Filed: 11/14/2022ACC: 0001172661-22-002455
📋 What this filing means
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 883 equity positions with a total reported market value of $1.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
883
Positions
$1.42M
Total AUM (reported)
23.17M
Total Shares
Allocation by class
COM$859.3K60.6%
TOTAL STK MKT$61.7K4.3%
CL A$42.4K3.0%
SPONSORED ADR$40.0K2.8%
TR UNIT$28.3K2.0%
SHS$25.2K1.8%
COM NEW$24.8K1.7%
Portfolio Concentration
Top 3$231.1K16.3%
4–10$158.3K11.2%
11–25$136.9K9.7%
Rest$892.0K62.9%
Top 3 weight
16.3%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 23.17M
Sole
Full voting authority
5.72M
shares
% of voting shares24.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.46M
shares
% of voting shares75.3%
Investment Discretion (by position count)
Sole713
Shared0
Other170
Dominant voting typeNone · 75.3% of voting shares
Institutional Holdings883
Rows:
APPLE INC
SOLEShares823.44K
TypeSH
Market value$113.8K
8.02%
Sole
382.89K
Shared
0.00
None
440.55K
VANGUARD INDEX FDS
SOLEShares343.69K
TypeSH
Market value$61.7K
4.35%
Sole
335.10K
Shared
0.00
None
8.58K
MICROSOFT CORP
OTRShares238.90K
TypeSH
Market value$55.6K
3.92%
Sole
52.06K
Shared
0.00
None
186.84K
AMAZON COM INC
OTRShares299.23K
TypeSH
Market value$33.8K
2.38%
Sole
99.76K
Shared
0.00
None
199.47K
SPDR S&P 500 ETF TR
OTRShares79.34K
TypeSH
Market value$28.3K
2.00%
Sole
51.72K
Shared
0.00
None
27.62K
VANGUARD TAX-MANAGED FDS
SOLEShares640.91K
TypeSH
Market value$23.3K
1.64%
Sole
629.98K
Shared
0.00
None
10.93K
ALPHABET INC
OTRShares227.83K
TypeSH
Market value$21.8K
1.54%
Sole
35.08K
Shared
0.00
None
192.76K
TESLA INC
SOLEShares67.58K
TypeSH
Market value$17.9K
1.26%
Sole
14.24K
Shared
0.00
None
53.34K
VANGUARD INTL EQUITY INDEX F
OTRShares219.22K
TypeSH
Market value$17.3K
1.22%
Sole
158.03K
Shared
0.00
None
61.20K
JOHNSON & JOHNSON
SOLEShares96.93K
TypeSH
Market value$15.8K
1.12%
Sole
18.10K
Shared
0.00
None
78.83K
UNITEDHEALTH GROUP INC
OTRShares26.13K
TypeSH
Market value$13.2K
0.93%
Sole
1.84K
Shared
0.00
None
24.29K
COMMERCIAL METALS CO
SOLEShares307.49K
TypeSH
Market value$10.9K
0.77%
Sole
284.05K
Shared
0.00
None
23.44K
MERCK & CO INC
SOLEShares119.16K
TypeSH
Market value$10.3K
0.72%
Sole
49.48K
Shared
0.00
None
69.68K
HOME DEPOT INC
OTRShares35.39K
TypeSH
Market value$9.8K
0.69%
Sole
5.09K
Shared
0.00
None
30.30K
META PLATFORMS INC
SOLEShares71.37K
TypeSH
Market value$9.7K
0.68%
Sole
18.61K
Shared
0.00
None
52.76K
ISHARES TR
SOLEShares71.95K
TypeSH
Market value$9.2K
0.65%
Sole
71.95K
Shared
0.00
None
0.00
VISA INC
OTRShares51.22K
TypeSH
Market value$9.1K
0.64%
Sole
3.45K
Shared
0.00
None
47.77K
JPMORGAN CHASE & CO
SOLEShares83K
TypeSH
Market value$8.7K
0.61%
Sole
10.37K
Shared
0.00
None
72.63K
PEPSICO INC
OTRShares51.59K
TypeSH
Market value$8.4K
0.59%
Sole
11.80K
Shared
0.00
None
39.79K
ISHARES TR
OTRShares80.92K
TypeSH
Market value$8.3K
0.59%
Sole
0.00
Shared
0.00
None
80.92K
ALPHABET INC
OTRShares85.08K
TypeSH
Market value$8.2K
0.58%
Sole
14.55K
Shared
0.00
None
70.53K
LILLY ELI & CO
OTRShares25.25K
TypeSH
Market value$8.2K
0.58%
Sole
2.40K
Shared
0.00
None
22.85K
COSTCO WHSL CORP NEW
SOLEShares16.47K
TypeSH
Market value$7.8K
0.55%
Sole
3.59K
Shared
0.00
None
12.88K
ABBVIE INC
OTRShares56.84K
TypeSH
Market value$7.6K
0.54%
Sole
15.93K
Shared
0.00
None
40.91K
PROCTER AND GAMBLE CO
SOLEShares60.03K
TypeSH
Market value$7.6K
0.53%
Sole
12.10K
Shared
0.00
None
47.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 823.44K | SH | $113.8K 8.02% | 382.89K | 0.00 | 440.55K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 343.69K | SH | $61.7K 4.35% | 335.10K | 0.00 | 8.58K |
MICROSOFT CORPOTR | COM | 238.90K | SH | $55.6K 3.92% | 52.06K | 0.00 | 186.84K |
AMAZON COM INCOTR | COM | 299.23K | SH | $33.8K 2.38% | 99.76K | 0.00 | 199.47K |
SPDR S&P 500 ETF TROTR | TR UNIT | 79.34K | SH | $28.3K 2.00% | 51.72K | 0.00 | 27.62K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 640.91K | SH | $23.3K 1.64% | 629.98K | 0.00 | 10.93K |
ALPHABET INCOTR | CAP STK CL A | 227.83K | SH | $21.8K 1.54% | 35.08K | 0.00 | 192.76K |
TESLA INCSOLE | COM | 67.58K | SH | $17.9K 1.26% | 14.24K | 0.00 | 53.34K |
VANGUARD INTL EQUITY INDEX FOTR | TT WRLD ST ETF | 219.22K | SH | $17.3K 1.22% | 158.03K | 0.00 | 61.20K |
JOHNSON & JOHNSONSOLE | COM | 96.93K | SH | $15.8K 1.12% | 18.10K | 0.00 | 78.83K |
UNITEDHEALTH GROUP INCOTR | COM | 26.13K | SH | $13.2K 0.93% | 1.84K | 0.00 | 24.29K |
COMMERCIAL METALS COSOLE | COM | 307.49K | SH | $10.9K 0.77% | 284.05K | 0.00 | 23.44K |
MERCK & CO INCSOLE | COM | 119.16K | SH | $10.3K 0.72% | 49.48K | 0.00 | 69.68K |
HOME DEPOT INCOTR | COM | 35.39K | SH | $9.8K 0.69% | 5.09K | 0.00 | 30.30K |
META PLATFORMS INCSOLE | CL A | 71.37K | SH | $9.7K 0.68% | 18.61K | 0.00 | 52.76K |
ISHARES TRSOLE | S&P 500 VAL ETF | 71.95K | SH | $9.2K 0.65% | 71.95K | 0.00 | 0.00 |
VISA INCOTR | COM CL A | 51.22K | SH | $9.1K 0.64% | 3.45K | 0.00 | 47.77K |
JPMORGAN CHASE & COSOLE | COM | 83K | SH | $8.7K 0.61% | 10.37K | 0.00 | 72.63K |
PEPSICO INCOTR | COM | 51.59K | SH | $8.4K 0.59% | 11.80K | 0.00 | 39.79K |
ISHARES TROTR | NATIONAL MUN ETF | 80.92K | SH | $8.3K 0.59% | 0.00 | 0.00 | 80.92K |
ALPHABET INCOTR | CAP STK CL C | 85.08K | SH | $8.2K 0.58% | 14.55K | 0.00 | 70.53K |
LILLY ELI & COOTR | COM | 25.25K | SH | $8.2K 0.58% | 2.40K | 0.00 | 22.85K |
COSTCO WHSL CORP NEWSOLE | COM | 16.47K | SH | $7.8K 0.55% | 3.59K | 0.00 | 12.88K |
ABBVIE INCOTR | COM | 56.84K | SH | $7.6K 0.54% | 15.93K | 0.00 | 40.91K |
PROCTER AND GAMBLE COSOLE | COM | 60.03K | SH | $7.6K 0.53% | 12.10K | 0.00 | 47.94K |
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