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Laird Norton Wetherby Wealth Management 13F Portfolio

Portfolio Manager
Laird Norton Wetherby Wealth Management, Llc
Performance
+12.08% (2025 Q3)
AUM (13F)
$2.45B
# of Holdings
930
Performance Rank
Allocation (Top 20)
42.91%
Latest filing
Q3 2025

Laird Norton Wetherby Wealth Management, Llc Holdings Map

Top 50 Laird Norton Wetherby Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6.63%637.5K$162.3M
-2.41%(-15.74K)
2024-Q2: 717.0K shares2024-Q3: 706.9K shares2024-Q4: 661.8K shares2025-Q2: 653.3K shares2025-Q3: 637.5K shares
$73.17(+254.01%)
2025-09-30
NVDA
NVIDIA CORPORATION
5.35%702.1K$131.0M
+1.14%(+7.92K)
2024-Q2: 726.0K shares2024-Q3: 726.0K shares2024-Q4: 677.9K shares2025-Q2: 694.1K shares2025-Q3: 702.1K shares
$12.82(+1343.26%)
2025-09-30
MSFT
MICROSOFT CORP
5.24%247.7K$128.3M
+5.55%(+13.02K)
2024-Q2: 248.0K shares2024-Q3: 240.8K shares2024-Q4: 229.6K shares2025-Q2: 234.7K shares2025-Q3: 247.7K shares
$134.08(+256.59%)
2025-09-30
VTI
VANGUARD INDEX FDS
4.24%316.0K$103.7M
-0.21%(-671)
2024-Q2: 332.4K shares2024-Q3: 318.9K shares2024-Q4: 314.9K shares2025-Q2: 316.7K shares2025-Q3: 316.0K shares
$149.82(+127.03%)
2025-09-30
AMZN
AMAZON COM INC
2.91%324.6K$71.3M
+0.49%(+1.57K)
2024-Q2: 367.1K shares2024-Q3: 347.6K shares2024-Q4: 326.0K shares2025-Q2: 323.0K shares2025-Q3: 324.6K shares
$107.78(+128.52%)
2025-09-30
GOOGL
ALPHABET INC
2.28%230.2K$56.0M
+0.04%(+89)
2024-Q2: 245.7K shares2024-Q3: 236.2K shares2024-Q4: 223.3K shares2025-Q2: 230.1K shares2025-Q3: 230.2K shares
$63.71(+410.80%)
2025-09-30
META
META PLATFORMS INC
1.95%65.0K$47.8M
+0.78%(+505)
2024-Q2: 70.0K shares2024-Q3: 68.6K shares2024-Q4: 67.0K shares2025-Q2: 64.5K shares2025-Q3: 65.0K shares
$227.47(+184.02%)
2025-09-30
VEA
VANGUARD TAX-MANAGED FDS
1.78%728.2K$43.6M
+0.45%(+3.28K)
2024-Q2: 733.4K shares2024-Q3: 726.8K shares2024-Q4: 732.4K shares2025-Q2: 725.0K shares2025-Q3: 728.2K shares
$39.59(+61.53%)
2025-09-30
SPY
SPDR S&P 500 ETF TR
1.74%63.9K$42.6M
+2.94%(+1.82K)
2024-Q2: 62.4K shares2024-Q3: 62.5K shares2024-Q4: 62.0K shares2025-Q2: 62.1K shares2025-Q3: 65.0K shares
$363.41(+89.73%)
2025-09-30
AVGO
BROADCOM INC
1.28%95.2K$31.4M
+4.78%(+4.35K)
2024-Q2: 8.8K shares2024-Q3: 87.9K shares2024-Q4: 84.7K shares2025-Q2: 90.9K shares2025-Q3: 95.2K shares
$66.79(+397.82%)
2025-09-30

About Laird Norton Wetherby Wealth Management, Llcโ€™s portfolio

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 concentration

Portfolio concentration
AAPL โ€” 12.1% ($162.34M)NVDA โ€” 9.8% ($130.99M)MSFT โ€” 9.6% ($128.29M)VTI โ€” 7.7% ($103.71M)AMZN โ€” 5.3% ($71.28M)GOOGL โ€” 4.2% ($55.95M)META โ€” 3.6% ($47.76M)VEA โ€” 3.3% ($43.64M)SPY โ€” 3.2% ($42.59M)AVGO โ€” 2.3% ($31.42M)Other โ€” 39.0% ($523.79M)
61%in top 10
  • AAPL12.1%
  • NVDA9.8%
  • MSFT9.6%
  • VTI7.7%
  • AMZN5.3%
  • GOOGL4.2%
  • META3.6%
  • VEA3.3%
  • SPY3.2%
  • AVGO2.3%
  • Other39.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
34
MSFTMICROSOFT CORP+5.5%
SPYSPDR S&P 500 ETF TR+4.7%
NVDANVIDIA CORPORATION+1.1%
AVGOBROADCOM INC+4.8%
+30 more
Trimmed
15
AAPLAPPLE INC-2.4%
IWVISHARES TR-6.2%
PGPROCTER AND GAMBLE CO-5.1%
JNJJOHNSON & JOHNSON-1.7%
+11 more

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Source filings

Holdings on this page are parsed from Laird Norton Wetherby Wealth Management, Llcโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1279627). View Laird Norton Wetherby Wealth Management, Llcโ€™s 13F filings on SEC

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