# Laird Norton Wetherby Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q3 2025 on Form 13F. CIK 1279627. Source: https://holderbook.com/funds/1279627-laird-norton-wetherby-wealth-management-llc/

- Reported value: $2.4B
- Positions: 930
- Weight of the ten largest: 33.4%
- Filed: 2025-11-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $162.3M | 637,536 | 6.6% | 27 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $131.0M | 702,070 | 5.3% | 27 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $128.3M | 247,697 | 5.2% | 27 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $103.7M | 316,036 | 4.2% | 27 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $71.3M | 324,617 | 2.9% | 27 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $56.0M | 230,156 | 2.3% | 27 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $47.8M | 65,031 | 1.9% | 27 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $43.6M | 728,234 | 1.8% | 27 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $43.3M | 63,926 | 1.8% | 27 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $31.4M | 95,236 | 1.3% | 27 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $30.0M | 95,143 | 1.2% | 27 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $29.8M | 106,819 | 1.2% | 27 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $27.5M | 199,679 | 1.1% | 27 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $27.1M | 22,628 | 1.1% | 27 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $24.5M | 55,128 | 1.0% | 27 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $22.5M | 92,184 | 0.9% | 27 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $19.4M | 25,429 | 0.8% | 27 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $19.3M | 56,616 | 0.8% | 27 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $16.4M | 58,387 | 0.7% | 27 |
| COMMERCIAL METALS CO | [CMC](https://holderbook.com/stocks/CMC/) | $16.1M | 280,817 | 0.7% | 24 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $15.7M | 84,722 | 0.6% | 27 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $15.5M | 27,323 | 0.6% | 27 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $13.5M | 112,123 | 0.6% | 27 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $13.0M | 32,013 | 0.5% | 27 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $12.8M | 20,982 | 0.5% | 27 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $12.0M | 12,932 | 0.5% | 27 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $11.9M | 115,548 | 0.5% | 27 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $11.8M | 57,033 | 0.5% | 27 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $10.6M | 10,937 | 0.4% | 27 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $10.4M | 44,878 | 0.4% | 27 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $10.3M | 46,931 | 0.4% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $10.2M | 188,261 | 0.4% | 27 |
| ISHARES TR | [IGF](https://holderbook.com/stocks/IGF/) | $9.9M | 161,172 | 0.4% | 2 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $9.7M | 12,118 | 0.4% | 27 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $9.3M | 179,777 | 0.4% | 27 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $8.8M | 24,105 | 0.4% | 27 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $8.8M | 65,624 | 0.4% | 27 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $8.3M | 57,171 | 0.3% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $7.9M | 23,919 | 0.3% | 27 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $7.9M | 115,155 | 0.3% | 27 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $7.8M | 69,207 | 0.3% | 27 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $7.7M | 103,160 | 0.3% | 10 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $7.5M | 21,774 | 0.3% | 27 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $7.5M | 19,729 | 0.3% | 27 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $7.4M | 47,896 | 0.3% | 27 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $7.2M | 44,242 | 0.3% | 27 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $7.1M | 30,066 | 0.3% | 27 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $7.1M | 14,574 | 0.3% | 27 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $6.8M | 81,536 | 0.3% | 27 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $6.8M | 9,915 | 0.3% | 27 |
| SAP SE | [SAP](https://holderbook.com/stocks/SAP/) | $6.7M | 24,931 | 0.3% | 27 |
| SONY GROUP CORP | [SONY](https://holderbook.com/stocks/SONY/) | $6.7M | 231,377 | 0.3% | 27 |
| PENUMBRA INC | [PEN](https://holderbook.com/stocks/PEN/) | $6.5M | 25,525 | 0.3% | 27 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $6.4M | 49,685 | 0.3% | 27 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $6.2M | 25,097 | 0.3% | 27 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $6.1M | 38,657 | 0.3% | 27 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $6.0M | 6,573 | 0.2% | 27 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $5.9M | 29,001 | 0.2% | 27 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $5.9M | 19,405 | 0.2% | 27 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $5.9M | 51,346 | 0.2% | 27 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $5.8M | 76,106 | 0.2% | 27 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $5.8M | 19,355 | 0.2% | 16 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $5.8M | 15,553 | 0.2% | 27 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $5.8M | 4,391 | 0.2% | 27 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $5.7M | 34,082 | 0.2% | 27 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $5.6M | 85,034 | 0.2% | 27 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $5.6M | 19,725 | 0.2% | 27 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $5.5M | 11,569 | 0.2% | 27 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $5.5M | 39,137 | 0.2% | 27 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $5.5M | 35,152 | 0.2% | 27 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $5.4M | 37,245 | 0.2% | 27 |
| UBS GROUP AG | [UBS](https://holderbook.com/stocks/UBS/) | $5.3M | 130,216 | 0.2% | 27 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $5.3M | 31,680 | 0.2% | 21 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $5.3M | 11,054 | 0.2% | 10 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $5.2M | 35,437 | 0.2% | 17 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $5.1M | 7,615 | 0.2% | 27 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $5.0M | 8,425 | 0.2% | 27 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $5.0M | 52,564 | 0.2% | 27 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $4.9M | 20,812 | 0.2% | 27 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $4.9M | 44,133 | 0.2% | 27 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $4.9M | 29,988 | 0.2% | 27 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $4.9M | 900 | 0.2% | 27 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $4.8M | 44,067 | 0.2% | 27 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $4.8M | 30,724 | 0.2% | 26 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $4.8M | 26,414 | 0.2% | 7 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $4.8M | 43,713 | 0.2% | 27 |
| TOYOTA MOTOR CORP | [TM](https://holderbook.com/stocks/TM/) | $4.7M | 24,821 | 0.2% | 27 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $4.7M | 13,378 | 0.2% | 27 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $4.7M | 50,146 | 0.2% | 27 |
| KB FINL GROUP INC | [KB](https://holderbook.com/stocks/KB/) | $4.7M | 56,094 | 0.2% | 27 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.5M | 15,949 | 0.2% | 27 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $4.5M | 80,517 | 0.2% | 27 |
| ING GROEP N.V. | [ING](https://holderbook.com/stocks/ING/) | $4.5M | 171,280 | 0.2% | 27 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $4.5M | 15,179 | 0.2% | 27 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $4.4M | 52,885 | 0.2% | 27 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $4.4M | 9,685 | 0.2% | 27 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $4.4M | 17,477 | 0.2% | 27 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $4.3M | 66,533 | 0.2% | 27 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $4.3M | 9,222 | 0.2% | 27 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $4.3M | 5,571 | 0.2% | 27 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q3 2025 | +8.0% | +7.8% | +0.2% | 100% |
| Q1 2025 | -4.1% | -4.6% | +0.5% | 100% |
| Q4 2024 | +1.0% | +2.1% | -1.1% | 100% |
| Q3 2024 | +5.0% | +5.4% | -0.4% | 100% |
| Q2 2024 | +3.4% | +4.0% | -0.6% | 100% |
| Q1 2024 | +8.9% | +10.0% | -1.2% | 100% |
| Q4 2023 | +11.4% | +11.2% | +0.2% | 100% |
| Q3 2023 | -4.1% | -3.6% | -0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2025 | $2.4B | 930 |
| Q2 2025 | $2.2B | 929 |
| Q4 2024 | $2.1B | 897 |
| Q3 2024 | $2.2B | 931 |
| Q2 2024 | $2.1B | 913 |
| Q1 2024 | $2.1B | 948 |
| Q4 2023 | $1.9B | 910 |
| Q3 2023 | $1.8B | 896 |
| Q2 2023 | $1.9B | 934 |
| Q1 2023 | $1.7B | 913 |
| Q4 2022 | $1.6B | 887 |
| Q3 2022 | $1.4B | 872 |