Filed: 11/14/2025ACC: 0001172661-25-004803
📋 What this filing means
LAIRD NORTON WETHERBY TRUST COMPANY, LLC filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $581.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$581.96M
Total AUM (reported)
10.36M
Total Shares
Allocation by class
COM$295.71M50.8%
ALLWRLD EX US$59.41M10.2%
TOTAL STK MKT$44.32M7.6%
FTSE EMR MKT ETF$26.98M4.6%
VAN FTSE DEV MKT$24.73M4.2%
S&P 500 GRWT ETF$19.76M3.4%
TT WRLD ST ETF$11.07M1.9%
Portfolio Concentration
Top 3$275.99M47.4%
4–10$125.85M21.6%
11–25$112.85M19.4%
Rest$67.27M11.6%
Top 3 weight
47.4%
Top 10 weight
69.0%
Voting Authority Distribution
Total shares with voting rights: 10.36M
Sole
Full voting authority
10.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole63
Shared0
Other2
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings65
Rows:
MICROSOFT CORP
SOLEShares332.57K
TypeSH
Market value$172.26M
29.60%
Sole
332.57K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares832.46K
TypeSH
Market value$59.41M
10.21%
Sole
832.46K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares134.67K
TypeSH
Market value$44.32M
7.62%
Sole
134.67K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares497.92K
TypeSH
Market value$26.98M
4.64%
Sole
497.92K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares412.71K
TypeSH
Market value$24.73M
4.25%
Sole
412.71K
Shared
0.00
None
0.00
APPLE INC
SOLEShares83.99K
TypeSH
Market value$21.39M
3.67%
Sole
83.99K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares163.65K
TypeSH
Market value$19.76M
3.39%
Sole
163.65K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares39.50K
TypeSH
Market value$11.15M
1.92%
Sole
39.50K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares80.36K
TypeSH
Market value$11.07M
1.90%
Sole
80.36K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares57.79K
TypeSH
Market value$10.78M
1.85%
Sole
57.79K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares92.43K
TypeSH
Market value$9.84M
1.69%
Sole
92.43K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares44.55K
TypeSH
Market value$9.78M
1.68%
Sole
44.55K
Shared
0.00
None
0.00
SPROTT ASSET MANAGEMENT LP
SOLEShares327.08K
TypeSH
Market value$9.69M
1.66%
Sole
327.08K
Shared
0.00
None
0.00
GETTY IMAGES HOLDINGS INC
SOLEShares4.85M
TypeSH
Market value$9.61M
1.65%
Sole
4.85M
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares11K
TypeSH
Market value$8.76M
1.51%
Sole
11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares90.25K
TypeSH
Market value$8.43M
1.45%
Sole
90.25K
Shared
0.00
None
0.00
INTUIT
OTRShares11.20K
TypeSH
Market value$7.65M
1.31%
Sole
11.20K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares23.89K
TypeSH
Market value$7.54M
1.29%
Sole
23.89K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares54.10K
TypeSH
Market value$7.25M
1.25%
Sole
54.10K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares10K
TypeSH
Market value$6.68M
1.15%
Sole
10K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares84.36K
TypeSH
Market value$6.27M
1.08%
Sole
84.36K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
OTRShares11.40K
TypeSH
Market value$5.73M
0.99%
Sole
11.40K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares72.53K
TypeSH
Market value$5.33M
0.92%
Sole
72.53K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares45.90K
TypeSH
Market value$5.18M
0.89%
Sole
45.90K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares33.37K
TypeSH
Market value$5.13M
0.88%
Sole
33.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 332.57K | SH | $172.26M 29.60% | 332.57K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 832.46K | SH | $59.41M 10.21% | 832.46K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 134.67K | SH | $44.32M 7.62% | 134.67K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 497.92K | SH | $26.98M 4.64% | 497.92K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 412.71K | SH | $24.73M 4.25% | 412.71K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 83.99K | SH | $21.39M 3.67% | 83.99K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 163.65K | SH | $19.76M 3.39% | 163.65K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 39.50K | SH | $11.15M 1.92% | 39.50K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 80.36K | SH | $11.07M 1.90% | 80.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 57.79K | SH | $10.78M 1.85% | 57.79K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 92.43K | SH | $9.84M 1.69% | 92.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 44.55K | SH | $9.78M 1.68% | 44.55K | 0.00 | 0.00 |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 327.08K | SH | $9.69M 1.66% | 327.08K | 0.00 | 0.00 |
GETTY IMAGES HOLDINGS INCSOLE | CL A COM | 4.85M | SH | $9.61M 1.65% | 4.85M | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 11K | SH | $8.76M 1.51% | 11K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 90.25K | SH | $8.43M 1.45% | 90.25K | 0.00 | 0.00 |
INTUITOTR | COM | 11.20K | SH | $7.65M 1.31% | 11.20K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 23.89K | SH | $7.54M 1.29% | 23.89K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 54.10K | SH | $7.25M 1.25% | 54.10K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10K | SH | $6.68M 1.15% | 10K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 84.36K | SH | $6.27M 1.08% | 84.36K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 11.40K | SH | $5.73M 0.99% | 11.40K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 72.53K | SH | $5.33M 0.92% | 72.53K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 45.90K | SH | $5.18M 0.89% | 45.90K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 33.37K | SH | $5.13M 0.88% | 33.37K | 0.00 | 0.00 |
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