Filed: 11/14/2025ACC: 0001172661-25-004804
📋 What this filing means
LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 931 equity positions with a total reported market value of $2.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
931
Positions
$2.45B
Total AUM (reported)
25.44M
Total Shares
Allocation by class
COM$1.43B58.6%
TOTAL STK MKT$103.71M4.2%
CL A$102.12M4.2%
SPONSORED ADR$62.37M2.5%
SPONSORED ADS$56.24M2.3%
CAP STK CL A$55.95M2.3%
COM NEW$43.72M1.8%
Portfolio Concentration
Top 3$421.62M17.2%
4–10$396.34M16.2%
11–25$303.30M12.4%
Rest$1.33B54.2%
Top 3 weight
17.2%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 25.44M
Sole
Full voting authority
6.93M
shares
% of voting shares27.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.51M
shares
% of voting shares72.8%
Investment Discretion (by position count)
Sole809
Shared0
Other122
Dominant voting typeNone · 72.8% of voting shares
Institutional Holdings931
Rows:
APPLE INC
SOLEShares637.54K
TypeSH
Market value$162.34M
6.63%
Sole
251.82K
Shared
0.00
None
385.71K
NVIDIA CORPORATION
OTRShares702.07K
TypeSH
Market value$130.99M
5.35%
Sole
75.53K
Shared
0.00
None
626.54K
MICROSOFT CORP
SOLEShares247.70K
TypeSH
Market value$128.29M
5.24%
Sole
48.53K
Shared
0.00
None
199.17K
VANGUARD INDEX FDS
SOLEShares316.04K
TypeSH
Market value$103.71M
4.23%
Sole
305.99K
Shared
0.00
None
10.04K
AMAZON COM INC
OTRShares324.62K
TypeSH
Market value$71.28M
2.91%
Sole
85.31K
Shared
0.00
None
239.30K
ALPHABET INC
OTRShares230.16K
TypeSH
Market value$55.95M
2.28%
Sole
26.82K
Shared
0.00
None
203.34K
META PLATFORMS INC
OTRShares65.03K
TypeSH
Market value$47.76M
1.95%
Sole
6.83K
Shared
0.00
None
58.20K
VANGUARD TAX-MANAGED FDS
SOLEShares728.23K
TypeSH
Market value$43.64M
1.78%
Sole
720.90K
Shared
0.00
None
7.34K
SPDR S&P 500 ETF TR
OTRShares63.93K
TypeSH
Market value$42.59M
1.74%
Sole
52.30K
Shared
0.00
None
11.63K
BROADCOM INC
SOLEShares95.24K
TypeSH
Market value$31.42M
1.28%
Sole
4.11K
Shared
0.00
None
91.13K
JPMORGAN CHASE & CO.
SOLEShares95.14K
TypeSH
Market value$30.01M
1.23%
Sole
14.43K
Shared
0.00
None
80.72K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares106.82K
TypeSH
Market value$29.83M
1.22%
Sole
3.94K
Shared
0.00
None
102.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares199.68K
TypeSH
Market value$27.52M
1.12%
Sole
194.96K
Shared
0.00
None
4.72K
NETFLIX INC
OTRShares22.63K
TypeSH
Market value$27.13M
1.11%
Sole
11.75K
Shared
0.00
None
10.88K
TESLA INC
SOLEShares55.13K
TypeSH
Market value$24.52M
1.00%
Sole
5.62K
Shared
0.00
None
49.51K
ALPHABET INC
OTRShares92.18K
TypeSH
Market value$22.45M
0.92%
Sole
14.64K
Shared
0.00
None
77.55K
ELI LILLY & CO
SOLEShares25.43K
TypeSH
Market value$19.40M
0.79%
Sole
2.15K
Shared
0.00
None
23.27K
VISA INC
SOLEShares56.62K
TypeSH
Market value$19.33M
0.79%
Sole
2.23K
Shared
0.00
None
54.38K
ORACLE CORP
SOLEShares58.39K
TypeSH
Market value$16.42M
0.67%
Sole
10.54K
Shared
0.00
None
47.84K
COMMERCIAL METALS CO
SOLEShares280.82K
TypeSH
Market value$16.09M
0.66%
Sole
278.36K
Shared
0.00
None
2.46K
JOHNSON & JOHNSON
OTRShares84.72K
TypeSH
Market value$15.71M
0.64%
Sole
14.99K
Shared
0.00
None
69.73K
MASTERCARD INCORPORATED
SOLEShares27.32K
TypeSH
Market value$15.54M
0.63%
Sole
637.00
Shared
0.00
None
26.69K
ISHARES TR
SOLEShares112.12K
TypeSH
Market value$13.54M
0.55%
Sole
112.12K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares32.01K
TypeSH
Market value$12.97M
0.53%
Sole
4.85K
Shared
0.00
None
27.17K
VANGUARD INDEX FDS
SOLEShares20.98K
TypeSH
Market value$12.85M
0.52%
Sole
14.88K
Shared
0.00
None
6.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 637.54K | SH | $162.34M 6.63% | 251.82K | 0.00 | 385.71K |
NVIDIA CORPORATIONOTR | COM | 702.07K | SH | $130.99M 5.35% | 75.53K | 0.00 | 626.54K |
MICROSOFT CORPSOLE | COM | 247.70K | SH | $128.29M 5.24% | 48.53K | 0.00 | 199.17K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 316.04K | SH | $103.71M 4.23% | 305.99K | 0.00 | 10.04K |
AMAZON COM INCOTR | COM | 324.62K | SH | $71.28M 2.91% | 85.31K | 0.00 | 239.30K |
ALPHABET INCOTR | CAP STK CL A | 230.16K | SH | $55.95M 2.28% | 26.82K | 0.00 | 203.34K |
META PLATFORMS INCOTR | CL A | 65.03K | SH | $47.76M 1.95% | 6.83K | 0.00 | 58.20K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 728.23K | SH | $43.64M 1.78% | 720.90K | 0.00 | 7.34K |
SPDR S&P 500 ETF TROTR | TR UNIT | 63.93K | SH | $42.59M 1.74% | 52.30K | 0.00 | 11.63K |
BROADCOM INCSOLE | COM | 95.24K | SH | $31.42M 1.28% | 4.11K | 0.00 | 91.13K |
JPMORGAN CHASE & CO.SOLE | COM | 95.14K | SH | $30.01M 1.23% | 14.43K | 0.00 | 80.72K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 106.82K | SH | $29.83M 1.22% | 3.94K | 0.00 | 102.88K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 199.68K | SH | $27.52M 1.12% | 194.96K | 0.00 | 4.72K |
NETFLIX INCOTR | COM | 22.63K | SH | $27.13M 1.11% | 11.75K | 0.00 | 10.88K |
TESLA INCSOLE | COM | 55.13K | SH | $24.52M 1.00% | 5.62K | 0.00 | 49.51K |
ALPHABET INCOTR | CAP STK CL C | 92.18K | SH | $22.45M 0.92% | 14.64K | 0.00 | 77.55K |
ELI LILLY & COSOLE | COM | 25.43K | SH | $19.40M 0.79% | 2.15K | 0.00 | 23.27K |
VISA INCSOLE | COM CL A | 56.62K | SH | $19.33M 0.79% | 2.23K | 0.00 | 54.38K |
ORACLE CORPSOLE | COM | 58.39K | SH | $16.42M 0.67% | 10.54K | 0.00 | 47.84K |
COMMERCIAL METALS COSOLE | COM | 280.82K | SH | $16.09M 0.66% | 278.36K | 0.00 | 2.46K |
JOHNSON & JOHNSONOTR | COM | 84.72K | SH | $15.71M 0.64% | 14.99K | 0.00 | 69.73K |
MASTERCARD INCORPORATEDSOLE | CL A | 27.32K | SH | $15.54M 0.63% | 637.00 | 0.00 | 26.69K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 112.12K | SH | $13.54M 0.55% | 112.12K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 32.01K | SH | $12.97M 0.53% | 4.85K | 0.00 | 27.17K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 20.98K | SH | $12.85M 0.52% | 14.88K | 0.00 | 6.11K |
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