Top 50 Laird Norton Wetherby Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.63% | 637.5K | $162.3M | -2.41%(-15.74K) | $73.17(+254.01%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.35% | 702.1K | $131.0M | +1.14%(+7.92K) | $12.82(+1343.26%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 5.24% | 247.7K | $128.3M | +5.55%(+13.02K) | $134.08(+256.59%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.24% | 316.0K | $103.7M | -0.21%(-671) | $149.82(+127.03%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 2.91% | 324.6K | $71.3M | +0.49%(+1.57K) | $107.78(+128.52%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 2.28% | 230.2K | $56.0M | +0.04%(+89) | $63.71(+410.80%) | 2025-09-30 | |
| META | META PLATFORMS INC | 1.95% | 65.0K | $47.8M | +0.78%(+505) | $227.47(+184.02%) | 2025-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.78% | 728.2K | $43.6M | +0.45%(+3.28K) | $39.59(+61.53%) | 2025-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 1.74% | 63.9K | $42.6M | +2.94%(+1.82K) | $363.41(+89.73%) | 2025-09-30 | |
| AVGO | BROADCOM INC | 1.28% | 95.2K | $31.4M | +4.78%(+4.35K) | $66.79(+397.82%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +127.21% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +143.48% |
Laird Norton Wetherby Wealth Management, Llc reports $2.45B in US-listed equity holdings across 930 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.6%), NVDA (5.3%) and MSFT (5.2%). The top 20 holdings account for 42.91% of reported assets. Its disclosed equity book has returned +127.21% cumulatively over 11 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Laird Norton Wetherby Wealth Management, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1279627). View Laird Norton Wetherby Wealth Management, Llcโs 13F filings on SEC