Laird Norton Wetherby Wealth Management, LLC
CIK 1279627 · View on SEC EDGAR ↗
- Portfolio value
- $1.7B
- Positions
- 931
- As of
- Sept. 30, 2025 Data as of Q3 2025
#1,685 of 9,443 by 13F value · top 17.8%
Portfolio value QoQ: +5.8% 13F does not disclose cash
- Top 10 holdings weight
- 34.60%
- Top 25 holdings weight
- 44.83%
- Positions above 1%
- 11
- Effective number of positions
- 46.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2025: 17.96% Est. buys $300,325,141 · sells $345,430,449
- New positions
- 43
- Increased
- 433
- Decreased
- 341
- Closed
- 42
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 86.7% · Options excluded: 0.0%
Sector breakdown
Technology
28.1%
Industrials
9.2%
Financials
7.9%
Healthcare
7.6%
Financial Services
6.1%
Consumer Discretionary
4.1%
Materials
2.9%
Retail
2.8%
Energy
2.7%
Real Estate
1.7%
Communication Services
1.5%
Utilities
1.5%
Consumer Staples
1.2%
Telecommunication
0.7%
Consumer products
0.5%
Packaging
0.2%
Logistics & Transportation
0.1%
Diversified Consumer Services
0.1%
Communications
0.1%
Paper & Forest
0.0%
Other/Unmapped
21.0%
Full portfolio 931 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $160,368,368 | 9.33% | 629,809 | $27,920,111 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $126,081,474 | 7.33% | 243,424 | $11,477,718 | Up ×1 | ||
| VTI | $103,223,559 | 6.00% | 314,543 | $7,754,934 | Up ×1 | ||
| VEA | $43,361,898 | 2.52% | 723,663 | $43,101,303 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $31,419,430 | 1.83% | 95,236 | $6,365,845 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $29,809,417 | 1.73% | 106,730 | $5,752,027 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $29,263,260 | 1.70% | 92,773 | $28,563,417 | Up ×1 | ||
| VT | $27,431,263 | 1.60% | 199,066 | $27,352,760 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $24,507,186 | 1.43% | 55,107 | $24,500,515 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $19,402,511 | 1.13% | 25,429 | $-93,722 | Up ×1 | ||
| V Visa Inc. | $18,576,640 | 1.08% | 54,416 | $-163,000 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $16,420,687 | 0.96% | 58,387 | $4,087,187 | Up ×1 | ||
| CMC Commercial Metals Company Common Stock | $16,085,191 | 0.94% | 280,817 | $2,341,633 | Down ×1 | ||
| MA Mastercard Incorporated Common Stock | $15,330,568 | 0.89% | 26,952 | $15,127,707 | Up ×1 | ||
| IVW | $13,535,544 | 0.79% | 112,123 | $1,190,751 | |||
| HD Home Depot, Inc. (The) Common Stock | $12,593,082 | 0.73% | 31,079 | $1,119,438 | Down ×1 | ||
| VOO | $12,373,661 | 0.72% | 20,206 | $11,932,707 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $10,350,573 | 0.60% | 44,703 | $2,089,685 | Up ×1 | ||
| TEL TE Connectivity plc Ordinary Shares | $10,287,835 | 0.60% | 46,863 | $2,294,226 | Down ×1 | ||
| IGF iShares Global Infrastructure ETF | $9,850,806 | 0.57% | 161,172 | $1,566,206 | Up ×1 | ||
| BAC Bank of America Corporation Common Stock | $9,247,365 | 0.54% | 179,247 | $836,461 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8,218,425 | 0.48% | 11,191 | $-30,963,123 | Down ×1 | ||
| AXP American Express Company Common Stock | $7,825,358 | 0.46% | 23,559 | $433,634 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $7,641,002 | 0.44% | 67,769 | $7,489,435 | Up ×1 | ||
| BND Vanguard Total Bond Market ETF | $7,481,921 | 0.44% | 100,604 | $7,293,719 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $7,223,676 | 0.42% | 20,920 | $6,956,317 | Up ×1 | ||
| SPGI S&P Global Inc. Common Stock | $7,093,312 | 0.41% | 14,574 | $-594,577 | Down ×1 | ||
| INTU Intuit Inc. - Common Stock | $6,771,053 | 0.39% | 9,915 | $-982,377 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $6,725,806 | 0.39% | 80,136 | $265,408 | Down ×1 | ||
| PEN Penumbra, Inc. Common Stock | $6,465,993 | 0.38% | 25,525 | $-172,512 | Down ×1 | ||
| NVS Novartis AG Common Stock | $6,367,758 | 0.37% | 49,655 | $321,614 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $6,134,426 | 0.36% | 38,591 | $6,127,101 | Up ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $6,049,001 | 0.35% | 6,573 | $-663,334 | Up ×1 | ||
| MCD McDonald's Corporation Common Stock | $5,896,855 | 0.34% | 19,405 | $26,993 | Down ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $5,830,951 | 0.34% | 76,003 | $823,210 | Up ×1 | ||
| TDG Transdigm Group Incorporated Common Stock | $5,787,426 | 0.34% | 4,391 | $-886,663 | Up ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $5,674,753 | 0.33% | 15,163 | $483,761 | Up ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $5,669,882 | 0.33% | 34,082 | $264,438 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $5,638,703 | 0.33% | 85,023 | $5,637,916 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5,532,075 | 0.32% | 27,020 | $463,232 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $5,499,017 | 0.32% | 19,489 | $49,124 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $5,443,970 | 0.32% | 35,057 | $5,427,073 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $5,383,334 | 0.31% | 37,245 | $807,339 | Up ×1 | ||
| UBS UBS Group AG Registered Ordinary Shares | $5,338,856 | 0.31% | 130,216 | $960,214 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $5,301,083 | 0.31% | 31,680 | $925,972 | Up ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $5,159,628 | 0.30% | 35,437 | $368,384 | Up ×1 | ||
| IVV | $5,096,502 | 0.30% | 7,615 | $566,392 | Up ×1 | ||
| MDY | $5,021,284 | 0.29% | 8,425 | $699,041 | Up ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $4,859,374 | 0.28% | 900 | $-229,390 | Up ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $4,845,168 | 0.28% | 44,067 | $4,835,134 | Up ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $4,830,788 | 0.28% | 50,600 | $-260,318 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4,818,442 | 0.28% | 26,414 | $1,617,103 | Up ×1 | ||
| TM Toyota Motor Corporation Common Stock | $4,743,045 | 0.28% | 24,821 | $306,316 | Down ×1 | ||
| KB KB Financial Group Inc | $4,650,754 | 0.27% | 56,094 | $30,256 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $4,581,373 | 0.27% | 19,382 | $-82,167 | Down ×1 | ||
| ING ING Group, N.V. Common Stock | $4,466,983 | 0.26% | 171,280 | $756,999 | Up ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $4,455,149 | 0.26% | 15,179 | $-213,523 | Up ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $4,370,492 | 0.25% | 17,723 | $-1,638,692 | Down ×1 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $4,325,293 | 0.25% | 66,533 | $-165,725 | Down ×1 | ||
| MCK McKesson Corporation Common Stock | $4,303,845 | 0.25% | 5,571 | $243,490 | Up ×1 | ||
| HSBC HSBC Holdings, plc. Common Stock | $4,264,692 | 0.25% | 60,083 | $648,659 | Up ×1 | ||
| IWV | $4,254,976 | 0.25% | 11,229 | $811,666 | Up ×1 | ||
| RY Royal Bank Of Canada Common Stock | $4,228,084 | 0.25% | 28,700 | $472,068 | Up ×1 | ||
| VEU | $4,211,250 | 0.24% | 59,006 | $244,606 | Down ×1 | ||
| SAN Banco Santander, S.A. Sponsored ADR (Spain) | $4,207,029 | 0.24% | 401,434 | $962,542 | Up ×1 | ||
| SNX TD SYNNEX Corporation Common Stock | $4,202,644 | 0.24% | 25,665 | $3,922,966 | Up ×1 | ||
| VIG | $4,199,889 | 0.24% | 19,463 | $26,561 | Down ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $4,159,567 | 0.24% | 21,282 | $661,325 | Down ×1 | ||
| MCO Moody's Corporation Common Stock | $4,146,846 | 0.24% | 8,703 | $-139,283 | Up ×1 | ||
| CBRE CBRE Group Inc Common Stock Class A | $4,120,510 | 0.24% | 26,152 | $514,241 | Up ×1 | ||
| KLAC KLA Corporation - Common Stock | $4,085,898 | 0.24% | 3,788 | $757,194 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $4,048,977 | 0.24% | 24,199 | $1,127,828 | Up ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $3,982,015 | 0.23% | 8,210 | $718,872 | Up ×1 | ||
| VUG | $3,973,552 | 0.23% | 8,285 | $358,960 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $3,966,337 | 0.23% | 47,320 | $347,316 | Up ×1 | ||
| IBN ICICI Bank Limited Common Stock | $3,942,899 | 0.23% | 130,430 | $-403,726 | Up ×1 | ||
| XYL Xylem Inc. Common Stock New | $3,860,223 | 0.22% | 26,171 | $634,631 | Up ×1 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $3,858,706 | 0.22% | 28,928 | $210,432 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $3,762,731 | 0.22% | 28,101 | $1,126,666 | Up ×1 | ||
| CRH CRH PLC Ordinary Shares | $3,751,312 | 0.22% | 31,287 | $735,039 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,706,685 | 0.22% | 6,174 | $3,447,850 | Up ×1 | ||
| COF Capital One Financial Corporation Common Stock | $3,683,374 | 0.21% | 17,327 | $3,605,291 | Up ×1 | ||
| CI The Cigna Group Common Stock | $3,680,665 | 0.21% | 12,769 | $3,680,027 | Up ×1 | ||
| T AT&T Inc. | $3,608,815 | 0.21% | 127,791 | $3,566,852 | Up ×1 | ||
| ECL Ecolab Inc. Common Stock | $3,606,195 | 0.21% | 13,168 | $54,416 | Down ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $3,599,260 | 0.21% | 14,649 | $30,626 | Down ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $3,598,193 | 0.21% | 20,132 | $1,420,947 | Up ×1 | ||
| IEMG | $3,587,310 | 0.21% | 54,419 | $3,241,297 | Up ×1 | ||
| WF Woori Financial Group Inc. American Depositary Shares (each representing three (3) shares of Common Stock) | $3,580,686 | 0.21% | 63,770 | $486,435 | Up ×1 | ||
| APH Amphenol Corporation Common Stock | $3,576,375 | 0.21% | 28,900 | $664,435 | Down ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $3,556,238 | 0.21% | 23,930 | $3,554,277 | Up ×1 | ||
| VRSK Verisk Analytics, Inc. - Common Stock | $3,512,841 | 0.20% | 13,967 | $-1,056,241 | Down ×1 | ||
| INFY Infosys Limited American Depositary Shares | $3,385,771 | 0.20% | 208,099 | $-645,468 | Down ×1 | ||
| GPN Global Payments Inc. Common Stock | $3,363,601 | 0.20% | 40,486 | $147,759 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $3,337,678 | 0.19% | 5,428 | $604,618 | Up ×1 | ||
| ENB Enbridge Inc Common Stock | $3,242,409 | 0.19% | 64,257 | $269,960 | Down ×1 | ||
| EEM | $3,229,094 | 0.19% | 60,470 | $3,217,034 | Up ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $3,218,225 | 0.19% | 13,444 | $114,888 | Up ×1 | ||
| DHR Danaher Corporation Common Stock | $3,176,150 | 0.18% | 16,020 | $2,983,746 | Up ×1 | ||
| TT Trane Technologies plc | $3,108,580 | 0.18% | 7,367 | $-34,649 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| NXT | $554,186 | 7,490 | 0.03% |
| JHX | $468,302 | 24,378 | 0.03% |
| ALB | $390,887 | 4,821 | 0.02% |
| BIDU | $373,832 | 2,837 | 0.02% |
| CLS | $338,527 | 1,374 | 0.02% |
| HTGC | $321,811 | 17,018 | 0.02% |
| IAT | $315,180 | 6,000 | 0.02% |
| LEU | $311,621 | 1,005 | 0.02% |
| KWEB | $294,070 | 7,000 | 0.02% |
| RGLD | $275,999 | 1,376 | 0.02% |
| MDB | $269,100 | 867 | 0.02% |
| RDDT | $265,869 | 1,156 | 0.02% |
| FNV | $265,263 | 1,190 | 0.02% |
| EINC | $264,364 | 2,666 | 0.02% |
| PII | $248,506 | 4,275 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| META | Trimmed | -42K | -$31.0M |
| AAPL | Trimmed | -16K | +$27.9M |
| MSFT | Bought more | +13K | +$11.5M |
| VTI | Bought more | +429 | +$7.8M |
| AVGO | Bought more | +4K | +$6.4M |
| TSM | Bought more | +515 | +$5.8M |
| ORCL | Bought more | +2K | +$4.1M |
33 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FLOT | Sept. 30, 2025 | 24,670 | $1,258,664 | No longer tracked |
| JHXXXXX | Sept. 30, 2025 | 27,967 | $752,033 | No longer tracked |
| ANSS | Sept. 30, 2025 | 1,268 | $445,347 | No longer tracked |
| PHT | Sept. 30, 2025 | 47,165 | $381,565 | No longer tracked |
| JNPR | Sept. 30, 2025 | 9,288 | $370,870 | No longer tracked |
| DOX | Sept. 30, 2025 | 3,322 | $303,100 | -25.8% |
| HQH | Sept. 30, 2025 | 19,442 | $301,157 | 30.9% |
| VGLT | Sept. 30, 2025 | 5,319 | $298,527 | |
| DT | Sept. 30, 2025 | 5,400 | $298,134 | -0.6% |
| PHI | Sept. 30, 2025 | 13,340 | $290,279 | 1.9% |
| EMN | Sept. 30, 2025 | 3,362 | $251,007 | 18.3% |
| WBA | Sept. 30, 2025 | 21,737 | $249,546 | No longer tracked |
| TEAM | Sept. 30, 2025 | 1,207 | $245,130 | 6.6% |
| MOH | Sept. 30, 2025 | 795 | $236,831 | 3.6% |
| AL | Sept. 30, 2025 | 3,811 | $222,906 | No longer tracked |
| G | Sept. 30, 2025 | 5,042 | $221,899 | -10.9% |
| LULU | Sept. 30, 2025 | 907 | $215,486 | -33.8% |
| KD | Sept. 30, 2025 | 5,080 | $213,157 | -58.7% |
| CPT | Sept. 30, 2025 | 1,842 | $207,575 | 1.3% |
| TTD | Sept. 30, 2025 | 2,860 | $205,892 | -73.0% |
| IGA | Sept. 30, 2025 | 20,681 | $205,363 | 4.6% |
| DPG | Sept. 30, 2025 | 16,380 | $203,276 | 13.8% |
| BMI | Sept. 30, 2025 | 829 | $203,064 | -28.0% |
| KMX | Sept. 30, 2025 | 3,020 | $202,975 | 37.3% |
| CWEN | Sept. 30, 2025 | 6,332 | $202,624 | 16.6% |
| BRW | Sept. 30, 2025 | 25,107 | $202,363 | -17.3% |
| CART | Sept. 30, 2025 | 4,471 | $202,269 | 36.7% |
| GDV | Sept. 30, 2025 | 7,736 | $201,214 | 11.9% |
| SPE | Sept. 30, 2025 | 12,637 | $195,748 | -13.9% |
| FLC | Sept. 30, 2025 | 11,464 | $194,888 | -5.8% |
| SABA | Sept. 30, 2025 | 21,197 | $194,801 | -10.1% |
| BOE | Sept. 30, 2025 | 17,134 | $194,471 | 6.4% |
| STZ | Sept. 30, 2025 | 1,194 | $194,240 | -0.3% |
| RLTY | Sept. 30, 2025 | 12,609 | $191,405 | 2.1% |
| FTF | Sept. 30, 2025 | 29,743 | $190,951 | No longer tracked |
| OGN | Sept. 30, 2025 | 17,529 | $169,681 | 28.6% |
| PCG | Sept. 30, 2025 | 9,982 | $139,152 | 18.6% |
| RDFN | Sept. 30, 2025 | 12,026 | $134,571 | No longer tracked |
| LCIDXXXX | Sept. 30, 2025 | 33,762 | $71,238 | No longer tracked |
| GGB | Sept. 30, 2025 | 14,345 | $41,888 | 41.9% |
| SID | Sept. 30, 2025 | 13,604 | $19,046 | -37.9% |
| HES | Sept. 30, 2025 | 35 | $4,849 | No longer tracked |