Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2025 data
Laird Norton Wetherby Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Laird Norton Wetherby Wealth Management, LLC

โ€ขCIK: 1279627โ€ขFiling: Q3 2025

**Laird Norton Wetherby Wealth Management, LLC** manages $2.4B across a diversified portfolio of 930 positions. The strategy exhibits significant conviction in mega-cap technology leaders, evidenced by top holdings including AAPL at $162.3M and NVDA at $131.0M. Further allocations are concentrated in core growth names such as MSFT ($128.3M), VTI ($103.7M), and AMZN ($71.3M). This structure suggests a long-term, technology-weighted approach within the broader market landscape.

Total AUM
$2.4B
QoQ Performance
+9.0%
Positions
841
Top 10 Concentration
42.7%
Latest Filing
Q3 2025

Top Holdings Allocation

AAPL
NVDA
MSFT
AAPL6.7%
NVDA5.4%
MSFT5.3%
VTI4.3%
AMZN3.0%
GOOGL2.3%
META2.0%
VEA1.8%

๐Ÿ“ˆ Biggest Buys

MSFT
MICROSOFT CORP
+5.5%
5.3% of portfolio
SUX
TD SYNNEX CORPORATION
+1145.3%
0.2% of portfolio
NVDA
NVIDIA CORPORATION
+1.1%
5.4% of portfolio
AVGO
BROADCOM INC
+4.8%
1.3% of portfolio
GOOG
ALPHABET INC
+6.3%
0.9% of portfolio

๐Ÿ“‰ Biggest Sells

AAPL
APPLE INC
-2.4%
6.7% of portfolio
IWF
ISHARES TR
-18.8%
0.2% of portfolio
NVO
NOVO-NORDISK A S
-12.4%
0.2% of portfolio
ACN
ACCENTURE PLC IRELAND
-8.7%
0.3% of portfolio
IJH
ISHARES TR
-17.9%
0.1% of portfolio

Sector Breakdown

Other38.7%
Technology34.7%
Consumer8.4%
Financial6.1%
Healthcare4.9%
Communication2.1%
Industrial1.7%
ETF1.0%

๐Ÿšช Exited Positionssold since Q2 2025

HDB
HDFC BANK LTD
SOLD
$2.8M
GWW
GRAINGER W W INC
SOLD
$2.6M
FISV
FISERV INC
SOLD
$2.6M
VRTX
VERTEX PHARMACEUTICALS INC
SOLD
$2.5M
CMCSA
COMCAST CORP NEW
SOLD
$2.5M
+723 more exited positions

Changes from Q2 2025

โ†‘126 increased
โ†“68 decreased

Historical Filings

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