Filed: 8/14/2025ACC: 0001172661-25-003360
📋 What this filing means
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 930 equity positions with a total reported market value of $2.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
930
Positions
$2.25B
Total AUM (reported)
25.71M
Total Shares
Allocation by class
COM$1.32B58.7%
CL A$100.29M4.5%
TOTAL STK MKT$96.26M4.3%
SPONSORED ADR$59.90M2.7%
SPONSORED ADS$47.51M2.1%
VAN FTSE DEV MKT$41.33M1.8%
CAP STK CL A$40.54M1.8%
Portfolio Concentration
Top 3$360.43M16.0%
4–10$364.24M16.2%
11–25$265.22M11.8%
Rest$1.26B55.9%
Top 3 weight
16.0%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 25.71M
Sole
Full voting authority
7.43M
shares
% of voting shares28.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.28M
shares
% of voting shares71.1%
Investment Discretion (by position count)
Sole814
Shared0
Other116
Dominant voting typeNone · 71.1% of voting shares
Institutional Holdings930
Rows:
APPLE INC
SOLEShares653.28K
TypeSH
Market value$134.03M
5.97%
Sole
276.84K
Shared
0.00
None
376.44K
MICROSOFT CORP
SOLEShares234.67K
TypeSH
Market value$116.73M
5.20%
Sole
49.70K
Shared
0.00
None
184.97K
NVIDIA CORPORATION
SOLEShares694.15K
TypeSH
Market value$109.67M
4.88%
Sole
77.58K
Shared
0.00
None
616.57K
VANGUARD INDEX FDS
SOLEShares316.71K
TypeSH
Market value$96.26M
4.28%
Sole
306.61K
Shared
0.00
None
10.10K
AMAZON COM INC
OTRShares323.05K
TypeSH
Market value$70.87M
3.15%
Sole
90.50K
Shared
0.00
None
232.55K
META PLATFORMS INC
SOLEShares64.53K
TypeSH
Market value$47.63M
2.12%
Sole
7.09K
Shared
0.00
None
57.44K
VANGUARD TAX-MANAGED FDS
OTRShares724.95K
TypeSH
Market value$41.33M
1.84%
Sole
719.97K
Shared
0.00
None
4.98K
ALPHABET INC
OTRShares230.07K
TypeSH
Market value$40.54M
1.80%
Sole
30.32K
Shared
0.00
None
199.75K
SPDR S&P 500 ETF TR
OTRShares61K
TypeSH
Market value$37.69M
1.68%
Sole
49.98K
Shared
0.00
None
11.03K
NETFLIX INC
OTRShares22.35K
TypeSH
Market value$29.92M
1.33%
Sole
11.75K
Shared
0.00
None
10.60K
JPMORGAN CHASE & CO.
OTRShares94.57K
TypeSH
Market value$27.42M
1.22%
Sole
15.05K
Shared
0.00
None
79.52K
VANGUARD INTL EQUITY INDEX F
OTRShares200.37K
TypeSH
Market value$25.75M
1.15%
Sole
195.55K
Shared
0.00
None
4.82K
BROADCOM INC
SOLEShares90.89K
TypeSH
Market value$25.05M
1.12%
Sole
4.25K
Shared
0.00
None
86.64K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares106.35K
TypeSH
Market value$24.09M
1.07%
Sole
3.85K
Shared
0.00
None
102.50K
VISA INC
SOLEShares54.98K
TypeSH
Market value$19.52M
0.87%
Sole
2.44K
Shared
0.00
None
52.54K
ELI LILLY & CO
SOLEShares25.01K
TypeSH
Market value$19.50M
0.87%
Sole
2.20K
Shared
0.00
None
22.81K
TESLA INC
OTRShares53.32K
TypeSH
Market value$16.94M
0.75%
Sole
5.16K
Shared
0.00
None
48.16K
ALPHABET INC
SOLEShares86.76K
TypeSH
Market value$15.39M
0.69%
Sole
15.11K
Shared
0.00
None
71.65K
MASTERCARD INCORPORATED
OTRShares27.36K
TypeSH
Market value$15.37M
0.68%
Sole
769.00
Shared
0.00
None
26.59K
COMMERCIAL METALS CO
SOLEShares281K
TypeSH
Market value$13.74M
0.61%
Sole
278.36K
Shared
0.00
None
2.64K
JOHNSON & JOHNSON
OTRShares86.14K
TypeSH
Market value$13.16M
0.59%
Sole
15.11K
Shared
0.00
None
71.03K
COSTCO WHSL CORP NEW
OTRShares12.92K
TypeSH
Market value$12.79M
0.57%
Sole
2.94K
Shared
0.00
None
9.98K
ISHARES TR
SOLEShares112.12K
TypeSH
Market value$12.34M
0.55%
Sole
112.12K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares56.41K
TypeSH
Market value$12.33M
0.55%
Sole
10.56K
Shared
0.00
None
45.85K
HOME DEPOT INC
SOLEShares32.23K
TypeSH
Market value$11.82M
0.53%
Sole
5.11K
Shared
0.00
None
27.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 653.28K | SH | $134.03M 5.97% | 276.84K | 0.00 | 376.44K |
MICROSOFT CORPSOLE | COM | 234.67K | SH | $116.73M 5.20% | 49.70K | 0.00 | 184.97K |
NVIDIA CORPORATIONSOLE | COM | 694.15K | SH | $109.67M 4.88% | 77.58K | 0.00 | 616.57K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 316.71K | SH | $96.26M 4.28% | 306.61K | 0.00 | 10.10K |
AMAZON COM INCOTR | COM | 323.05K | SH | $70.87M 3.15% | 90.50K | 0.00 | 232.55K |
META PLATFORMS INCSOLE | CL A | 64.53K | SH | $47.63M 2.12% | 7.09K | 0.00 | 57.44K |
VANGUARD TAX-MANAGED FDSOTR | VAN FTSE DEV MKT | 724.95K | SH | $41.33M 1.84% | 719.97K | 0.00 | 4.98K |
ALPHABET INCOTR | CAP STK CL A | 230.07K | SH | $40.54M 1.80% | 30.32K | 0.00 | 199.75K |
SPDR S&P 500 ETF TROTR | TR UNIT | 61K | SH | $37.69M 1.68% | 49.98K | 0.00 | 11.03K |
NETFLIX INCOTR | COM | 22.35K | SH | $29.92M 1.33% | 11.75K | 0.00 | 10.60K |
JPMORGAN CHASE & CO.OTR | COM | 94.57K | SH | $27.42M 1.22% | 15.05K | 0.00 | 79.52K |
VANGUARD INTL EQUITY INDEX FOTR | TT WRLD ST ETF | 200.37K | SH | $25.75M 1.15% | 195.55K | 0.00 | 4.82K |
BROADCOM INCSOLE | COM | 90.89K | SH | $25.05M 1.12% | 4.25K | 0.00 | 86.64K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 106.35K | SH | $24.09M 1.07% | 3.85K | 0.00 | 102.50K |
VISA INCSOLE | COM CL A | 54.98K | SH | $19.52M 0.87% | 2.44K | 0.00 | 52.54K |
ELI LILLY & COSOLE | COM | 25.01K | SH | $19.50M 0.87% | 2.20K | 0.00 | 22.81K |
TESLA INCOTR | COM | 53.32K | SH | $16.94M 0.75% | 5.16K | 0.00 | 48.16K |
ALPHABET INCSOLE | CAP STK CL C | 86.76K | SH | $15.39M 0.69% | 15.11K | 0.00 | 71.65K |
MASTERCARD INCORPORATEDOTR | CL A | 27.36K | SH | $15.37M 0.68% | 769.00 | 0.00 | 26.59K |
COMMERCIAL METALS COSOLE | COM | 281K | SH | $13.74M 0.61% | 278.36K | 0.00 | 2.64K |
JOHNSON & JOHNSONOTR | COM | 86.14K | SH | $13.16M 0.59% | 15.11K | 0.00 | 71.03K |
COSTCO WHSL CORP NEWOTR | COM | 12.92K | SH | $12.79M 0.57% | 2.94K | 0.00 | 9.98K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 112.12K | SH | $12.34M 0.55% | 112.12K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 56.41K | SH | $12.33M 0.55% | 10.56K | 0.00 | 45.85K |
HOME DEPOT INCSOLE | COM | 32.23K | SH | $11.82M 0.53% | 5.11K | 0.00 | 27.12K |
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