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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
+3.69%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$4.81B
AUM Growth
+$4.23B
Cap. Flow
+$4.18B
Cap. Flow %
86.88%
Top 10 Hldgs %
35.74%
Holding
1,021
New
956
Increased
60
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$245M
2
MSFT icon
Microsoft
MSFT
+$214M
3
NVDA icon
NVIDIA
NVDA
+$201M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$195M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$116M

Top Sells

Rank Stock Value
1
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$281K
2
ANIX icon
Anixa Biosciences
ANIX
+$37.7K

Sector Composition

Rank Sector Weight
1 Technology 28.72%
2 Financials 13.38%
3 Consumer Discretionary 7.09%
4 Healthcare 7.03%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHB icon
251
Schwab US Broad Market ETF
SCHB
$44.9B
$2.86M 0.06%
+108,848
New +$2.83M
CCEP icon
252
Coca-Cola Europacific Partners
CCEP
$47.9B
$2.84M 0.06%
+31,322
New +$2.83M
VNQ icon
253
Vanguard Real Estate ETF
VNQ
$39B
$2.81M 0.06%
+31,792
New +$2.86M
DELL icon
254
Dell
DELL
$293B
$2.8M 0.06%
+22,242
New +$3.13M
TD icon
255
Toronto Dominion Bank
TD
$200B
$2.8M 0.06%
+29,691
New +$2.51M
MO icon
256
Altria Group
MO
$114B
$2.79M 0.06%
+47,549
New +$2.87M
MNST icon
257
Monster Beverage
MNST
$88.5B
$2.78M 0.06%
+36,265
New +$2.6M
FDX icon
258
FedEx
FDX
$75.4B
$2.77M 0.06%
+9,558
New +$2.51M
BCS icon
259
Barclays
BCS
$94.1B
$2.77M 0.06%
+109,014
New +$2.41M
MDLZ icon
260
Mondelez International
MDLZ
$79.9B
$2.76M 0.06%
+50,853
New +$2.93M
NRG icon
261
NRG Energy
NRG
$24.8B
$2.73M 0.06%
+17,152
New +$2.84M
AVUV icon
262
Avantis US Small Cap Value ETF
AVUV
$30.9B
$2.72M 0.06%
+26,625
New +$2.66M
VO icon
263
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$2.7M 0.06%
+37,236
New +$2.71M
VXF icon
264
Vanguard Extended Market ETF
VXF
$31.7B
$2.66M 0.06%
+12,728
New +$2.67M
ROST icon
265
Ross Stores
ROST
$81.9B
$2.66M 0.06%
+14,746
New +$2.46M
PWR icon
266
Quanta Services
PWR
$101B
$2.65M 0.06%
+6,288
New +$2.76M
NSC icon
267
Norfolk Southern
NSC
$75.1B
$2.61M 0.05%
+9,038
New +$2.61M
URI icon
268
United Rentals
URI
$72.4B
$2.6M 0.05%
+3,210
New +$2.79M
RSG icon
269
Republic Services
RSG
$65.7B
$2.59M 0.05%
+12,217
New +$2.63M
BTI icon
270
British American Tobacco
BTI
$128B
$2.55M 0.05%
+44,471
New +$2.43M
ROK icon
271
Rockwell Automation
ROK
$49B
$2.53M 0.05%
+6,503
New +$2.44M
CCJ icon
272
Cameco
CCJ
$42.4B
$2.51M 0.05%
+27,413
New +$2.47M
TGT icon
273
Target
TGT
$68B
$2.5M 0.05%
+25,572
New +$2.36M
BMO icon
274
Bank of Montreal
BMO
$127B
$2.5M 0.05%
+19,245
New +$2.44M
CMCSA icon
275
Comcast
CMCSA
$90B
$2.5M 0.05%
+83,474
New +$2.38M
9 10
11
12 13

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VCM
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BJL
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ASC
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MA
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Laird Norton Wetherby Trust Company's Q4 2025 Portfolio in Review

As of Q4 2025, Laird Norton Wetherby Trust Company held 1,021 positions worth $4.81B, up 727% from $582M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Laird Norton Wetherby Trust Company deployed $4.18B of net new capital in Q4 2025, opening 956 new positions and adding to 60 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 156 shares worth $118M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 39% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Anixa Biosciences, an estimated $37.7K trimmed.

  • Laird Norton Wetherby Trust Company's largest Q4 2025 buy was Berkshire Hathaway Class A: 156 shares worth $118M.
  • Laird Norton Wetherby Trust Company added most to Apple in Q4 2025, an estimated $245M increase.
  • Laird Norton Wetherby Trust Company's biggest Q4 2025 reduction was Anixa Biosciences, cutting an estimated $37.7K.
  • Laird Norton Wetherby Trust Company fully exited VanEck JP Morgan EM Local Currency Bond ETF in Q4 2025, selling an estimated $281K.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 36% of its $4.81B portfolio in Q4 2025.
  • Laird Norton Wetherby Trust Company opened 956 new positions and closed 1 in Q4 2025.
  • Laird Norton Wetherby Trust Company's portfolio value rose 727% quarter-over-quarter to $4.81B.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.