Laird Norton Wetherby Trust Company, LLC

CIK

723204

Location

Seattle, WA

Portfolio Value

Mid $5,203,205,479

Diversification

Diversified

Reports for

Laird Norton Wetherby Wealth Management, LLC

Filing Date

Global Rank

#865 / 8,818 ▼ 5

Top Industry

Semiconductors 14.4%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 46.4%, 37.3 effective positions, active share 34.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

9.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 34.2%; sector active share 16.0% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,017 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.4%

+0.2 pts

Top 5

31.2%

−0.3 pts

Top 10

46.4%

−0.5 pts

HHI

268

Diversified−1

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.9%	$1,503,657,203	140
Unclassified	27.4%	$1,426,474,003	127
Financial Services	12.5%	$649,999,449	151
Consumer Cyclical	6.0%	$313,799,736	95
Industrials	6.0%	$313,424,161	142
Communication Services	5.8%	$302,866,244	49
Healthcare	5.7%	$297,036,046	96
Consumer Defensive	2.5%	$129,744,858	47
Energy	2.2%	$112,015,038	55
Basic Materials	1.6%	$84,137,470	54
Utilities	1.1%	$56,629,700	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
IWF	iShares Russell 1000 Growth ETF	+81,936	98,815	$12,269,857
IGF	iShares Global Infrastructure ETF	+69,986	647,638	$43,132,690
VUG	VANGUARD GROWTH INDEX FUND	+68,827	78,314	$6,745,967
IJH	iShares Core S&P Mid-Cap ETF	+65,913	174,910	$13,487,310
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
SCHF	Schwab International Equity ETF	+35,479	71,666	$1,985,147
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+33,402	399,362	$62,679,865
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+32,324	99,381	$5,026,690
VEA	Vanguard FTSE Developed Markets ETF	+29,586	1,920,532	$136,837,904
DVN	Devon Energy Corp	+29,198	73,378	$3,031,978
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+29,040	320,418	$23,521,884
SAN	Banco Santander, S.A.	+26,349	531,769	$7,338,411
WF	Woori Financial Group Inc.	+24,262	124,166	$7,127,128
VO	VANGUARD MID-CAP INDEX FUND	+23,969	32,406	$2,610,951
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
ITUB	Itau Unibanco Holding S.A.	−10,020	69,279	$566,008
VEU	Vanguard International Equity Index Funds	−9,865	1,483,276	$124,224,364
HON	Honeywell International Inc	−9,190	8,786	$1,967,185
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DFSE	Dimensional Emerging Markets Sustainability Core 1 ETF	49,725	$2,430,558
HONA	Honeywell Aerospace Inc.	8,786	$1,942,408
DFSI	Dimensional International Sustainability Core 1 ETF	42,829	$1,931,587
ETSY	Etsy Inc	25,596	$1,928,145
VBIL	Vanguard Institutional Index Funds	19,560	$1,480,300
DFCA	Dimensional California Municipal Bond ETF	26,500	$1,329,770
GBTC	Grayscale Bitcoin Trust ETF	21,960	$999,619
DFSU	Dimensional US Sustainability Core 1 ETF	16,150	$753,074
FDXF	FedEx Freight Holding Company, Inc.	4,525	$683,275
TSEM	Tower Semiconductor Ltd	2,498	$651,078
DSI	iShares ESG MSCI KLD 400 ETF	3,668	$522,286
CRDO	Credo Technology Group Holding Ltd	1,595	$433,760
LB	LandBridge Corp	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
VOE	VANGUARD MID-CAP VALUE INDEX FUND	1,603	$316,752
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
—		43,640	$1,533,510
NXDR	Nextdoor Holdings, Inc.	615,126	$861,176
—		7,998	$604,569
FMC	Fmc Corp	25,494	$439,006
STN	Stantec Inc	5,074	$438,393
TRMB	Trimble Inc.	5,783	$377,224
PCOR	Procore Technologies, Inc.	6,368	$362,976
SUZ	Suzano S.A.	35,387	$354,223
CAG	Conagra Brands Inc.	21,250	$334,049
—		5,101	$332,375
IBIT	iShares Bitcoin Trust ETF	8,530	$327,722
ENPH	Enphase Energy, Inc.	8,601	$325,203
DLB	Dolby Laboratories, Inc.	5,229	$314,053
VNQI	VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND	6,523	$289,947
GME	GameStop Corp.	12,227	$281,709
WAFD	Wafd Inc	8,826	$277,136
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	3,457	$274,036
SBSW	Sibanye Stillwater Ltd	22,207	$273,590
UI	Ubiquiti Inc.	341	$269,488
DPZ	Dominos Pizza Inc	742	$266,221
ACM	Aecom	3,127	$265,231
FIVE	Five Below, Inc	1,071	$244,701
GRAB	Grab Holdings Ltd	66,829	$244,593
ZS	Zscaler, Inc.	1,727	$242,280
MTDR	Matador Resources Co	3,731	$235,724
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,017 tracked positions · $5,203,205,479 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 1,017 positions by value · page 1 of 21

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	785,489	-3,553	$290,662,349	+14.8%	23	before history	5.59%
AAPL	Apple Inc. Technology	Added	932,790	+4,493	$269,912,114	+14.6%	23	before history	5.19%
MSFT	Microsoft Corp Technology	Reduced	722,087	-6,509	$269,352,892	−0.1%	23	before history	5.18%
NVDA	Nvidia Corp Technology	Reduced	1,064,152	-12,289	$212,926,173	+13.4%	9	unpriced	4.09%
VEA	Vanguard FTSE Developed Markets ETF	Added	1,920,532	+29,586	$136,837,904	+12.9%	23	before history	2.63%
VEU	Vanguard International Equity Index Funds	Reduced	1,483,276	-9,865	$124,224,364	+10.8%	23	before history	2.39%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	152	0	$113,825,200	+4.3%	3	$746,423.60	2.19%
GOOGL	Alphabet Inc. Communication Services	Added	316,925	+636	$113,259,486	+24.5%	3	$285.88	2.18%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	1,882,546	+11,879	$112,369,169	+11.1%	23	before history	2.16%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	449,181	-7,032	$107,057,798	+12.7%	23	before history	2.06%
AVGO	Broadcom Inc. Technology	Added	186,421	+932	$70,420,532	+22.7%	3	$357.83	1.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	146,102	-631	$69,773,931	+40.7%	3	$293.69	1.34%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	197,038	+1,317	$67,763,338	+15.9%	3	unpriced	1.30%
GOOG	Alphabet Inc. Communication Services	Reduced	187,408	-4,421	$66,216,867	+20.3%	23	before history	1.27%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	399,362	+33,402	$62,679,865	+23.8%	20	$133.02	1.20%
SPY	Spdr S&P 500 ETF Trust	Reduced	81,364	-251	$60,760,193	+14.5%	23	before history	1.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	167,828	-1,405	$54,935,138	+10.4%	15	$287.00	1.06%
MU	Micron Technology Inc Technology	Added	46,558	+3,251	$53,741,433	+267.3%	3	$265.79	1.03%
IWB	iShares Russell 1000 ETF	Reduced	116,034	-809	$47,515,923	+14.1%	23	before history	0.91%
LLY	ELI LILLY & Co Healthcare	Reduced	38,934	-283	$46,698,611	+29.5%	3	$956.18	0.90%
META	Meta Platforms, Inc. Communication Services	Reduced	80,141	-1,024	$45,142,623	−2.8%	3	$667.77	0.87%
IGF	iShares Global Infrastructure ETF	Added	647,638	+69,986	$43,132,690	+11.4%	7	unpriced	0.83%
AMD	Advanced Micro Devices Inc Technology	Added	73,749	+274	$42,841,530	+186.6%	3	$225.29	0.82%
AMAT	Applied Materials Inc Technology	Added	58,978	+24	$42,641,094	+111.6%	7	$228.18	0.82%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	100,569	-2,945	$42,299,321	+9.9%	3	$442.32	0.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	80,917	-6,030	$40,490,056	−2.8%	5	$498.82	0.78%
IVW	iShares S&P 500 Growth ETF	Reduced	275,850	-52	$37,937,650	+21.6%	12	unpriced	0.73%
VOO	VANGUARD 500 INDEX FUND	Added	54,420	+2,710	$37,376,199	+21.0%	3	unpriced	0.72%
EFA	iShares MSCI EAFE ETF	Added	328,250	+957	$34,098,609	+7.3%	23	before history	0.66%
V	Visa Inc. Financial Services	Reduced	91,532	-1,812	$31,403,713	+11.3%	3	$340.70	0.60%
ASML	Asml Holding NV Technology	Added	15,139	+52	$30,118,130	+51.1%	3	$1,045.04	0.58%
MUB	iShares National Muni Bond ETF	Added	276,304	+4,623	$29,735,836	+3.1%	23	before history	0.57%
VB	Vanguard Index Funds	Reduced	95,164	-3,018	$28,846,110	+12.2%	3	$257.56	0.55%
IWV	iShares Russell 3000 ETF	Reduced	66,920	-3,969	$28,534,687	+8.6%	3	unpriced	0.55%
GS	Goldman Sachs Group Inc Financial Services	Added	27,679	+606	$27,993,709	+22.2%	11	$631.59	0.54%
LRCX	Lam Research Corp Technology	Added	64,446	+195	$27,926,385	+103.4%	3	$160.63	0.54%
VXUS	Vanguard Total International Stock ETF	Reduced	300,174	-5,510	$25,661,874	+8.9%	23	before history	0.49%
JNJ	Johnson & Johnson Healthcare	Reduced	100,512	-3,596	$25,527,031	+0.3%	3	$197.75	0.49%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	68,450	-1,979	$24,140,945	+4.2%	11	$357.89	0.46%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	320,418	+29,040	$23,521,884	+9.6%	23	before history	0.45%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	24,306	-552	$22,737,533	−8.2%	3	$906.18	0.44%
CAT	Caterpillar Inc Industrials	Added	21,249	+429	$22,628,060	+53.4%	3	$562.31	0.43%
CSCO	Cisco Systems, Inc. Technology	Added	191,053	+3,130	$22,441,084	+53.9%	3	$74.84	0.43%
XOM	ExxonMobil Holdings Corp Energy	Added	141,456	+1,718	$19,339,863	−18.4%	23	before history	0.37%
INTC	Intel Corp Technology	Added	135,391	+13,678	$18,904,644	+252.0%	3	$44.59	0.36%
MA	Mastercard Inc Financial Services	Reduced	36,650	-1,777	$18,823,439	−2.0%	3	$559.02	0.36%
WMT	Walmart Inc. Consumer Defensive	Added	162,214	+1,846	$18,372,356	−7.8%	3	$107.56	0.35%
ABBV	AbbVie Inc. Healthcare	Reduced	71,949	-1,208	$18,105,246	+13.8%	3	$227.80	0.35%
IBM	International Business Machines Corp Technology	Added	62,891	+393	$17,685,577	+16.7%	11	$215.39	0.34%
BAC	Bank Of America Corp Financial Services	Reduced	305,799	-4,884	$17,424,426	+15.0%	8	$52.13	0.33%

Showing the top 50 of 1,017 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.