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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
MSFT icon
1
Microsoft
MSFT
$2.89T
$331M 45.41%
664,529
-2,686
-0.4% -$1.17M
VEU icon
2
Vanguard FTSE All-World ex-US ETF
VEU
$65.9B
$61.6M 8.46%
916,012
-147,292
-14% -$9.33M
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$655B
$47.6M 6.54%
156,151
– –
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$24.7M 3.39%
499,403
-12,238
-2% -$568K
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$227B
$23.6M 3.25%
414,581
+9,437
+2% +$505K
IVW icon
6
iShares S&P 500 Growth ETF
IVW
$72.2B
$18M 2.48%
163,647
-845
-0.5% -$83.6K
AAPL icon
7
Apple
AAPL
$4.95T
$17.2M 2.37%
83,988
– –
AMZN icon
8
Amazon
AMZN
$2.49T
$16.9M 2.32%
76,868
– –
IBM icon
9
IBM
IBM
$204B
$11.6M 1.6%
39,500
– –
MUB icon
10
iShares National Muni Bond ETF
MUB
$45.2B
$9.98M 1.37%
95,558
+3,808
+4% +$396K
VT icon
11
Vanguard Total World Stock ETF
VT
$76.4B
$8.98M 1.23%
69,880
– –
NVDA icon
12
NVIDIA
NVDA
$4.76T
$8.85M 1.22%
56,024
+1,345
+2% +$169K
EFA icon
13
iShares MSCI EAFE ETF
EFA
$76.8B
$8.07M 1.11%
90,252
-24,576
-21% -$2.1M
GETY icon
14
Getty Images
GETY
$173M
$8.05M 1.11%
4,851,391
– –
GS icon
15
Goldman Sachs
GS
$309B
$7.79M 1.07%
11,000
– –
PHYS icon
16
Sprott Physical Gold
PHYS
$14.7B
$7.72M 1.06%
304,656
+22,363
+8% +$562K
IWB icon
17
iShares Russell 1000 ETF
IWB
$47.7B
$7.71M 1.06%
22,699
– –
ABT icon
18
Abbott
ABT
$182B
$7.36M 1.01%
54,100
-11,750
-18% -$1.55M
JPM icon
19
JPMorgan Chase
JPM
$947B
$6.93M 0.95%
23,890
– –
BND icon
20
Vanguard Total Bond Market
BND
$158B
$6.2M 0.85%
84,212
– –
SPY icon
21
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$6.2M 0.85%
10,000
– –
VXUS icon
22
Vanguard Total International Stock ETF
VXUS
$153B
$5.75M 0.79%
83,200
-19,173
-19% -$1.24M
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.07T
$5.54M 0.76%
+11,404
New +$5.79M
PG icon
24
Procter & Gamble
PG
$346B
$5.32M 0.73%
33,365
– –
XOM icon
25
ExxonMobil
XOM
$642B
$4.95M 0.68%
45,904
– –
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.