Laird Norton Wetherby Trust Company, LLC — 13F Holdings & Portfolio
CIK 723204 · latest 13F-HR filed 2026-05-15
Laird Norton Wetherby Trust Company, LLC manages $4.58B in 13F-reported U.S. long-equity assets across 1,789 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (3.95%), NVDA (3.82%), VTI (3.29%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 40 new positions, exited 78, added to 353, and trimmed 388.
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.
$4.58B
Long-equity book
1,789
Distinct positions
2026-03-31
Filed 2026-05-15
+40 / −78 / ↑353 / ↓388
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$40.2M +219.5%
- VANGUARD TAX-MANAGED FDS$27.4M +29.2%
- ISHARES TR$18.1M +87.5%
- VANGUARD BD INDEX FDS$8.5M +65.3%
- VANGUARD INTL EQUITY INDEX F$8.3M +8.0%
Top Trims
- MICROSOFT CORP-$97.9M -26.6%
- APPLE INC-$35.9M -13.2%
- NVIDIA CORPORATION-$24.9M -11.7%
- PENUMBRA INC-$21.1M -83.2%
- AMAZON COM INC-$18.5M -16.3%
New Positions
- ASTRAZENECA PLC$10.0M
- ISHARES TR$2.3M
- SUNBELT RENTALS HOLDINGS INC$1.2M
- VANGUARD WORLD FD$1.0M
- NEBIUS GROUP N.V.$502.3K
Exited Positions
- ASTRAZENECA PLC$9.4M
- INHIBRX BIOSCIENCES INC$3.2M
- AMERICAN CENTY ETF TR$2.9M
- AMERICAN CENTY ETF TR$2.7M
- SONOCO PRODS CO$2.1M
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 | $180.9M | 3.95% | 712,746 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $175.0M | 3.82% | 1,003,648 | SH |
| 3 | VANGUARD INDEX FDS | VTI | 922908769 | $150.7M | 3.29% | 469,675 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $136.2M | 2.97% | 367,891 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $133.5M | 2.91% | 360,705 | SH |
| 6 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $117.4M | 2.56% | 1,831,731 | SH |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $109.2M | 2.38% | 152 | SH |
| 8 | VANGUARD INDEX FDS | VTI | 922908769 | $102.5M | 2.24% | 319,367 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $94.9M | 2.07% | 1,756,412 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $83.9M | 1.83% | 291,645 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $72.8M | 1.59% | 968,712 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $70.1M | 1.53% | 336,504 | SH |
| 13 | VANGUARD INDEX FDS | VV | 922908637 | $58.5M | 1.28% | 195,648 | SH |
| 14 | APPLE INC | AAPL | 037833100 | $54.7M | 1.19% | 215,551 | SH |
| 15 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $52.6M | 1.15% | 80,703 | SH |
| 16 | BROADCOM INC | AVGO | 11135F101 | $50.3M | 1.10% | 162,605 | SH |
| 17 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $48.6M | 1.06% | 143,478 | SH |
| 18 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $43.7M | 0.95% | 316,110 | SH |
| 19 | JPMORGAN CHASE & CO | JPM | 46625H100 | $43.0M | 0.94% | 146,189 | SH |
| 20 | ALPHABET INC | GOOG | 02079K107 | $42.7M | 0.93% | 148,980 | SH |
| 21 | ISHARES TR | IWB | 464287622 | $41.5M | 0.90% | 116,326 | SH |
| 22 | META PLATFORMS INC | META | 30303M102 | $41.1M | 0.90% | 71,905 | SH |
| 23 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $39.4M | 0.86% | 524,429 | SH |
| 24 | ISHARES TR | IGF | 464288372 | $36.7M | 0.80% | 547,248 | SH |
| 25 | TESLA INC | TSLA | 88160R101 | $32.0M | 0.70% | 85,960 | SH |
| 26 | ELI LILLY & CO | LLY | 532457108 | $31.6M | 0.69% | 34,409 | SH |
| 27 | ISHARES TR | IVW | 464287309 | $31.2M | 0.68% | 275,902 | SH |
| 28 | VANGUARD INDEX FDS | VOO | 922908363 | $30.1M | 0.66% | 50,397 | SH |
| 29 | ISHARES TR | EFA | 464287465 | $28.1M | 0.61% | 289,344 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $26.6M | 0.58% | 55,433 | SH |
| 31 | VANGUARD INDEX FDS | VB | 922908751 | $25.2M | 0.55% | 96,367 | SH |
| 32 | AMAZON COM INC | AMZN | 023135106 | $24.9M | 0.54% | 119,709 | SH |
| 33 | VISA INC | V | 92826C839 | $24.7M | 0.54% | 81,607 | SH |
| 34 | JOHNSON & JOHNSON | JNJ | 478160104 | $21.5M | 0.47% | 87,821 | SH |
| 35 | ISHARES TR | IWV | 464287689 | $21.3M | 0.47% | 57,579 | SH |
| 36 | EXXON MOBIL CORP | XOM | 30231G102 | $21.1M | 0.46% | 124,334 | SH |
| 37 | VANGUARD STAR FDS | VXUS | 921909768 | $20.9M | 0.46% | 271,252 | SH |
| 38 | HOME DEPOT INC | HD | 437076102 | $20.8M | 0.45% | 63,101 | SH |
| 39 | SPROTT ASSET MANAGEMENT LP | PHYS | 85207H104 | $19.0M | 0.42% | 536,665 | SH |
| 40 | MASTERCARD INCORPORATED | MA | 57636Q104 | $18.9M | 0.41% | 37,782 | SH |
| 41 | ASML HLDG NV | ASML | N07059210 | $18.1M | 0.40% | 13,709 | SH |
| 42 | ISHARES TR | MUB | 464288414 | $17.9M | 0.39% | 168,392 | SH |
| 43 | WALMART INC | WMT | 931142103 | $17.5M | 0.38% | 140,793 | SH |
| 44 | NETFLIX INC. | NFLX | 64110L106 | $17.3M | 0.38% | 180,437 | SH |
| 45 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $17.3M | 0.38% | 17,338 | SH |
| 46 | COMMERCIAL METALS CO | CMC | 201723103 | $16.6M | 0.36% | 270,352 | SH |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $15.1M | 0.33% | 31,514 | SH |
| 48 | ABBVIE INC | ABBV | 00287Y109 | $14.7M | 0.32% | 67,791 | SH |
| 49 | APPLIED MATLS INC | AMAT | 038222105 | $14.6M | 0.32% | 42,786 | SH |
| 50 | ABBOTT LABORATORIES | ABT | 002824100 | $14.2M | 0.31% | 138,295 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $4.58B | 1,789 | 0001172661-26-002092 |
| 2025-12-31 | 2026-02-17 | $4.81B | 1,881 | 0001172661-26-001052 |
| 2025-09-30 | 2025-11-14 | $582.0M | 65 | 0001172661-25-004803 |