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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
- APPLE INC · COM · 037833100 · shares: $162,335,855
- NVIDIA CORPORATION · COM · 67066G104 · shares: $130,992,187
- MICROSOFT CORP · COM · 594918104 · shares: $128,294,675
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $103,713,626
- AMAZON COM INC · COM · 023135106 · shares: $71,276,171
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $55,951,164
- META PLATFORMS INC · CL A · 30303M102 · shares: $47,757,503
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $43,635,795
- SPDR S&P 500 ETF TR · TR UNIT · 78462F103 · shares: $42,585,972
- BROADCOM INC · COM · 11135F101 · shares: $31,419,430
Reported holdings
1,183 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ZIONS BANCORPORATION N A | COM | 989701107 | — | 3,945 shares | $223,209 |
| MURPHY OIL CORP | COM | 626717102 | — | 7,803 shares | $221,684 |
| KOHLS CORP | COM | 500255104 | — | 14,398 shares | $221,298 |
| RB GLOBAL INC | COM | 74935Q107 | — | 2,037 shares | $220,730 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 236 shares | $220,340 |
| ALASKA AIR GROUP INC | COM | 011659109 | — | 4,416 shares | $219,829 |
| BANCO BRADESCO S A | SP ADR PFD NEW | 059460303 | — | 64,604 shares | $218,362 |
| KENVUE INC | COM | 49177J102 | — | 13,426 shares | $217,904 |
| GODADDY INC | CL A | 380237107 | — | 1,590 shares | $217,560 |
| PROSHARES TR | ULTRASHORT QQQ | 74349Y829 | — | 10,100 shares | $217,453 |
| UDR INC | COM | 902653104 | — | 5,831 shares | $217,264 |
| COHEN & STEERS LTD DURATION | COM | 19248C105 | — | 10,000 shares | $216,699 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 4,080 shares | $216,363 |
| FIRSTENERGY CORP | COM | 337932107 | — | 4,704 shares | $215,538 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | — | 11,229 shares | $215,036 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 8,099 shares | $213,976 |
| CORPAY INC | COM SHS | 219948106 | — | 740 shares | $213,165 |
| PACKAGING CORP AMER | COM | 695156109 | — | 978 shares | $213,136 |
| SPROUTS FMRS MKT INC | COM | 85208M102 | — | 1,956 shares | $212,813 |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | — | 761 shares | $212,533 |
| BALL CORP | COM | 058498106 | — | 4,213 shares | $212,420 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 4,291 shares | $211,590 |
| GENMAB A/S | SPONSORED ADS | 372303206 | — | 6,885 shares | $211,163 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 371 shares | $211,029 |
| GENERAL AMERN INVS CO INC | COM | 368802104 | — | 3,392 shares | $211,018 |
| ABRDN HEALTHCARE OPPORTUNITI | SHS | 879105104 | — | 12,200 shares | $210,938 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | — | 402 shares | $210,311 |
| POOL CORP | COM | 73278L105 | — | 678 shares | $210,228 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 3,085 shares | $208,269 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 2,066 shares | $208,017 |
| SUNRUN INC | COM | 86771W105 | — | 12,007 shares | $207,602 |
| JANUS HENDERSON GROUP PLC | ORD SHS | G4474Y214 | — | 4,643 shares | $206,660 |
| TERADYNE INC | COM | 880770102 | — | 1,494 shares | $205,635 |
| RYDER SYS INC | COM | 783549108 | — | 1,090 shares | $205,618 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 1,500 shares | $205,275 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 4,421 shares | $205,135 |
| PRUDENTIAL PLC | ADR | 74435K204 | — | 7,302 shares | $204,383 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 1,417 shares | $204,063 |
| CLEARBRIDGE ENERGY MIDSTRM O | COM | 18469P209 | — | 4,540 shares | $203,937 |
| SASOL LTD | SPONSORED ADR | 803866300 | — | 32,723 shares | $203,538 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 3,531 shares | $203,126 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | — | 219 shares | $202,362 |
| JBS N.V. | CL A SHS | N4732M103 | — | 13,472 shares | $201,137 |
| EATON VANCE ENHANCED EQUITY | COM | 278277108 | — | 8,389 shares | $200,749 |
| PHILLIPS 66 | COM | 718546104 | — | 1,474 shares | $200,558 |
| AMCOR PLC | ORD | G0250X107 | — | 23,679 shares | $193,695 |
| ABRDN TOTAL DYNAMIC DIVIDEND | COM SH BEN INT | 00326L100 | — | 20,278 shares | $191,830 |
| ROYCE SMALL CAP TRUST INC | COM | 780910105 | — | 11,798 shares | $190,302 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 2,556 shares | $190,094 |
| BLACKROCK ENHANCED EQUITY DI | COM | 09251A104 | — | 20,853 shares | $189,971 |
| HARMONY GOLD MINING CO LTD | SPONSORED ADR | 413216300 | — | 10,421 shares | $189,142 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 660 shares | $189,084 |
| DANAHER CORPORATION | COM | 235851102 | — | 952 shares | $188,744 |
| VOYA GLBL EQTY DIV & PREM OP | COM | 92912T100 | — | 31,678 shares | $187,851 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 1,964 shares | $187,544 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 1,643 shares | $187,105 |
| PGIM GLOBAL HIGH YIELD FD FO | COM | 69346J106 | — | 14,453 shares | $186,155 |
| WESTERN ASSET EMERGING MKTS | COM | 95766A101 | — | 17,892 shares | $184,646 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 | — | 35,517 shares | $183,979 |
| LMP CAP & INCOME FD INC | COM | 50208A102 | — | 11,792 shares | $183,130 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 4,622 shares | $183,078 |
| BRANDYWINEGBL GBL INCM OPP F | COM | 10537L104 | — | 21,077 shares | $182,949 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 898 shares | $182,851 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 2,700 shares | $181,089 |
| GUGGENHEIM ACTIVE ALLOC FD | COMMON STOCK | 40170T106 | — | 11,232 shares | $175,220 |
| NUVEEN REAL ESTATE INCOME FD | COM | 67071B108 | — | 21,329 shares | $174,472 |
| AES CORP | COM | 00130H105 | — | 13,240 shares | $174,239 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 1,772 shares | $173,603 |
| DNP SELECT INCOME FD INC | COM | 23325P104 | — | 17,246 shares | $172,629 |
| VIRTUS DIVIDEND INTEREST & P | COM | 92840R101 | — | 12,996 shares | $169,078 |
| WESTERN ASSET DIVERSIFIED IN | COM SHS BEN INT | 95790K109 | — | 11,400 shares | $167,694 |
| BLACKROCK CR ALLOCATION INCO | COM | 092508100 | — | 15,125 shares | $167,132 |
| BLACKSTONE LONG SHORT CR INC | COM SHS BN INT | 09257D102 | — | 13,892 shares | $166,704 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 2,927 shares | $166,664 |
| KKR INCOME OPPORTUNITIES FD | COM | 48249T106 | — | 12,996 shares | $163,750 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 3,500 shares | $162,470 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 6,165 shares | $162,140 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 1,438 shares | $162,135 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 6,055 shares | $159,494 |
| NUVEEN FLOATING RATE INCOME | COM | 67072T108 | — | 19,382 shares | $158,545 |
| ULTRAPAR PARTICIPACOES SA | SP ADR REP COM | 90400P101 | — | 37,697 shares | $154,558 |
| BLACKSTONE STRATEGIC CRED 20 | COM SHS BEN IN | 09257R101 | — | 12,500 shares | $152,125 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 1,412 shares | $146,481 |
| EATON CORP PLC | SHS | G29183103 | — | 390 shares | $145,844 |
| PROSHARES TR | ULTRASHRT S&P500 | 74347G416 | — | 10,000 shares | $144,500 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 693 shares | $141,088 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 911 shares | $139,976 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 900 shares | $135,774 |
| PARK HOTELS & RESORTS INC | COM | 700517105 | — | 11,897 shares | $131,819 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 2,430 shares | $131,660 |
| RLX TECHNOLOGY INC | SPONSORED ADS | 74969N103 | — | 49,455 shares | $130,067 |
| LEGG MASON ETF INVT | FRANKLIN US LOW | 52468L406 | — | 3,142 shares | $129,891 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 2,840 shares | $129,851 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | — | 2,406 shares | $129,612 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 | — | 3,206 shares | $126,972 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 1,310 shares | $126,481 |
| PARAMOUNT GROUP INC | COM | 69924R108 | — | 19,142 shares | $125,189 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | — | 2,756 shares | $124,601 |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | — | 11,019 shares | $123,854 |
| NUVEEN QUALITY MUNCP INCOME | COM | 67066V101 | — | 10,500 shares | $122,740 |