Laird Norton Wetherby Wealth Management, LLC

CIK: 0001279627SEC EDGAR →

Portfolio Value

$2.4B

Holdings

930

As of

Q3 2025

New Positions

42

Closed Positions

41

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

APPLE INC

637,536$162.3M
6.63%
2

NVIDIA CORPORATION

702,070$131.0M
5.35%
3

MICROSOFT CORP

247,697$128.3M
5.24%
4

VANGUARD INDEX FDS

316,036$103.7M
4.23%
5

AMAZON COM INC

324,617$71.3M
2.91%
6

ALPHABET INC

230,156$56.0M
2.28%
7

META PLATFORMS INC

65,031$47.8M
1.95%
8

VANGUARD TAX-MANAGED FDS

728,234$43.6M
1.78%
9
SPYCall

SPDR S&P 500 ETF TR

65,026$43.3M
1.77%
10

BROADCOM INC

95,236$31.4M
1.28%

Quarterly Changes

Top Buys

NVDA↑ Increased
$21.3M
GOOGL↑ Increased
$15.4M
MSFT↑ Increased
$11.6M
TSLA↑ Increased
$7.6M
GOOG↑ Increased
$7.1M

Top Sells

AAPL↓ Decreased
$28.3M
VTI↓ Decreased
$7.5M
JNJ↓ Decreased
$2.6M
CMC↓ Decreased
$2.3M
ANET↓ Decreased
$2.3M

New Positions (43)

$5.1M · 22K shares
$554K · 7K shares
$468K · 24K shares
$391K · 5K shares
$374K · 3K shares
$339K · 1K shares
$322K · 17K shares
$315K · 6K shares
$312K · 1K shares
$294K · 7K shares
$276K · 1K shares
$269K · 867 shares
$266K · 1K shares
$265K · 1K shares
$264K · 3K shares
$249K · 4K shares
$242K · 6K shares
$241K · 2K shares
$232K · 1K shares
$231K · 280 shares
$231K · 1K shares
$229K · 7K shares
$223K · 14K shares
$221K · 1K shares
$221K · 2K shares
$220K · 4K shares
$216K · 5K shares
$215K · 11K shares
$214K · 8K shares
$211K · 3K shares
$210K · 678 shares
$207K · 5K shares
$206K · 1K shares
$206K · 1K shares
$204K · 7K shares
$204K · 1K shares
$203K · 4K shares
$132K · 12K shares
$123K · 11K shares
$101K · 10K shares
$96K · 18K shares
$70K · 11K shares
$60K · 10K shares

Closed Positions (42)

$1.3M · 25K shares
$752K · 28K shares
$582K · 4K shares
$445K · 1K shares
$382K · 47K shares
$371K · 9K shares
$303K · 3K shares
$301K · 19K shares
$299K · 5K shares
$298K · 5K shares
$290K · 13K shares
$251K · 3K shares
$250K · 22K shares
$249K · 2K shares
$245K · 1K shares
$237K · 795 shares
$223K · 4K shares
$222K · 5K shares
$215K · 907 shares
$213K · 5K shares
$208K · 2K shares
$206K · 3K shares
$205K · 21K shares
$203K · 16K shares
$203K · 829 shares
$203K · 3K shares
$203K · 6K shares
$202K · 25K shares
$202K · 4K shares
$201K · 8K shares
$196K · 13K shares
$195K · 11K shares
$195K · 21K shares
$194K · 17K shares
$191K · 13K shares
$191K · 30K shares
$170K · 18K shares
$142K · 10K shares
$135K · 12K shares
$71K · 34K shares
$42K · 14K shares
$19K · 14K shares

Sector Breakdown

Sector# HoldingsValue%
Technology147$730.5M29.8%
Financial Services246$696.6M28.4%
Consumer Cyclical68$205.6M8.4%
Communication Services32$192.7M7.9%
Healthcare71$163.6M6.7%
Industrials97$134.5M5.5%
Unknown65$92.2M3.8%
Consumer Defensive37$69.1M2.8%
Basic Materials47$58.4M2.4%
Energy52$57.7M2.4%
Real Estate33$27.7M1.1%
Utilities35$25.7M1.0%