Laird Norton Wetherby Trust Company, LLC
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
- VANGUARD$290.7M
AAPL
$269.9MMSFT
$269.2MNVDA
$212.9M- VANGUARD$136.8M
- VANGUARD$124.2M
BRK.A
$113.8MGOOGL
$113.3M- VANGUARD$112.4M
AMZN
$107.1MAVGO
$70.4MTSM
$69.9M- VANGUARD$67.8M
GOOG
$66.2MDOV
$62.7MSPY
$60.9MJPM
$54.9MMU
$53.7M- ISHARES$47.5M
LLY
$46.7M
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
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$290.7M
5.6% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $269.9M
5.2% of stocks
+0.5%This quarter+12.4%Since filed2+ qtrsHeld$269.2M
5.2% of stocks
-0.9%This quarter+7.5%Since filed2+ qtrsHeld$212.9M
4.1% of stocks
-1%This quarter-4.1%Since filed2+ qtrsHeld- 5
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$136.8M
2.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$124.2M
2.4% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $113.8M
2.2% of stocks
No changeThis quarter—Since filed2+ qtrsHeld$113.3M
2.2% of stocks
+0.2%This quarter-8.5%Since filed2+ qtrsHeld- 9
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$112.4M
2.2% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $107.1M
2.1% of stocks
-2%This quarter-5.2%Since filed2+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $290.7M | 5.6% | -0.5% | — | — | — | — | |
| 2 | $269.9M | 5.2% | +0.5% | +12.4% | 2+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $269.2M | 5.2% | -0.9% | +7.5% | 2+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $212.9M | 4.1% | -1% | -4.1% | 2+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $136.8M | 2.6% | +2% | — | — | — | — | |
| 6 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $124.2M | 2.4% | -0.7% | — | — | — | — | |
| 7 | $113.8M | 2.2% | No change | — | 2+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $113.3M | 2.2% | +0.2% | -8.5% | 2+ qtrs | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $112.4M | 2.2% | +0.6% | — | — | — | — | |
| 10 | $107.1M | 2.1% | -2% | -5.2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
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 | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $70.4M | 1.4% | 186K | +0.5% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $69.9M | 1.3% | 146K | -0.4% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD INDEX FDS - LARGE CAP ETFetf/fund | — | $67.8M | 1.3% | 197K | +0.7% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $66.2M | 1.3% | 187K | -2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | DOVER Corpetf/fund | Industrials | $62.7M | 1.2% | 399K | +9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $60.9M | 1.2% | 81K | -0.3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JPMORGAN CHASE & CO | Financials | $54.9M | 1.1% | 168K | -0.8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICRON TECHNOLOGY INC | Technology | $53.7M | 1.0% | 47K | +8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - RUS 1000 ETFetf/fund | — | $47.5M | 0.9% | 116K | -0.7% | — | — | 13F |
| 20 | ELI LILLY & Co | Healthcare | $46.7M | 0.9% | 39K | -0.7% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Meta Platforms, Inc. | Technology | $45.1M | 0.9% | 80K | -1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - GLB INFRASTR ETFetf/fund | — | $43.1M | 0.8% | 648K | +12% | — | — | 13F |
| 23 | ADVANCED MICRO DEVICES INC | Technology | $42.8M | 0.8% | 74K | +0.4% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | APPLIED MATERIALS INC /DE | Technology | $42.6M | 0.8% | 59K | +0.0% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Tesla, Inc. | Consumer Discretionary | $42.3M | 0.8% | 101K | -3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $40.5M | 0.8% | 81K | -7% | |||
| 27 | — | ISHARES TR - S&P 500 GRWT ETF | — | $37.9M | 0.7% | 276K | -0.0% | |||
| 28 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $37.4M | 0.7% | 54K | +5% | |||
| 29 | — | ISHARES TR - MSCI EAFE ETF | — | $34.1M | 0.7% | 328K | +0.3% | |||
| 30 | $V | VISA INC. | Financials | $31.4M | 0.6% | 92K | -2% | |||
| 31 | $ASML | ASML HOLDING NV | Technology | $30.1M | 0.6% | 15K | +0.3% | |||
| 32 | — | ISHARES TR - NATIONAL MUN ETF | — | $29.7M | 0.6% | 276K | +2% | |||
| 33 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $28.8M | 0.6% | 95K | -3% | |||
| 34 | — | ISHARES TR - RUSSELL 3000 ETF | — | $28.5M | 0.6% | 67K | -6% | |||
| 35 | $GS | GOLDMAN SACHS GROUP INC | Financials | $28.0M | 0.5% | 28K | +2% | |||
| 36 | $LRCX | LAM RESEARCH CORP | Technology | $27.9M | 0.5% | 64K | +0.3% | |||
| 37 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $25.7M | 0.5% | 300K | -2% | |||
| 38 | $JNJ | JOHNSON & JOHNSON | Healthcare | $25.5M | 0.5% | 101K | -3% | |||
| 39 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $24.1M | 0.5% | 68K | -3% | |||
| 40 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $23.5M | 0.5% | 320K | +10% | |||
| 41 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $22.7M | 0.4% | 24K | -2% | |||
| 42 | $CAT | CATERPILLAR INC | Industrials | $22.6M | 0.4% | 21K | +2% | |||
| 43 | $CSCO | CISCO SYSTEMS, INC. | Technology | $22.4M | 0.4% | 191K | +2% | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $19.3M | 0.4% | 141K | +1% | |||
| 45 | $INTC | INTEL CORP | Technology | $18.9M | 0.4% | 135K | +11% | |||
| 46 | $MA | Mastercard Inc | Financials | $18.8M | 0.4% | 37K | -5% | |||
| 47 | $WMT | Walmart Inc. | Consumer Staples | $18.4M | 0.3% | 162K | +1% | |||
| 48 | $ABBV | AbbVie Inc. | Healthcare | $18.1M | 0.3% | 72K | -2% | |||
| 49 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $17.7M | 0.3% | 63K | +0.6% | |||
| 50 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $17.4M | 0.3% | 306K | -2% | |||
| 51 | $GE | GENERAL ELECTRIC CO | Industrials | $17.4M | 0.3% | 46K | +0.8% | |||
| 52 | $CMC | COMMERCIAL METALS Co | Materials | $17.1M | 0.3% | 273K | -0.0% | |||
| 53 | $KLAC | KLA CORP | Technology | $16.5M | 0.3% | 55K | +919% | |||
| 54 | — | ISHARES TR - CORE S&P500 ETF | — | $16.2M | 0.3% | 22K | +0.1% | |||
| 55 | $GEV | GE Vernova Inc. | Industrials | $15.6M | 0.3% | 13K | +1% | |||
| 56 | $PHYS | Sprott Physical Gold Trust | Financials | $15.0M | 0.3% | 496K | -8% | |||
| 57 | $NFLX | NETFLIX INC | Communication Services | $14.4M | 0.3% | 202K | -2% | |||
| 58 | $ORCL | ORACLE CORP | Technology | $14.4M | 0.3% | 98K | +3% | |||
| 59 | — | ISHARES TR - S&P 500 VAL ETF | — | $14.3M | 0.3% | 63K | -2% | |||
| 60 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $14.0M | 0.3% | 95K | -6% | |||
| 61 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $13.9M | 0.3% | 33K | +6% | |||
| 62 | $ASX | ASE Technology Holding Co., Ltd. | Technology | $13.6M | 0.3% | 302K | +2% | |||
| 63 | — | ISHARES TR - CORE S&P MCP ETF | — | $13.5M | 0.3% | 175K | +60% | |||
| 64 | $MRK | Merck & Co., Inc. | Healthcare | $13.3M | 0.3% | 103K | -0.4% | |||
| 65 | $PANW | Palo Alto Networks Inc | Technology | $13.0M | 0.3% | 38K | -3% | |||
| 66 | $UMC | UNITED MICROELECTRONICS CORP | Technology | $13.0M | 0.3% | 477K | +3% | |||
| 67 | $MS | MORGAN STANLEY | Financials | $12.7M | 0.2% | 61K | -0.2% | |||
| 68 | $CVX | CHEVRON CORP | Energy | $12.5M | 0.2% | 75K | +1% | |||
| 69 | — | ISHARES TR - CORE US AGGBD ET | — | $12.5M | 0.2% | 126K | +6% | |||
| 70 | — | ISHARES TR - RUS 1000 GRW ETF | — | $12.3M | 0.2% | 99K | +485% | |||
| 71 | — | ISHARES TR - RUSSELL 2000 ETF | — | $11.9M | 0.2% | 40K | -0.6% | |||
| 72 | $ABT | ABBOTT LABORATORIES | Healthcare | $11.2M | 0.2% | 124K | -17% | |||
| 73 | $ETN | Eaton Corp plc | Industrials | $11.0M | 0.2% | 26K | +0.8% | |||
| 74 | $TXN | TEXAS INSTRUMENTS INC | Technology | $11.0M | 0.2% | 37K | +2% | |||
| 75 | $AXP | AMERICAN EXPRESS CO | Financials | $11.0M | 0.2% | 33K | -2% | |||
| 76 | $KO | COCA COLA CO | Consumer Staples | $10.8M | 0.2% | 133K | -1% | |||
| 77 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.7M | 0.2% | 71K | -1% | |||
| 78 | $NVS | NOVARTIS AG | Healthcare | $10.5M | 0.2% | 67K | -3% | |||
| 79 | $GLW | CORNING INC /NY | Materials | $10.0M | 0.2% | 39K | +10% | |||
| 80 | $ANET | Arista Networks, Inc. | Technology | $9.9M | 0.2% | 58K | -5% | |||
| 81 | $APH | AMPHENOL CORP /DE/ | Technology | $9.7M | 0.2% | 55K | -0.9% | |||
| 82 | $KB | KB Financial Group Inc. | Financials | $9.7M | 0.2% | 92K | +15% | |||
| 83 | $ADI | ANALOG DEVICES INC | Technology | $9.6M | 0.2% | 24K | -2% | |||
| 84 | $AMGN | AMGEN INC | Healthcare | $9.6M | 0.2% | 27K | -1% | |||
| 85 | $DELL | Dell Technologies Inc. | Technology | $9.5M | 0.2% | 22K | -4% | |||
| 86 | $AZN | ASTRAZENECA PLC | Healthcare | $9.5M | 0.2% | 50K | -2% | |||
| 87 | $STX | Seagate Technology Holdings plc | Technology | $9.4M | 0.2% | 9,735 | -3% | |||
| 88 | $HSBC | HSBC HOLDINGS PLC | Financials | $9.3M | 0.2% | 98K | -1% | |||
| 89 | $TEL | TE Connectivity plc | Technology | $8.8M | 0.2% | 44K | -4% | |||
| 90 | $MCD | MCDONALDS CORP | Consumer Discretionary | $8.6M | 0.2% | 32K | -6% | |||
| 91 | $CMI | CUMMINS INC | Industrials | $8.5M | 0.2% | 12K | -1.0% | |||
| 92 | $UBS | UBS Group AG | Financials | $8.5M | 0.2% | 171K | +3% | |||
| 93 | $RY | ROYAL BANK OF CANADA | Financials | $8.4M | 0.2% | 41K | -2% | |||
| 94 | $NEE | NEXTERA ENERGY INC | Utilities | $8.4M | 0.2% | 96K | -2% | |||
| 95 | $BNY | Bank of New York Mellon Corp | Financials | $8.3M | 0.2% | 58K | -5% | |||
| 96 | $RTX | RTX Corp | Industrials | $8.2M | 0.2% | 43K | -2% | |||
| 97 | $QCOM | QUALCOMM INC/DE | Technology | $8.1M | 0.2% | 44K | -8% | |||
| 98 | — | ISHARES INC - CORE MSCI EMKT | — | $8.1M | 0.2% | 98K | +0.0% | |||
| 99 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $8.1M | 0.2% | 45K | +2312% | |||
| 100 | $PM | Philip Morris International Inc. | Consumer Staples | $8.0M | 0.1% | 44K | -0.8% | |||
| 101 | $LIN | LINDE PLC | Materials | $7.9M | 0.1% | 15K | +1% | |||
| 102 | $UNP | UNION PACIFIC CORP | Industrials | $7.9M | 0.1% | 29K | -0.7% | |||
| 103 | $WDC | WESTERN DIGITAL CORP | Technology | $7.7M | 0.1% | 12K | -3% | |||
| 104 | $DE | DEERE & CO | Industrials | $7.7M | 0.1% | 12K | -0.6% | |||
| 105 | $PCAR | PACCAR INC | Industrials | $7.7M | 0.1% | 64K | +0.8% | |||
| 106 | $MCK | MCKESSON CORP | Consumer Staples | $7.6M | 0.1% | 10K | -1% | |||
| 107 | $DIS | Walt Disney Co | Communication Services | $7.5M | 0.1% | 78K | +0.6% | |||
| 108 | $PLTR | Palantir Technologies Inc. | Technology | $7.5M | 0.1% | 64K | -6% | |||
| 109 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $7.4M | 0.1% | 15K | -3% | |||
| 110 | $SAN | Banco Santander, S.A. | Financials | $7.3M | 0.1% | 532K | +5% | |||
| 111 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $7.3M | 0.1% | 71K | -2% | |||
| 112 | $SPGI | S&P Global Inc. | Financials | $7.2M | 0.1% | 18K | -5% | |||
| 113 | $TT | Trane Technologies plc | Technology | $7.2M | 0.1% | 15K | +5% | |||
| 114 | $SNDK | Sandisk Corp | Technology | $7.2M | 0.1% | 3,162 | +2% | |||
| 115 | $WF | WOORI FINANCIAL GROUP INC. | Financials | $7.1M | 0.1% | 124K | +24% | |||
| 116 | $MMM | 3M CO | Healthcare | $7.0M | 0.1% | 43K | -0.6% | |||
| 117 | $JCI | Johnson Controls International plc | Industrials | $7.0M | 0.1% | 48K | -4% | |||
| 118 | $MRVL | Marvell Technology, Inc. | Technology | $6.9M | 0.1% | 23K | +6% | |||
| 119 | $C | CITIGROUP INC | Financials | $6.8M | 0.1% | 48K | -4% | |||
| 120 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $6.7M | 0.1% | 78K | +725% | |||
| 121 | $ECL | ECOLAB INC. | Materials | $6.6M | 0.1% | 24K | +2% | |||
| 122 | $TDG | TransDigm Group INC | Industrials | $6.4M | 0.1% | 4,832 | -0.6% | |||
| 123 | $IBN | ICICI BANK LTD | Financials | $6.4M | 0.1% | 221K | +5% | |||
| 124 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $6.4M | 0.1% | 77K | -1% | |||
| 125 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $6.3M | 0.1% | 8,972 | -4% | |||
| 126 | $INTU | INTUIT INC. | Technology | $6.3M | 0.1% | 24K | -11% | |||
| 127 | $ING | ING GROEP NV | Financials | $6.2M | 0.1% | 196K | -1% | |||
| 128 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $6.1M | 0.1% | 28K | -4% | |||
| 129 | $PEP | PEPSICO INC | Consumer Staples | $6.1M | 0.1% | 45K | -15% | |||
| 130 | $DHR | DANAHER CORP /DE/ | Healthcare | $6.0M | 0.1% | 32K | -4% | |||
| 131 | $SHG | SHINHAN FINANCIAL GROUP CO LTD | Financials | $5.8M | 0.1% | 91K | +10% | |||
| 132 | $PH | Parker-Hannifin Corp | Industrials | $5.7M | 0.1% | 5,864 | -4% | |||
| 133 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $5.7M | 0.1% | 12K | -3% | |||
| 134 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $5.7M | 0.1% | 29K | -0.5% | |||
| 135 | $SCHW | SCHWAB CHARLES CORP | Financials | $5.7M | 0.1% | 62K | -2% | |||
| 136 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $5.7M | 0.1% | 15K | -0.2% | |||
| 137 | $USB | US BANCORP \DE\ | Financials | $5.7M | 0.1% | 93K | +3% | |||
| 138 | — | ISHARES TR - MSCI ACWI EX US | — | $5.7M | 0.1% | 74K | -0.2% | |||
| 139 | $CRH | CRH PUBLIC LTD CO | Materials | $5.6M | 0.1% | 53K | +15% | |||
| 140 | $SONY | Sony Group Corp | Technology | $5.6M | 0.1% | 281K | -4% | |||
| 141 | — | ISHARES TR - ESG OPTIMIZED | — | $5.6M | 0.1% | 37K | +25% | |||
| 142 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $5.6M | 0.1% | 26K | +1% | |||
| 143 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $5.6M | 0.1% | 23K | +0.8% | |||
| 144 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $5.6M | 0.1% | 44K | -7% | |||
| 145 | $SAP | SAP SE | Technology | $5.5M | 0.1% | 36K | +1% | |||
| 146 | $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Financials | $5.5M | 0.1% | 232K | -2% | |||
| 147 | $CRM | Salesforce, Inc. | Technology | $5.4M | 0.1% | 35K | -19% | |||
| 148 | $SHEL | Shell plc | Energy | $5.4M | 0.1% | 70K | -0.5% | |||
| 149 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $5.4M | 0.1% | 128K | -0.4% | |||
| 150 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $5.3M | 0.1% | 23K | -1% |
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
$HONAHoneywell Aerospace Inc.$1.9M
first bought this quarter
- DIMENSIONAL ETF TRUST - INTERNATIONAL$1.9M
first bought this quarter
$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)
$KLACKLA CORP+919%
now $16.5M · held 2+ qtrs
- ISHARES TR - RUS 1000 GRW ETF+485%
now $12.3M
$BKNGBooking Holdings Inc.+2312%
now $8.1M · held 2+ qtrs
- VANGUARD INDEX FDS - GROWTH ETF+725%
now $6.7M
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.BBERKSHIRE HATHAWAY INC-7%
now $40.5M · held 2+ qtrs
now $212.9M · held 2+ qtrs
now $269.2M · held 2+ qtrs
$ABTABBOTT LABORATORIES-17%
now $11.2M · held 2+ qtrs
$HONHONEYWELL INTERNATIONAL INC-51%
now $2.0M
- ISHARES TR - RUSSELL 3000 ETF-6%
now $28.5M
+467 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.
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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.
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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.