Laird Norton Wetherby Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1279627 · latest 13F-HR filed 2025-11-14
Laird Norton Wetherby Wealth Management, LLC manages $2.45B in 13F-reported U.S. long-equity assets across 1,183 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are AAPL (6.55%), NVDA (5.33%), MSFT (5.15%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 43 new positions, exited 42, added to 476, and trimmed 192.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.45B
Long-equity book
1,183
Distinct positions
2025-09-30
Filed 2025-11-14
+43 / −42 / ↑476 / ↓192
vs 2025-06-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE INC$28.3M +21.1%
- NVIDIA CORPORATION$21.3M +19.4%
- ALPHABET INC$15.4M +38.0%
- MICROSOFT CORP$11.6M +9.9%
- TESLA INC$7.6M +44.7%
Top Trims
- NETFLIX INC-$2.8M -9.3%
- ACCENTURE PLC IRELAND-$2.0M -24.6%
- NOVO-NORDISK A S-$1.9M -29.6%
- LYFT INC-$1.3M -60.4%
- VERISK ANALYTICS INC-$1.1M -23.1%
New Positions
- NEXTRACKER INC$554.2K
- JAMES HARDIE INDS PLC$468.3K
- ALBEMARLE CORP$390.9K
- BAIDU INC$373.8K
- CELESTICA INC$338.5K
Exited Positions
- ISHARES TR$1.3M
- JAMES HARDIE INDS PLC$752.0K
- HESS CORP$582.1K
- ANSYS INC$445.3K
- PIONEER HIGH INCOME FUND INC$381.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $160.4M | 6.55% | 629,809 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $130.5M | 5.33% | 699,468 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $126.1M | 5.15% | 243,424 | SH |
| 4 | VANGUARD INDEX FDS | VTI | 922908769 | $103.2M | 4.21% | 314,543 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $69.7M | 2.85% | 317,642 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $54.5M | 2.22% | 224,061 | SH |
| 7 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $43.4M | 1.77% | 723,663 | SH |
| 8 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $42.3M | 1.73% | 63,429 | SH |
| 9 | META PLATFORMS INC | META | 30303M102 | $39.5M | 1.61% | 53,840 | SH |
| 10 | BROADCOM INC | AVGO | 11135F101 | $31.4M | 1.28% | 95,236 | SH |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $29.8M | 1.22% | 106,730 | SH |
| 12 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $29.3M | 1.19% | 92,773 | SH |
| 13 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $27.4M | 1.12% | 199,066 | SH |
| 14 | NETFLIX INC | NFLX | 64110L106 | $26.1M | 1.06% | 21,734 | SH |
| 15 | TESLA INC | TSLA | 88160R101 | $24.5M | 1.00% | 55,107 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $22.0M | 0.90% | 90,257 | SH |
| 17 | ELI LILLY & CO | LLY | 532457108 | $19.4M | 0.79% | 25,429 | SH |
| 18 | VISA INC | V | 92826C839 | $18.6M | 0.76% | 54,416 | SH |
| 19 | ORACLE CORP | ORCL | 68389X105 | $16.4M | 0.67% | 58,387 | SH |
| 20 | COMMERCIAL METALS CO | CMC | 201723103 | $16.1M | 0.66% | 280,817 | SH |
| 21 | JOHNSON & JOHNSON | JNJ | 478160104 | $15.3M | 0.63% | 82,723 | SH |
| 22 | MASTERCARD INCORPORATED | MA | 57636Q104 | $15.3M | 0.63% | 26,952 | SH |
| 23 | ISHARES TR | IVW | 464287309 | $13.5M | 0.55% | 112,123 | SH |
| 24 | HOME DEPOT INC | HD | 437076102 | $12.6M | 0.51% | 31,079 | SH |
| 25 | VANGUARD INDEX FDS | VOO | 922908363 | $12.4M | 0.51% | 20,206 | SH |
| 26 | COSTCO WHSL CORP NEW | COST | 22160K105 | $11.8M | 0.48% | 12,713 | SH |
| 27 | WALMART INC | WMT | 931142103 | $11.3M | 0.46% | 109,923 | SH |
| 28 | ISHARES TR | IVE | 464287408 | $11.1M | 0.45% | 53,963 | SH |
| 29 | ASML HOLDING N V | ASML | N07059210 | $10.6M | 0.43% | 10,916 | SH |
| 30 | ABBVIE INC | ABBV | 00287Y109 | $10.4M | 0.42% | 44,703 | SH |
| 31 | TE CONNECTIVITY PLC | TEL | G87052109 | $10.3M | 0.42% | 46,863 | SH |
| 32 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $10.1M | 0.41% | 185,831 | SH |
| 33 | ISHARES TR | IGF | 464288372 | $9.9M | 0.40% | 161,172 | SH |
| 34 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $9.6M | 0.39% | 12,040 | SH |
| 35 | BANK AMERICA CORP | BAC | 060505104 | $9.2M | 0.38% | 179,247 | SH |
| 36 | ABBOTT LABS | ABT | 002824100 | $8.8M | 0.36% | 65,499 | SH |
| 37 | ISHARES TR | IWB | 464287622 | $8.7M | 0.36% | 23,838 | SH |
| 38 | META PLATFORMS INC | META | 30303M102 | $8.2M | 0.34% | 11,191 | SH |
| 39 | ARISTA NETWORKS INC | ANET | 040413205 | $8.0M | 0.33% | 54,859 | SH |
| 40 | CISCO SYS INC | CSCO | 17275R102 | $7.8M | 0.32% | 114,615 | SH |
| 41 | AMERICAN EXPRESS CO | AXP | 025816109 | $7.8M | 0.32% | 23,559 | SH |
| 42 | EXXON MOBIL CORP | XOM | 30231G102 | $7.6M | 0.31% | 67,769 | SH |
| 43 | VANGUARD BD INDEX FDS | BND | 921937835 | $7.5M | 0.31% | 100,604 | SH |
| 44 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $7.2M | 0.29% | 20,920 | SH |
| 45 | PROCTER AND GAMBLE CO | PG | 742718109 | $7.2M | 0.29% | 46,985 | SH |
| 46 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $7.2M | 0.29% | 44,237 | SH |
| 47 | S&P GLOBAL INC | SPGI | 78409V104 | $7.1M | 0.29% | 14,574 | SH |
| 48 | INTUIT | INTU | 461202103 | $6.8M | 0.28% | 9,915 | SH |
| 49 | MERCK & CO INC | MRK | 58933Y105 | $6.7M | 0.27% | 80,136 | SH |
| 50 | SALESFORCE INC | CRM | 79466L302 | $6.7M | 0.27% | 28,074 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-09-30 | 2025-11-14 | $2.45B | 1,183 | 0001172661-25-004804 |
| 2025-06-30 | 2025-08-14 | $2.25B | 1,174 | 0001172661-25-003360 |