Laird Norton Wetherby Trust Company, LLC

Bank

CIK

723204

Location

Seattle, WA

Portfolio Value

Mid $4,197,208,793

Diversification

Diversified

Reports for

Laird Norton Wetherby Wealth Management, LLC

Filing Date

Global Rank

#838 / 8,700 ▲ 19

Top Industry

Semiconductors 14.4%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

23 quarters · since Dec 2020

Portfolio Concentration

907 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.4%

−1.7 pts

Top 5

25.9%

−5.5 pts

Top 10

38.0%

−8.8 pts

HHI

194

Diversified−74

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.1%	$1,513,353,393	140
Financial Services	15.5%	$649,209,426	148
Unclassified	9.8%	$412,537,286	22
Industrials	7.5%	$313,424,161	141
Consumer Cyclical	7.5%	$313,278,877	95
Communication Services	7.2%	$302,866,244	48
Healthcare	7.1%	$297,036,046	96
Consumer Defensive	3.1%	$129,744,858	47
Energy	2.7%	$112,015,039	55
Basic Materials	2.0%	$84,137,470	54
Utilities	1.3%	$56,184,422	49
Real Estate	0.3%	$13,421,571	12

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LPL	LG Display Co., Ltd.	+347,745	726,455	$2,825,908
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+124,903	157,034	$907,656
KEP	Korea Electric Power Corp	+54,459	152,534	$1,845,661
KLAC	Kla Corp	+49,361	54,730	$16,512,587
BKNG	Booking Holdings Inc.	+43,437	45,316	$8,077,123
VEA	Vanguard FTSE Developed Markets ETF	+29,586	1,920,532	$136,837,904
DVN	Devon Energy Corp/De	+29,198	73,378	$3,031,978
SAN	Banco Santander, S.A.	+26,349	531,769	$7,338,411
WF	Woori Financial Group Inc.	+24,262	124,166	$7,127,128
PHG	Koninklijke Philips NV	+23,026	83,546	$2,271,615
VIV	Telefonica Brasil S.A.	+21,356	112,459	$1,479,960
CX	Cemex Sab De CV	+21,212	107,490	$1,289,880
NVO	Novo Nordisk A S	+19,390	106,341	$5,097,987
NMR	Nomura Holdings Inc	+18,542	191,619	$1,682,414
SKM	Sk Telecom Co Ltd	+18,335	121,446	$3,905,703
ICL	ICL Group Ltd.	+17,493	92,536	$460,828
PKX	Posco Holdings Inc.	+17,093	65,425	$3,361,536
UMC	United Microelectronics Corp	+15,351	476,903	$12,976,529
GIS	General Mills Inc	+14,350	44,421	$1,545,850
INTC	Intel Corp	+13,678	135,391	$18,904,644
ANIX	Anixa Biosciences Inc	+12,400	578,727	$1,620,435
KB	KB Financial Group Inc.	+11,848	92,433	$9,701,767
UGP	Ultrapar Holdings Inc	+11,450	98,562	$494,781
IBN	Icici Bank Ltd	+10,595	220,920	$6,413,306
LYG	Lloyds Banking Group plc	+9,929	357,019	$2,081,419
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	−2,261,628	1,483,276	$124,224,364
VB	Vanguard Morningstar Small-Cap ETF	−1,066,781	95,164	$28,846,110
WIT	Wipro Ltd	−420,588	983,384	$2,212,613
INFY	Infosys Ltd	−57,633	226,390	$2,374,830
BBD	Bank Bradesco	−46,297	62,146	$215,646
PHYS	Sprott Physical Gold Trust	−45,782	496,231	$14,971,288
NIO	NIO Inc.	−35,349	95,467	$483,062
NOK	Nokia Corp	−32,652	255,973	$3,399,320
ABEV	Ambev S.A.	−29,496	69,818	$219,228
ABT	Abbott Laboratories	−25,599	123,809	$11,234,428
RDY	Dr Reddys Laboratories Ltd	−23,395	249,091	$3,609,328
CMCSA	Comcast Corp	−21,318	63,220	$1,552,050
DBC	Invesco DB Commodity Index Tracking Fund	−20,471	108,651	$2,896,635
HLN	Haleon plc	−20,288	126,415	$1,179,451
TKC	Turkcell Iletisim Hizmetleri A S	−20,199	142,716	$839,169
CNH	CNH Industrial N.V.	−18,297	22,891	$257,065
VIG	Vanguard Dividend Appreciation ETF	−14,316	21,224	$5,022,022
CUZ	Cousins Properties Inc	−13,968	14,549	$436,178
LI	Li Auto Inc.	−12,859	18,999	$223,047
SONY	Sony Group Corp	−12,715	281,481	$5,646,508
NVDA	Nvidia Corp	−12,289	1,064,152	$212,926,173
MFG	Mizuho Financial Group Inc	−11,248	288,649	$2,765,256
XPEV	Xpeng Inc.	−10,853	68,079	$901,365
T	At&T Inc.	−10,357	195,941	$4,055,977
DD	DuPont de Nemours, Inc.	−10,345	5,092	$690,678
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	8,786	$1,942,408
ETSY	Etsy Inc	25,596	$1,928,145
VBIL	Vanguard 0-3 Month Treasury Bill ETF	19,560	$1,480,300
GBTC	Grayscale Bitcoin Trust ETF	21,960	$999,619
FDXF	FedEx Freight Holding Company, Inc.	4,525	$683,275
TSEM	Tower Semiconductor Ltd	2,498	$651,078
CRDO	Credo Technology Group Holding Ltd	1,595	$433,760
LB	LandBridge Co LLC	5,285	$418,783
IRDM	Iridium Communications Inc.	6,908	$378,903
STRL	Sterling Infrastructure, Inc.	442	$370,997
RDDT	Reddit, Inc.	2,075	$360,177
LTM	Latam Airlines Group S.A.	5,370	$312,909
LEGN	Legend Biotech Corp	10,716	$309,478
AVT	Avnet Inc	3,447	$306,162
TEAM	Atlassian Corp	3,889	$302,525
CRWV	CoreWeave, Inc.	2,972	$295,831
GNRC	Generac Holdings Inc.	975	$285,489
SMCI	Super Micro Computer, Inc.	9,518	$279,162
TKR	Timken Co	1,915	$278,287
KNX	Knight-Swift Transportation Holdings Inc.	3,465	$269,818
RBRK	Rubrik, Inc.	3,349	$268,857
LSCC	Lattice Semiconductor Corp	1,687	$258,043
AMKR	Amkor Technology, Inc.	2,983	$257,224
PFGC	Performance Food Group Co	2,291	$256,110
MICC	Magnum Ice Cream Co N.V.	14,472	$251,956
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	2,441,739	$294,477,316
BIV	Vanguard Intermediate-Term Bond ETF	296,358	$21,799,599
DCOR	Dimensional US Core Equity 1 ETF	167,034	$8,389,576
FNDA	Schwab Fundamental U.S. Small Company ETF	253,133	$6,965,573
—		29,333	$3,874,889
BKF	iShares MSCI BIC ETF	65,362	$3,819,964
VCRM	Vanguard Core Tax-Exempt Bond ETF	67,057	$3,345,473
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	30,076	$3,069,563
ANEW	ProShares MSCI Transformational Changes ETF	125,100	$2,094,166
VIGI	Vanguard International Dividend Appreciation ETF	13,184	$1,952,549
EDV	Vanguard World Funds Extended Duration ETF	8,165	$1,324,146
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	16,311	$1,284,330
CWI	State Street SPDR MSCI ACWI ex-US ETF	20,252	$924,503
NXDR	Nextdoor Holdings, Inc.	615,126	$861,176
BILZ	PIMCO Ultra Short Government Active ETF	7,989	$803,453
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	8,558	$764,486
BNDC	FlexShares Core Select Bond Fund	12,901	$711,618
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	4,797	$700,074
AFK	VanEck Africa Index ETF	22,486	$564,900
ACES	ALPS Clean Energy ETF	10,321	$543,297
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	13,407	$532,660
AIEQ	Amplify AI Powered Equity ETF	6,915	$519,247
FMC	Fmc Corp	25,494	$439,006
STN	Stantec Inc	5,074	$438,393
TRMB	Trimble Inc.	5,783	$377,224
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

907 tracked positions · $4,197,208,793 total · filing declares 1,873 positions · $5,205,567,183 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 907 positions by value · page 1 of 19

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	932,790	+4,493	$269,912,114	+14.6%	6.43%
MSFT	Microsoft Corp Technology	Reduced	722,087	-6,509	$269,352,892	−0.1%	6.42%
NVDA	Nvidia Corp Technology	Reduced	1,064,152	-12,289	$212,926,173	+13.4%	5.07%
GOOGL	Alphabet Inc. Communication Services	Reduced	504,333	-3,785	$179,476,353	+22.9%	4.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	81,069	-6,030	$154,315,256	+2.3%	3.68%
VEA	Vanguard FTSE Developed Markets ETF	Added	1,920,532	+29,586	$136,837,904	+12.9%	3.26%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	1,483,276	-2,261,628	$124,224,364	−53.1%	2.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	449,181	-7,032	$107,057,798	+12.7%	2.55%
AVGO	Broadcom Inc. Technology	Added	186,421	+932	$70,420,532	+22.7%	1.68%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	146,102	-631	$69,773,931	+40.7%	1.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	81,364	-251	$60,760,193	+14.5%	1.45%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	167,828	-1,405	$54,935,138	+10.4%	1.31%
MU	Micron Technology Inc Technology	Added	46,558	+3,251	$53,741,433	+267.3%	1.28%
LLY	ELI LILLY & Co Healthcare	Reduced	38,934	-283	$46,698,611	+29.5%	1.11%
META	Meta Platforms, Inc. Communication Services	Reduced	80,141	-1,024	$45,142,623	−2.8%	1.08%
AMD	Advanced Micro Devices Inc Technology	Added	73,749	+274	$42,841,530	+186.6%	1.02%
AMAT	Applied Materials Inc /De Technology	Added	58,978	+24	$42,641,094	+111.6%	1.02%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	100,569	-2,945	$42,299,321	+9.9%	1.01%
V	Visa Inc. Financial Services	Reduced	91,532	-1,812	$31,403,713	+11.3%	0.75%
ASML	Asml Holding NV Technology	Added	15,139	+52	$30,118,130	+51.1%	0.72%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	95,164	-1,066,781	$28,846,110	−92.2%	0.69%
GS	Goldman Sachs Group Inc Financial Services	Added	27,679	+606	$27,993,709	+22.2%	0.67%
LRCX	Lam Research Corp Technology	Added	64,446	+195	$27,926,385	+103.4%	0.67%
VXUS	Vanguard Total International Stock ETF	Reduced	300,174	-5,510	$25,661,874	+8.9%	0.61%
JNJ	Johnson & Johnson Healthcare	Reduced	100,512	-3,596	$25,527,031	+0.3%	0.61%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	68,450	-1,979	$24,140,945	+4.2%	0.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	24,306	-552	$22,737,533	−8.2%	0.54%
CAT	Caterpillar Inc Industrials	Added	21,249	+429	$22,628,060	+53.4%	0.54%
CSCO	Cisco Systems, Inc. Technology	Added	191,053	+3,130	$22,441,084	+53.9%	0.53%
APH	Amphenol Corp /De/ Technology	Reduced	54,992	-491	$19,392,378	+38.3%	0.46%
XOM	ExxonMobil Holdings Corp Energy	Added	141,456	+1,718	$19,339,863	−18.4%	0.46%
INTC	Intel Corp Technology	Added	135,391	+13,678	$18,904,644	+252.0%	0.45%
MA	Mastercard Inc Financial Services	Reduced	36,650	-1,777	$18,823,439	−2.0%	0.45%
WMT	Walmart Inc. Consumer Defensive	Added	162,214	+1,846	$18,372,356	−7.8%	0.44%
ABBV	AbbVie Inc. Healthcare	Reduced	71,949	-1,208	$18,105,246	+13.8%	0.43%
IBM	International Business Machines Corp Technology	Added	62,891	+393	$17,685,577	+16.7%	0.42%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	305,799	-4,884	$17,424,426	+15.0%	0.42%
GE	General Electric Co Industrials	Added	46,478	+365	$17,370,222	+32.7%	0.41%
CMC	COMMERCIAL METALS Co Industrials	Reduced	273,167	-53	$17,141,228	+2.1%	0.41%
KLAC	Kla Corp Technology	Added	54,730	+49,361	$16,512,587	+108.9%	0.39%
GEV	GE Vernova Inc. Industrials	Added	13,288	+185	$15,611,539	+36.5%	0.37%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	496,231	-45,782	$14,971,288	−22.1%	0.36%
NFLX	Netflix Inc Communication Services	Reduced	202,278	-3,839	$14,442,648	−27.1%	0.34%
ORCL	Oracle Corp Technology	Added	98,020	+2,583	$14,364,830	+2.3%	0.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	95,354	-5,764	$13,982,710	−4.3%	0.33%
UNH	Unitedhealth Group Inc Healthcare	Added	33,445	+1,804	$13,900,745	+62.4%	0.33%
ASX	ASE Technology Holding Co., Ltd. Technology	Added	301,761	+6,219	$13,615,455	+112.5%	0.32%
MRK	Merck & Co., Inc. Healthcare	Reduced	102,602	-448	$13,184,357	+6.4%	0.31%
PANW	Palo Alto Networks Inc Technology	Reduced	38,195	-1,202	$13,025,258	+106.2%	0.31%
UMC	United Microelectronics Corp Technology	Added	476,903	+15,351	$12,976,529	+213.1%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.