Laird Norton Wetherby Trust Company, LLC — 13F Holdings & Portfolio
CIK 723204 · latest 13F-HR filed 2026-08-14
Laird Norton Wetherby Trust Company, LLC manages $5.21B in 13F-reported U.S. long-equity assets across 1,873 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (3.97%), NVDA (3.79%), VTI (3.42%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 75 new positions and exited 40; 512 existing positions rose in reported value and 281 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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
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)
- MICRON TECHNOLOGY INC$39.1M +267.1%
- VANGUARD INDEX FDS$37.5M +14.8%
- APPLE INC$34.3M +14.6%
- ADVANCED MICRO DEVICES INC$27.9M +186.6%
- NVIDIA CORPORATION$25.2M +13.4%
Top Trims
- INTUIT-$5.4M -46.2%
- NETFLIX INC.-$5.4M -27.1%
- EXXON MOBIL CORP-$4.4M -18.4%
- SPROTT ASSET MANAGEMENT LP-$4.2M -22.1%
- ABBOTT LABORATORIES-$4.1M -26.8%
New Positions
- DIMENSIONAL ETF TRUST$2.4M
- HONEYWELL INTL INC$2.0M
- HONEYWELL AEROSPACE INC$1.9M
- DIMENSIONAL ETF TRUST$1.9M
- ETSY INC$1.9M
Exited Positions
- HONEYWELL INTL INC$4.1M
- COTERRA ENERGY INC$1.5M
- THOMSON REUTERS CORP$1.4M
- NEXTDOOR HOLDINGS INC$861.2K
- DUPONT DE NEMOURS INC$707.0K
Laird Norton Wetherby Trust Company, LLC Holdings (2026-06-30)
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 | $206.6M | 3.97% | 714,039 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $197.4M | 3.79% | 986,616 | SH |
| 3 | VANGUARD INDEX FDS | VTI | 922908769 | $177.9M | 3.42% | 480,711 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $135.2M | 2.60% | 362,615 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $134.1M | 2.58% | 359,472 | SH |
| 6 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $132.7M | 2.55% | 1,861,777 | SH |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $113.8M | 2.19% | 152 | SH |
| 8 | VANGUARD INDEX FDS | VTI | 922908769 | $112.8M | 2.17% | 304,778 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $105.7M | 2.03% | 1,770,984 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $103.7M | 1.99% | 290,220 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $79.2M | 1.52% | 332,152 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $76.9M | 1.48% | 918,638 | SH |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $68.3M | 1.31% | 142,807 | SH |
| 14 | VANGUARD INDEX FDS | VV | 922908637 | $67.7M | 1.30% | 196,965 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $63.3M | 1.22% | 218,751 | SH |
| 16 | BROADCOM INC | AVGO | 11135F101 | $60.6M | 1.16% | 160,296 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $60.5M | 1.16% | 80,770 | SH |
| 18 | ALPHABET INC | GOOG | 02079K107 | $51.0M | 0.98% | 144,399 | SH |
| 19 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $50.8M | 0.98% | 323,654 | SH |
| 20 | ISHARES TR | IWB | 464287622 | $47.3M | 0.91% | 115,516 | SH |
| 21 | MICRON TECHNOLOGY INC | MU | 595112103 | $47.3M | 0.91% | 40,978 | SH |
| 22 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $47.3M | 0.91% | 564,638 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $46.7M | 0.90% | 142,592 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $40.5M | 0.78% | 33,744 | SH |
| 25 | ISHARES TR | IGF | 464288372 | $40.3M | 0.77% | 605,635 | SH |
| 26 | META PLATFORMS INC | META | 30303M102 | $40.0M | 0.77% | 71,039 | SH |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $38.0M | 0.73% | 65,458 | SH |
| 28 | ISHARES TR | IVW | 464287309 | $37.9M | 0.73% | 275,850 | SH |
| 29 | VANGUARD INDEX FDS | VOO | 922908363 | $37.3M | 0.72% | 54,265 | SH |
| 30 | TESLA INC | TSLA | 88160R101 | $34.5M | 0.66% | 82,099 | SH |
| 31 | ISHARES TR | EFA | 464287465 | $30.7M | 0.59% | 295,435 | SH |
| 32 | APPLIED MATLS INC | AMAT | 038222105 | $30.7M | 0.59% | 42,406 | SH |
| 33 | VANGUARD INDEX FDS | VB | 922908751 | $28.3M | 0.54% | 93,349 | SH |
| 34 | AMAZON COM INC | AMZN | 023135106 | $27.9M | 0.54% | 117,029 | SH |
| 35 | ASML HLDG NV | ASML | N07059210 | $27.3M | 0.52% | 13,704 | SH |
| 36 | VISA INC | V | 92826C839 | $27.2M | 0.52% | 79,184 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $26.8M | 0.52% | 53,607 | SH |
| 38 | ISHARES TR | IWV | 464287689 | $23.3M | 0.45% | 54,629 | SH |
| 39 | VANGUARD STAR FDS | VXUS | 921909768 | $22.8M | 0.44% | 267,181 | SH |
| 40 | LAM RESEARCH CORP | LRCX | 512807306 | $22.6M | 0.43% | 52,161 | SH |
| 41 | JOHNSON & JOHNSON | JNJ | 478160104 | $21.4M | 0.41% | 84,268 | SH |
| 42 | HOME DEPOT INC | HD | 437076102 | $21.3M | 0.41% | 60,424 | SH |
| 43 | CATERPILLAR INC | CAT | 149123101 | $20.7M | 0.40% | 19,420 | SH |
| 44 | ISHARES TR | MUB | 464288414 | $18.6M | 0.36% | 173,015 | SH |
| 45 | MASTERCARD INCORPORATED | MA | 57636Q104 | $18.2M | 0.35% | 35,507 | SH |
| 46 | CISCO SYS INC | CSCO | 17275R102 | $18.1M | 0.35% | 154,338 | SH |
| 47 | INTEL CORP | INTC | 458140100 | $17.7M | 0.34% | 126,609 | SH |
| 48 | EXXON MOBIL CORP | XOM | 30231G102 | $17.0M | 0.33% | 124,408 | SH |
| 49 | COMMERCIAL METALS CO | CMC | 201723103 | $17.0M | 0.33% | 270,353 | SH |
| 50 | ABBVIE INC | ABBV | 00287Y109 | $16.7M | 0.32% | 66,319 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $5.21B | 1,873 | 0001172661-26-003519 |
| 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 |
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