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Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.58B
1-Year Est. Return 30.77%
This Fund
S&P 500
This Quarter Est. Return
-1.84%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$4.58B
AUM Growth
-$227M
Cap. Flow
-$33.1M
Cap. Flow %
-0.72%
Top 10 Hldgs %
34.38%
Holding
1,057
New
37
Increased
391
Reduced
522
Closed
75

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$43M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.8M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$23.1M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$15.8M
5
BND icon
Vanguard Total Bond Market
BND
+$8.61M

Top Sells

Rank Stock Value
1
PEN icon
Penumbra
PEN
+$23.2M
2
AAPL icon
Apple
AAPL
+$18.3M
3
MSFT icon
Microsoft
MSFT
+$13.2M
4
NVDA icon
NVIDIA
NVDA
+$11.7M
5
AMZN icon
Amazon
AMZN
+$7.85M

Sector Composition

Rank Sector Weight
1 Technology 25.87%
2 Financials 12.63%
3 Consumer Discretionary 6.5%
4 Healthcare 6.22%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.93T
$270M 5.88%
728,596
-31,474
-4% -$13.2M
VTI icon
2
Vanguard Total Stock Market ETF
VTI
$658B
$253M 5.52%
789,042
+68,836
+10% +$23.1M
AAPL icon
3
Apple
AAPL
$4.9T
$236M 5.14%
928,297
-70,186
-7% -$18.3M
NVDA icon
4
NVIDIA
NVDA
$4.91T
$188M 4.1%
1,076,441
-63,645
-6% -$11.7M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$226B
$121M 2.64%
1,890,946
+390,223
+26% +$25.8M
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$112M 2.45%
1,493,141
+81,713
+6% +$6.33M
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.06T
$109M 2.38%
152
-4
-3% -$2.95M
VWO icon
8
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$101M 2.21%
1,870,667
+117,048
+7% +$6.56M
AMZN icon
9
Amazon
AMZN
$2.66T
$95M 2.07%
456,213
-35,632
-7% -$7.85M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.23T
$91M 1.98%
316,289
-12,528
-4% -$3.94M
VV icon
11
Vanguard Large-Cap ETF
VV
$52.2B
$58.5M 1.28%
195,721
+137,570
+237% +$43M
AVGO icon
12
Broadcom
AVGO
$1.76T
$57.4M 1.25%
185,489
-4,177
-2% -$1.37M
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.22T
$55M 1.2%
191,829
-24,568
-11% -$7.72M
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$53.2M 1.16%
81,615
-2,325
-3% -$1.58M
VT icon
15
Vanguard Total World Stock ETF
VT
$76.6B
$50.6M 1.1%
365,960
+34,172
+10% +$4.91M
JPM icon
16
JPMorgan Chase
JPM
$907B
$49.8M 1.09%
169,233
-6,316
-4% -$1.92M
TSM icon
17
TSMC
TSM
$2.07T
$49.7M 1.09%
146,733
+788
+0.5% +$271K
META icon
18
Meta Platforms (Facebook)
META
$1.64T
$46.4M 1.01%
81,165
-1,646
-2% -$1.05M
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.06T
$41.7M 0.91%
86,947
-4,964
-5% -$2.44M
IWB icon
20
iShares Russell 1000 ETF
IWB
$48B
$41.7M 0.91%
116,843
-619
-0.5% -$231K
IGF icon
21
iShares Global Infrastructure ETF
IGF
$10.9B
$38.7M 0.84%
577,652
+241,326
+72% +$15.8M
TSLA icon
22
Tesla
TSLA
$1.43T
$38.5M 0.84%
103,514
+3,182
+3% +$1.31M
LLY icon
23
Eli Lilly
LLY
$1.05T
$36.1M 0.79%
39,217
-1,908
-5% -$1.93M
EFA icon
24
iShares MSCI EAFE ETF
EFA
$76.5B
$31.8M 0.69%
327,293
-10,741
-3% -$1.07M
IVW icon
25
iShares S&P 500 Growth ETF
IVW
$73.1B
$31.2M 0.68%
275,902
-32
-0% -$3.85K
1
2 3 4 5

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Laird Norton Wetherby Trust Company's Q1 2026 Portfolio in Review

As of Q1 2026, Laird Norton Wetherby Trust Company held 1,057 positions worth $4.58B, down 4.7% from $4.81B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Laird Norton Wetherby Trust Company's Q1 2026 filing shows 37 new, 391 increased, 522 reduced and 75 closed positions. Its largest new stake was iShares MBS ETF: 24,266 shares worth $2.3M. The largest sale was Penumbra, an estimated $23.2M.

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

  • Laird Norton Wetherby Trust Company's largest Q1 2026 buy was iShares MBS ETF: 24,266 shares worth $2.3M.
  • Laird Norton Wetherby Trust Company added most to Vanguard Large-Cap ETF in Q1 2026, an estimated $43M increase.
  • Laird Norton Wetherby Trust Company's biggest Q1 2026 reduction was Penumbra, cutting an estimated $23.2M.
  • Laird Norton Wetherby Trust Company fully exited Inhibrx in Q1 2026, selling an estimated $3.19M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 34% of its $4.58B portfolio in Q1 2026.
  • Laird Norton Wetherby Trust Company opened 37 new positions and closed 75 in Q1 2026.
  • Laird Norton Wetherby Trust Company's portfolio value fell 4.7% quarter-over-quarter to $4.58B.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.