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
| Rank | Stock | Shares | Value | % 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
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 | # Holdings | Value | % |
|---|---|---|---|
| Technology | 147 | $730.5M | 29.8% |
| Financial Services | 246 | $696.6M | 28.4% |
| Consumer Cyclical | 68 | $205.6M | 8.4% |
| Communication Services | 32 | $192.7M | 7.9% |
| Healthcare | 71 | $163.6M | 6.7% |
| Industrials | 97 | $134.5M | 5.5% |
| Unknown | 65 | $92.2M | 3.8% |
| Consumer Defensive | 37 | $69.1M | 2.8% |
| Basic Materials | 47 | $58.4M | 2.4% |
| Energy | 52 | $57.7M | 2.4% |
| Real Estate | 33 | $27.7M | 1.1% |
| Utilities | 35 | $25.7M | 1.0% |