18	1BRK-A 2XOM 3CSCO Top holdings2013-09-30 1.BRK-A 2.XOM 3.CSCO 4.AAPL 5.MSFT 6.IVE 7.IVW 8.ALXN 9.DIS 10.BRK-B
2013-06-30	668	$286.9M	0	1BRK-A 2XOM 3CSCO Top holdings2013-06-30 1.BRK-A 2.XOM 3.CSCO 4.MSFT 5.AAPL 6.IVE 7.IVW 8.DIS 9.BRK-B 10.AEP

Holding changes this quarter

Laird Norton Wetherby Wealth Management, LLC's most significant position changes for 2025-09-30: New buy: Apple INC (AAPL); New buy: Nvidia CORP (NVDA); New buy: Microsoft CORP (MSFT); New buy: Vanguard Total Stock Mkt ETF (VTI); New buy: Amazon.com INC (AMZN).

Position changes disclosed by Laird Norton Wetherby Wealth Management, LLC for the quarter ending 2025-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AAPL	Apple INC	—	NEW	New buy
2	NVDA	Nvidia CORP	—	NEW	New buy
3	MSFT	Microsoft CORP	—	NEW	New buy
4	VTI	Vanguard Total Stock Mkt ETF	—	NEW	New buy
5	AMZN	Amazon.com INC	—	NEW	New buy
6	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
7	META	Meta Platforms Inc-class A	—	NEW	New buy
8	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy
9	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
10	AVGO	Broadcom INC	—	NEW	New buy
11	JPM	Jpmorgan Chase & Co	—	NEW	New buy
12	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy
13	VT	Vanguard Tot World Stk ETF	—	NEW	New buy
14	NFLX	Netflix INC	—	NEW	New buy
15	TSLA	Tesla INC	—	NEW	New buy
16	GOOG	Alphabet Inc-cl C	—	NEW	New buy
17	LLY	Eli Lilly & Co	—	NEW	New buy
18	V	Visa Inc-class A Shares	—	NEW	New buy
19	ORCL	Oracle CORP	—	NEW	New buy
20	CMC	Commercial Metals Co	—	NEW	New buy
21	JNJ	Johnson & Johnson	—	NEW	New buy
22	MA	Mastercard INC - A	—	NEW	New buy
23	IVW	Ishares S&p 500 Growth ETF	—	NEW	New buy
24	HD	Home Depot INC	—	NEW	New buy
25	VOO	Vanguard S&p 500 ETF	—	NEW	New buy
26	COST	Costco Wholesale CORP	—	NEW	New buy
27	WMT	Walmart INC	—	NEW	New buy
28	IVE	Ishares S&p 500 Value ETF	—	NEW	New buy
29	ASML	ASML Holding N.V.	—	NEW	New buy
30	ABBV	Abbvie INC	—	NEW	New buy
31	TEL	TE Connectivity plc	—	NEW	New buy
32	VWO	Vanguard Ftse Emerging Marke	—	NEW	New buy
33	IGF	Ishares Global Infrastructur	—	NEW	New buy
34	GS	Goldman Sachs Group INC	—	NEW	New buy
35	BAC	Bank Of America CORP	—	NEW	New buy
36	IWB	Ishares Russell 1000 ETF	—	NEW	New buy
37	ABT	Abbott Laboratories	—	NEW	New buy
38	ANET	Arista Networks INC	—	NEW	New buy
39	AXP	American Express Co	—	NEW	New buy
40	CSCO	Cisco Systems INC	—	NEW	New buy
41	XOM	Exxon Mobil CORP	—	NEW	New buy
42	BND	Vanguard Total Bond Market	—	NEW	New buy
43	UNH	Unitedhealth Group INC	—	NEW	New buy
44	IWV	Ishares Russell 3000 ETF	—	NEW	New buy
45	PG	Procter & Gamble Co/the	—	NEW	New buy
46	AMD	Advanced Micro Devices	—	NEW	New buy
47	CRM	Salesforce INC	—	NEW	New buy
48	SPGI	S&p Global INC	—	NEW	New buy
49	MRK	Merck & Co. INC.	—	NEW	New buy
50	INTU	Intuit INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-11	13F-HR	View on EDGAR
2020-09-30	2020-12-16	Amendment	View on EDGAR
2020-09-30	2020-12-16	Amendment	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-06	13F-HR	View on EDGAR
2019-12-31	2020-01-28	13F-HR	View on EDGAR
2019-09-30	2019-10-31	13F-HR	View on EDGAR
2019-06-30	2019-07-25	13F-HR	View on EDGAR
2019-03-31	2019-07-25	Amendment	View on EDGAR
2019-03-31	2019-05-09	13F-HR	View on EDGAR
2018-12-31	2019-01-30	13F-HR	View on EDGAR
2018-09-30	2018-11-07	13F-HR	View on EDGAR
2018-06-30	2018-07-24	13F-HR	View on EDGAR
2018-03-31	2018-05-04	13F-HR	View on EDGAR
2017-12-31	2018-02-09	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-02	13F-HR	View on EDGAR
2017-03-31	2017-04-27	13F-HR	View on EDGAR
2016-12-31	2017-02-08	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-10	13F-HR	View on EDGAR
2016-03-31	2016-05-10	13F-HR	View on EDGAR
2015-12-31	2016-02-08	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-08-12	13F-HR	View on EDGAR
2015-03-31	2015-05-08	13F-HR	View on EDGAR
2014-12-31	2015-02-12	13F-HR	View on EDGAR
2014-09-30	2014-11-03	13F-HR	View on EDGAR
2014-06-30	2014-08-01	13F-HR	View on EDGAR
2014-03-31	2014-05-05	Amendment	View on EDGAR
2014-03-31	2014-04-30	13F-HR	View on EDGAR
2013-12-31	2014-01-29	13F-HR	View on EDGAR
2013-09-30	2013-10-29	13F-HR	View on EDGAR
2013-06-30	2013-07-24	13F-HR	View on EDGAR

FAQ

What is Laird Norton Wetherby Wealth Management, LLC and what type of investor is it?

Laird Norton Wetherby Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately $2.4B, spread across 1183 disclosed positions.

What are Laird Norton Wetherby Wealth Management, LLC's largest equity positions?

Based on the latest 13F filing, Laird Norton Wetherby Wealth Management, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $162.3M (6.6%) 2. Nvidia CORP (NVDA) — $131.0M (5.3%) 3. Microsoft CORP (MSFT) — $128.3M (5.2%) 4. Vanguard Total Stock Mkt ETF (VTI) — $103.7M (4.2%) 5. Amazon.com INC (AMZN) — $71.3M (2.9%)

What changes did Laird Norton Wetherby Wealth Management, LLC make in its most recent portfolio filing?

In the latest quarter, Laird Norton Wetherby Wealth Management, LLC was primarily adding exposure — initiating 50 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Apple INC (AAPL); New buy: Nvidia CORP (NVDA); New buy: Microsoft CORP (MSFT); New buy: Vanguard Total Stock Mkt ETF (VTI); New buy: Amazon.com INC (AMZN)

What sectors does Laird Norton Wetherby Wealth Management, LLC focus on?

Laird Norton Wetherby Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 46.4% • Communication Services: 13.5% • Consumer Discretionary: 11.2% • Financials: 10.7% • Health Care: 9.1% • Consumer Staples: 3.9%

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Laird Norton Wetherby Wealth Management, LLC 13F Filings & AI Analysis

CIK: 0001279627

Diversified strategyHigh-turnover traderContrarian

Total reported value

$2.4B

Reporting period: 2025-09-30 · Number of holdings: 1183

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "L"

Personality snowflake

Concentration: 6.52
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 80.45
Diversification: 100
Sizing Uniformity: 62.37

Position sizes vary widely across the portfolio (a coefficient of variation of 3.76), 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.

Recent moves

New buy AAPL
New buy NVDA
New buy MSFT
New buy VTI
New buy AMZN
New buy GOOGL

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 1183 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	6.63%	+6.63%	NEW
2	NVDA	Nvidia CORP	Stock-Tech	5.35%	+5.35%	NEW
3	MSFT	Microsoft CORP	Stock-Tech	5.24%	+5.24%	NEW
4	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	4.23%	+4.23%	NEW
5	AMZN	Amazon.com INC	Stock-Consumer Disc	2.91%	+2.91%	NEW
6	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.28%	+2.28%	NEW
7	META	Meta Platforms Inc-class A	Stock-Comm Services	1.95%	+1.95%	NEW
8	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.78%	+1.78%	NEW
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.77%	+1.77%	NEW
10	AVGO	Broadcom INC	Stock-Tech	1.28%	+1.28%	NEW
11	JPM	Jpmorgan Chase & Co	Stock-Financials	1.23%	+1.23%	NEW
12	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.22%	+1.22%	NEW
13	VT	Vanguard Tot World Stk ETF	ETF-Other	1.12%	+1.12%	NEW
14	NFLX	Netflix INC	Stock-Comm Services	1.11%	+1.11%	NEW
15	TSLA	Tesla INC	Stock-Consumer Disc	1.00%	+1.00%	NEW
16	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.92%	+0.92%	NEW
17	LLY	Eli Lilly & Co	Stock-Healthcare	0.79%	+0.79%	NEW
18	V	Visa Inc-class A Shares	Stock-Financials	0.79%	+0.79%	NEW
19	ORCL	Oracle CORP	Stock-Tech	0.67%	+0.67%	NEW
20	CMC	Commercial Metals Co	Stock-Industrials	0.66%	+0.66%	NEW
21	JNJ	Johnson & Johnson	Stock-Healthcare	0.64%	+0.64%	NEW
22	MA	Mastercard INC - A	Stock-Financials	0.63%	+0.63%	NEW
23	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.55%	+0.55%	NEW
24	HD	Home Depot INC	Stock-Consumer Disc	0.53%	+0.53%	NEW
25	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.52%	+0.52%	NEW
26	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.49%	+0.49%	NEW
27	WMT	Walmart INC	Stock-Consumer Staples	0.49%	+0.49%	NEW
28	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.48%	+0.48%	NEW
29	ASML	ASML Holding N.V.	Stock-Tech	0.43%	+0.43%	NEW
30	ABBV	Abbvie INC	Stock-Healthcare	0.42%	+0.42%	NEW
31	TEL	TE Connectivity plc	Stock-Tech	0.42%	+0.42%	NEW
32	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.42%	+0.42%	NEW
33	IGF	Ishares Global Infrastructur	ETF-Other	0.40%	+0.40%	NEW
34	GS	Goldman Sachs Group INC	Stock-Financials	0.39%	+0.39%	NEW
35	BAC	Bank Of America CORP	Stock-Financials	0.38%	+0.38%	NEW
36	IWB	Ishares Russell 1000 ETF	ETF-Other	0.36%	+0.36%	NEW
37	ABT	Abbott Laboratories	Stock-Healthcare	0.36%	+0.36%	NEW
38	ANET	Arista Networks INC	Stock-Tech	0.34%	+0.34%	NEW
39	AXP	American Express Co	Stock-Financials	0.32%	+0.32%	NEW
40	CSCO	Cisco Systems INC	Stock-Tech	0.32%	+0.32%	NEW
41	XOM	Exxon Mobil CORP	Stock-Energy	0.32%	+0.32%	NEW
42	BND	Vanguard Total Bond Market	ETF-Other	0.31%	+0.31%	NEW
43	UNH	Unitedhealth Group INC	Stock-Healthcare	0.31%	+0.31%	NEW
44	IWV	Ishares Russell 3000 ETF	ETF-Other	0.31%	+0.31%	NEW
45	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.30%	+0.30%	NEW
46	AMD	Advanced Micro Devices	Stock-Tech	0.29%	+0.29%	NEW
47	CRM	Salesforce INC	Stock-Tech	0.29%	+0.29%	NEW
48	SPGI	S&p Global INC	Stock-Financials	0.29%	+0.29%	NEW
49	MRK	Merck & Co. INC.	Stock-Healthcare	0.28%	+0.28%	NEW
50	INTU	Intuit INC	Stock-Tech	0.28%	+0.28%	NEW

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+4.1%

Performance Last 4 Quarters

+24%

Based on 74% of reported portfolio value with available pricing

Stdev: +12.9%
Beta: +0.97
Alpha: -0.4%
Max Drawdown: -7.6%
Annualized Perf: +18.1%
Batting Avg vs S&P: +44.4%
Sortino: +2.76
Stutzer: +0.4
Treynor: +0.18
Sterling: +1.07
Calmar: +2.38
Information Ratio: -0.4
Tracking Error: +2.4%
Stdev Down: +6.3%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +34.5%
Worst 12 Months: +7%
Efficiency Ratio: +0.56
Sharpe: +1.36
Stdev Sectors: +12.7%
Skewness: +0.15
Kurtosis: +0.09
Upside Potential: +4.43

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-09-30	1183	$2.4B	100	1AAPL 2NVDA 3MSFT Top holdings2025-09-30 1.AAPL 2.NVDA 3.MSFT 4.VTI 5.AMZN 6.GOOGL 7.META 8.VEA 9.SPY 10.AVGO
2025-06-30	1174	$2.2B	0	1AAPL 2MSFT 3NVDA Top holdings2025-06-30 1.AAPL 2.MSFT 3.NVDA 4.VTI 5.AMZN 6.META 7.VEA 8.GOOGL 9.SPY 10.NFLX
2024-12-31	1230	$2.1B	0	1AAPL 2MSFT 3VTI Top holdings2024-12-31 1.AAPL 2.MSFT 3.VTI 4.NVDA 5.AMZN 6.GOOGL 7.META 8.SPY 9.VEA 10.VT
2024-09-30	1263	$2.2B	0	1AAPL 2MSFT 3VTI Top holdings2024-09-30 1.AAPL 2.MSFT 3.VTI 4.NVDA 5.AMZN 6.META 7.GOOGL 8.VEA 9.SPY 10.VT
2024-06-30	1260	$2.1B	0	1AAPL 2MSFT 3NVDA Top holdings2024-06-30 1.AAPL 2.MSFT 3.NVDA 4.VTI 5.AMZN 6.GOOGL 7.VEA 8.META 9.SPY 10.VT
2024-03-31	1201	$2.1B	0	1AAPL 2MSFT 3VTI Top holdings2024-03-31 1.AAPL 2.MSFT 3.VTI 4.NVDA 5.AMZN 6.GOOGL 7.VEA 8.META 9.SPY 10.VT
2023-12-31	1165	$1.9B	0	1AAPL 2MSFT 3VTI Top holdings2023-12-31 1.AAPL 2.MSFT 3.VTI 4.AMZN 5.NVDA 6.VEA 7.GOOGL 8.SPY 9.META 10.VT
2023-09-30	1146	$1.8B	0	1AAPL 2MSFT 3VTI Top holdings2023-09-30 1.AAPL 2.MSFT 3.VTI 4.AMZN 5.GOOGL 6.NVDA 7.SPY 8.VEA 9.META 10.VT
2023-06-30	1193	$1.9B	0	1AAPL 2MSFT 3VTI Top holdings2023-06-30 1.AAPL 2.MSFT 3.VTI 4.AMZN 5.VEA 6.SPY 7.NVDA 8.GOOGL 9.VT 10.META
2023-03-31	1172	$1.7B	0	1AAPL 2MSFT 3VTI Top holdings2023-03-31 1.AAPL 2.MSFT 3.VTI 4.AMZN 5.VEA 6.SPY 7.GOOGL 8.VT 9.NVDA 10.META
2022-12-31	1140	$1.6B	0	1AAPL 2VTI 3MSFT Top holdings2022-12-31 1.AAPL 2.VTI 3.MSFT 4.VEA 5.SPY 6.AMZN 7.GOOGL 8.VT 9.JNJ 10.CMC
2022-09-30	1171	$1.4B	0	1AAPL 2VTI 3MSFT Top holdings2022-09-30 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.VEA 7.GOOGL 8.TSLA 9.VT 10.JNJ
2022-06-30	1210	$1.5B	0	1AAPL 2VTI 3MSFT Top holdings2022-06-30 1.AAPL 2.VTI 3.MSFT 4.SPY 5.AMZN 6.VEA 7.GOOGL 8.VT 9.JNJ 10.TSLA
2022-03-31	1214	$1.7B	0	1AAPL 2VTI 3MSFT Top holdings2022-03-31 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.BRK-A 7.GOOGL 8.VEA 9.VT 10.PEN
2021-12-31	1217	$1.8B	0	1AAPL 2VTI 3MSFT Top holdings2021-12-31 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.GOOGL 7.VEA 8.PEN 9.BRK-A 10.META
2021-09-30	1203	$1.6B	0	1AAPL 2VTI 3MSFT Top holdings2021-09-30 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.VEA 7.GOOGL 8.META 9.PEN 10.BRK-A
2021-06-30	1159	$1.6B	89	1AAPL 2VTI 3MSFT Top holdings2021-06-30 1.AAPL 2.VTI 3.MSFT 4.AMZN 5.SPY 6.VEA 7.META 8.PEN 9.GOOGL 10.BRK-A
2021-03-31	1414	$1.3B	21	1VTI 2AAPL 3MSFT Top holdings2021-03-31 1.VTI 2.AAPL 3.MSFT 4.VEA 5.AMZN 6.BRK-A 7.GOOGL 8.VT 9.SPY 10.META
2020-12-31	1108	$1.5B	100	1AAPL 2VTI 3MSFT Top holdings2020-12-31 1.AAPL 2.VTI 3.MSFT 4.SPY 5.AMZN 6.VEA 7.META 8.BRK-A 9.VT 10.GOOGL
2020-09-30	865	$1.1B	0	1VTI 2AAPL 3MSFT Top holdings2020-09-30 1.VTI 2.AAPL 3.MSFT 4.AMZN 5.VEA 6.SPY 7.BRK-A 8.META 9.GOOGL 10.VT
2020-06-30	1294	$1.1B	29	1AAPL 2VTI 3MSFT Top holdings2020-06-30 1.AAPL 2.VTI 3.MSFT 4.VEA 5.AMZN 6.SPY 7.BRK-A 8.VT 9.T 10.GOOGL
2020-03-31	1118	$890.8M	33	1AAPL 2VTI 3MSFT Top holdings2020-03-31 1.AAPL 2.VTI 3.MSFT 4.SPY 5.VEA 6.AMZN 7.BRK-A 8.T 9.VT 10.GOOGL
2019-12-31	1130	$1.0B	16	1AAPL 2MSFT 3VTI Top holdings2019-12-31 1.AAPL 2.MSFT 3.VTI 4.SPY 5.BRK-A 6.T 7.VT 8.AMZN 9.VEA 10.GOOGL
2019-09-30	1124	$957.8M	16	1AAPL 2MSFT 3SPY Top holdings2019-09-30 1.AAPL 2.MSFT 3.SPY 4.BRK-A 5.T 6.VT 7.AMZN 8.VTI 9.VEU 10.GOOGL
2019-06-30	1091	$913.5M	20	1AAPL 2MSFT 3BRK-A Top holdings2019-06-30 1.AAPL 2.MSFT 3.BRK-A 4.SPY 5.T 6.VT 7.AMZN 8.VEU 9.IVW 10.IVE
2019-03-31	1069	$803.0M	19	1AAPL 2MSFT 3BRK-A Top holdings2019-03-31 1.AAPL 2.MSFT 3.BRK-A 4.VT 5.VEU 6.AMZN 7.SPY 8.IVW 9.IVE 10.GOOGL
2018-12-31	1021	$707.0M	21	1AAPL 2MSFT 3BRK-A Top holdings2018-12-31 1.AAPL 2.MSFT 3.BRK-A 4.VT 5.VEU 6.AMZN 7.SPY 8.IVW 9.IVE 10.JNJ
2018-09-30	1083	$809.6M	15	1AAPL 2MSFT 3BRK-A Top holdings2018-09-30 1.AAPL 2.MSFT 3.BRK-A 4.VT 5.AMZN 6.VEU 7.IVW 8.SPY 9.IVE 10.META
2018-06-30	1040	$738.7M	13	1AAPL 2MSFT 3BRK-A Top holdings2018-06-30 1.AAPL 2.MSFT 3.BRK-A 4.VT 5.VEU 6.AMZN 7.META 8.IVW 9.IVE 10.SPY
2018-03-31	1042	$724.5M	13	1AAPL 2BRK-A 3MSFT Top holdings2018-03-31 1.AAPL 2.BRK-A 3.MSFT 4.VEU 5.VT 6.AMZN 7.IVE 8.IVW 9.SPY 10.META
2017-12-31	1062	$720.7M	14	1AAPL 2BRK-A 3MSFT Top holdings2017-12-31 1.AAPL 2.BRK-A 3.MSFT 4.VEU 5.VT 6.IVE 7.IVW 8.META 9.JNJ 10.AMZN
2017-09-30	1021	$672.3M	45	1AAPL 2BRK-A 3VEU Top holdings2017-09-30 1.AAPL 2.BRK-A 3.VEU 4.MSFT 5.VT 6.IVE 7.IVW 8.META 9.ANETEUR 10.JNJ
2017-06-30	949	$587.8M	14	1BRK-A 2AAPL 3MSFT Top holdings2017-06-30 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.IVW 6.JNJ 7.30303m 8.XOM 9.ANETEUR 10.AMZN
2017-03-31	932	$556.1M	15	1BRK-A 2AAPL 3MSFT Top holdings2017-03-31 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.IVW 6.XOM 7.JNJ 8.DIS 9.g0177j 10.30303m
2016-12-31	890	$510.6M	16	1BRK-A 2AAPL 3MSFT Top holdings2016-12-31 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.XOM 6.IVW 7.AEP 8.JNJ 9.DIS 10.AMZN
2016-09-30	888	$494.3M	16	1BRK-A 2AAPL 3MSFT Top holdings2016-09-30 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.XOM 6.ANETEUR 7.IVW 8.JNJ 9.g0177j 10.AEP
2016-06-30	869	$451.1M	15	1BRK-A 2AAPL 3MSFT Top holdings2016-06-30 1.BRK-A 2.AAPL 3.MSFT 4.XOM 5.IVE 6.IVW 7.JNJ 8.AEP 9.g0177j 10.DIS
2016-03-31	826	$424.3M	19	1BRK-A 2AAPL 3MSFT Top holdings2016-03-31 1.BRK-A 2.AAPL 3.MSFT 4.IVE 5.XOM 6.IVW 7.g0177j 8.AEP 9.DIS 10.ANETEUR
2015-12-31	794	$417.1M	20	1BRK-A 2AAPL 3IVE Top holdings2015-12-31 1.BRK-A 2.AAPL 3.IVE 4.MSFT 5.g0177j 6.XOM 7.IVW 8.ANETEUR 9.DIS 10.AEP
2015-09-30	791	$390.3M	19	1BRK-A 2AAPL 3MSFT Top holdings2015-09-30 1.BRK-A 2.AAPL 3.MSFT 4.ANETEUR 5.g0177j 6.IVW 7.XOM 8.DIS 9.IVE 10.CSCO
2015-06-30	835	$416.0M	15	1BRK-A 2AAPL 3ANETEUR Top holdings2015-06-30 1.BRK-A 2.AAPL 3.ANETEUR 4.g0177j 5.MSFT 6.XOM 7.DIS 8.IVW 9.IVE 10.CSCO
2015-03-31	808	$410.8M	14	1BRK-A 2ANETEUR 3AAPL Top holdings2015-03-31 1.BRK-A 2.ANETEUR 3.AAPL 4.XOM 5.g0083b 6.IVW 7.IVE 8.MSFT 9.DIS 10.CSCO
2014-12-31	779	$397.6M	20	1BRK-A 2ANETEUR 3AAPL Top holdings2014-12-31 1.BRK-A 2.ANETEUR 3.AAPL 4.XOM 5.MSFT 6.IVE 7.IVW 8.CSCO 9.g0083b 10.DIS
2014-09-30	746	$358.7M	11	1BRK-A 2AAPL 3XOM Top holdings2014-09-30 1.BRK-A 2.AAPL 3.XOM 4.MSFT 5.IVE 6.IVW 7.CSCO 8.DIS 9.g0083b 10.58933y
2014-06-30	740	$354.2M	13	1BRK-A 2AAPL 3XOM Top holdings2014-06-30 1.BRK-A 2.AAPL 3.XOM 4.CSCO 5.MSFT 6.IVE 7.IVW 8.DIS 9.g0083b 10.58933y
2014-03-31	740	$348.9M	11	1BRK-A 2XOM 3AAPL Top holdings2014-03-31 1.BRK-A 2.XOM 3.AAPL 4.MSFT 5.CSCO 6.IVE 7.IVW 8.DIS 9.58933y 10.g0083b
2013-12-31	745	$350.6M	18	1BRK-A 2XOM 3AAPL Top holdings2013-12-31 1.BRK-A 2.XOM 3.AAPL 4.CSCO 5.MSFT 6.IVE 7.IVW 8.DIS 9.AEP 10.58933y
2013-09-30	717	$320.5M	18	1BRK-A 2XOM 3CSCO Top holdings2013-09-30 1.BRK-A 2.XOM 3.CSCO 4.AAPL 5.MSFT 6.IVE 7.IVW 8.ALXN 9.DIS 10.BRK-B
2013-06-30	668	$286.9M	0	1BRK-A 2XOM 3CSCO Top holdings2013-06-30 1.BRK-A 2.XOM 3.CSCO 4.MSFT 5.AAPL 6.IVE 7.IVW 8.DIS 9.BRK-B 10.AEP

Holding changes this quarter

Position changes disclosed by Laird Norton Wetherby Wealth Management, LLC for the quarter ending 2025-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AAPL	Apple INC	—	NEW	New buy
2	NVDA	Nvidia CORP	—	NEW	New buy
3	MSFT	Microsoft CORP	—	NEW	New buy
4	VTI	Vanguard Total Stock Mkt ETF	—	NEW	New buy
5	AMZN	Amazon.com INC	—	NEW	New buy
6	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
7	META	Meta Platforms Inc-class A	—	NEW	New buy
8	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy
9	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
10	AVGO	Broadcom INC	—	NEW	New buy
11	JPM	Jpmorgan Chase & Co	—	NEW	New buy
12	TSM	Taiwan Semiconductor-sp Adr	—	NEW	New buy
13	VT	Vanguard Tot World Stk ETF	—	NEW	New buy
14	NFLX	Netflix INC	—	NEW	New buy
15	TSLA	Tesla INC	—	NEW	New buy
16	GOOG	Alphabet Inc-cl C	—	NEW	New buy
17	LLY	Eli Lilly & Co	—	NEW	New buy
18	V	Visa Inc-class A Shares	—	NEW	New buy
19	ORCL	Oracle CORP	—	NEW	New buy
20	CMC	Commercial Metals Co	—	NEW	New buy
21	JNJ	Johnson & Johnson	—	NEW	New buy
22	MA	Mastercard INC - A	—	NEW	New buy
23	IVW	Ishares S&p 500 Growth ETF	—	NEW	New buy
24	HD	Home Depot INC	—	NEW	New buy
25	VOO	Vanguard S&p 500 ETF	—	NEW	New buy
26	COST	Costco Wholesale CORP	—	NEW	New buy
27	WMT	Walmart INC	—	NEW	New buy
28	IVE	Ishares S&p 500 Value ETF	—	NEW	New buy
29	ASML	ASML Holding N.V.	—	NEW	New buy
30	ABBV	Abbvie INC	—	NEW	New buy
31	TEL	TE Connectivity plc	—	NEW	New buy
32	VWO	Vanguard Ftse Emerging Marke	—	NEW	New buy
33	IGF	Ishares Global Infrastructur	—	NEW	New buy
34	GS	Goldman Sachs Group INC	—	NEW	New buy
35	BAC	Bank Of America CORP	—	NEW	New buy
36	IWB	Ishares Russell 1000 ETF	—	NEW	New buy
37	ABT	Abbott Laboratories	—	NEW	New buy
38	ANET	Arista Networks INC	—	NEW	New buy
39	AXP	American Express Co	—	NEW	New buy
40	CSCO	Cisco Systems INC	—	NEW	New buy
41	XOM	Exxon Mobil CORP	—	NEW	New buy
42	BND	Vanguard Total Bond Market	—	NEW	New buy
43	UNH	Unitedhealth Group INC	—	NEW	New buy
44	IWV	Ishares Russell 3000 ETF	—	NEW	New buy
45	PG	Procter & Gamble Co/the	—	NEW	New buy
46	AMD	Advanced Micro Devices	—	NEW	New buy
47	CRM	Salesforce INC	—	NEW	New buy
48	SPGI	S&p Global INC	—	NEW	New buy
49	MRK	Merck & Co. INC.	—	NEW	New buy
50	INTU	Intuit INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2024-12-31	2025-02-14	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-14	13F-HR	View on EDGAR
2023-09-30	2023-11-14	13F-HR	View on EDGAR
2023-06-30	2023-08-14	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-16	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-16	13F-HR	View on EDGAR
2021-03-31	2021-05-14	13F-HR	View on EDGAR
2020-12-31	2021-02-11	13F-HR	View on EDGAR
2020-09-30	2020-12-16	Amendment	View on EDGAR
2020-09-30	2020-12-16	Amendment	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-06	13F-HR	View on EDGAR
2019-12-31	2020-01-28	13F-HR	View on EDGAR
2019-09-30	2019-10-31	13F-HR	View on EDGAR
2019-06-30	2019-07-25	13F-HR	View on EDGAR
2019-03-31	2019-07-25	Amendment	View on EDGAR
2019-03-31	2019-05-09	13F-HR	View on EDGAR
2018-12-31	2019-01-30	13F-HR	View on EDGAR
2018-09-30	2018-11-07	13F-HR	View on EDGAR
2018-06-30	2018-07-24	13F-HR	View on EDGAR
2018-03-31	2018-05-04	13F-HR	View on EDGAR
2017-12-31	2018-02-09	13F-HR	View on EDGAR
2017-09-30	2017-11-13	13F-HR	View on EDGAR
2017-06-30	2017-08-02	13F-HR	View on EDGAR
2017-03-31	2017-04-27	13F-HR	View on EDGAR
2016-12-31	2017-02-08	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-10	13F-HR	View on EDGAR
2016-03-31	2016-05-10	13F-HR	View on EDGAR
2015-12-31	2016-02-08	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-08-12	13F-HR	View on EDGAR
2015-03-31	2015-05-08	13F-HR	View on EDGAR
2014-12-31	2015-02-12	13F-HR	View on EDGAR
2014-09-30	2014-11-03	13F-HR	View on EDGAR
2014-06-30	2014-08-01	13F-HR	View on EDGAR
2014-03-31	2014-05-05	Amendment	View on EDGAR
2014-03-31	2014-04-30	13F-HR	View on EDGAR
2013-12-31	2014-01-29	13F-HR	View on EDGAR
2013-09-30	2013-10-29	13F-HR	View on EDGAR
2013-06-30	2013-07-24	13F-HR	View on EDGAR