Filed: 5/15/2026ACC: 0001172661-26-002092
๐ What this filing means
LAIRD NORTON WETHERBY TRUST COMPANY, LLC filed this quarterly 13FโHR report disclosing 982 equity positions with a total reported market value of $4.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
982
Positions
$4.58B
Total AUM (reported)
47.80M
Total Shares
Allocation by class
COM$2.30B50.1%
TOTAL STK MKT$253.13M5.5%
CL A$233.10M5.1%
VAN FTSE DEV MKT$121.17M2.6%
ALLWRLD EX US$112.13M2.4%
FTSE EMR MKT ETF$101.11M2.2%
SPONSORED ADR$93.31M2.0%
Portfolio Concentration
Top 3$758.43M16.5%
4โ10$817.28M17.8%
11โ25$680.30M14.8%
Rest$2.33B50.8%
Top 3 weight
16.5%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 47.80M
Sole
Full voting authority
21.17M
shares
% of voting shares44.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.63M
shares
% of voting shares55.7%
Investment Discretion (by position count)
Sole458
Shared0
Other524
Dominant voting typeNone ยท 55.7% of voting shares
Institutional Holdings982
Rows:
MICROSOFT CORP
SOLEShares728.60K
TypeSH
Market value$269.70M
5.88%
Sole
379.45K
Shared
0.00
None
349.15K
VANGUARD INDEX FDS
OTRShares789.04K
TypeSH
Market value$253.13M
5.52%
Sole
789.04K
Shared
0.00
None
0.00
APPLE INC
OTRShares928.30K
TypeSH
Market value$235.59M
5.14%
Sole
211.73K
Shared
0.00
None
716.57K
NVIDIA CORPORATION
SOLEShares1.08M
TypeSH
Market value$187.74M
4.10%
Sole
77.15K
Shared
0.00
None
999.29K
VANGUARD TAX-MANAGED FDS
OTRShares1.89M
TypeSH
Market value$121.17M
2.64%
Sole
1.89M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares1.49M
TypeSH
Market value$112.13M
2.45%
Sole
1.49M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares152.00
TypeSH
Market value$109.16M
2.38%
Sole
152.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares1.87M
TypeSH
Market value$101.11M
2.21%
Sole
1.87M
Shared
0.00
None
0.00
AMAZON COM INC
OTRShares456.21K
TypeSH
Market value$95.02M
2.07%
Sole
121.18K
Shared
0.00
None
335.03K
ALPHABET INC
OTRShares316.29K
TypeSH
Market value$90.95M
1.98%
Sole
22.32K
Shared
0.00
None
293.97K
VANGUARD INDEX FDS
SOLEShares195.72K
TypeSH
Market value$58.49M
1.28%
Sole
195.72K
Shared
0.00
None
0.00
BROADCOM INC
OTRShares185.49K
TypeSH
Market value$57.41M
1.25%
Sole
22.96K
Shared
0.00
None
162.53K
ALPHABET INC
OTRShares191.83K
TypeSH
Market value$55.03M
1.20%
Sole
40.66K
Shared
0.00
None
151.17K
STATE STR SPDR S&P 500 ETF T
SOLEShares81.61K
TypeSH
Market value$53.22M
1.16%
Sole
81.61K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares365.96K
TypeSH
Market value$50.62M
1.10%
Sole
365.96K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares169.23K
TypeSH
Market value$49.78M
1.09%
Sole
22.29K
Shared
0.00
None
146.94K
TAIWAN SEMICONDUCTOR MANUFAC
OTRShares146.73K
TypeSH
Market value$49.73M
1.08%
Sole
1.56K
Shared
0.00
None
145.17K
META PLATFORMS INC
SOLEShares81.17K
TypeSH
Market value$46.44M
1.01%
Sole
8.79K
Shared
0.00
None
72.37K
BERKSHIRE HATHAWAY INC DEL
OTRShares86.95K
TypeSH
Market value$41.67M
0.91%
Sole
29.61K
Shared
0.00
None
57.33K
ISHARES TR
OTRShares116.84K
TypeSH
Market value$41.66M
0.91%
Sole
116.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares577.65K
TypeSH
Market value$38.70M
0.84%
Sole
577.65K
Shared
0.00
None
0.00
TESLA INC
SOLEShares103.51K
TypeSH
Market value$38.48M
0.84%
Sole
17.99K
Shared
0.00
None
85.53K
ELI LILLY & CO
SOLEShares39.22K
TypeSH
Market value$36.07M
0.79%
Sole
4.01K
Shared
0.00
None
35.21K
ISHARES TR
SOLEShares327.29K
TypeSH
Market value$31.79M
0.69%
Sole
327.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares275.90K
TypeSH
Market value$31.21M
0.68%
Sole
275.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 728.60K | SH | $269.70M 5.88% | 379.45K | 0.00 | 349.15K |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 789.04K | SH | $253.13M 5.52% | 789.04K | 0.00 | 0.00 |
APPLE INCOTR | COM | 928.30K | SH | $235.59M 5.14% | 211.73K | 0.00 | 716.57K |
NVIDIA CORPORATIONSOLE | COM | 1.08M | SH | $187.74M 4.10% | 77.15K | 0.00 | 999.29K |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 1.89M | SH | $121.17M 2.64% | 1.89M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.49M | SH | $112.13M 2.45% | 1.49M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 152.00 | SH | $109.16M 2.38% | 152.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.87M | SH | $101.11M 2.21% | 1.87M | 0.00 | 0.00 |
AMAZON COM INCOTR | COM | 456.21K | SH | $95.02M 2.07% | 121.18K | 0.00 | 335.03K |
ALPHABET INCOTR | CAP STK CL A | 316.29K | SH | $90.95M 1.98% | 22.32K | 0.00 | 293.97K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 195.72K | SH | $58.49M 1.28% | 195.72K | 0.00 | 0.00 |
BROADCOM INCOTR | COM | 185.49K | SH | $57.41M 1.25% | 22.96K | 0.00 | 162.53K |
ALPHABET INCOTR | CAP STK CL C | 191.83K | SH | $55.03M 1.20% | 40.66K | 0.00 | 151.17K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 81.61K | SH | $53.22M 1.16% | 81.61K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 365.96K | SH | $50.62M 1.10% | 365.96K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 169.23K | SH | $49.78M 1.09% | 22.29K | 0.00 | 146.94K |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 146.73K | SH | $49.73M 1.08% | 1.56K | 0.00 | 145.17K |
META PLATFORMS INCSOLE | CL A | 81.17K | SH | $46.44M 1.01% | 8.79K | 0.00 | 72.37K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 86.95K | SH | $41.67M 0.91% | 29.61K | 0.00 | 57.33K |
ISHARES TROTR | RUS 1000 ETF | 116.84K | SH | $41.66M 0.91% | 116.84K | 0.00 | 0.00 |
ISHARES TRSOLE | GLB INFRASTR ETF | 577.65K | SH | $38.70M 0.84% | 577.65K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 103.51K | SH | $38.48M 0.84% | 17.99K | 0.00 | 85.53K |
ELI LILLY & COSOLE | COM | 39.22K | SH | $36.07M 0.79% | 4.01K | 0.00 | 35.21K |
ISHARES TRSOLE | MSCI EAFE ETF | 327.29K | SH | $31.79M 0.69% | 327.29K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 275.90K | SH | $31.21M 0.68% | 275.90K | 0.00 | 0.00 |
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