Laird Norton Wetherby Wealth Management
San Francisco, CAfiles as Laird Norton Wetherby Wealth Management, LLC
$2.4bn in 930 US stocks at the end of 30 September 2025. The top 10 are 33.4% of the money. It changed about 5.7% of the portfolio this quarter.
Value
$2.4bn
Stocks
930
Top 10 share
33.4%
Turnover
5.7%
What changed this quarter
New
Bought for the first time this quarter.
- NextpowerNXT<0.1% of the fund
- James Hardie IndustriesJHX<0.1% of the fund
- AlbemarleALB<0.1% of the fund
- BaiduBIDU<0.1% of the fund
- CelesticaCLS<0.1% of the fund
- Hercules CapitalHTGC<0.1% of the fund
- Ishares TRIAT<0.1% of the fund
- Centrus EnergyLEU<0.1% of the fund
- Kraneshares TrustKWEB<0.1% of the fund
- Royal GoldRGLD<0.1% of the fund
- MongoDBMDB<0.1% of the fund
- RedditRDDT<0.1% of the fund
- Franco NevadaFNV<0.1% of the fund
- Vaneck ETF TrustEINC<0.1% of the fund
- PolarisPII<0.1% of the fund
- Putnam ETF TrustPVAL<0.1% of the fund
- DatadogDDOG<0.1% of the fund
- WEXWEX<0.1% of the fund
- Comfort Systems USAFIX<0.1% of the fund
- Vanguard World FDVDC<0.1% of the fund
- Genmab A/SGMAB<0.1% of the fund
- KenvueKVUE<0.1% of the fund
- Packaging Corp of AmericaPKG<0.1% of the fund
- RB GlobalRBA<0.1% of the fund
- Alaska Air GroupALK<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT5.2% of the fund+6%
- State STR Spdr S&P 500 ETF TSPY1.7% of the fund+5%
- BroadcomAVGO1.3% of the fund+5%
- TeslaTSLA1.0% of the fund+3%
- AlphabetGOOG0.9% of the fund+6%
- VisaV0.8% of the fund+3%
- OracleORCL0.7% of the fund+4%
- Vanguard Index FDSVOO0.5% of the fund+4%
- Ishares TRIVE0.5% of the fund+4%
- Ishares TRIGF0.4% of the fund+15%
- Ishares TRIWB0.4% of the fund+12%
- Abbott LaboratoriesABT0.4% of the fund+7%
- ExxonMobil HoldingsXOM0.3% of the fund+3%
- UnitedHealth GroupUNH0.3% of the fund+4%
- SalesforceCRM0.3% of the fund+4%
- Morgan StanleyMS0.3% of the fund+3%
- AstrazenecaAZN0.2% of the fund+6%
- General ElectricGE0.2% of the fund+2%
- EatonETN0.2% of the fund+4%
- International Business MachinesIBM0.2% of the fund+6%
- CaterpillarCAT0.2% of the fund+4%
- PepsiCoPEP0.2% of the fund+5%
- ChevronCVX0.2% of the fund+24%
- RTXRTX0.2% of the fund+6%
- Ishares TRIVV0.2% of the fund+4%
Cut
Sold some of their stake.
- AppleAAPL6.6% of the fund-2%
- Arista NetworksANET0.3% of the fund-2%
- Ishares TRIWV0.3% of the fund-6%
- Procter & GamblePG0.3% of the fund-5%
- AccentureACN0.3% of the fund-9%
- Applied MaterialsAMAT0.2% of the fund-2%
- McDonald'sMCD0.2% of the fund-3%
- Coca-ColaKO0.2% of the fund-4%
- LindeLIN0.2% of the fund-2%
- Charles SchwabSCHW0.2% of the fund-9%
- Union PacificUNP0.2% of the fund-4%
- Philip Morris InternationalPM0.2% of the fund-3%
- Toyota MotorTM0.2% of the fund-4%
- AdobeADBE0.2% of the fund-4%
- Novo Nordisk A SNVO0.2% of the fund-12%
- Ishares TRACWX0.2% of the fund-10%
- Ishares TRIWF0.2% of the fund-19%
- Vanguard Specialized FundsVIG0.2% of the fund-5%
- CRH PublicCRH0.2% of the fund-5%
- Cigna GroupCI0.2% of the fund-6%
- Analog DevicesADI0.1% of the fund-2%
- Verisk AnalyticsVRSK0.1% of the fund-5%
- InfosysINFY0.1% of the fund-4%
- EnbridgeENB0.1% of the fund-2%
- FerrariRACE0.1% of the fund-9%
Sold out
Sold their entire stake.
- Ishares TRFLOT-100%
- James Hardie ORD-100%
- Hess-100%
- Ansys-100%
- Pioneer High Income FundXPHTX-100%
- Juniper Networks-100%
- AmdocsDOX-100%
- abrdn Healthcare InvestorsHQH-100%
- Vanguard Scottsdale FDSVGLT-100%
- DynatraceDT-100%
- PldtPHI-100%
- Eastman ChemicalEMN-100%
- Walgreens Boots Alliance-100%
- Constellation BrandsSTZ-100%
- AtlassianTEAM-100%
- Molina HealthcareMOH-100%
- Air Lease-100%
- GenpactG-100%
- lululemon athleticaLULU-100%
- Kyndryl HoldingsKD-100%
- Camden Property TrustCPT-100%
- Trade DeskTTD-100%
- Voya Global Advantage & Premium Opportunity FundIGA-100%
- Duff & Phelps Utility & Infrastructure FundDPG-100%
- Badger MeterBMI-100%
Holdings
- Vanguard Index FDSVTI
- Share
- 4.2%
- Value
- $104m
- Shares
- 316,036
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 1.8%
- Value
- $44m
- Shares
- 728,234
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.7%
- Value
- $43m
- Shares
- 63,926
+5%
- Vanguard Intl Equity Index FVT
- Share
- 1.1%
- Value
- $28m
- Shares
- 199,679
Held
- Ishares TRIVW
- Share
- 0.6%
- Value
- $14m
- Shares
- 112,123
Held
- Vanguard Index FDSVOO
- Share
- 0.5%
- Value
- $13m
- Shares
- 20,982
+4%
- Ishares TRIVE
- Share
- 0.5%
- Value
- $12m
- Shares
- 57,033
+4%
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $10m
- Shares
- 188,261
Held
- Ishares TRIGF
- Share
- 0.4%
- Value
- $10m
- Shares
- 161,172
+15%
- Ishares TRIWB
- Share
- 0.4%
- Value
- $9m
- Shares
- 24,105
+12%
- Vanguard BD Index FDSBND
- Share
- 0.3%
- Value
- $8m
- Shares
- 103,160
Held
- Ishares TRIWV
- Share
- 0.3%
- Value
- $7m
- Shares
- 19,729
-6%
- Sony GroupSONY
- Share
- 0.3%
- Value
- $7m
- Shares
- 231,377
Held
- Ishares TRESGU
- Share
- 0.2%
- Value
- $5m
- Shares
- 35,437
Held
- Ishares TRIVV
- Share
- 0.2%
- Value
- $5m
- Shares
- 7,615
+4%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.2%
- Value
- $5m
- Shares
- 8,425
+10%
- Ishares TREFA
- Share
- 0.2%
- Value
- $5m
- Shares
- 50,146
Held
- Ishares TRACWX
- Share
- 0.2%
- Value
- $4m
- Shares
- 66,533
-10%
- Ishares TRIWF
- Share
- 0.2%
- Value
- $4m
- Shares
- 9,222
-19%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 6.6% | $162m | 637,536 | -2% |
| NvidiaNVDA | 5.3% | $131m | 702,070 | Held |
| MicrosoftMSFT | 5.2% | $128m | 247,697 | +6% |
| Vanguard Index FDSVTI | 4.2% | $104m | 316,036 | Held |
| Amazon.comAMZN | 2.9% | $71m | 324,617 | Held |
| AlphabetGOOGL | 2.3% | $56m | 230,156 | Held |
| Meta PlatformsMETA | 2.0% | $48m | 65,031 | Held |
| Vanguard Tax-Managed FDSVEA | 1.8% | $44m | 728,234 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.7% | $43m | 63,926 | +5% |
| BroadcomAVGO | 1.3% | $31m | 95,236 | +5% |
| JPMorgan ChaseJPM | 1.2% | $30m | 95,143 | Held |
| Taiwan Semiconductor ManufacturingTSM | 1.2% | $30m | 106,819 | Held |
| Vanguard Intl Equity Index FVT | 1.1% | $28m | 199,679 | Held |
| NetflixNFLX | 1.1% | $27m | 22,628 | Held |
| TeslaTSLA | 1.0% | $25m | 55,128 | +3% |
| AlphabetGOOG | 0.9% | $22m | 92,184 | +6% |
| Eli LillyLLY | 0.8% | $19m | 25,429 | Held |
| VisaV | 0.8% | $19m | 56,616 | +3% |
| OracleORCL | 0.7% | $16m | 58,387 | +4% |
| Commercial MetalsCMC | 0.7% | $16m | 280,817 | Held |
| Johnson & JohnsonJNJ | 0.6% | $16m | 84,722 | Held |
| MastercardMA | 0.6% | $16m | 27,323 | Held |
| Ishares TRIVW | 0.6% | $14m | 112,123 | Held |
| Home DepotHD | 0.5% | $13m | 32,013 | Held |
| Vanguard Index FDSVOO | 0.5% | $13m | 20,982 | +4% |
| Costco WholesaleCOST | 0.5% | $12m | 12,932 | Held |
| WalmartWMT | 0.5% | $12m | 115,548 | Held |
| Ishares TRIVE | 0.5% | $12m | 57,033 | +4% |
| ASML Holding NVASML | 0.4% | $11m | 10,937 | Held |
| AbbVieABBV | 0.4% | $10m | 44,878 | Held |
| TE ConnectivityTEL | 0.4% | $10m | 46,931 | Held |
| Vanguard Intl Equity Index FVWO | 0.4% | $10m | 188,261 | Held |
| Ishares TRIGF | 0.4% | $10m | 161,172 | +15% |
| Goldman Sachs GroupGS | 0.4% | $10m | 12,118 | Held |
| Bank of AmericaBAC | 0.4% | $9m | 179,777 | Held |
| Ishares TRIWB | 0.4% | $9m | 24,105 | +12% |
| Abbott LaboratoriesABT | 0.4% | $9m | 65,624 | +7% |
| Arista NetworksANET | 0.3% | $8m | 57,171 | -2% |
| American ExpressAXP | 0.3% | $8m | 23,919 | Held |
| Cisco SystemsCSCO | 0.3% | $8m | 115,155 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $8m | 69,207 | +3% |
| Vanguard BD Index FDSBND | 0.3% | $8m | 103,160 | Held |
| UnitedHealth GroupUNH | 0.3% | $8m | 21,774 | +4% |
| Ishares TRIWV | 0.3% | $7m | 19,729 | -6% |
| Procter & GamblePG | 0.3% | $7m | 47,896 | -5% |
| Advanced Micro DevicesAMD | 0.3% | $7m | 44,242 | Held |
| SalesforceCRM | 0.3% | $7m | 30,066 | +4% |
| S&P GlobalSPGI | 0.3% | $7m | 14,574 | Held |
| MerckMRK | 0.3% | $7m | 81,536 | Held |
| IntuitINTU | 0.3% | $7m | 9,915 | Held |
| SAP SESAP | 0.3% | $7m | 24,931 | Held |
| Sony GroupSONY | 0.3% | $7m | 231,377 | Held |
| PenumbraPEN | 0.3% | $6m | 25,525 | Held |
| Novartis AGNVS | 0.3% | $6m | 49,685 | Held |
| AccentureACN | 0.3% | $6m | 25,097 | -9% |
| Morgan StanleyMS | 0.3% | $6m | 38,657 | +3% |
| ServiceNowNOW | 0.2% | $6m | 6,573 | Held |
| Applied MaterialsAMAT | 0.2% | $6m | 29,001 | -2% |
| McDonald'sMCD | 0.2% | $6m | 19,405 | -3% |
| Walt DisneyDIS | 0.2% | $6m | 51,346 | Held |
| AstrazenecaAZN | 0.2% | $6m | 76,106 | +6% |
| General ElectricGE | 0.2% | $6m | 19,355 | +2% |
| EatonETN | 0.2% | $6m | 15,553 | +4% |
| TransDigm GroupTDG | 0.2% | $6m | 4,391 | Held |
| QualcommQCOM | 0.2% | $6m | 34,082 | Held |
| Coca-ColaKO | 0.2% | $6m | 85,034 | -4% |
| International Business MachinesIBM | 0.2% | $6m | 19,725 | +6% |
| CaterpillarCAT | 0.2% | $6m | 11,569 | +4% |
| PepsiCoPEP | 0.2% | $5m | 39,137 | +5% |
| ChevronCVX | 0.2% | $5m | 35,152 | +24% |
| TJX CompaniesTJX | 0.2% | $5m | 37,245 | Held |
| UBS Group AGUBS | 0.2% | $5m | 130,216 | Held |
| RTXRTX | 0.2% | $5m | 31,680 | +6% |
| LindeLIN | 0.2% | $5m | 11,054 | -2% |
| Ishares TRESGU | 0.2% | $5m | 35,437 | Held |
| Ishares TRIVV | 0.2% | $5m | 7,615 | +4% |
| State STR Spdr S&P Midcap 40MDY | 0.2% | $5m | 8,425 | +10% |
| Charles SchwabSCHW | 0.2% | $5m | 52,564 | -9% |
| Union PacificUNP | 0.2% | $5m | 20,812 | -4% |
| Gilead SciencesGILD | 0.2% | $5m | 44,133 | +3% |
| Philip Morris InternationalPM | 0.2% | $5m | 29,988 | -3% |
| Booking HoldingsBKNG | 0.2% | $5m | 900 | +2% |
| Johnson Controls InternationalJCI | 0.2% | $5m | 44,067 | Held |
| Cbre GroupCBRE | 0.2% | $5m | 30,724 | Held |
| Palantir TechnologiesPLTR | 0.2% | $5m | 26,414 | +12% |
| Bank of New York MellonBNY | 0.2% | $5m | 43,713 | +3% |
| Toyota MotorTM | 0.2% | $5m | 24,821 | -4% |
| AdobeADBE | 0.2% | $5m | 13,378 | -4% |
| Ishares TREFA | 0.2% | $5m | 50,146 | Held |
| KB Financial GroupKB | 0.2% | $5m | 56,094 | Held |
| AmgenAMGN | 0.2% | $5m | 15,949 | Held |
| Novo Nordisk A SNVO | 0.2% | $4m | 80,517 | -12% |
| ING Groep NVING | 0.2% | $4m | 171,280 | Held |
| Automatic Data ProcessingADP | 0.2% | $4m | 15,179 | Held |
| Wells Fargo & CompanyWFC | 0.2% | $4m | 52,885 | +4% |
| Motorola SolutionsMSI | 0.2% | $4m | 9,685 | Held |
| Lowe's CompaniesLOW | 0.2% | $4m | 17,477 | +7% |
| Ishares TRACWX | 0.2% | $4m | 66,533 | -10% |
| Ishares TRIWF | 0.2% | $4m | 9,222 | -19% |
| MckessonMCK | 0.2% | $4m | 5,571 | Held |
Showing the largest 100 of 930.
Options (1)
- State STR Spdr S&P 500 ETF TSPY
- Type
- Call
- Value
- $732,798
- Contracts
- 1,100
| Company | Type | Value | Contracts |
|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | Call | $732,798 | 1,100 |
Over time and by industry
Value over time
Sep '25
Value is up 9.0% since 30 June 2025.
Where the money is
Technology28.3%
Financial services10.8%
Media & telecom7.6%
Retail & consumer7.6%
Health care6.9%
Industrials6.4%
Everyday goods3.0%
Materials2.7%
Energy2.0%
Real estate1.4%
Utilities1.1%
Other22.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.