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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
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.08T
$40.5M 0.78%
80,917
-6,030
-7% -$2.9M
IVW icon
27
iShares S&P 500 Growth ETF
IVW
$77.1B
$37.9M 0.73%
275,850
-52
-0% -$6.87K
VOO icon
28
Vanguard S&P 500 ETF
VOO
$1.03T
$37.4M 0.72%
54,420
+2,710
+5% +$1.81M
EFA icon
29
iShares MSCI EAFE ETF
EFA
$80.1B
$34.1M 0.66%
328,250
+957
+0.3% +$98.4K
V icon
30
Visa
V
$700B
$31.4M 0.6%
91,532
-1,812
-2% -$582K
ASML icon
31
ASML
ASML
$659B
$30.1M 0.58%
15,139
+52
+0.3% +$82.8K
MUB icon
32
iShares National Muni Bond ETF
MUB
$45B
$29.7M 0.57%
276,304
+4,623
+2% +$494K
VB icon
33
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$28.8M 0.55%
95,164
-3,018
-3% -$865K
IWV icon
34
iShares Russell 3000 ETF
IWV
$20.3B
$28.5M 0.55%
66,920
-3,969
-6% -$1.64M
GS icon
35
Goldman Sachs
GS
$302B
$28M 0.54%
27,679
+606
+2% +$591K
LRCX icon
36
Lam Research
LRCX
$385B
$27.9M 0.54%
64,446
+195
+0.3% +$59.2K
VXUS icon
37
Vanguard Total International Stock ETF
VXUS
$165B
$25.7M 0.49%
300,174
-5,510
-2% -$461K
JNJ icon
38
Johnson & Johnson
JNJ
$663B
$25.5M 0.49%
100,512
-3,596
-3% -$838K
HD icon
39
Home Depot
HD
$320B
$24.1M 0.46%
68,450
-1,979
-3% -$644K
BND icon
40
Vanguard Total Bond Market
BND
$160B
$23.5M 0.45%
320,418
+29,040
+10% +$2.13M
COST icon
41
Costco
COST
$406B
$22.7M 0.44%
24,306
-552
-2% -$550K
CAT icon
42
Caterpillar
CAT
$374B
$22.6M 0.43%
21,249
+429
+2% +$377K
CSCO icon
43
Cisco
CSCO
$431B
$22.4M 0.43%
191,053
+3,130
+2% +$327K
XOM icon
44
ExxonMobil
XOM
$656B
$19.3M 0.37%
141,456
+1,718
+1% +$257K
INTC icon
45
Intel
INTC
$506B
$18.9M 0.36%
135,391
+13,678
+11% +$1.38M
MA icon
46
Mastercard
MA
$507B
$18.8M 0.36%
36,650
-1,777
-5% -$886K
WMT icon
47
Walmart Inc
WMT
$850B
$18.4M 0.35%
162,214
+1,846
+1% +$229K
ABBV icon
48
AbbVie
ABBV
$453B
$18.1M 0.35%
71,949
-1,208
-2% -$260K
IBM icon
49
IBM
IBM
$221B
$17.7M 0.34%
62,891
+393
+0.6% +$99K
BAC icon
50
Bank of America
BAC
$438B
$17.4M 0.33%
305,799
-4,884
-2% -$260K
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.