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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)
ISHARES TRCORE S&P SCP ETF464287804 — 1,032 shares $122,633
AMERICAN EXPRESS COCOM025816109 — 360 shares $119,578
MERCK & CO INCCOM58933Y105 — 1,400 shares $117,502
MEDICAL PPTYS TRUST INCCOM58463J304 — 22,568 shares $114,420
COHEN & STEERS QUALITY INCOMCOM19247L106 — 9,001 shares $112,240
CATERPILLAR INCCOM149123101 — 233 shares $111,176
ISHARES TRCORE S&P MCP ETF464287507 — 1,675 shares $109,311
VANGUARD SCOTTSDALE FDSVNG RUS1000VAL92206C714 — 1,212 shares $108,291
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718 — 753 shares $107,341
EQT CORPCOM26884L109 — 1,930 shares $105,050
ISHARES TRSELECT DIVID ETF464287168 — 735 shares $104,444
CENTRAIS ELETRICAS BRASILEIRSPONSORED ADR15234Q207 — 10,209 shares $101,274
ISHARES TRCORE MSCI EAFE46432F842 — 1,145 shares $99,970
ECOPETROL S ASPONSORED ADS279158109 — 10,635 shares $97,949
AMBEV SASPONSORED ADR02319V103 — 43,906 shares $97,911
ISHARES TRRUS 1000 ETF464287622 — 267 shares $97,584
LOWES COS INCCOM548661107 — 385 shares $96,755
LG DISPLAY CO LTDSPONS ADR REP50186V102 — 18,414 shares $96,122
INVESCO EXCHANGE TRADED FD TS&P500 QUALITY46137V241 — 1,278 shares $93,661
ARRAY TECHNOLOGIES INCCOM SHS04271T100 — 10,787 shares $87,915
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409 — 1,091 shares $87,204
ISHARES TRMBS ETF464288588 — 911 shares $86,689
BROOKFIELD ASSET MANAGMT LTDCL A LMT VTG SHS113004105 — 1,520 shares $86,549
ASSURANT INCCOM04621X108 — 397 shares $85,991
AMGEN INCCOM031162100 — 300 shares $84,660
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742 — 613 shares $84,463
DISNEY WALT COCOM254687106 — 714 shares $81,753
VANGUARD INDEX FDSMID CAP ETF922908629 — 261 shares $76,569
ISHARES INCMSCI EMRG CHN46434G764 — 1,126 shares $76,017
ALLY FINL INCCOM02005N100 — 1,935 shares $75,852
RUMBLE INCCOM CL A78137L105 — 10,200 shares $73,848
SCHWAB STRATEGIC TRUS LRG CAP ETF808524201 — 2,800 shares $73,757
BRISTOL-MYERS SQUIBB COCOM110122108 — 1,610 shares $72,611
TMC THE METALS COMPANY INCCOM87261Y106 — 11,000 shares $70,070
NOVO-NORDISK A SADR670100205 — 1,260 shares $69,918
DUKE ENERGY CORP NEWCOM NEW26441C204 — 555 shares $68,682
CRH PLCORDG25508105 — 570 shares $68,343
INTERNATIONAL BUSINESS MACHSCOM459200101 — 236 shares $66,590
UNILEVER PLCSPON ADR NEW904767704 — 1,120 shares $66,394
ARES CAPITAL CORPCOM04010L103 — 3,208 shares $65,478
GE AEROSPACECOM NEW369604301 — 207 shares $62,270
GOLDMAN SACHS GROUP INCCOM38141G104 — 78 shares $62,116
MEDTRONIC PLCSHSG5960L103 — 650 shares $61,906
GRAB HOLDINGS LIMITEDCLASS A ORDG4124C109 — 10,029 shares $60,375
CERUS CORPCOM157085101 — 36,860 shares $58,608
ISHARES TREAFE VALUE ETF464288877 — 762 shares $51,687
UR-ENERGY INCCOM91688R108 — 26,625 shares $47,659
COMCAST CORP NEWCL A20030N101 — 1,475 shares $46,345
CONOCOPHILLIPSCOM20825C104 — 484 shares $45,782
TORRID HLDGS INCCOM89142B107 — 24,664 shares $43,162
CLOROX CO DELCOM189054109 — 340 shares $41,922
VANGUARD INDEX FDSEXTEND MKT ETF922908652 — 200 shares $41,899
WATTS WATER TECHNOLOGIES INCCL A942749102 — 150 shares $41,892
ENTERPRISE PRODS PARTNERS LCOM293792107 — 1,316 shares $41,136
AMERICAN TOWER CORP NEWCOM03027X100 — 212 shares $40,772
ABBVIE INCCOM00287Y109 — 175 shares $40,520
ISHARES TREAFE SML CP ETF464288273 — 505 shares $38,744
AT&T INCCOM00206R102 — 1,370 shares $38,689
CISCO SYS INCCOM17275R102 — 540 shares $36,947
L3HARRIS TECHNOLOGIES INCCOM502431109 — 120 shares $36,650
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870 — 422 shares $35,495
SCHWAB STRATEGIC TRUS BRD MKT ETF808524102 — 1,329 shares $34,161
ISHARES TREAFE GRWTH ETF464288885 — 291 shares $33,119
GSK PLCSPONSORED ADR37733W204 — 754 shares $32,543
CROWN CASTLE INCCOM22822V101 — 324 shares $31,263
MOTOROLA SOLUTIONS INCCOM NEW620076307 — 64 shares $29,267
VANGUARD INDEX FDSSM CP VAL ETF922908611 — 139 shares $29,011
WESTERN ALLIANCE BANCORPCOM957638109 — 326 shares $28,271
ISHARES TRRUS 2000 GRW ETF464287648 — 86 shares $27,524
BANK AMERICA CORPCOM060505104 — 530 shares $27,343
VERALTO CORPCOM SHS92338C103 — 242 shares $25,800
AON PLCSHS CL AG0403H108 — 70 shares $24,961
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100 — 89 shares $24,857
CAPITAL ONE FINL CORPCOM14040H105 — 111 shares $23,597
GE VERNOVA INCCOM36828A101 — 37 shares $22,752
ISHARES TRISHS 1-5YR INVS464288646 — 428 shares $22,680
INTERNATIONAL PAPER COCOM460146103 — 480 shares $22,272
VERIZON COMMUNICATIONS INCCOM92343V104 — 497 shares $21,844
HALEON PLCSPON ADS405552100 — 2,299 shares $20,623
ASML HOLDING N VN Y REGISTRY SHSN07059210 — 21 shares $20,330
FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS344419106 — 204 shares $20,121
UGI CORP NEWCOM902681105 — 588 shares $19,557
SAP SESPON ADR803054204 — 71 shares $18,972
PNC FINL SVCS GROUP INCCOM693475105 — 94 shares $18,888
CITIGROUP INCCOM NEW172967424 — 186 shares $18,879
CSX CORPCOM126408103 — 520 shares $18,466
GENMAB A/SSPONSORED ADS372303206 — 590 shares $18,096
ABBOTT LABSCOM002824100 — 125 shares $16,743
HUBBELL INCCOM443510607 — 38 shares $16,352
MARATHON PETE CORPCOM56585A102 — 83 shares $15,998
COMERICA INCCOM200340107 — 220 shares $15,075
TE CONNECTIVITY PLCORD SHSG87052109 — 68 shares $14,929
LABCORP HOLDINGS INCCOM SHS504922105 — 52 shares $14,928
CHEVRON CORP NEWCOM166764100 — 95 shares $14,753
PEPSICO INCCOM713448108 — 105 shares $14,747
SONY GROUP CORPSPONSORED ADR835699307 — 504 shares $14,511
COMPANHIA DE SANEAMENTO BASISPONSORED ADR20441A102 — 542 shares $13,491
VOYA FINANCIAL INCCOM929089100 — 180 shares $13,464
LAS VEGAS SANDS CORPCOM517834107 — 250 shares $13,448
SELECT SECTOR SPDR TRENERGY81369Y506 — 150 shares $13,401