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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
+20.16%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$728M
AUM Growth
+$106M
Cap. Flow
-$7.86M
Cap. Flow %
-1.08%
Top 10 Hldgs %
77.19%
Holding
69
New
2
Increased
9
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.79M
2
VZ icon
Verizon
VZ
+$737K
3
PHYS icon
Sprott Physical Gold
PHYS
+$562K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$505K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$396K

Top Sells

Rank Stock Value
1
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$9.33M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.1M
3
ABT icon
Abbott
ABT
+$1.55M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.24M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

Rank Sector Weight
1 Technology 51.58%
2 Financials 3.83%
3 Consumer Discretionary 3.2%
4 Communication Services 1.6%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
26
3M
MMM
$93.2B
$4.54M 0.62%
29,850
– –
HD icon
27
Home Depot
HD
$349B
$4.15M 0.57%
11,310
– –
CVX icon
28
Chevron
CVX
$371B
$4.06M 0.56%
28,324
– –
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$125B
$4.02M 0.55%
64,825
– –
SUSA icon
30
iShares ESG Optimized MSCI USA ETF
SUSA
$4.15B
$3.43M 0.47%
27,064
– –
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.36T
$2.84M 0.39%
16,005
– –
IWR icon
32
iShares Russell Mid-Cap ETF
IWR
$56.7B
$2.75M 0.38%
29,850
– –
NEE icon
33
NextEra Energy
NEE
$176B
$2.62M 0.36%
37,705
-3,466
-8% -$241K
USB icon
34
US Bancorp
USB
$99.4B
$2.39M 0.33%
52,300
– –
VTEB icon
35
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$2.36M 0.32%
48,204
– –
AMAT icon
36
Applied Materials
AMAT
$419B
$2.24M 0.31%
12,235
– –
ANIX icon
37
Anixa Biosciences
ANIX
$117M
$2.04M 0.28%
617,235
-5,000
-0.8% -$14.3K
RELY icon
38
Remitly
RELY
$5.46B
$1.98M 0.27%
105,290
– –
BIL icon
39
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$1.75M 0.24%
19,074
– –
PLTR icon
40
Palantir
PLTR
$375B
$1.71M 0.24%
12,569
– –
SBUX icon
41
Starbucks
SBUX
$120B
$1.67M 0.23%
18,278
– –
BWIN
42
Baldwin Insurance Group
BWIN
$2.77B
$1.32M 0.18%
30,780
– –
SOFI icon
43
SoFi Technologies
SOFI
$23.4B
$1.17M 0.16%
64,495
– –
FLR icon
44
Fluor
FLR
$6.81B
$1.1M 0.15%
21,500
– –
FCX icon
45
Freeport-McMoran
FCX
$95.5B
$1.08M 0.15%
25,000
– –
PCAR icon
46
PACCAR
PCAR
$69.5B
$1.06M 0.15%
11,126
– –
IGF icon
47
iShares Global Infrastructure ETF
IGF
$10.8B
$978K 0.13%
16,517
+2,722
+20% +$155K
BAC icon
48
Bank of America
BAC
$441B
$975K 0.13%
20,602
+2,770
+16% +$117K
AFRM icon
49
Affirm
AFRM
$25.6B
$880K 0.12%
12,721
– –
IEMG icon
50
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$782K 0.11%
13,025
– –
1
2
3

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Laird Norton Wetherby Trust Company's Q2 2025 Portfolio in Review

As of Q2 2025, Laird Norton Wetherby Trust Company held 69 positions worth $728M, up 17% from $622M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 2.9%. Laird Norton Wetherby Trust Company opened 2 new positions and made no exits, leaving the 69-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 52% of assets, up from 47% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Laird Norton Wetherby Trust Company's largest Q2 2025 buy was Berkshire Hathaway Class B: 11,404 shares worth $5.54M.
  • Laird Norton Wetherby Trust Company added most to Sprott Physical Gold in Q2 2025, an estimated $562K increase.
  • Laird Norton Wetherby Trust Company's biggest Q2 2025 reduction was Vanguard FTSE All-World ex-US ETF, cutting an estimated $9.33M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 77% of its $728M portfolio in Q2 2025.
  • Laird Norton Wetherby Trust Company opened 2 new positions and closed 0 in Q2 2025.
  • Laird Norton Wetherby Trust Company's portfolio value rose 17% quarter-over-quarter to $728M.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.