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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 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
MSFT icon
1
Microsoft
MSFT
$2.95T
$368M 7.64%
760,070
+427,495
+129% +$214M
AAPL icon
2
Apple
AAPL
$5.05T
$271M 5.64%
998,483
+914,495
+1,089% +$245M
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$654B
$241M 5.02%
720,206
+585,533
+435% +$195M
NVDA icon
4
NVIDIA
NVDA
$4.69T
$213M 4.42%
1,140,086
+1,082,297
+1,873% +$201M
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.1T
$118M 2.45%
+156
New +$116M
AMZN icon
6
Amazon
AMZN
$2.5T
$114M 2.36%
491,845
+447,290
+1,004% +$102M
VEU icon
7
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$104M 2.16%
1,411,428
+578,965
+70% +$42.1M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.16T
$103M 2.14%
+328,817
New +$94M
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$94.3M 1.96%
1,753,619
+1,255,700
+252% +$68.2M
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$226B
$93.8M 1.95%
1,500,723
+1,088,014
+264% +$66.6M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.15T
$67.9M 1.41%
216,397
+200,392
+1,252% +$57.4M
AVGO icon
12
Broadcom
AVGO
$1.81T
$65.6M 1.36%
+189,666
New +$67.8M
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$57.4M 1.19%
83,940
+73,940
+739% +$50M
JPM icon
14
JPMorgan Chase
JPM
$931B
$56.6M 1.18%
175,549
+151,659
+635% +$47M
META icon
15
Meta Platforms (Facebook)
META
$1.51T
$54.7M 1.14%
+82,811
New +$55.3M
VT icon
16
Vanguard Total World Stock ETF
VT
$76.2B
$46.8M 0.97%
331,788
+251,424
+313% +$35.1M
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.1T
$46.2M 0.96%
91,911
+80,507
+706% +$40.1M
TSLA icon
18
Tesla
TSLA
$1.2T
$45.1M 0.94%
+100,332
New +$44.5M
TSM icon
19
TSMC
TSM
$2T
$44.5M 0.92%
+145,945
New +$42.8M
LLY icon
20
Eli Lilly
LLY
$1.08T
$44.2M 0.92%
+41,125
New +$39.3M
IWB icon
21
iShares Russell 1000 ETF
IWB
$47.8B
$43.9M 0.91%
117,462
+105,509
+883% +$39.1M
IVW icon
22
iShares S&P 500 Growth ETF
IVW
$71.6B
$34M 0.71%
275,934
+112,287
+69% +$13.7M
V icon
23
Visa
V
$701B
$34M 0.71%
+96,847
New +$33M
EFA icon
24
iShares MSCI EAFE ETF
EFA
$77B
$32.5M 0.67%
338,034
+247,782
+275% +$23.5M
IWV icon
25
iShares Russell 3000 ETF
IWV
$19.5B
$27.8M 0.58%
+71,885
New +$27.6M
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.