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Laird Norton Wetherby Wealth Management, LLC

Period ended Sep 30, 2025 · Latest filing Nov 14, 2025

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2025: $2,449,361,601

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. APPLE INC · COM · 037833100 · shares: $162,335,855
  2. NVIDIA CORPORATION · COM · 67066G104 · shares: $130,992,187
  3. MICROSOFT CORP · COM · 594918104 · shares: $128,294,675
  4. VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $103,713,626
  5. AMAZON COM INC · COM · 023135106 · shares: $71,276,171
  6. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $55,951,164
  7. META PLATFORMS INC · CL A · 30303M102 · shares: $47,757,503
  8. VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $43,635,795
  9. SPDR S&P 500 ETF TR · TR UNIT · 78462F103 · shares: $42,585,972
  10. BROADCOM INC · COM · 11135F101 · shares: $31,419,430

Reported holdings

1,183 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
APPLE INCCOM037833100 — 629,809 shares $160,368,368
NVIDIA CORPORATIONCOM67066G104 — 699,468 shares $130,506,695
MICROSOFT CORPCOM594918104 — 243,424 shares $126,081,474
VANGUARD INDEX FDSTOTAL STK MKT922908769 — 314,543 shares $103,223,559
AMAZON COM INCCOM023135106 — 317,642 shares $69,744,635
ALPHABET INCCAP STK CL A02079K305 — 224,061 shares $54,469,350
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858 — 723,663 shares $43,361,898
SPDR S&P 500 ETF TRTR UNIT78462F103 — 63,429 shares $42,254,880
META PLATFORMS INCCL A30303M102 — 53,840 shares $39,539,078
BROADCOM INCCOM11135F101 — 95,236 shares $31,419,430
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100 — 106,730 shares $29,809,417
JPMORGAN CHASE & CO.COM46625H100 — 92,773 shares $29,263,260
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742 — 199,066 shares $27,431,263
NETFLIX INCCOM64110L106 — 21,734 shares $26,057,328
TESLA INCCOM88160R101 — 55,107 shares $24,507,186
ALPHABET INCCAP STK CL C02079K107 — 90,257 shares $21,982,076
ELI LILLY & COCOM532457108 — 25,429 shares $19,402,511
VISA INCCOM CL A92826C839 — 54,416 shares $18,576,640
ORACLE CORPCOM68389X105 — 58,387 shares $16,420,687
COMMERCIAL METALS COCOM201723103 — 280,817 shares $16,085,191
JOHNSON & JOHNSONCOM478160104 — 82,723 shares $15,338,584
MASTERCARD INCORPORATEDCL A57636Q104 — 26,952 shares $15,330,568
ISHARES TRS&P 500 GRWT ETF464287309 — 112,123 shares $13,535,544
HOME DEPOT INCCOM437076102 — 31,079 shares $12,593,082
VANGUARD INDEX FDSS&P 500 ETF SHS922908363 — 20,206 shares $12,373,661
COSTCO WHSL CORP NEWCOM22160K105 — 12,713 shares $11,767,537
WALMART INCCOM931142103 — 109,923 shares $11,328,665
ISHARES TRS&P 500 VAL ETF464287408 — 53,963 shares $11,143,917
ASML HOLDING N VN Y REGISTRY SHSN07059210 — 10,916 shares $10,567,671
ABBVIE INCCOM00287Y109 — 44,703 shares $10,350,573
TE CONNECTIVITY PLCORD SHSG87052109 — 46,863 shares $10,287,835
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858 — 185,831 shares $10,068,341
ISHARES TRGLB INFRASTR ETF464288372 — 161,172 shares $9,850,806
GOLDMAN SACHS GROUP INCCOM38141G104 — 12,040 shares $9,588,139
BANK AMERICA CORPCOM060505104 — 179,247 shares $9,247,365
ABBOTT LABSCOM002824100 — 65,499 shares $8,772,979
ISHARES TRRUS 1000 ETF464287622 — 23,838 shares $8,712,134
META PLATFORMS INCCL A30303M102 — 11,191 shares $8,218,425
ARISTA NETWORKS INCCOM SHS040413205 — 54,859 shares $7,993,505
CISCO SYS INCCOM17275R102 — 114,615 shares $7,841,945
AMERICAN EXPRESS COCOM025816109 — 23,559 shares $7,825,358
EXXON MOBIL CORPCOM30231G102 — 67,769 shares $7,641,002
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835 — 100,604 shares $7,481,921
UNITEDHEALTH GROUP INCCOM91324P102 — 20,920 shares $7,223,676
PROCTER AND GAMBLE COCOM742718109 — 46,985 shares $7,219,180
ADVANCED MICRO DEVICES INCCOM007903107 — 44,237 shares $7,157,154
S&P GLOBAL INCCOM78409V104 — 14,574 shares $7,093,312
INTUITCOM461202103 — 9,915 shares $6,771,053
MERCK & CO INCCOM58933Y105 — 80,136 shares $6,725,806
SALESFORCE INCCOM79466L302 — 28,074 shares $6,653,554
SONY GROUP CORPSPONSORED ADR835699307 — 230,873 shares $6,646,834
SAP SESPON ADR803054204 — 24,860 shares $6,642,841
PENUMBRA INCCOM70975L107 — 25,525 shares $6,465,993
NOVARTIS AGSPONSORED ADR66987V109 — 49,655 shares $6,367,758
MORGAN STANLEYCOM NEW617446448 — 38,591 shares $6,134,426
SERVICENOW INCCOM81762P102 — 6,573 shares $6,049,001
MCDONALDS CORPCOM580135101 — 19,405 shares $5,896,855
ASTRAZENECA PLCSPONSORED ADR046353108 — 76,003 shares $5,830,951
DISNEY WALT COCOM254687106 — 50,632 shares $5,797,363
TRANSDIGM GROUP INCCOM893641100 — 4,391 shares $5,787,426
GE AEROSPACECOM NEW369604301 — 19,148 shares $5,760,068
EATON CORP PLCSHSG29183103 — 15,163 shares $5,674,753
QUALCOMM INCCOM747525103 — 34,082 shares $5,669,882
COCA COLA COCOM191216100 — 85,023 shares $5,638,703
APPLIED MATLS INCCOM038222105 — 27,020 shares $5,532,075
INTERNATIONAL BUSINESS MACHSCOM459200101 — 19,489 shares $5,499,017
PEPSICO INCCOM713448108 — 39,032 shares $5,481,608
CHEVRON CORP NEWCOM166764100 — 35,057 shares $5,443,970
CATERPILLAR INCCOM149123101 — 11,336 shares $5,408,973
TJX COS INC NEWCOM872540109 — 37,245 shares $5,383,334
UBS GROUP AGSHSH42097107 — 130,216 shares $5,338,856
RTX CORPORATIONCOM75513E101 — 31,680 shares $5,301,083
ISHARES TRESG AWR MSCI USA46435G425 — 35,437 shares $5,159,628
ISHARES TRCORE S&P500 ETF464287200 — 7,615 shares $5,096,502
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107 — 8,425 shares $5,021,284
BOOKING HOLDINGS INCCOM09857L108 — 900 shares $4,859,374
PHILIP MORRIS INTL INCCOM718172109 — 29,931 shares $4,854,809
JOHNSON CTLS INTL PLCSHSG51502105 — 44,067 shares $4,845,168
SCHWAB CHARLES CORPCOM808513105 — 50,600 shares $4,830,788
PALANTIR TECHNOLOGIES INCCL A69608A108 — 26,414 shares $4,818,442
LINDE PLCSHSG54950103 — 10,026 shares $4,762,350
BANK NEW YORK MELLON CORPCOM064058100 — 43,706 shares $4,762,206
TOYOTA MOTOR CORPADS892331307 — 24,821 shares $4,743,045
ADOBE INCCOM00724F101 — 13,376 shares $4,718,402
KB FINL GROUP INCSPONSORED ADR48241A105 — 56,094 shares $4,650,754
UNION PAC CORPCOM907818108 — 19,382 shares $4,581,373
ING GROEP N.V.SPONSORED ADR456837103 — 171,280 shares $4,466,983
AUTOMATIC DATA PROCESSING INCOM053015103 — 15,179 shares $4,455,149
AMGEN INCCOM031162100 — 15,649 shares $4,416,156
MOTOROLA SOLUTIONS INCCOM NEW620076307 — 9,621 shares $4,399,660
NOVO-NORDISK A SADR670100205 — 79,257 shares $4,397,971
ACCENTURE PLC IRELANDSHS CLASS AG1151C101 — 17,723 shares $4,370,492
ISHARES TRMSCI ACWI EX US464288240 — 66,533 shares $4,325,293
MCKESSON CORPCOM58155Q103 — 5,571 shares $4,303,845
LOWES COS INCCOM548661107 — 17,092 shares $4,295,391
HSBC HLDGS PLCSPON ADR NEW404280406 — 60,083 shares $4,264,692
ISHARES TRRUSSELL 3000 ETF464287689 — 11,229 shares $4,254,976
ROYAL BK CDACOM780087102 — 28,700 shares $4,228,084
VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775 — 59,006 shares $4,211,250
BANCO SANTANDER S.A.ADR05964H105 — 401,434 shares $4,207,029