Filed: 8/14/2025ACC: 0001172661-25-003374
📋 What this filing means
LAIRD NORTON WETHERBY TRUST COMPANY, LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $727.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$727.85M
Total AUM (reported)
11.05M
Total Shares
Allocation by class
COM$447.25M61.4%
ALLWRLD EX US$61.57M8.5%
TOTAL STK MKT$47.60M6.5%
FTSE EMR MKT ETF$24.70M3.4%
VAN FTSE DEV MKT$23.64M3.2%
S&P 500 GRWT ETF$18.02M2.5%
NATIONAL MUN ETF$9.98M1.4%
Portfolio Concentration
Top 3$439.72M60.4%
4–10$122.08M16.8%
11–25$105.40M14.5%
Rest$60.65M8.3%
Top 3 weight
60.4%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 11.05M
Sole
Full voting authority
10.13M
shares
% of voting shares91.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
925.02K
shares
% of voting shares8.4%
Investment Discretion (by position count)
Sole68
Shared0
Other1
Dominant voting typeSole · 91.6% of voting shares
Institutional Holdings69
Rows:
MICROSOFT CORP
SOLEShares664.53K
TypeSH
Market value$330.54M
45.41%
Sole
628.19K
Shared
0.00
None
36.34K
VANGUARD INTL EQUITY INDEX F
SOLEShares916.01K
TypeSH
Market value$61.57M
8.46%
Sole
916.01K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares156.15K
TypeSH
Market value$47.60M
6.54%
Sole
156.15K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares499.40K
TypeSH
Market value$24.70M
3.39%
Sole
499.40K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares414.58K
TypeSH
Market value$23.64M
3.25%
Sole
414.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares163.65K
TypeSH
Market value$18.02M
2.48%
Sole
163.65K
Shared
0.00
None
0.00
APPLE INC
SOLEShares83.99K
TypeSH
Market value$17.23M
2.37%
Sole
15.65K
Shared
0.00
None
68.33K
AMAZON COM INC
SOLEShares76.87K
TypeSH
Market value$16.86M
2.32%
Sole
76.87K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares39.50K
TypeSH
Market value$11.64M
1.60%
Sole
0.00
Shared
0.00
None
39.50K
ISHARES TR
SOLEShares95.56K
TypeSH
Market value$9.98M
1.37%
Sole
95.56K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares69.88K
TypeSH
Market value$8.98M
1.23%
Sole
69.88K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares56.02K
TypeSH
Market value$8.85M
1.22%
Sole
0.00
Shared
0.00
None
56.02K
ISHARES TR
SOLEShares90.25K
TypeSH
Market value$8.07M
1.11%
Sole
90.25K
Shared
0.00
None
0.00
GETTY IMAGES HOLDINGS INC
SOLEShares4.85M
TypeSH
Market value$8.05M
1.11%
Sole
4.85M
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares11K
TypeSH
Market value$7.79M
1.07%
Sole
11K
Shared
0.00
None
0.00
SPROTT PHYSICAL GOLD TR
SOLEShares304.66K
TypeSH
Market value$7.72M
1.06%
Sole
304.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.70K
TypeSH
Market value$7.71M
1.06%
Sole
22.70K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares54.10K
TypeSH
Market value$7.36M
1.01%
Sole
0.00
Shared
0.00
None
54.10K
JPMORGAN CHASE & CO.
SOLEShares23.89K
TypeSH
Market value$6.93M
0.95%
Sole
0.00
Shared
0.00
None
23.89K
VANGUARD BD INDEX FDS
SOLEShares84.21K
TypeSH
Market value$6.20M
0.85%
Sole
84.21K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares10K
TypeSH
Market value$6.20M
0.85%
Sole
10K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares83.20K
TypeSH
Market value$5.75M
0.79%
Sole
83.20K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
OTRShares11.40K
TypeSH
Market value$5.54M
0.76%
Sole
0.00
Shared
0.00
None
11.40K
PROCTER AND GAMBLE CO
SOLEShares33.37K
TypeSH
Market value$5.32M
0.73%
Sole
0.00
Shared
0.00
None
33.37K
EXXON MOBIL CORP
SOLEShares45.90K
TypeSH
Market value$4.95M
0.68%
Sole
0.00
Shared
0.00
None
45.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 664.53K | SH | $330.54M 45.41% | 628.19K | 0.00 | 36.34K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 916.01K | SH | $61.57M 8.46% | 916.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 156.15K | SH | $47.60M 6.54% | 156.15K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 499.40K | SH | $24.70M 3.39% | 499.40K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 414.58K | SH | $23.64M 3.25% | 414.58K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 163.65K | SH | $18.02M 2.48% | 163.65K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 83.99K | SH | $17.23M 2.37% | 15.65K | 0.00 | 68.33K |
AMAZON COM INCSOLE | COM | 76.87K | SH | $16.86M 2.32% | 76.87K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 39.50K | SH | $11.64M 1.60% | 0.00 | 0.00 | 39.50K |
ISHARES TRSOLE | NATIONAL MUN ETF | 95.56K | SH | $9.98M 1.37% | 95.56K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 69.88K | SH | $8.98M 1.23% | 69.88K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 56.02K | SH | $8.85M 1.22% | 0.00 | 0.00 | 56.02K |
ISHARES TRSOLE | MSCI EAFE ETF | 90.25K | SH | $8.07M 1.11% | 90.25K | 0.00 | 0.00 |
GETTY IMAGES HOLDINGS INCSOLE | CL A COM | 4.85M | SH | $8.05M 1.11% | 4.85M | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 11K | SH | $7.79M 1.07% | 11K | 0.00 | 0.00 |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 304.66K | SH | $7.72M 1.06% | 304.66K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 22.70K | SH | $7.71M 1.06% | 22.70K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 54.10K | SH | $7.36M 1.01% | 0.00 | 0.00 | 54.10K |
JPMORGAN CHASE & CO.SOLE | COM | 23.89K | SH | $6.93M 0.95% | 0.00 | 0.00 | 23.89K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 84.21K | SH | $6.20M 0.85% | 84.21K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10K | SH | $6.20M 0.85% | 10K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 83.20K | SH | $5.75M 0.79% | 83.20K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 11.40K | SH | $5.54M 0.76% | 0.00 | 0.00 | 11.40K |
PROCTER AND GAMBLE COSOLE | COM | 33.37K | SH | $5.32M 0.73% | 0.00 | 0.00 | 33.37K |
EXXON MOBIL CORPSOLE | COM | 45.90K | SH | $4.95M 0.68% | 0.00 | 0.00 | 45.90K |
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