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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 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
MSFT icon
1
Microsoft
MSFT
$2.92T
$172M 29.6%
332,575
-331,954
-50% -$169M
VEU icon
2
Vanguard FTSE All-World ex-US ETF
VEU
$65.1B
$59.4M 10.21%
832,463
-83,549
-9% -$5.77M
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$651B
$44.3M 7.62%
134,673
-21,478
-14% -$6.78M
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$27M 4.64%
497,919
-1,484
-0.3% -$76.5K
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$224B
$24.7M 4.25%
412,709
-1,872
-0.5% -$109K
AAPL icon
6
Apple
AAPL
$5.01T
$21.4M 3.67%
83,988
– –
IVW icon
7
iShares S&P 500 Growth ETF
IVW
$71B
$19.8M 3.39%
163,647
– –
IBM icon
8
IBM
IBM
$214B
$11.1M 1.92%
39,500
– –
VT icon
9
Vanguard Total World Stock ETF
VT
$75.7B
$11.1M 1.9%
80,364
+10,484
+15% +$1.39M
NVDA icon
10
NVIDIA
NVDA
$4.64T
$10.8M 1.85%
57,789
+1,765
+3% +$308K
MUB icon
11
iShares National Muni Bond ETF
MUB
$45.3B
$9.84M 1.69%
92,430
-3,128
-3% -$327K
AMZN icon
12
Amazon
AMZN
$2.45T
$9.78M 1.68%
44,555
-32,313
-42% -$7.31M
PHYS icon
13
Sprott Physical Gold
PHYS
$14.4B
$9.69M 1.66%
327,081
+22,425
+7% +$595K
GETY icon
14
Getty Images
GETY
$159M
$9.61M 1.65%
4,851,391
– –
GS icon
15
Goldman Sachs
GS
$293B
$8.76M 1.51%
11,000
– –
EFA icon
16
iShares MSCI EAFE ETF
EFA
$76.5B
$8.43M 1.45%
90,252
– –
INTU icon
17
Intuit
INTU
$89.2B
$7.65M 1.31%
+11,200
New +$8.07M
JPM icon
18
JPMorgan Chase
JPM
$931B
$7.54M 1.29%
23,890
– –
ABT icon
19
Abbott
ABT
$191B
$7.25M 1.25%
54,100
– –
SPY icon
20
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$6.68M 1.15%
10,000
– –
BND icon
21
Vanguard Total Bond Market
BND
$158B
$6.27M 1.08%
84,356
+144
+0.2% +$10.6K
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.1T
$5.73M 0.99%
11,404
– –
VXUS icon
23
Vanguard Total International Stock ETF
VXUS
$151B
$5.33M 0.92%
72,531
-10,669
-13% -$757K
XOM icon
24
ExxonMobil
XOM
$656B
$5.18M 0.89%
45,904
– –
PG icon
25
Procter & Gamble
PG
$338B
$5.13M 0.88%
33,365
– –
1
2 3

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AG
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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.