Filed: 5/12/2023ACC: 0001172661-23-002091
📋 What this filing means
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 913 equity positions with a total reported market value of $1.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
913
Positions
$1.71B
Total AUM (reported)
25.85M
Total Shares
Allocation by class
COM$1.02B59.5%
TOTAL STK MKT$70.35M4.1%
CL A$55.94M3.3%
SPONSORED ADR$50.51M3.0%
SPONSORED ADS$32.86M1.9%
SHS$31.76M1.9%
VAN FTSE DEV MKT$31.57M1.8%
Portfolio Concentration
Top 3$279.93M16.4%
4–10$178.87M10.5%
11–25$172.14M10.1%
Rest$1.08B63.1%
Top 3 weight
16.4%
Top 10 weight
26.8%
Voting Authority Distribution
Total shares with voting rights: 25.85M
Sole
Full voting authority
7.35M
shares
% of voting shares28.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.49M
shares
% of voting shares71.5%
Investment Discretion (by position count)
Sole795
Shared0
Other118
Dominant voting typeNone · 71.5% of voting shares
Institutional Holdings913
Rows:
APPLE INC
SOLEShares832.71K
TypeSH
Market value$137.31M
8.04%
Sole
397.86K
Shared
0.00
None
434.85K
MICROSOFT CORP
OTRShares250.67K
TypeSH
Market value$72.27M
4.23%
Sole
52.57K
Shared
0.00
None
198.10K
VANGUARD INDEX FDS
SOLEShares344.67K
TypeSH
Market value$70.35M
4.12%
Sole
336.35K
Shared
0.00
None
8.32K
AMAZON COM INC
SOLEShares328.39K
TypeSH
Market value$33.92M
1.98%
Sole
118K
Shared
0.00
None
210.39K
VANGUARD TAX-MANAGED FDS
SOLEShares698.85K
TypeSH
Market value$31.57M
1.85%
Sole
684.99K
Shared
0.00
None
13.86K
SPDR S&P 500 ETF TR
SOLEShares74.28K
TypeSH
Market value$30.41M
1.78%
Sole
47.18K
Shared
0.00
None
27.09K
ALPHABET INC
SOLEShares245.59K
TypeSH
Market value$25.48M
1.49%
Sole
34.99K
Shared
0.00
None
210.60K
VANGUARD INTL EQUITY INDEX F
SOLEShares230.56K
TypeSH
Market value$21.23M
1.24%
Sole
162.37K
Shared
0.00
None
68.19K
NVIDIA CORPORATION
SOLEShares74.88K
TypeSH
Market value$20.80M
1.22%
Sole
11.40K
Shared
0.00
None
63.48K
META PLATFORMS INC
OTRShares72.99K
TypeSH
Market value$15.47M
0.91%
Sole
16.39K
Shared
0.00
None
56.60K
COMMERCIAL METALS CO
SOLEShares292.48K
TypeSH
Market value$14.30M
0.84%
Sole
274.83K
Shared
0.00
None
17.65K
UNITEDHEALTH GROUP INC
SOLEShares30.16K
TypeSH
Market value$14.25M
0.83%
Sole
1.91K
Shared
0.00
None
28.25K
TESLA INC
SOLEShares67.24K
TypeSH
Market value$13.95M
0.82%
Sole
12.51K
Shared
0.00
None
54.73K
JOHNSON & JOHNSON
OTRShares86.57K
TypeSH
Market value$13.42M
0.79%
Sole
16.25K
Shared
0.00
None
70.33K
MERCK & CO INC
SOLEShares124.38K
TypeSH
Market value$13.23M
0.77%
Sole
47.74K
Shared
0.00
None
76.64K
VISA INC
SOLEShares55.88K
TypeSH
Market value$12.60M
0.74%
Sole
3.28K
Shared
0.00
None
52.60K
JPMORGAN CHASE & CO
SOLEShares91.77K
TypeSH
Market value$11.96M
0.70%
Sole
11.35K
Shared
0.00
None
80.43K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares118.83K
TypeSH
Market value$11.05M
0.65%
Sole
6.48K
Shared
0.00
None
112.35K
HOME DEPOT INC
SOLEShares36.03K
TypeSH
Market value$10.63M
0.62%
Sole
5K
Shared
0.00
None
31.03K
ISHARES TR
SOLEShares68.68K
TypeSH
Market value$10.42M
0.61%
Sole
68.68K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares52.48K
TypeSH
Market value$9.57M
0.56%
Sole
11.53K
Shared
0.00
None
40.95K
ALPHABET INC
OTRShares89.94K
TypeSH
Market value$9.35M
0.55%
Sole
15.82K
Shared
0.00
None
74.13K
PROCTER AND GAMBLE CO
OTRShares62.63K
TypeSH
Market value$9.31M
0.54%
Sole
11.71K
Shared
0.00
None
50.91K
ISHARES TR
OTRShares85.89K
TypeSH
Market value$9.25M
0.54%
Sole
5.71K
Shared
0.00
None
80.18K
VANGUARD INTL EQUITY INDEX F
OTRShares218.47K
TypeSH
Market value$8.83M
0.52%
Sole
213.24K
Shared
0.00
None
5.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 832.71K | SH | $137.31M 8.04% | 397.86K | 0.00 | 434.85K |
MICROSOFT CORPOTR | COM | 250.67K | SH | $72.27M 4.23% | 52.57K | 0.00 | 198.10K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 344.67K | SH | $70.35M 4.12% | 336.35K | 0.00 | 8.32K |
AMAZON COM INCSOLE | COM | 328.39K | SH | $33.92M 1.98% | 118K | 0.00 | 210.39K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 698.85K | SH | $31.57M 1.85% | 684.99K | 0.00 | 13.86K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 74.28K | SH | $30.41M 1.78% | 47.18K | 0.00 | 27.09K |
ALPHABET INCSOLE | CAP STK CL A | 245.59K | SH | $25.48M 1.49% | 34.99K | 0.00 | 210.60K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 230.56K | SH | $21.23M 1.24% | 162.37K | 0.00 | 68.19K |
NVIDIA CORPORATIONSOLE | COM | 74.88K | SH | $20.80M 1.22% | 11.40K | 0.00 | 63.48K |
META PLATFORMS INCOTR | CL A | 72.99K | SH | $15.47M 0.91% | 16.39K | 0.00 | 56.60K |
COMMERCIAL METALS COSOLE | COM | 292.48K | SH | $14.30M 0.84% | 274.83K | 0.00 | 17.65K |
UNITEDHEALTH GROUP INCSOLE | COM | 30.16K | SH | $14.25M 0.83% | 1.91K | 0.00 | 28.25K |
TESLA INCSOLE | COM | 67.24K | SH | $13.95M 0.82% | 12.51K | 0.00 | 54.73K |
JOHNSON & JOHNSONOTR | COM | 86.57K | SH | $13.42M 0.79% | 16.25K | 0.00 | 70.33K |
MERCK & CO INCSOLE | COM | 124.38K | SH | $13.23M 0.77% | 47.74K | 0.00 | 76.64K |
VISA INCSOLE | COM CL A | 55.88K | SH | $12.60M 0.74% | 3.28K | 0.00 | 52.60K |
JPMORGAN CHASE & COSOLE | COM | 91.77K | SH | $11.96M 0.70% | 11.35K | 0.00 | 80.43K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 118.83K | SH | $11.05M 0.65% | 6.48K | 0.00 | 112.35K |
HOME DEPOT INCSOLE | COM | 36.03K | SH | $10.63M 0.62% | 5K | 0.00 | 31.03K |
ISHARES TRSOLE | S&P 500 VAL ETF | 68.68K | SH | $10.42M 0.61% | 68.68K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 52.48K | SH | $9.57M 0.56% | 11.53K | 0.00 | 40.95K |
ALPHABET INCOTR | CAP STK CL C | 89.94K | SH | $9.35M 0.55% | 15.82K | 0.00 | 74.13K |
PROCTER AND GAMBLE COOTR | COM | 62.63K | SH | $9.31M 0.54% | 11.71K | 0.00 | 50.91K |
ISHARES TROTR | NATIONAL MUN ETF | 85.89K | SH | $9.25M 0.54% | 5.71K | 0.00 | 80.18K |
VANGUARD INTL EQUITY INDEX FOTR | FTSE EMR MKT ETF | 218.47K | SH | $8.83M 0.52% | 213.24K | 0.00 | 5.23K |
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