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Laird Norton Wetherby Trust Company Portfolio holdings

AUM $5.21B
1-Year Est. Return 31.48%
This Fund
S&P 500
This Quarter Est. Return
+20.82%
1 Year Est. Return
+31.48%
3 Year Est. Return
+88.07%
5 Year Est. Return
+97.65%
10 Year Est. Return
–
AUM
$5.21B
AUM Growth
+$622M
Cap. Flow
+$9.6M
Cap. Flow %
0.18%
Top 10 Hldgs %
33.62%
Holding
1,053
New
71
Increased
415
Reduced
477
Closed
36

Top Buys

Rank Stock Value
1
VT icon
Vanguard Total World Stock ETF
VT
+$5.1M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.84M
3
IGF icon
iShares Global Infrastructure ETF
IGF
+$4.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.77M
5
MU icon
Micron Technology
MU
+$2.44M

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.9M
2
MSFT icon
Microsoft
MSFT
+$2.63M
3
NVDA icon
NVIDIA
NVDA
+$2.53M
4
ABT icon
Abbott
ABT
+$2.34M
5
HON icon
Honeywell
HON
+$2.05M

Sector Composition

Rank Sector Weight
1 Technology 28.9%
2 Miscellaneous 27.74%
3 Financials 12.15%
4 Consumer Discretionary 6.03%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$291M 5.58%
785,489
-3,553
-0.5% -$1.27M
AAPL icon
2
Apple
AAPL
$4.67T
$270M 5.19%
932,790
+4,493
+0.5% +$1.29M
MSFT icon
3
Microsoft
MSFT
$3.71T
$269M 5.17%
722,087
-6,509
-0.9% -$2.63M
NVDA icon
4
NVIDIA
NVDA
$5.56T
$213M 4.09%
1,064,152
-12,289
-1% -$2.53M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$240B
$137M 2.63%
1,920,532
+29,586
+2% +$2.06M
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$124M 2.39%
1,483,276
-9,865
-0.7% -$806K
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.08T
$114M 2.19%
152
– –
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.14T
$113M 2.18%
316,925
+636
+0.2% +$229K
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$112M 2.16%
1,882,546
+11,879
+0.6% +$698K
AMZN icon
10
Amazon
AMZN
$2.79T
$107M 2.06%
449,181
-7,032
-2% -$1.77M
AVGO icon
11
Broadcom
AVGO
$1.7T
$70.4M 1.35%
186,421
+932
+0.5% +$374K
TSM icon
12
TSMC
TSM
$2.22T
$69.9M 1.34%
146,102
-631
-0.4% -$256K
VV icon
13
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$67.8M 1.3%
197,038
+1,317
+0.7% +$439K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.1T
$66.2M 1.27%
187,408
-4,421
-2% -$1.58M
VT icon
15
Vanguard Total World Stock ETF
VT
$81.5B
$62.7M 1.2%
399,362
+33,402
+9% +$5.1M
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$60.9M 1.17%
81,364
-251
-0.3% -$182K
JPM icon
17
JPMorgan Chase
JPM
$953B
$54.9M 1.06%
167,828
-1,405
-0.8% -$436K
MU icon
18
Micron Technology
MU
$1.15T
$53.7M 1.03%
46,558
+3,251
+8% +$2.44M
IWB icon
19
iShares Russell 1000 ETF
IWB
$49B
$47.5M 0.91%
116,034
-809
-0.7% -$321K
LLY icon
20
Eli Lilly
LLY
$1.02T
$46.7M 0.9%
38,934
-283
-0.7% -$289K
META icon
21
Meta Platforms (Facebook)
META
$1.57T
$45.1M 0.87%
80,141
-1,024
-1% -$626K
IGF icon
22
iShares Global Infrastructure ETF
IGF
$10.5B
$43.1M 0.83%
647,638
+69,986
+12% +$4.7M
AMD icon
23
Advanced Micro Devices
AMD
$780B
$42.8M 0.82%
73,749
+274
+0.4% +$112K
AMAT icon
24
Applied Materials
AMAT
$361B
$42.6M 0.82%
58,978
+24
+0% +$11.1K
TSLA icon
25
Tesla
TSLA
$1.4T
$42.3M 0.81%
100,569
-2,945
-3% -$1.17M
1
2 3 4 5

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Laird Norton Wetherby Trust Company's Q2 2026 Portfolio in Review

As of Q2 2026, Laird Norton Wetherby Trust Company held 1,053 positions worth $5.21B, up 14% from $4.58B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Laird Norton Wetherby Trust Company's Q2 2026 filing shows 71 new, 415 increased, 477 reduced and 36 closed positions. Its largest new stake was Dimensional Emerging Markets Sustainability Core 1 ETF: 49,725 shares worth $2.43M. The largest sale was Berkshire Hathaway Class B, an estimated $2.9M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Miscellaneous and Financials.

  • Laird Norton Wetherby Trust Company's largest Q2 2026 buy was Dimensional Emerging Markets Sustainability Core 1 ETF: 49,725 shares worth $2.43M.
  • Laird Norton Wetherby Trust Company added most to Vanguard Total World Stock ETF in Q2 2026, an estimated $5.1M increase.
  • Laird Norton Wetherby Trust Company's biggest Q2 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $2.9M.
  • Laird Norton Wetherby Trust Company fully exited Coterra Energy in Q2 2026, selling an estimated $1.53M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 34% of its $5.21B portfolio in Q2 2026.
  • Laird Norton Wetherby Trust Company opened 71 new positions and closed 36 in Q2 2026.
  • Laird Norton Wetherby Trust Company's portfolio value rose 14% quarter-over-quarter to $5.21B.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.