Laird Norton Wetherby Wealth Management Portfolio holdings
Laird Norton Wetherby Wealth Management grew out of Wetherby Asset Management, a San Francisco wealth manager founded in 1990 that filed under the Wetherby name until late 2023. In January 2022 Wetherby merged with Laird Norton Wealth Management, a Seattle firm founded in 1967 that had already merged with another Seattle adviser, Filament, in late 2020. The combined firm serves high net worth and ultra-high-net-worth families, and Wetherby clients gained the option of having trusts administered through Laird Norton.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$6.64M |
| 2 |
TD Synnex
SNX
|
+$3.48M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.87M |
| 4 |
NVIDIA
NVDA
|
+$1.38M |
| 5 |
Broadcom
AVGO
|
+$1.33M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.56M |
| 2 |
Lyft
LYFT
|
+$1.58M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.26M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.07M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$954K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.98% |
| 2 | Miscellaneous | 18.89% |
| 3 | Financials | 11.26% |
| 4 | Consumer Discretionary | 8.22% |
| 5 | Communication Services | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$5.03T
| $162M | 6.63% |
637,536
-15,745
| -2% | -$3.56M |
2013 Q2
49 quarters
|
|
|
2
NVIDIA
NVDA
$4.94T
| $131M | 5.35% |
702,070
+7,920
| +1% | +$1.38M |
2016 Q1
38 quarters
|
|
|
3
Microsoft
MSFT
$3.88T
| $128M | 5.24% |
247,697
+13,023
| +6% | +$6.64M |
2013 Q2
49 quarters
|
|
4
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
| $104M | 4.23% |
316,036
-671
| -0.2% | -$212K |
2013 Q2
49 quarters
|
|
5
Amazon
AMZN
$2.59T
| $71.3M | 2.91% |
324,617
+1,571
| +0.5% | +$356K |
2013 Q2
49 quarters
|
|
6
Alphabet (Google) Class A
GOOGL
$3.44T
| $56M | 2.28% |
230,156
+89
| +0% | +$18.6K |
2015 Q4
39 quarters
|
|
7
Meta Platforms (Facebook)
META
$1.6T
| $47.8M | 1.95% |
65,031
+505
| +0.8% | +$376K |
2013 Q2
49 quarters
|
|
8
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $43.6M | 1.78% |
728,234
+3,283
| +0.5% | +$191K |
2017 Q3
32 quarters
|
|
|
9
State Street SPDR S&P 500 ETF Trust
SPY
$802B
| $42.6M | 1.74% |
63,926
+2,924
| +5% | +$1.87M |
2013 Q2
49 quarters
|
|
|
10
Broadcom
AVGO
$1.56T
| $31.4M | 1.28% |
95,236
+4,347
| +5% | +$1.33M |
2018 Q2
29 quarters
|
|
11
JPMorgan Chase
JPM
$895B
| $30M | 1.23% |
95,143
+574
| +0.6% | +$171K |
2013 Q2
49 quarters
|
|
12
TSMC
TSM
$2.11T
| $29.8M | 1.22% |
106,819
+469
| +0.4% | +$115K |
2013 Q2
49 quarters
|
|
13
Vanguard Total World Stock ETF
VT
$80.5B
| $27.5M | 1.12% |
199,679
-693
| -0.3% | -$92.1K |
2017 Q3
32 quarters
|
|
14
Netflix
NFLX
$258B
| $27.1M | 1.11% |
226,280
+2,820
| +1% | +$344K |
2015 Q1
42 quarters
|
|
15
Tesla
TSLA
$1.58T
| $24.5M | 1% |
55,128
+1,808
| +3% | +$627K |
2015 Q2
41 quarters
|
|
16
Alphabet (Google) Class C
GOOG
$3.42T
| $22.5M | 0.92% |
92,184
+5,425
| +6% | +$1.14M |
2013 Q2
49 quarters
|
|
17
Eli Lilly
LLY
$1.26T
| $19.4M | 0.79% |
25,429
+419
| +2% | +$312K |
2013 Q2
49 quarters
|
|
18
Visa
V
$773B
| $19.3M | 0.79% |
56,616
+1,636
| +3% | +$566K |
2013 Q2
49 quarters
|
|
19
Oracle
ORCL
$396B
| $16.4M | 0.67% |
58,387
+1,974
| +3% | +$503K |
2013 Q2
49 quarters
|
|
20
Commercial Metals
CMC
$7.06B
| $16.1M | 0.66% |
280,817
-180
| -0.1% | -$9.9K |
2019 Q3
24 quarters
|
|
21
Johnson & Johnson
JNJ
$658B
| $15.7M | 0.64% |
84,722
-1,422
| -2% | -$244K |
2013 Q2
49 quarters
|
|
22
Mastercard
MA
$556B
| $15.5M | 0.63% |
27,323
-36
| -0.1% | -$20.7K |
2013 Q2
49 quarters
|
|
23
iShares S&P 500 Growth ETF
IVW
$74.3B
| $13.5M | 0.55% |
112,123
| – | – |
2013 Q2
49 quarters
|
|
24
Home Depot
HD
$328B
| $13M | 0.53% |
32,013
-215
| -0.7% | -$84.5K |
2013 Q2
49 quarters
|
|
25
Vanguard S&P 500 ETF
VOO
$1.02T
| $12.8M | 0.52% |
20,982
+755
| +4% | +$445K |
2014 Q1
46 quarters
|
|
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Laird Norton Wetherby Wealth Management's Q3 2025 Portfolio in Review
As of Q3 2025, Laird Norton Wetherby Wealth Management held 972 positions worth $2.45B, up 9% from $2.25B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Laird Norton Wetherby Wealth Management's Q3 2025 filing shows 42 new, 479 increased, 318 reduced and 41 closed positions. Its largest new stake was Nextpower Inc. Common Stock: 7,490 shares worth $554K. The largest sale was Apple, an estimated $3.56M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Miscellaneous and Financials.
- Laird Norton Wetherby Wealth Management's largest Q3 2025 buy was Nextpower Inc. Common Stock: 7,490 shares worth $554K.
- Laird Norton Wetherby Wealth Management added most to Microsoft in Q3 2025, an estimated $6.64M increase.
- Laird Norton Wetherby Wealth Management's biggest Q3 2025 reduction was Apple, cutting an estimated $3.56M.
- Laird Norton Wetherby Wealth Management fully exited iShares Floating Rate Bond ETF in Q3 2025, selling an estimated $1.26M.
- Laird Norton Wetherby Wealth Management's ten largest holdings make up 33% of its $2.45B portfolio in Q3 2025.
- Laird Norton Wetherby Wealth Management opened 42 new positions and closed 41 in Q3 2025.
- Laird Norton Wetherby Wealth Management's portfolio value rose 9% quarter-over-quarter to $2.45B.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.