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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) |
|---|---|---|---|---|---|
| TD SYNNEX CORPORATION | COM | 87162W100 | — | 25,665 shares | $4,202,644 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 19,463 shares | $4,199,889 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 21,282 shares | $4,159,567 |
| MOODYS CORP | COM | 615369105 | — | 8,703 shares | $4,146,846 |
| CBRE GROUP INC | CL A | 12504L109 | — | 26,152 shares | $4,120,510 |
| KLA CORP | COM NEW | 482480100 | — | 3,788 shares | $4,085,898 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 43,548 shares | $4,066,097 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 24,199 shares | $4,048,977 |
| CITIGROUP INC | COM NEW | 172967424 | — | 39,304 shares | $3,989,356 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 8,210 shares | $3,982,015 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 8,285 shares | $3,973,552 |
| WELLS FARGO CO NEW | COM | 949746101 | — | 47,320 shares | $3,966,337 |
| ICICI BANK LIMITED | ADR | 45104G104 | — | 130,430 shares | $3,942,899 |
| TEXAS INSTRS INC | COM | 882508104 | — | 21,416 shares | $3,934,762 |
| XYLEM INC | COM | 98419M100 | — | 26,171 shares | $3,860,223 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 28,928 shares | $3,858,706 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 86,940 shares | $3,821,028 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 28,101 shares | $3,762,731 |
| CRH PLC | ORD | G25508105 | — | 31,287 shares | $3,751,312 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 6,174 shares | $3,706,685 |
| STRYKER CORPORATION | COM | 863667101 | — | 9,982 shares | $3,690,100 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 17,327 shares | $3,683,374 |
| THE CIGNA GROUP | COM | 125523100 | — | 12,769 shares | $3,680,665 |
| AT&T INC | COM | 00206R102 | — | 127,791 shares | $3,608,815 |
| ECOLAB INC | COM | 278865100 | — | 13,168 shares | $3,606,195 |
| ANALOG DEVICES INC | COM | 032654105 | — | 14,649 shares | $3,599,260 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 20,132 shares | $3,598,193 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 54,419 shares | $3,587,310 |
| WOORI FINL GROUP INC | SPONSORED ADS | 981064108 | — | 63,770 shares | $3,580,686 |
| AMPHENOL CORP NEW | CL A | 032095101 | — | 28,900 shares | $3,576,375 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 23,930 shares | $3,556,238 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 13,967 shares | $3,512,841 |
| INFOSYS LTD | SPONSORED ADR | 456788108 | — | 208,099 shares | $3,385,771 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 16,550 shares | $3,369,911 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 40,486 shares | $3,363,601 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 7,174 shares | $3,360,529 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 30,214 shares | $3,353,754 |
| GE VERNOVA INC | COM | 36828A101 | — | 5,428 shares | $3,337,678 |
| ENBRIDGE INC | COM | 29250N105 | — | 64,257 shares | $3,242,409 |
| BLACKROCK INC | COM | 09290D101 | — | 2,772 shares | $3,232,066 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 60,470 shares | $3,229,094 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 8,500 shares | $3,220,990 |
| T-MOBILE US INC | COM | 872590104 | — | 13,444 shares | $3,218,225 |
| DANAHER CORPORATION | COM | 235851102 | — | 16,020 shares | $3,176,150 |
| SHELL PLC | SPON ADS | 780259305 | — | 44,279 shares | $3,167,277 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 7,367 shares | $3,108,580 |
| DEERE & CO | COM | 244199105 | — | 6,763 shares | $3,092,565 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 31,425 shares | $3,068,023 |
| RELX PLC | SPONSORED ADR | 759530108 | — | 63,791 shares | $3,046,659 |
| AUTOZONE INC | COM | 053332102 | — | 708 shares | $3,037,490 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 12,540 shares | $3,034,243 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 11,587 shares | $3,006,132 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 8,594 shares | $2,975,785 |
| PROGRESSIVE CORP | COM | 743315103 | — | 11,922 shares | $2,944,138 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 14,560 shares | $2,925,541 |
| CUMMINS INC | COM | 231021106 | — | 6,913 shares | $2,919,844 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 65,323 shares | $2,919,285 |
| FERRARI N V | COM | N3167Y103 | — | 6,016 shares | $2,919,084 |
| PROLOGIS INC. | COM | 74340W103 | — | 25,199 shares | $2,885,755 |
| MARATHON PETE CORP | COM | 56585A102 | — | 14,957 shares | $2,882,813 |
| THOMSON REUTERS CORP | COM | 884903808 | — | 18,520 shares | $2,876,712 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 6,423 shares | $2,872,559 |
| STARBUCKS CORP | COM | 855244109 | — | 33,861 shares | $2,864,646 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 10,886 shares | $2,838,753 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 37,695 shares | $2,831,272 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | — | 31,028 shares | $2,815,171 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 7,909 shares | $2,811,413 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 109,177 shares | $2,806,936 |
| WIPRO LTD | SPON ADR 1 SH | 97651M109 | — | 1,066,849 shares | $2,805,813 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 28,549 shares | $2,796,946 |
| PINTEREST INC | CL A | 72352L106 | — | 86,613 shares | $2,786,341 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 27,933 shares | $2,780,201 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 3,823 shares | $2,746,979 |
| HONEYWELL INTL INC | COM | 438516106 | — | 13,002 shares | $2,736,958 |
| STATE STR CORP | COM | 857477103 | — | 23,506 shares | $2,726,932 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 35,893 shares | $2,709,563 |
| DR REDDYS LABS LTD | ADR | 256135203 | — | 192,336 shares | $2,688,858 |
| AFLAC INC | COM | 001055102 | — | 24,045 shares | $2,685,827 |
| UNILEVER PLC | SPON ADR NEW | 904767704 | — | 45,251 shares | $2,682,480 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | — | 23,978 shares | $2,681,700 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 9,585 shares | $2,676,420 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 30,616 shares | $2,673,103 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 3,525 shares | $2,672,479 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 12,744 shares | $2,667,829 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 10,181 shares | $2,651,562 |
| NASDAQ INC | COM | 631103108 | — | 29,920 shares | $2,646,424 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 11,859 shares | $2,618,823 |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | 86562M209 | — | 155,405 shares | $2,601,480 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 7,330 shares | $2,574,736 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 18,075 shares | $2,562,493 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 27,135 shares | $2,523,013 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 8,572 shares | $2,517,931 |
| BANK NOVA SCOTIA HALIFAX | COM | 064149107 | — | 38,758 shares | $2,505,705 |
| CHUBB LIMITED | COM | H1467J104 | — | 8,861 shares | $2,501,058 |
| EBAY INC. | COM | 278642103 | — | 27,473 shares | $2,498,670 |
| PFIZER INC | COM | 717081103 | — | 97,858 shares | $2,493,418 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 37,706 shares | $2,460,694 |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 | — | 320,156 shares | $2,426,783 |
| CSX CORP | COM | 126408103 | — | 67,532 shares | $2,398,059 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | — | 12,256 shares | $2,357,117 |