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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
MUB icon
26
iShares National Muni Bond ETF
MUB
$45.5B
$27.2M 0.57%
254,305
+161,875
+175% +$17.3M
HD icon
27
Home Depot
HD
$355B
$26.3M 0.55%
76,364
+65,054
+575% +$23.8M
PEN icon
28
Penumbra
PEN
$12.8B
$25.3M 0.53%
+81,385
New +$22.5M
VOO icon
29
Vanguard S&P 500 ETF
VOO
$1.01T
$24.8M 0.52%
+39,507
New +$24.6M
GS icon
30
Goldman Sachs
GS
$303B
$24.3M 0.5%
27,619
+16,619
+151% +$13.6M
MA icon
31
Mastercard
MA
$493B
$23.4M 0.49%
+40,906
New +$22.9M
JNJ icon
32
Johnson & Johnson
JNJ
$625B
$23M 0.48%
+111,323
New +$22M
VB icon
33
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$22.9M 0.48%
+88,869
New +$22.8M
COST icon
34
Costco
COST
$420B
$21.8M 0.45%
+25,227
New +$22.9M
IGF icon
35
iShares Global Infrastructure ETF
IGF
$10.8B
$20.6M 0.43%
336,326
+304,255
+949% +$18.8M
IBM icon
36
IBM
IBM
$223B
$20.6M 0.43%
69,499
+29,999
+76% +$8.98M
NFLX icon
37
Netflix
NFLX
$309B
$20M 0.42%
+213,600
New +$23M
CMC icon
38
Commercial Metals
CMC
$8.31B
$19.5M 0.41%
+281,930
New +$17.6M
ORCL icon
39
Oracle
ORCL
$423B
$19.1M 0.4%
+97,968
New +$23.3M
PHYS icon
40
Sprott Physical Gold
PHYS
$15.7B
$18.8M 0.39%
568,643
+241,562
+74% +$7.65M
INTU icon
41
Intuit
INTU
$88.9B
$18.7M 0.39%
28,285
+17,085
+153% +$11.3M
ABT icon
42
Abbott
ABT
$187B
$18.6M 0.39%
148,243
+94,143
+174% +$12M
XOM icon
43
ExxonMobil
XOM
$634B
$18.5M 0.38%
153,645
+107,741
+235% +$12.5M
WMT icon
44
Walmart Inc
WMT
$890B
$18.3M 0.38%
+164,327
New +$17.6M
VV icon
45
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$18.3M 0.38%
+58,151
New +$18.2M
ASML icon
46
ASML
ASML
$669B
$17.4M 0.36%
+16,265
New +$17M
ABBV icon
47
AbbVie
ABBV
$434B
$17.4M 0.36%
+76,112
New +$17.3M
BAC icon
48
Bank of America
BAC
$442B
$17.1M 0.36%
311,750
+291,148
+1,413% +$15.4M
VXUS icon
49
Vanguard Total International Stock ETF
VXUS
$160B
$16.8M 0.35%
222,891
+150,360
+207% +$11.2M
PG icon
50
Procter & Gamble
PG
$339B
$16.1M 0.34%
112,585
+79,220
+237% +$11.7M
1
2
3 4 5

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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.