Filed: 5/15/2025ACC: 0001172661-25-002050
📋 What this filing means
LAIRD NORTON WETHERBY TRUST COMPANY, LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $621.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$621.63M
Total AUM (reported)
11.22M
Total Shares
Allocation by class
COM$359.79M57.9%
ALLWRLD EX US$64.50M10.4%
TOTAL STK MKT$42.92M6.9%
FTSE EMR MKT ETF$23.16M3.7%
VAN FTSE DEV MKT$20.59M3.3%
S&P 500 GRWT ETF$15.27M2.5%
NATIONAL MUN ETF$9.67M1.6%
Portfolio Concentration
Top 3$357.88M57.6%
4–10$111.80M18.0%
11–25$100.20M16.1%
Rest$51.75M8.3%
Top 3 weight
57.6%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 11.22M
Sole
Full voting authority
10.29M
shares
% of voting shares91.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
937.63K
shares
% of voting shares8.4%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeSole · 91.6% of voting shares
Institutional Holdings67
Rows:
MICROSOFT CORP
SOLEShares667.22K
TypeSH
Market value$250.47M
40.29%
Sole
630.88K
Shared
0.00
None
36.34K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.06M
TypeSH
Market value$64.50M
10.38%
Sole
1.06M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares156.15K
TypeSH
Market value$42.92M
6.90%
Sole
156.15K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares511.64K
TypeSH
Market value$23.16M
3.73%
Sole
511.64K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares405.14K
TypeSH
Market value$20.59M
3.31%
Sole
405.14K
Shared
0.00
None
0.00
APPLE INC
SOLEShares83.99K
TypeSH
Market value$18.66M
3.00%
Sole
15.65K
Shared
0.00
None
68.33K
ISHARES TR
SOLEShares164.49K
TypeSH
Market value$15.27M
2.46%
Sole
164.49K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares76.87K
TypeSH
Market value$14.62M
2.35%
Sole
76.87K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares39.50K
TypeSH
Market value$9.82M
1.58%
Sole
0.00
Shared
0.00
None
39.50K
ISHARES TR
SOLEShares91.75K
TypeSH
Market value$9.67M
1.56%
Sole
91.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares114.83K
TypeSH
Market value$9.38M
1.51%
Sole
114.83K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares65.85K
TypeSH
Market value$8.74M
1.41%
Sole
0.00
Shared
0.00
None
65.85K
GETTY IMAGES HOLDINGS INC
SOLEShares4.85M
TypeSH
Market value$8.39M
1.35%
Sole
4.85M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares69.88K
TypeSH
Market value$8.10M
1.30%
Sole
69.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.70K
TypeSH
Market value$6.96M
1.12%
Sole
22.70K
Shared
0.00
None
0.00
SPROTT PHYSICAL GOLD TR
SOLEShares282.29K
TypeSH
Market value$6.79M
1.09%
Sole
282.29K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares102.37K
TypeSH
Market value$6.36M
1.02%
Sole
102.37K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares84.21K
TypeSH
Market value$6.19M
1.00%
Sole
84.21K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares11K
TypeSH
Market value$6.01M
0.97%
Sole
11K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares54.68K
TypeSH
Market value$5.93M
0.95%
Sole
0.00
Shared
0.00
None
54.68K
JPMORGAN CHASE & CO.
SOLEShares23.89K
TypeSH
Market value$5.86M
0.94%
Sole
0.00
Shared
0.00
None
23.89K
PROCTER AND GAMBLE CO
SOLEShares33.37K
TypeSH
Market value$5.69M
0.91%
Sole
0.00
Shared
0.00
None
33.37K
SPDR S&P 500 ETF TR
SOLEShares10K
TypeSH
Market value$5.61M
0.90%
Sole
10K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares45.90K
TypeSH
Market value$5.46M
0.88%
Sole
0.00
Shared
0.00
None
45.90K
CHEVRON CORP NEW
SOLEShares28.32K
TypeSH
Market value$4.74M
0.76%
Sole
0.00
Shared
0.00
None
28.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 667.22K | SH | $250.47M 40.29% | 630.88K | 0.00 | 36.34K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.06M | SH | $64.50M 10.38% | 1.06M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 156.15K | SH | $42.92M 6.90% | 156.15K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 511.64K | SH | $23.16M 3.73% | 511.64K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 405.14K | SH | $20.59M 3.31% | 405.14K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 83.99K | SH | $18.66M 3.00% | 15.65K | 0.00 | 68.33K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 164.49K | SH | $15.27M 2.46% | 164.49K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 76.87K | SH | $14.62M 2.35% | 76.87K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 39.50K | SH | $9.82M 1.58% | 0.00 | 0.00 | 39.50K |
ISHARES TRSOLE | NATIONAL MUN ETF | 91.75K | SH | $9.67M 1.56% | 91.75K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 114.83K | SH | $9.38M 1.51% | 114.83K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 65.85K | SH | $8.74M 1.41% | 0.00 | 0.00 | 65.85K |
GETTY IMAGES HOLDINGS INCSOLE | CL A COM | 4.85M | SH | $8.39M 1.35% | 4.85M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 69.88K | SH | $8.10M 1.30% | 69.88K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 22.70K | SH | $6.96M 1.12% | 22.70K | 0.00 | 0.00 |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 282.29K | SH | $6.79M 1.09% | 282.29K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 102.37K | SH | $6.36M 1.02% | 102.37K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 84.21K | SH | $6.19M 1.00% | 84.21K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 11K | SH | $6.01M 0.97% | 11K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 54.68K | SH | $5.93M 0.95% | 0.00 | 0.00 | 54.68K |
JPMORGAN CHASE & CO.SOLE | COM | 23.89K | SH | $5.86M 0.94% | 0.00 | 0.00 | 23.89K |
PROCTER AND GAMBLE COSOLE | COM | 33.37K | SH | $5.69M 0.91% | 0.00 | 0.00 | 33.37K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10K | SH | $5.61M 0.90% | 10K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 45.90K | SH | $5.46M 0.88% | 0.00 | 0.00 | 45.90K |
CHEVRON CORP NEWSOLE | COM | 28.32K | SH | $4.74M 0.76% | 0.00 | 0.00 | 28.32K |
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