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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) |
|---|---|---|---|---|---|
| SENTINELONE INC | CL A | 81730H109 | — | 16,381 shares | $288,470 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 3,210 shares | $288,162 |
| BOK FINL CORP | COM NEW | 05561Q201 | — | 2,580 shares | $287,516 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 5,403 shares | $287,224 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 2,785 shares | $286,828 |
| VICI PPTYS INC | COM | 925652109 | — | 8,793 shares | $286,740 |
| EXELIXIS INC | COM | 30161Q104 | — | 6,912 shares | $285,466 |
| SUZANO S A | SPON ADS | 86959K105 | — | 30,365 shares | $285,431 |
| QIAGEN NV | COM SHS | N72482206 | — | 6,388 shares | $285,416 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 7,343 shares | $284,909 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 503 shares | $284,356 |
| NNN REIT INC | COM | 637417106 | — | 6,674 shares | $284,113 |
| COHEN & STEERS QUALITY INCOM | COM | 19247L106 | — | 22,734 shares | $283,493 |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | — | 3,903 shares | $282,461 |
| CABOT CORP | COM | 127055101 | — | 3,714 shares | $282,450 |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | 46137V480 | — | 5,000 shares | $282,300 |
| ST JOE CO | COM | 790148100 | — | 5,701 shares | $282,086 |
| FORTIVE CORP | COM | 34959J108 | — | 5,756 shares | $281,987 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 469 shares | $281,700 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 | — | 7,979 shares | $278,636 |
| EVERCORE INC | CLASS A | 29977A105 | — | 826 shares | $278,627 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 3,528 shares | $278,395 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 2,705 shares | $277,642 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,837 shares | $277,130 |
| GATES INDL CORP PLC | ORD SHS | G39108108 | — | 11,153 shares | $276,818 |
| ROYAL GOLD INC | COM | 780287108 | — | 1,376 shares | $275,999 |
| DOLLAR TREE INC | COM | 256746108 | — | 2,912 shares | $274,806 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 4,571 shares | $273,897 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | — | 7,862 shares | $272,497 |
| METHANEX CORP | COM | 59151K108 | — | 6,849 shares | $272,317 |
| DYCOM INDS INC | COM | 267475101 | — | 932 shares | $271,921 |
| CNX RES CORP | COM | 12653C108 | — | 8,461 shares | $271,768 |
| COMPANHIA PARANAENSE DE ENER | SPON ADS | 20441B605 | — | 27,625 shares | $270,725 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 | — | 1,636 shares | $270,677 |
| MONGODB INC | CL A | 60937P106 | — | 867 shares | $269,100 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | — | 5,046 shares | $268,628 |
| ALLY FINL INC | COM | 02005N100 | — | 6,852 shares | $268,599 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 3,359 shares | $268,500 |
| BLACKROCK INC | COM | 09290D101 | — | 230 shares | $268,385 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | — | 611 shares | $266,067 |
| REDDIT INC | CL A | 75734B100 | — | 1,156 shares | $265,869 |
| FRANCO NEV CORP | COM | 351858105 | — | 1,190 shares | $265,263 |
| VANECK ETF TRUST | ENERGY INCME ET | 92189H870 | — | 2,666 shares | $264,364 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 4,388 shares | $263,421 |
| SIXTH STREET SPECIALTY LENDI | COM | 83012A109 | — | 11,514 shares | $263,211 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | — | 4,102 shares | $263,103 |
| ATMOS ENERGY CORP | COM | 049560105 | — | 1,532 shares | $261,589 |
| SUN CMNTYS INC | COM | 866674104 | — | 2,026 shares | $261,354 |
| REXFORD INDL RLTY INC | COM | 76169C100 | — | 6,344 shares | $260,802 |
| WEYERHAEUSER CO MTN BE | COM NEW | 962166104 | — | 10,397 shares | $257,742 |
| CONAGRA BRANDS INC | COM | 205887102 | — | 13,943 shares | $255,297 |
| HENRY JACK & ASSOC INC | COM | 426281101 | — | 1,714 shares | $255,267 |
| PEMBINA PIPELINE CORP | COM | 706327103 | — | 6,298 shares | $254,818 |
| SMITH & NEPHEW PLC | SPDN ADR NEW | 83175M205 | — | 6,926 shares | $251,345 |
| FMC CORP | COM NEW | 302491303 | — | 7,410 shares | $249,199 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | — | 9,867 shares | $249,142 |
| POLARIS INC | COM | 731068102 | — | 4,275 shares | $248,506 |
| CINCINNATI FINL CORP | COM | 172062101 | — | 1,568 shares | $247,901 |
| DOUBLELINE INCOME SOLUTIONS | COM | 258622109 | — | 20,000 shares | $245,600 |
| NUSCALE PWR CORP | CL A COM | 67079K100 | — | 6,813 shares | $245,268 |
| NUTRIEN LTD | COM | 67077M108 | — | 4,146 shares | $243,412 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 8,713 shares | $243,098 |
| FASTENAL CO | COM | 311900104 | — | 4,940 shares | $242,258 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | — | 5,654 shares | $241,539 |
| DATADOG INC | CL A COM | 23804L103 | — | 1,695 shares | $241,368 |
| METLIFE INC | COM | 59156R108 | — | 2,928 shares | $241,180 |
| RELIANCE INC | COM | 759509102 | — | 855 shares | $240,110 |
| MURPHY USA INC | COM | 626755102 | — | 617 shares | $239,557 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 1,371 shares | $239,350 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 1,171 shares | $238,349 |
| CHARLES RIV LABS INTL INC | COM | 159864107 | — | 1,517 shares | $237,350 |
| CLOROX CO DEL | COM | 189054109 | — | 1,923 shares | $237,112 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 12,108 shares | $236,467 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 929 shares | $236,126 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 2,219 shares | $235,747 |
| PPL CORP | COM | 69351T106 | — | 6,343 shares | $235,706 |
| LINCOLN NATL CORP IND | COM | 534187109 | — | 5,827 shares | $235,003 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 2,992 shares | $234,992 |
| FRESENIUS MEDICAL CARE AG | SPONSORED ADR | 358029106 | — | 8,919 shares | $234,838 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 2,619 shares | $234,061 |
| TEXTRON INC | COM | 883203101 | — | 2,769 shares | $233,956 |
| ARES COML REAL ESTATE CORP | COM | 04013V108 | — | 51,801 shares | $233,623 |
| SNAP ON INC | COM | 833034101 | — | 674 shares | $233,562 |
| SLM CORP | COM | 78442P106 | — | 8,412 shares | $232,845 |
| WEX INC | COM | 96208T104 | — | 1,474 shares | $232,200 |
| HUBSPOT INC | COM | 443573100 | — | 496 shares | $232,029 |
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | — | 2,349 shares | $231,682 |
| COMFORT SYS USA INC | COM | 199908104 | — | 280 shares | $231,051 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 | — | 1,081 shares | $230,996 |
| HARBOR ETF TRUST | LONG TERM GROWER | 41151J406 | — | 7,402 shares | $230,647 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 800 shares | $229,192 |
| HANOVER INS GROUP INC | COM | 410867105 | — | 1,257 shares | $228,309 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 | — | 4,168 shares | $228,240 |
| EQUIFAX INC | COM | 294429105 | — | 889 shares | $228,056 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 1,890 shares | $227,745 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 3,272 shares | $226,945 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 1,997 shares | $225,781 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 2,227 shares | $225,751 |
| HOLOGIC INC | COM | 436440101 | — | 3,338 shares | $225,282 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | — | 805 shares | $225,272 |