Filed: 2/14/2023ACC: 0001172661-23-000866
📋 What this filing means
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 887 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
887
Positions
$1.56B
Total AUM (reported)
25.12M
Total Shares
Allocation by class
COM$928.33M59.6%
TOTAL STK MKT$65.58M4.2%
SPONSORED ADR$48.67M3.1%
CL A$44.92M2.9%
VAN FTSE DEV MKT$29.15M1.9%
SPONSORED ADS$28.87M1.9%
TR UNIT$28.64M1.8%
Portfolio Concentration
Top 3$230.86M14.8%
4–10$155.26M10.0%
11–25$154.86M9.9%
Rest$1.02B65.3%
Top 3 weight
14.8%
Top 10 weight
24.8%
Voting Authority Distribution
Total shares with voting rights: 25.12M
Sole
Full voting authority
7.28M
shares
% of voting shares29.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.84M
shares
% of voting shares71.0%
Investment Discretion (by position count)
Sole762
Shared0
Other125
Dominant voting typeNone · 71.0% of voting shares
Institutional Holdings887
Rows:
APPLE INC
SOLEShares817.95K
TypeSH
Market value$106.28M
6.83%
Sole
392.54K
Shared
0.00
None
425.41K
VANGUARD INDEX FDS
OTRShares343K
TypeSH
Market value$65.58M
4.21%
Sole
334.43K
Shared
0.00
None
8.57K
MICROSOFT CORP
SOLEShares246.02K
TypeSH
Market value$59.00M
3.79%
Sole
52.58K
Shared
0.00
None
193.44K
VANGUARD TAX-MANAGED FDS
SOLEShares694.59K
TypeSH
Market value$29.15M
1.87%
Sole
680.74K
Shared
0.00
None
13.85K
SPDR S&P 500 ETF TR
SOLEShares74.89K
TypeSH
Market value$28.64M
1.84%
Sole
47.30K
Shared
0.00
None
27.59K
AMAZON COM INC
SOLEShares291.65K
TypeSH
Market value$24.50M
1.57%
Sole
109.16K
Shared
0.00
None
182.50K
ALPHABET INC
SOLEShares243.57K
TypeSH
Market value$21.49M
1.38%
Sole
36.22K
Shared
0.00
None
207.34K
VANGUARD INTL EQUITY INDEX F
SOLEShares227.97K
TypeSH
Market value$19.65M
1.26%
Sole
159.90K
Shared
0.00
None
68.08K
JOHNSON & JOHNSON
SOLEShares99.94K
TypeSH
Market value$17.65M
1.13%
Sole
18.43K
Shared
0.00
None
81.52K
COMMERCIAL METALS CO
SOLEShares293.39K
TypeSH
Market value$14.17M
0.91%
Sole
274.79K
Shared
0.00
None
18.59K
UNITEDHEALTH GROUP INC
SOLEShares26.50K
TypeSH
Market value$14.05M
0.90%
Sole
2.15K
Shared
0.00
None
24.36K
MERCK & CO INC
OTRShares121.09K
TypeSH
Market value$13.43M
0.86%
Sole
48.41K
Shared
0.00
None
72.68K
HOME DEPOT INC
SOLEShares38.18K
TypeSH
Market value$12.06M
0.77%
Sole
5.15K
Shared
0.00
None
33.03K
JPMORGAN CHASE & CO
OTRShares87.39K
TypeSH
Market value$11.72M
0.75%
Sole
10.82K
Shared
0.00
None
76.57K
VISA INC
SOLEShares54.40K
TypeSH
Market value$11.30M
0.73%
Sole
3.64K
Shared
0.00
None
50.76K
NVIDIA CORPORATION
OTRShares71.52K
TypeSH
Market value$10.45M
0.67%
Sole
9.74K
Shared
0.00
None
61.78K
ISHARES TR
SOLEShares71.95K
TypeSH
Market value$10.44M
0.67%
Sole
71.95K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares53.28K
TypeSH
Market value$9.63M
0.62%
Sole
12.22K
Shared
0.00
None
41.05K
PROCTER AND GAMBLE CO
OTRShares63.01K
TypeSH
Market value$9.55M
0.61%
Sole
12.11K
Shared
0.00
None
50.89K
ABBVIE INC
SOLEShares57.57K
TypeSH
Market value$9.30M
0.60%
Sole
16.08K
Shared
0.00
None
41.50K
LILLY ELI & CO
OTRShares25.36K
TypeSH
Market value$9.28M
0.60%
Sole
2.58K
Shared
0.00
None
22.78K
ISHARES TR
OTRShares85.81K
TypeSH
Market value$9.05M
0.58%
Sole
5.71K
Shared
0.00
None
80.10K
META PLATFORMS INC
OTRShares68.85K
TypeSH
Market value$8.29M
0.53%
Sole
18.30K
Shared
0.00
None
50.55K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares110.75K
TypeSH
Market value$8.25M
0.53%
Sole
6.48K
Shared
0.00
None
104.27K
MASTERCARD INCORPORATED
SOLEShares23.18K
TypeSH
Market value$8.06M
0.52%
Sole
952.00
Shared
0.00
None
22.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 817.95K | SH | $106.28M 6.83% | 392.54K | 0.00 | 425.41K |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 343K | SH | $65.58M 4.21% | 334.43K | 0.00 | 8.57K |
MICROSOFT CORPSOLE | COM | 246.02K | SH | $59.00M 3.79% | 52.58K | 0.00 | 193.44K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 694.59K | SH | $29.15M 1.87% | 680.74K | 0.00 | 13.85K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 74.89K | SH | $28.64M 1.84% | 47.30K | 0.00 | 27.59K |
AMAZON COM INCSOLE | COM | 291.65K | SH | $24.50M 1.57% | 109.16K | 0.00 | 182.50K |
ALPHABET INCSOLE | CAP STK CL A | 243.57K | SH | $21.49M 1.38% | 36.22K | 0.00 | 207.34K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 227.97K | SH | $19.65M 1.26% | 159.90K | 0.00 | 68.08K |
JOHNSON & JOHNSONSOLE | COM | 99.94K | SH | $17.65M 1.13% | 18.43K | 0.00 | 81.52K |
COMMERCIAL METALS COSOLE | COM | 293.39K | SH | $14.17M 0.91% | 274.79K | 0.00 | 18.59K |
UNITEDHEALTH GROUP INCSOLE | COM | 26.50K | SH | $14.05M 0.90% | 2.15K | 0.00 | 24.36K |
MERCK & CO INCOTR | COM | 121.09K | SH | $13.43M 0.86% | 48.41K | 0.00 | 72.68K |
HOME DEPOT INCSOLE | COM | 38.18K | SH | $12.06M 0.77% | 5.15K | 0.00 | 33.03K |
JPMORGAN CHASE & COOTR | COM | 87.39K | SH | $11.72M 0.75% | 10.82K | 0.00 | 76.57K |
VISA INCSOLE | COM CL A | 54.40K | SH | $11.30M 0.73% | 3.64K | 0.00 | 50.76K |
NVIDIA CORPORATIONOTR | COM | 71.52K | SH | $10.45M 0.67% | 9.74K | 0.00 | 61.78K |
ISHARES TRSOLE | S&P 500 VAL ETF | 71.95K | SH | $10.44M 0.67% | 71.95K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 53.28K | SH | $9.63M 0.62% | 12.22K | 0.00 | 41.05K |
PROCTER AND GAMBLE COOTR | COM | 63.01K | SH | $9.55M 0.61% | 12.11K | 0.00 | 50.89K |
ABBVIE INCSOLE | COM | 57.57K | SH | $9.30M 0.60% | 16.08K | 0.00 | 41.50K |
LILLY ELI & COOTR | COM | 25.36K | SH | $9.28M 0.60% | 2.58K | 0.00 | 22.78K |
ISHARES TROTR | NATIONAL MUN ETF | 85.81K | SH | $9.05M 0.58% | 5.71K | 0.00 | 80.10K |
META PLATFORMS INCOTR | CL A | 68.85K | SH | $8.29M 0.53% | 18.30K | 0.00 | 50.55K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 110.75K | SH | $8.25M 0.53% | 6.48K | 0.00 | 104.27K |
MASTERCARD INCORPORATEDSOLE | CL A | 23.18K | SH | $8.06M 0.52% | 952.00 | 0.00 | 22.23K |
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