LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

PrivateCIK: 1279627
Location

SEATTLE, WA

931
Positions
$2.45B
Total AUM (reported)
25.44M
Total Shares

Allocation by class

TOTAL AUM$2.45B931 positions
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 317.2%4–1016.2%11–2512.4%Rest54.2%TOP 1033.4%0%100%
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

SOLE
COM
Shares637.54K
TypeSH
Market value$162.34M
6.63%
Sole
251.82K
Shared
0.00
None
385.71K

NVIDIA CORPORATION

OTR
COM
Shares702.07K
TypeSH
Market value$130.99M
5.35%
Sole
75.53K
Shared
0.00
None
626.54K

MICROSOFT CORP

SOLE
COM
Shares247.70K
TypeSH
Market value$128.29M
5.24%
Sole
48.53K
Shared
0.00
None
199.17K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares316.04K
TypeSH
Market value$103.71M
4.23%
Sole
305.99K
Shared
0.00
None
10.04K

AMAZON COM INC

OTR
COM
Shares324.62K
TypeSH
Market value$71.28M
2.91%
Sole
85.31K
Shared
0.00
None
239.30K

ALPHABET INC

OTR
CAP STK CL A
Shares230.16K
TypeSH
Market value$55.95M
2.28%
Sole
26.82K
Shared
0.00
None
203.34K

META PLATFORMS INC

OTR
CL A
Shares65.03K
TypeSH
Market value$47.76M
1.95%
Sole
6.83K
Shared
0.00
None
58.20K

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares728.23K
TypeSH
Market value$43.64M
1.78%
Sole
720.90K
Shared
0.00
None
7.34K

SPDR S&P 500 ETF TR

OTR
TR UNIT
Shares63.93K
TypeSH
Market value$42.59M
1.74%
Sole
52.30K
Shared
0.00
None
11.63K

BROADCOM INC

SOLE
COM
Shares95.24K
TypeSH
Market value$31.42M
1.28%
Sole
4.11K
Shared
0.00
None
91.13K

JPMORGAN CHASE & CO.

SOLE
COM
Shares95.14K
TypeSH
Market value$30.01M
1.23%
Sole
14.43K
Shared
0.00
None
80.72K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares106.82K
TypeSH
Market value$29.83M
1.22%
Sole
3.94K
Shared
0.00
None
102.88K

VANGUARD INTL EQUITY INDEX F

SOLE
TT WRLD ST ETF
Shares199.68K
TypeSH
Market value$27.52M
1.12%
Sole
194.96K
Shared
0.00
None
4.72K

NETFLIX INC

OTR
COM
Shares22.63K
TypeSH
Market value$27.13M
1.11%
Sole
11.75K
Shared
0.00
None
10.88K

TESLA INC

SOLE
COM
Shares55.13K
TypeSH
Market value$24.52M
1.00%
Sole
5.62K
Shared
0.00
None
49.51K

ALPHABET INC

OTR
CAP STK CL C
Shares92.18K
TypeSH
Market value$22.45M
0.92%
Sole
14.64K
Shared
0.00
None
77.55K

ELI LILLY & CO

SOLE
COM
Shares25.43K
TypeSH
Market value$19.40M
0.79%
Sole
2.15K
Shared
0.00
None
23.27K

VISA INC

SOLE
COM CL A
Shares56.62K
TypeSH
Market value$19.33M
0.79%
Sole
2.23K
Shared
0.00
None
54.38K

ORACLE CORP

SOLE
COM
Shares58.39K
TypeSH
Market value$16.42M
0.67%
Sole
10.54K
Shared
0.00
None
47.84K

COMMERCIAL METALS CO

SOLE
COM
Shares280.82K
TypeSH
Market value$16.09M
0.66%
Sole
278.36K
Shared
0.00
None
2.46K

JOHNSON & JOHNSON

OTR
COM
Shares84.72K
TypeSH
Market value$15.71M
0.64%
Sole
14.99K
Shared
0.00
None
69.73K

MASTERCARD INCORPORATED

SOLE
CL A
Shares27.32K
TypeSH
Market value$15.54M
0.63%
Sole
637.00
Shared
0.00
None
26.69K

ISHARES TR

SOLE
S&P 500 GRWT ETF
Shares112.12K
TypeSH
Market value$13.54M
0.55%
Sole
112.12K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares32.01K
TypeSH
Market value$12.97M
0.53%
Sole
4.85K
Shared
0.00
None
27.17K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares20.98K
TypeSH
Market value$12.85M
0.52%
Sole
14.88K
Shared
0.00
None
6.11K
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