Filed: 2/14/2025ACC: 0001172661-25-000923
📋 What this filing means
LAIRD NORTON WETHERBY TRUST COMPANY, LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $731.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$731.39M
Total AUM (reported)
12.29M
Total Shares
Allocation by class
COM$419.28M57.3%
ALLWRLD EX US$77.28M10.6%
TOTAL STK MKT$64.15M8.8%
FTSE EMR MKT ETF$27.50M3.8%
VAN FTSE DEV MKT$16.98M2.3%
S&P 500 GRWT ETF$16.70M2.3%
RUS 1000 ETF$11.22M1.5%
Portfolio Concentration
Top 3$428.69M58.6%
4–10$130.63M17.9%
11–25$109.94M15.0%
Rest$62.13M8.5%
Top 3 weight
58.6%
Top 10 weight
76.5%
Voting Authority Distribution
Total shares with voting rights: 12.29M
Sole
Full voting authority
11.17M
shares
% of voting shares90.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.12M
shares
% of voting shares9.1%
Investment Discretion (by position count)
Sole77
Shared0
Other3
Dominant voting typeSole · 90.9% of voting shares
Institutional Holdings80
Rows:
MICROSOFT CORP
SOLEShares681.51K
TypeSH
Market value$287.26M
39.28%
Sole
643.78K
Shared
0.00
None
37.74K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.35M
TypeSH
Market value$77.28M
10.57%
Sole
1.35M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares221.36K
TypeSH
Market value$64.15M
8.77%
Sole
221.36K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares624.41K
TypeSH
Market value$27.50M
3.76%
Sole
624.41K
Shared
0.00
None
0.00
APPLE INC
SOLEShares102.64K
TypeSH
Market value$25.70M
3.51%
Sole
15.65K
Shared
0.00
None
86.98K
AMAZON COM INC
SOLEShares97.71K
TypeSH
Market value$21.44M
2.93%
Sole
87.09K
Shared
0.00
None
10.61K
VANGUARD TAX-MANAGED FDS
SOLEShares355.18K
TypeSH
Market value$16.98M
2.32%
Sole
355.18K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares164.49K
TypeSH
Market value$16.70M
2.28%
Sole
164.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.82K
TypeSH
Market value$11.22M
1.53%
Sole
34.82K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares82.60K
TypeSH
Market value$11.09M
1.52%
Sole
0.00
Shared
0.00
None
82.60K
GETTY IMAGES HOLDINGS INC
SOLEShares4.85M
TypeSH
Market value$10.48M
1.43%
Sole
4.85M
Shared
0.00
None
0.00
SPROTT PHYSICAL GOLD TR
SOLEShares463.30K
TypeSH
Market value$9.33M
1.28%
Sole
463.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares86.17K
TypeSH
Market value$9.18M
1.26%
Sole
86.17K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares39.50K
TypeSH
Market value$8.68M
1.19%
Sole
0.00
Shared
0.00
None
39.50K
ISHARES TR
SOLEShares114.83K
TypeSH
Market value$8.68M
1.19%
Sole
114.83K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares69.98K
TypeSH
Market value$8.22M
1.12%
Sole
69.98K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares106.39K
TypeSH
Market value$7.65M
1.05%
Sole
106.39K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares65.85K
TypeSH
Market value$7.45M
1.02%
Sole
0.00
Shared
0.00
None
65.85K
VANGUARD STAR FDS
SOLEShares114.89K
TypeSH
Market value$6.77M
0.93%
Sole
114.89K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares11K
TypeSH
Market value$6.30M
0.86%
Sole
11K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares10K
TypeSH
Market value$5.88M
0.80%
Sole
10K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares23.89K
TypeSH
Market value$5.73M
0.78%
Sole
0.00
Shared
0.00
None
23.89K
PROCTER AND GAMBLE CO
SOLEShares33.37K
TypeSH
Market value$5.59M
0.76%
Sole
0.00
Shared
0.00
None
33.37K
TESLA INC
SOLEShares12.53K
TypeSH
Market value$5.06M
0.69%
Sole
12.53K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares45.90K
TypeSH
Market value$4.94M
0.68%
Sole
0.00
Shared
0.00
None
45.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 681.51K | SH | $287.26M 39.28% | 643.78K | 0.00 | 37.74K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.35M | SH | $77.28M 10.57% | 1.35M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 221.36K | SH | $64.15M 8.77% | 221.36K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 624.41K | SH | $27.50M 3.76% | 624.41K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 102.64K | SH | $25.70M 3.51% | 15.65K | 0.00 | 86.98K |
AMAZON COM INCSOLE | COM | 97.71K | SH | $21.44M 2.93% | 87.09K | 0.00 | 10.61K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 355.18K | SH | $16.98M 2.32% | 355.18K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 164.49K | SH | $16.70M 2.28% | 164.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 34.82K | SH | $11.22M 1.53% | 34.82K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 82.60K | SH | $11.09M 1.52% | 0.00 | 0.00 | 82.60K |
GETTY IMAGES HOLDINGS INCSOLE | CL A COM | 4.85M | SH | $10.48M 1.43% | 4.85M | 0.00 | 0.00 |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 463.30K | SH | $9.33M 1.28% | 463.30K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 86.17K | SH | $9.18M 1.26% | 86.17K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 39.50K | SH | $8.68M 1.19% | 0.00 | 0.00 | 39.50K |
ISHARES TRSOLE | MSCI EAFE ETF | 114.83K | SH | $8.68M 1.19% | 114.83K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 69.98K | SH | $8.22M 1.12% | 69.98K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 106.39K | SH | $7.65M 1.05% | 106.39K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 65.85K | SH | $7.45M 1.02% | 0.00 | 0.00 | 65.85K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 114.89K | SH | $6.77M 0.93% | 114.89K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 11K | SH | $6.30M 0.86% | 11K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10K | SH | $5.88M 0.80% | 10K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 23.89K | SH | $5.73M 0.78% | 0.00 | 0.00 | 23.89K |
PROCTER AND GAMBLE COSOLE | COM | 33.37K | SH | $5.59M 0.76% | 0.00 | 0.00 | 33.37K |
TESLA INCSOLE | COM | 12.53K | SH | $5.06M 0.69% | 12.53K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 45.90K | SH | $4.94M 0.68% | 0.00 | 0.00 | 45.90K |
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