Data as of Q4 2025 (Dec 31, 2025)

Laird Norton Wetherby Trust Company, LLC

โ€ขCIK: 723204โ€ขFiling: Q4 2025

Laird Norton Wetherby Trust Company, LLC, managed by the seasoned team of Laird Norton and John Wetherby, maintains a concentrated portfolio with a focus on technology and growth stocks, currently holding 1,020 positions and $4.8 billion in assets under management. Notably, the fund has recently increased its stakes in NVDA by 1,872% and GOOG by 1,642%, while exiting EMLC and adding BRK/A and AVGO to its top holdings.

Total AUM
$4.8B
QoQ Performance
+726.6%
Positions
938
Top 10 Concentration
43.3%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
AAPL
VTI
MSFT7.6%
AAPL5.6%
VTI5.0%
NVDA4.4%
BRK/A2.4%
AMZN2.4%
VEU2.2%
GOOGL2.1%

๐Ÿ“ˆ Biggest Buys

AAPL
APPLE INC
+1088.8%
5.6% of portfolio
MSFT
MICROSOFT CORP
+128.5%
7.6% of portfolio
NVDA
NVIDIA CORPORATION
+1872.8%
4.4% of portfolio
VTI
VANGUARD INDEX FDS
+434.8%
5.0% of portfolio
BRK/A
BERKSHIRE HATHAWAY INC DEL
NEW
2.4% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other40.1%
Technology32.4%
Financial9.4%
Consumer6.9%
Healthcare4.2%
ETF2.4%
Industrial1.8%
Communication1.0%

๐Ÿšช Exited Positionssold since Q3 2025

BWIN
THE BALDWIN INSURANCE GRP IN
SOLD
$2.8M
ANIX
ANIXA BIOSCIENCES INC
SOLD
$2.0M
SOFI
SOFI TECHNOLOGIES INC
SOLD
$1.7M
VTEB
VANGUARD MUN BD FDS
SOLD
$1.6M
JMIA
JUMIA TECHNOLOGIES AG
SOLD
$1.4M
+16 more exited positions

Changes from Q3 2025

NEW156 new positions
โ†‘43 increased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023