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)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech6.63%+6.63%NEW
2NVDANvidia CORPStock-Tech5.35%+5.35%NEW
3MSFTMicrosoft CORPStock-Tech5.24%+5.24%NEW
4VTIVanguard Total Stock Mkt ETFETF-Other4.23%+4.23%NEW
5AMZNAmazon.com INCStock-Consumer Disc2.91%+2.91%NEW
6GOOGLAlphabet Inc-cl AStock-Comm Services2.28%+2.28%NEW
7METAMeta Platforms Inc-class AStock-Comm Services1.95%+1.95%NEW
8VEAVanguard Ftse Developed ETFETF-Other1.78%+1.78%NEW
9SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.77%+1.77%NEW
10AVGOBroadcom INCStock-Tech1.28%+1.28%NEW
11JPMJpmorgan Chase & CoStock-Financials1.23%+1.23%NEW
12TSMTaiwan Semiconductor-sp AdrStock-Tech1.22%+1.22%NEW
13VTVanguard Tot World Stk ETFETF-Other1.12%+1.12%NEW
14NFLXNetflix INCStock-Comm Services1.11%+1.11%NEW
15TSLATesla INCStock-Consumer Disc1.00%+1.00%NEW
16GOOGAlphabet Inc-cl CStock-Comm Services0.92%+0.92%NEW
17LLYEli Lilly & CoStock-Healthcare0.79%+0.79%NEW
18VVisa Inc-class A SharesStock-Financials0.79%+0.79%NEW
19ORCLOracle CORPStock-Tech0.67%+0.67%NEW
20CMCCommercial Metals CoStock-Industrials0.66%+0.66%NEW
21JNJJohnson & JohnsonStock-Healthcare0.64%+0.64%NEW
22MAMastercard INC - AStock-Financials0.63%+0.63%NEW
23IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.55%+0.55%NEW
24HDHome Depot INCStock-Consumer Disc0.53%+0.53%NEW
25VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.52%+0.52%NEW
26COSTCostco Wholesale CORPStock-Consumer Staples0.49%+0.49%NEW
27WMTWalmart INCStock-Consumer Staples0.49%+0.49%NEW
28IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.48%+0.48%NEW
29ASMLASML Holding N.V.Stock-Tech0.43%+0.43%NEW
30ABBVAbbvie INCStock-Healthcare0.42%+0.42%NEW
31TELTE Connectivity plcStock-Tech0.42%+0.42%NEW
32VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.42%+0.42%NEW
33IGFIshares Global InfrastructurETF-Other0.40%+0.40%NEW
34GSGoldman Sachs Group INCStock-Financials0.39%+0.39%NEW
35BACBank Of America CORPStock-Financials0.38%+0.38%NEW
36IWBIshares Russell 1000 ETFETF-Other0.36%+0.36%NEW
37ABTAbbott LaboratoriesStock-Healthcare0.36%+0.36%NEW
38ANETArista Networks INCStock-Tech0.34%+0.34%NEW
39AXPAmerican Express CoStock-Financials0.32%+0.32%NEW
40CSCOCisco Systems INCStock-Tech0.32%+0.32%NEW
41XOMExxon Mobil CORPStock-Energy0.32%+0.32%NEW
42BNDVanguard Total Bond MarketETF-Other0.31%+0.31%NEW
43UNHUnitedhealth Group INCStock-Healthcare0.31%+0.31%NEW
44IWVIshares Russell 3000 ETFETF-Other0.31%+0.31%NEW
45PGProcter & Gamble Co/theStock-Consumer Staples0.30%+0.30%NEW
46AMDAdvanced Micro DevicesStock-Tech0.29%+0.29%NEW
47CRMSalesforce INCStock-Tech0.29%+0.29%NEW
48SPGIS&p Global INCStock-Financials0.29%+0.29%NEW
49MRKMerck & Co. INC.Stock-Healthcare0.28%+0.28%NEW
50INTUIntuit INCStock-Tech0.28%+0.28%NEW
150 of 930

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
#TickerIssuerWeight ChangeShares ChangeAction
1AAPLApple INCNEWNew buy
2NVDANvidia CORPNEWNew buy
3MSFTMicrosoft CORPNEWNew buy
4VTIVanguard Total Stock Mkt ETFNEWNew buy
5AMZNAmazon.com INCNEWNew buy
6GOOGLAlphabet Inc-cl ANEWNew buy
7METAMeta Platforms Inc-class ANEWNew buy
8VEAVanguard Ftse Developed ETFNEWNew buy
9SPYSs Spdr S&p 500 ETF Trust-usNEWNew buy
10AVGOBroadcom INCNEWNew buy
11JPMJpmorgan Chase & CoNEWNew buy
12TSMTaiwan Semiconductor-sp AdrNEWNew buy
13VTVanguard Tot World Stk ETFNEWNew buy
14NFLXNetflix INCNEWNew buy
15TSLATesla INCNEWNew buy
16GOOGAlphabet Inc-cl CNEWNew buy
17LLYEli Lilly & CoNEWNew buy
18VVisa Inc-class A SharesNEWNew buy
19ORCLOracle CORPNEWNew buy
20CMCCommercial Metals CoNEWNew buy
21JNJJohnson & JohnsonNEWNew buy
22MAMastercard INC - ANEWNew buy
23IVWIshares S&p 500 Growth ETFNEWNew buy
24HDHome Depot INCNEWNew buy
25VOOVanguard S&p 500 ETFNEWNew buy
26COSTCostco Wholesale CORPNEWNew buy
27WMTWalmart INCNEWNew buy
28IVEIshares S&p 500 Value ETFNEWNew buy
29ASMLASML Holding N.V.NEWNew buy
30ABBVAbbvie INCNEWNew buy
31TELTE Connectivity plcNEWNew buy
32VWOVanguard Ftse Emerging MarkeNEWNew buy
33IGFIshares Global InfrastructurNEWNew buy
34GSGoldman Sachs Group INCNEWNew buy
35BACBank Of America CORPNEWNew buy
36IWBIshares Russell 1000 ETFNEWNew buy
37ABTAbbott LaboratoriesNEWNew buy
38ANETArista Networks INCNEWNew buy
39AXPAmerican Express CoNEWNew buy
40CSCOCisco Systems INCNEWNew buy
41XOMExxon Mobil CORPNEWNew buy
42BNDVanguard Total Bond MarketNEWNew buy
43UNHUnitedhealth Group INCNEWNew buy
44IWVIshares Russell 3000 ETFNEWNew buy
45PGProcter & Gamble Co/theNEWNew buy
46AMDAdvanced Micro DevicesNEWNew buy
47CRMSalesforce INCNEWNew buy
48SPGIS&p Global INCNEWNew buy
49MRKMerck & Co. INC.NEWNew buy
50INTUIntuit INCNEWNew 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%