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Laird Norton Wetherby Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1279627 · latest 13F-HR filed 2025-11-14

Backtest portfolio

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 and exited 42; 476 existing positions rose in reported value and 192 fell.

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.

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AUM
$2.45B

Long-equity book

Holdings
1,183

Distinct positions

Period
2025-09-30

Filed 2025-11-14

Q/Q Activity
+43 / −42 / ↑476 / ↓192

vs 2025-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 25
AAPL6.6% · -2%NVDA5.3% · +1%MSFT5.2% · +6%VTI4.2% · -0%AMZN2.9% · +0%GOOGL2.3% · 0%META1.9% · +1%VEA1.8% · +0%SPY1.7% · +5%AVGO1.3% · +5%JPM1.2% · +1%TSM1.2% · +0%VT1.1% · -0%NFLX1.1% · +1%TSLA1.0% · +3%GOOG0.9% · +6%LLY0.8% · +2%V0.8% · +3%ORCL0.7% · +4%CMC0.7% · -0%JNJ0.6% · -2%MA0.6% · -0%IVW0.6% · 0%HD0.5% · -1%VOO0.5% · +4%COST0.5% · +0%WMT0.5% · +1%IVE0.5% · +4%ASML0.4% · -0%ABBV0.4% · +0%TEL0.4% · -1%VWO0.4% · +1%IGF0.4% · +15%GS0.4% · +1%BAC0.4% · +1%IWB0.4% · +12%ABT0.4% · +7%ANET0.3% · -2%AXP0.3% · +2%CSCO0.3% · +2%XOM0.3% · +3%BND0.3% · +1%UNH0.3% · +4%IWV0.3% · -6%PG0.3% · -5%AMD0.3% · -0%CRM0.3% · +4%SPGI0.3% · -0%MRK0.3% · -2%INTU0.3% · +1%SAP0.3% · -1%SONY0.3% · -1%PEN0.3% · -1%NVS0.3% · -1%ACN0.3% · -9%MS0.3% · +3%NOW0.2% · +1%AMAT0.2% · -2%MCD0.2% · -3%DIS0.2% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 25 → Q3 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$12.18B
Discretionary
$11.68B
Employees
169
Accounts
6,041
Address
801 SECOND AVENUE, SUITE 1600
SEATTLE, WA 98104
Phone
(206) 464-5100
Website
Name Title / Status Ownership Type
Albahary, Ronald, Gerard ControlCHIEF INVESTMENT OFFICERLess than 5%Individual
BADAL, JACLYNE, LI'E ControlCHIEF OPERATING OFFICER & GENERAL COUNSELLess than 5%Individual
BAUER, KRISTEN, POWERS ControlCEOLess than 5%Individual
HALLORAN, LAUREN, EILEEN ControlCHIEF COMPLIANCE OFFICERLess than 5%Individual
JANOWSKY, STEPHEN, TODD ControlVICE CHAIRLess than 5%Individual
KEMNER, KAYLA, MARIE ControlCHIEF FINANCIAL OFFICERLess than 5%Individual
LAIRD NORTON COMPANY LLC ControlMEMEBER75% or moreDomestic Entity
LAIRD NORTON ENTERPRISES INC ControlMEMBER75% or moreDomestic Entity
LAIRD NORTON WETHERBY TRUST COMPANY, LLC ControlMEMBER75% or moreDomestic Entity

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 476 →

Top Trims

Show all 192 →

New Positions

Show all 43 →

Exited Positions

Show all 42 →

Laird Norton Wetherby Wealth Management, LLC Holdings (2025-09-30)

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
Filing History
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