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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
+6.92%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$582M
AUM Growth
-$146M
Cap. Flow
-$185M
Cap. Flow %
-31.87%
Top 10 Hldgs %
69.05%
Holding
73
New
4
Increased
7
Reduced
17
Closed
8

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$8.07M
2
BWIN
Baldwin Insurance Group
BWIN
+$2.33M
3
VT icon
Vanguard Total World Stock ETF
VT
+$1.39M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$933K
5
ANGX
Angel Studios
ANGX
+$895K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$169M
2
AMZN icon
Amazon
AMZN
+$7.31M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$6.78M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.78M

Sector Composition

Rank Sector Weight
1 Technology 39.46%
2 Financials 5.49%
3 Consumer Discretionary 2.97%
4 Communication Services 2.53%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
26
3M
MMM
$94.3B
$4.63M 0.8%
29,850
– –
HD icon
27
Home Depot
HD
$355B
$4.58M 0.79%
11,310
– –
CVX icon
28
Chevron
CVX
$366B
$4.4M 0.76%
28,324
– –
IWB icon
29
iShares Russell 1000 ETF
IWB
$50.1B
$4.37M 0.75%
11,953
-10,746
-47% -$3.78M
IJH icon
30
iShares Core S&P Mid-Cap ETF
IJH
$127B
$4.23M 0.73%
64,825
– –
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.32T
$3.9M 0.67%
16,005
– –
SUSA icon
32
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$3.67M 0.63%
27,064
– –
IWR icon
33
iShares Russell Mid-Cap ETF
IWR
$57.4B
$2.88M 0.5%
29,850
– –
NEE icon
34
NextEra Energy
NEE
$177B
$2.85M 0.49%
37,705
– –
BWIN
35
Baldwin Insurance Group
BWIN
$2.86B
$2.76M 0.47%
97,972
+67,192
+218% +$2.33M
USB icon
36
US Bancorp
USB
$99.6B
$2.55M 0.44%
52,300
– –
AMAT icon
37
Applied Materials
AMAT
$428B
$2.5M 0.43%
12,235
– –
PLTR icon
38
Palantir
PLTR
$413B
$2.29M 0.39%
12,569
– –
ANIX icon
39
Anixa Biosciences
ANIX
$116M
$1.97M 0.34%
597,235
-20,000
-3% -$63.3K
IGF icon
40
iShares Global Infrastructure ETF
IGF
$10.8B
$1.96M 0.34%
32,071
+15,554
+94% +$933K
SOFI icon
41
SoFi Technologies
SOFI
$23.7B
$1.7M 0.29%
64,495
– –
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$1.6M 0.27%
31,954
-16,250
-34% -$799K
SBUX icon
43
Starbucks
SBUX
$120B
$1.55M 0.27%
18,278
– –
JMIA
44
Jumia Technologies
JMIA
$767M
$1.35M 0.23%
116,325
– –
PCAR icon
45
PACCAR
PCAR
$70.1B
$1.09M 0.19%
11,126
– –
BAC icon
46
Bank of America
BAC
$442B
$1.06M 0.18%
20,602
– –
FCX icon
47
Freeport-McMoran
FCX
$97.5B
$981K 0.17%
25,000
– –
AFRM icon
48
Affirm
AFRM
$25.2B
$930K 0.16%
12,721
– –
FLR icon
49
Fluor
FLR
$7.96B
$905K 0.16%
21,500
– –
IEMG icon
50
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$859K 0.15%
13,025
– –
1
2
3

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Laird Norton Wetherby Trust Company held 73 positions worth $582M, down 20% from $728M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Laird Norton Wetherby Trust Company withdrew a net $185M in Q3 2025, closing 8 positions and reducing 17 holdings. Its most notable exit was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $1.75M position sold in full.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 52% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Laird Norton Wetherby Trust Company opened a new position in Intuit worth $7.65M.

  • Laird Norton Wetherby Trust Company's largest Q3 2025 buy was Intuit: 11,200 shares worth $7.65M.
  • Laird Norton Wetherby Trust Company added most to Baldwin Insurance Group in Q3 2025, an estimated $2.33M increase.
  • Laird Norton Wetherby Trust Company's biggest Q3 2025 reduction was Microsoft, cutting an estimated $169M.
  • Laird Norton Wetherby Trust Company fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025, selling an estimated $1.75M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 69% of its $582M portfolio in Q3 2025.
  • Laird Norton Wetherby Trust Company opened 4 new positions and closed 8 in Q3 2025.
  • Laird Norton Wetherby Trust Company's portfolio value fell 20% quarter-over-quarter to $582M.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.