13F Pro13F Pro

Laird Norton Wetherby Trust Company, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 723204
Institutional-grade research for retail investors

Sector Allocation

  • Technology33.7%$1.8B
  • Other26.0%$1.4B
  • Financials12.8%$664.1M
  • Industrials6.1%$318.6M
  • Consumer Discretionary6.0%$312.0M
  • Healthcare5.6%$290.0M
  • Consumer Staples2.7%$140.7M
  • Materials2.4%$122.9M
  • Energy2.2%$113.1M
  • Utilities1.2%$62.4M

AUM History

13fpro.ai/research/fund/laird-norton-wetherby-trust-company-llc-723204

Conviction and streaks

Stable · top 10 = 33.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/laird-norton-wetherby-trust-company-llc-723204

Laird Norton Wetherby Trust Company, LLC 13F holdings — Q2 2026

$5.2B portfolio (+13.6% QoQ) · 1,017 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio

All holdings — Laird Norton Wetherby Trust Company, LLC (Q2 2026)

1,017 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

Company
AVGO$AVGOBroadcom Inc.$70.4M+0.5%
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr$69.9M-0.4%
— VANGUARD INDEX FDS - LARGE CAP ETFetf/fund$67.8M+0.7%
GOOG$GOOGAlphabet Inc.$66.2M-2%
DOV$DOVDOVER Corpetf/fund$62.7M+9%
SPY$SPYSPDR S&P 500 ETF TRUSTetf/fund$60.9M-0.3%
JPM$JPMJPMORGAN CHASE & CO$54.9M-0.8%
MU$MUMICRON TECHNOLOGY INC$53.7M+8%
— ISHARES TR - RUS 1000 ETFetf/fund$47.5M-0.7%
LLY$LLYELI LILLY & Co$46.7M-0.7%
META$METAMeta Platforms, Inc.$45.1M-1%
— ISHARES TR - GLB INFRASTR ETFetf/fund$43.1M+12%
AMD$AMDADVANCED MICRO DEVICES INC$42.8M+0.4%
AMAT$AMATAPPLIED MATERIALS INC /DE$42.6M+0.0%
TSLA$TSLATesla, Inc.$42.3M-3%

What changed in Q2 2026

Against the previous quarter's 13F: 68 new, 419 added to, 473 trimmed, 36 sold out. Share-count changes; largest moves by dollar size first.

New positions (68)

  • DIMENSIONAL ETF TRUST - EMER MARK SU ETF$2.4M

    first bought this quarter

  • HONA$HONAHoneywell Aerospace Inc.$1.9M

    first bought this quarter

  • DIMENSIONAL ETF TRUST - INTERNATIONAL$1.9M

    first bought this quarter

  • ETSY$ETSYETSY INC$1.9M

    first bought this quarter

  • VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$1.5M

    first bought this quarter

  • DIMENSIONAL ETF TRUST - CALIF MUN BD ETF$1.3M

    first bought this quarter

+62 more in the Excel export

Added to (419)

  • KLAC$KLACKLA CORP+919%

    now $16.5M · held 2+ qtrs

  • ISHARES TR - RUS 1000 GRW ETF+485%

    now $12.3M

  • BKNG$BKNGBooking Holdings Inc.+2312%

    now $8.1M · held 2+ qtrs

  • VANGUARD INDEX FDS - GROWTH ETF+725%

    now $6.7M

  • DOV$DOVDOVER Corp+9%

    now $62.7M · held 2+ qtrs

  • ISHARES TR - CORE S&P MCP ETF+60%

    now $13.5M

+413 more in the Excel export

Trimmed (473)

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC-7%

    now $40.5M · held 2+ qtrs

  • NVDA$NVDANVIDIA CORP-1%

    now $212.9M · held 2+ qtrs

  • MSFT$MSFTMICROSOFT CORP-0.9%

    now $269.2M · held 2+ qtrs

  • ABT$ABTABBOTT LABORATORIES-17%

    now $11.2M · held 2+ qtrs

  • HON$HONHONEYWELL INTERNATIONAL INC-51%

    now $2.0M

  • ISHARES TR - RUSSELL 3000 ETF-6%

    now $28.5M

+467 more in the Excel export

Sold out (36)

  • CTRA$CTRACoterra Energy Inc.was $1.5M

    held 2+ qtrs

  • NXDR$NXDRNextdoor Holdings, Inc.was $861K

    held 2+ qtrs

  • HOLX$HOLXHOLOGIC INCwas $605K
  • FMC$FMCFMC CORPwas $441K
  • STN$STNSTANTEC INCwas $439K
  • TRMB$TRMBTRIMBLE INC.was $377K

+30 more in the Excel export

Holdings by quarter

Every 13F Laird Norton Wetherby Trust Company, LLC has filed, 22 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Laird Norton Wetherby Company?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Laird Norton Wetherby Company's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+0.9%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter

Top 10 weight

34%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

0%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Laird Norton Wetherby Trust Company, LLC disclosed 1,017 positions worth $5.2B in its Form 13F-HR for Q2 2026, followed by $AAPL and $MSFT. During the quarter the fund opened 68 new positions and exited 36 and a full exit from $CTRA. The portfolio is most concentrated in Technology (33.7% of disclosed assets). All figures are sourced directly from Laird Norton Wetherby Trust Company, LLC’s Form 13F-HR filing with the SEC under CIK 723204.

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: Laird Norton Wetherby Trust Company, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Laird Norton Wetherby Trust Company, LLC (SEC CIK: 723204), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Laird Norton Wetherby Trust Company, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.