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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
GE icon
51
GE Aerospace
GE
$350B
$17.4M 0.33%
46,478
+365
+0.8% +$114K
CMC icon
52
Commercial Metals
CMC
$7.77B
$17.1M 0.33%
273,167
-53
-0% -$3.73K
KLAC icon
53
KLA
KLAC
$242B
$16.5M 0.32%
54,730
+1,040
+2% +$206K
IVV icon
54
iShares Core S&P 500 ETF
IVV
$889B
$16.2M 0.31%
21,572
+15
+0.1% +$10.9K
GEV icon
55
GE Vernova
GEV
$251B
$15.6M 0.3%
13,288
+185
+1% +$189K
PHYS icon
56
Sprott Physical Gold
PHYS
$15.9B
$15M 0.29%
496,231
-45,782
-8% -$1.56M
NFLX icon
57
Netflix
NFLX
$326B
$14.4M 0.28%
202,278
-3,839
-2% -$338K
ORCL icon
58
Oracle
ORCL
$457B
$14.4M 0.28%
98,020
+2,583
+3% +$468K
IVE icon
59
iShares S&P 500 Value ETF
IVE
$50.1B
$14.3M 0.28%
63,100
-1,077
-2% -$241K
PG icon
60
Procter & Gamble
PG
$340B
$14M 0.27%
95,354
-5,764
-6% -$839K
UNH icon
61
UnitedHealth
UNH
$356B
$13.9M 0.27%
33,445
+1,804
+6% +$669K
ASX icon
62
ASE Group
ASX
$97.7B
$13.6M 0.26%
301,761
+6,219
+2% +$209K
IJH icon
63
iShares Core S&P Mid-Cap ETF
IJH
$126B
$13.5M 0.26%
174,910
+65,913
+60% +$4.84M
MRK icon
64
Merck
MRK
$371B
$13.3M 0.25%
102,602
-448
-0.4% -$52.4K
PANW icon
65
Palo Alto Networks
PANW
$272B
$13M 0.25%
38,195
-1,202
-3% -$275K
UMC icon
66
United Microelectronic
UMC
$52.1B
$13M 0.25%
476,903
+15,351
+3% +$262K
MS icon
67
Morgan Stanley
MS
$342B
$12.7M 0.24%
60,596
-126
-0.2% -$25K
CVX icon
68
Chevron
CVX
$409B
$12.5M 0.24%
75,351
+1,021
+1% +$190K
AGG icon
69
iShares Core US Aggregate Bond ETF
AGG
$138B
$12.5M 0.24%
126,022
+6,986
+6% +$691K
IWF icon
70
iShares Russell 1000 Growth ETF
IWF
$126B
$12.3M 0.24%
98,815
+31,299
+46% +$3.77M
IWM icon
71
iShares Russell 2000 ETF
IWM
$81.2B
$11.9M 0.23%
39,764
-231
-0.6% -$64.9K
ABT icon
72
Abbott
ABT
$187B
$11.2M 0.22%
123,809
-25,599
-17% -$2.34M
ETN icon
73
Eaton
ETN
$160B
$11M 0.21%
25,930
+217
+0.8% +$87.5K
TXN icon
74
Texas Instruments
TXN
$236B
$11M 0.21%
36,997
+855
+2% +$237K
AXP icon
75
American Express
AXP
$220B
$11M 0.21%
32,545
-616
-2% -$197K
1 2
3
4 5

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DFO
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CG
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AA
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CFC
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DWM
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EIC
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KIM
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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.