LN
Laird Norton Wetherby Wealth Management, LLC
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%.
Personality snowflake
- Concentration
- 6.52
- Portfolio Stability
- 100
- Momentum/Contrarian
- 0
- Sector conviction
- 80.45
- Diversification
- 100
- Sizing Uniformity
- 62.37
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 930 holdings (of 1183 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 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 930
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 | |
| 2025-06-30 | 1174 | $2.2B | 0 | |
| 2024-12-31 | 1230 | $2.1B | 0 | |
| 2024-09-30 | 1263 | $2.2B | 0 | |
| 2024-06-30 | 1260 | $2.1B | 0 | |
| 2024-03-31 | 1201 | $2.1B | 0 | |
| 2023-12-31 | 1165 | $1.9B | 0 | |
| 2023-09-30 | 1146 | $1.8B | 0 | |
| 2023-06-30 | 1193 | $1.9B | 0 | |
| 2023-03-31 | 1172 | $1.7B | 0 | |
| 2022-12-31 | 1140 | $1.6B | 0 | |
| 2022-09-30 | 1171 | $1.4B | 0 | |
| 2022-06-30 | 1210 | $1.5B | 0 | |
| 2022-03-31 | 1214 | $1.7B | 0 | |
| 2021-12-31 | 1217 | $1.8B | 0 | |
| 2021-09-30 | 1203 | $1.6B | 0 | |
| 2021-06-30 | 1159 | $1.6B | 89 | |
| 2021-03-31 | 1414 | $1.3B | 21 | |
| 2020-12-31 | 1108 | $1.5B | 100 | |
| 2020-09-30 | 865 | $1.1B | 0 | |
| 2020-06-30 | 1294 | $1.1B | 29 | |
| 2020-03-31 | 1118 | $890.8M | 33 | |
| 2019-12-31 | 1130 | $1.0B | 16 | |
| 2019-09-30 | 1124 | $957.8M | 16 | |
| 2019-06-30 | 1091 | $913.5M | 20 | |
| 2019-03-31 | 1069 | $803.0M | 19 | |
| 2018-12-31 | 1021 | $707.0M | 21 | |
| 2018-09-30 | 1083 | $809.6M | 15 | |
| 2018-06-30 | 1040 | $738.7M | 13 | |
| 2018-03-31 | 1042 | $724.5M | 13 | |
| 2017-12-31 | 1062 | $720.7M | 14 | |
| 2017-09-30 | 1021 | $672.3M | 45 | |
| 2017-06-30 | 949 | $587.8M | 14 | |
| 2017-03-31 | 932 | $556.1M | 15 | |
| 2016-12-31 | 890 | $510.6M | 16 | |
| 2016-09-30 | 888 | $494.3M | 16 | |
| 2016-06-30 | 869 | $451.1M | 15 | |
| 2016-03-31 | 826 | $424.3M | 19 | |
| 2015-12-31 | 794 | $417.1M | 20 | |
| 2015-09-30 | 791 | $390.3M | 19 | |
| 2015-06-30 | 835 | $416.0M | 15 | |
| 2015-03-31 | 808 | $410.8M | 14 | |
| 2014-12-31 | 779 | $397.6M | 20 | |
| 2014-09-30 | 746 | $358.7M | 11 | |
| 2014-06-30 | 740 | $354.2M | 13 | |
| 2014-03-31 | 740 | $348.9M | 11 | |
| 2013-12-31 | 745 | $350.6M | 18 | |
| 2013-09-30 | 717 | $320.5M | 18 | |
| 2013-06-30 | 668 | $286.9M | 0 |
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).
| # | 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 |
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%