LN

Laird Norton Wetherby Trust Company, LLC

Diversified strategyMomentum followerLong-term holder

Total reported value

$4.6B

Reporting period: 2026-03-31 · Number of holdings: 1789

Laird Norton Wetherby Trust Company, LLC disclosed 1789 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.6B and a quarterly turnover rate of 18.7%.

Personality snowflake

Concentration
6.61
Portfolio Stability
18.67
Momentum/Contrarian
100
Sector conviction
59.35
Diversification
100
Sizing Uniformity
60.95

Recent moves

  • Trim MSFT

    -4.1%　-$97.9M

  • Add VV

    +236.6%　$40.2M

  • Add VEA

    +26.0%　$27.4M

  • Trim AAPL

    -7.0%　-$35.9M

  • Add VTI

    +9.6%　$11.7M

  • Trim PEN

    -84.1%　-$21.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 982 holdings (of 1789 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1MSFTMicrosoft CORPStock-Tech5.88%-1.76%-4.14%
2VTIVanguard Total Stock Mkt ETFETF-Other5.52%+0.50%+9.56%
3AAPLApple INCStock-Tech5.14%-0.50%-7.03%
4NVDANvidia CORPStock-Tech4.10%-0.32%-5.58%
5VEAVanguard Ftse Developed ETFETF-Other2.64%+0.69%+26.00%
6VEUVanguard Ftse All-world Ex-uETF-Other2.45%+0.29%+5.79%
7BRK-ABerkshire Hathaway Inc-cl AStock-Other2.38%-0.07%-2.56%
8VWOVanguard Ftse Emerging MarkeETF-Emerging Markets2.21%+0.25%+6.67%
9AMZNAmazon.com INCStock-Consumer Disc2.07%-0.29%-7.24%
10GOOGLAlphabet Inc-cl AStock-Comm Services1.98%-0.16%-3.81%
11VVVanguard Large-cap ETFETF-Other1.28%+0.90%+236.57%
12AVGOBroadcom INCStock-Tech1.25%-0.11%-2.20%
13GOOGAlphabet Inc-cl CStock-Comm Services1.20%-0.21%-11.35%
14SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.16%-0.03%-2.77%
15VTVanguard Tot World Stk ETFETF-Other1.10%+0.13%+10.30%
16JPMJpmorgan Chase & CoStock-Financials1.09%-0.09%-3.60%
17TSMTaiwan Semiconductor-sp AdrStock-Tech1.08%+0.16%+0.54%
18METAMeta Platforms Inc-class AStock-Comm Services1.01%-0.13%-1.99%
19BRK-BBerkshire Hathaway Inc-cl BStock-Other0.91%-0.05%-5.40%
20IWBIshares Russell 1000 ETFETF-Other0.91%—-0.53%
21IGFIshares Global InfrastructurETF-Other0.84%+0.41%+71.75%
22TSLATesla INCStock-Consumer Disc0.84%-0.10%+3.17%
23LLYEli Lilly & CoStock-Healthcare0.79%-0.13%-4.64%
24EFAIshares Msci Eafe ETFETF-Other0.69%—-3.18%
25IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.68%-0.03%-0.01%
26VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.67%+0.15%+30.89%
27MUBIshares National Muni Bond EETF-Other0.63%—+6.83%
28VVisa Inc-class A SharesStock-Financials0.62%-0.09%-3.62%
29IWVIshares Russell 3000 ETFETF-Other0.57%—-1.39%
30VBVanguard Small-cap ETFETF-Other0.56%—+10.48%
31JNJJohnson & JohnsonStock-Healthcare0.56%—-6.48%
32COSTCostco Wholesale CORPStock-Consumer Staples0.54%+0.09%-1.46%
33XOMExxon Mobil CORPStock-Energy0.52%+0.14%-9.05%
34VXUSVanguard Total Intl StockETF-Other0.51%+0.16%+37.15%
35HDHome Depot INCStock-Consumer Disc0.51%-0.04%-7.77%
36GSGoldman Sachs Group INCStock-Financials0.50%—-1.98%
37BNDVanguard Total Bond MarketETF-Other0.47%+0.20%+66.23%
38AMATApplied Materials INCStock-Tech0.44%+0.13%+0.51%
39WMTWalmart INCStock-Consumer Staples0.44%—-2.41%
40ASMLASML Holding N.V.Stock-Tech0.43%—-7.24%
41NFLXNetflix INCStock-Comm Services0.43%—-3.50%
42PHYSSprott Physical Gold TrustStock-Other0.42%—-4.68%
43MAMastercard INC - AStock-Financials0.42%-0.07%-6.06%
44CMCCommercial Metals CoStock-Industrials0.37%—-3.09%
45ABBVAbbvie INCStock-Healthcare0.35%—-3.88%
46CVXChevron CORPStock-Energy0.34%+0.08%-8.62%
47ABTAbbott LaboratoriesStock-Healthcare0.33%-0.06%+0.79%
48IBMIntl Business Machines CORPStock-Tech0.33%-0.10%-10.07%
49BACBank Of America CORPStock-Financials0.33%—-0.34%
50AMDAdvanced Micro DevicesStock-Tech0.33%—-0.89%
1–50 of 982

Holding changes this quarter

Laird Norton Wetherby Trust Company, LLC's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Inhibrx Biosciences INC (INBX); Sold out: Avantis Emerging Markets Eq (AVEM); Trim: Microsoft CORP (MSFT) — shares -4.14%.

Position changes disclosed by Laird Norton Wetherby Trust Company, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VVVanguard Large-cap ETF+0.9%+236.57%Add
2VEAVanguard Ftse Developed ETF+0.7%+26.00%Add
3VTIVanguard Total Stock Mkt ETF+0.5%+9.56%Add
4IGFIshares Global Infrastructur+0.4%+71.75%Add
5VEUVanguard Ftse All-world Ex-u+0.3%+5.79%Add
6VWOVanguard Ftse Emerging Marke+0.3%+6.67%Add
7BNDVanguard Total Bond Market+0.2%+66.23%Add
8VXUSVanguard Total Intl Stock+0.2%+37.15%Add
9TSMTaiwan Semiconductor-sp Adr+0.2%+0.54%Add
10VOOVanguard S&p 500 ETF+0.2%+30.89%Add
11AGGIshares Core U.s. Aggregate+0.1%+102.26%Add
12XOMExxon Mobil CORP+0.1%-9.05%Trim
13AMATApplied Materials INC+0.1%+0.51%Add
14VTVanguard Tot World Stk ETF+0.1%+10.30%Add
15LRCXLam Research CORP+0.1%+7.36%Add
16COSTCostco Wholesale CORP+0.1%-1.46%Trim
17CVXChevron CORP+0.1%-8.62%Trim
18GEVGE Vernova INC+0.1%+0.18%Add
19SPYSs Spdr S&p 500 ETF Trust-us0%-2.77%Trim
20IVWIshares S&p 500 Growth ETF0%-0.01%Trim
21HDHome Depot INC0%-7.77%Trim
22BRK-BBerkshire Hathaway Inc-cl B-0.1%-5.40%Trim
23SAPSap Se-sponsored Adr-0.1%-2.95%Trim
24UNHUnitedhealth Group INC-0.1%-11.88%Trim
25ABTAbbott Laboratories-0.1%+0.79%Add
26BKNGBooking Holdings INC-0.1%-9.66%Trim
27SNXTD Synnex CORP-0.1%-82.83%Trim
28BRK-ABerkshire Hathaway Inc-cl A-0.1%-2.56%Trim
29MAMastercard INC - A-0.1%-6.06%Trim
30CRMSalesforce INC-0.1%-5.51%Trim
31JPMJpmorgan Chase & Co-0.1%-3.60%Trim
32VVisa Inc-class A Shares-0.1%-3.62%Trim
33ORCLOracle CORP-0.1%-2.58%Trim
34TSLATesla INC-0.1%+3.17%Add
35IBMIntl Business Machines CORP-0.1%-10.07%Trim
36AVGOBroadcom INC-0.1%-2.20%Trim
37METAMeta Platforms Inc-class A-0.1%-1.99%Trim
38LLYEli Lilly & Co-0.1%-4.64%Trim
39INTUIntuit INC-0.1%-4.12%Trim
40GOOGLAlphabet Inc-cl A-0.2%-3.81%Trim
41GOOGAlphabet Inc-cl C-0.2%-11.35%Trim
42AMZNAmazon.com INC-0.3%-7.24%Trim
43NVDANvidia CORP-0.3%-5.58%Trim
44PENPenumbra INC-0.4%-84.10%Trim
45AAPLApple INC-0.5%-7.03%Trim
46MSFTMicrosoft CORP-1.8%-4.14%Trim
47AZNAstraZeneca PLC—NEWNew buy
48AZNNAstrazeneca Plc-spons Adr—EXITSold out
49INBXInhibrx Biosciences INC—EXITSold out
50AVEMAvantis Emerging Markets Eq—EXITSold out

FAQ

What is Laird Norton Wetherby Trust Company, LLC and what type of investor is it?
Laird Norton Wetherby Trust Company, 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 (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.6B, spread across 1789 disclosed positions.
What are Laird Norton Wetherby Trust Company, LLC's largest equity positions?
Based on the latest 13F filing, Laird Norton Wetherby Trust Company, LLC's top holdings by market value are: 1. Microsoft CORP (MSFT) — $269.7M (5.9%) 2. Vanguard Total Stock Mkt ETF (VTI) — $253.1M (5.5%) 3. Apple INC (AAPL) — $235.6M (5.1%) 4. Nvidia CORP (NVDA) — $187.7M (4.1%) 5. Vanguard Ftse Developed ETF (VEA) — $121.2M (2.6%)
What changes did Laird Norton Wetherby Trust Company, LLC make in its most recent portfolio filing?
In the latest reported quarter, Laird Norton Wetherby Trust Company, LLC made 50 notable position adjustments: 1 new positions were initiated, 17 existing holdings were added to, 29 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Inhibrx Biosciences INC (INBX); Sold out: Avantis Emerging Markets Eq (AVEM); Trim: Microsoft CORP (MSFT) — shares -4.14%
What sectors does Laird Norton Wetherby Trust Company, LLC focus on?
Laird Norton Wetherby Trust Company, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.7% • Financials: 14.3% • Consumer Discretionary: 9.4% • Health Care: 9.1% • Industrials: 8.5% • Communication Services: 8.3%