Laird Norton Wetherby Wealth Management, LLC
CIK: 0001279627SEC EDGAR →
Portfolio Value
$2.4T
Holdings
930
As of
Q3 2025
New Positions
42
Closed Positions
41
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 637,536 | $162.3B | 6.63% |
| 2 | NVIDIA CORPORATION | 702,070 | $131.0B | 5.35% |
| 3 | MICROSOFT CORP | 247,697 | $128.3B | 5.24% |
| 4 | VANGUARD INDEX FDS | 316,036 | $103.7B | 4.23% |
| 5 | AMAZON COM INC | 324,617 | $71.3B | 2.91% |
| 6 | ALPHABET INC | 230,156 | $56.0B | 2.28% |
| 7 | META PLATFORMS INC | 65,031 | $47.8B | 1.95% |
| 8 | VANGUARD TAX-MANAGED FDS | 728,234 | $43.6B | 1.78% |
| 9 | SPYCall SPDR S&P 500 ETF TR | 65,026 | $43.3B | 1.77% |
| 10 | BROADCOM INC | 95,236 | $31.4B | 1.28% |
Quarterly Changes
Top Buys
New Positions (43)
$554.2M · 7K shares
$468.3M · 24K shares
$390.9M · 5K shares
$373.8M · 3K shares
$338.5M · 1K shares
$321.8M · 17K shares
$315.2M · 6K shares
$311.6M · 1K shares
$294.1M · 7K shares
$276.0M · 1K shares
$269.1M · 867 shares
$265.9M · 1K shares
$265.3M · 1K shares
$264.4M · 3K shares
$248.5M · 4K shares
$241.5M · 6K shares
$241.4M · 2K shares
$232.2M · 1K shares
$231.1M · 280 shares
$231.0M · 1K shares
$229.3M · 7K shares
$223.1M · 14K shares
$221.0M · 1K shares
$220.7M · 2K shares
$219.8M · 4K shares
$215.5M · 5K shares
$215.0M · 11K shares
$214.0M · 8K shares
$211.0M · 3K shares
$210.2M · 678 shares
$206.7M · 5K shares
$205.6M · 1K shares
$205.6M · 1K shares
$204.4M · 7K shares
$204.1M · 1K shares
$203.1M · 4K shares
$131.8M · 12K shares
$122.7M · 11K shares
$101.3M · 10K shares
$96.1M · 18K shares
$70.1M · 11K shares
$60.4M · 10K shares
$5.1M · 22K shares
Closed Positions (42)
$1.3B · 25K shares
$752.0M · 28K shares
$582.1M · 4K shares
$445.3M · 1K shares
$381.6M · 47K shares
$370.9M · 9K shares
$303.1M · 3K shares
$301.2M · 19K shares
$298.5M · 5K shares
$298.1M · 5K shares
$290.3M · 13K shares
$251.0M · 3K shares
$249.5M · 22K shares
$248.7M · 2K shares
$245.1M · 1K shares
$236.8M · 795 shares
$222.9M · 4K shares
$221.9M · 5K shares
$215.5M · 907 shares
$213.2M · 5K shares
$207.6M · 2K shares
$205.9M · 3K shares
$205.4M · 21K shares
$203.3M · 16K shares
$203.1M · 829 shares
$203.0M · 3K shares
$202.6M · 6K shares
$202.4M · 25K shares
$202.3M · 4K shares
$201.2M · 8K shares
$195.7M · 13K shares
$194.9M · 11K shares
$194.8M · 21K shares
$194.5M · 17K shares
$191.4M · 13K shares
$191.0M · 30K shares
$169.7M · 18K shares
$142.3M · 10K shares
$134.6M · 12K shares
$71.2M · 34K shares
$41.9M · 14K shares
$19.0M · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 147 | $730.5B | 29.8% |
| Financial Services | 245 | $696.0B | 28.4% |
| Consumer Cyclical | 68 | $200.5B | 8.2% |
| Communication Services | 32 | $192.7B | 7.9% |
| Healthcare | 71 | $163.6B | 6.7% |
| Industrials | 97 | $134.5B | 5.5% |
| Unknown | 66 | $92.7B | 3.8% |
| Consumer Defensive | 37 | $69.1B | 2.8% |
| Basic Materials | 47 | $58.4B | 2.4% |
| Energy | 52 | $57.7B | 2.4% |
| Real Estate | 33 | $27.7B | 1.1% |
| Utilities | 35 | $25.7B | 1.0% |