Laird Norton Wetherby Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Laird Norton Wetherby Wealth Management, LLC reported 948 stock positions worth $2.1 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Microsoft (MSFT, 4.9%) and VG Morningstar TS MKT ETF-US (VTI, 4.2%). Compared with Q4 2023, it opened 63 new positions, sold out of 25, added to 329 and reduced 480. The biggest buy was Amazon.com (AMZN, shares +11%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q3 2025
- Location
- San Francisco, CA
- CIK
- 0001279627
- Portfolio Value
- $2.1B (Q1 2024)
- SEC Filing
- 0001172661-24-002387 ↗ filed May 15, 2024
Holdings Value
Holdings 948 stocks · $2.1B
| AAPL Apple Inc. | 5.97% | 728,923 | $125.0M | Reduce -1.7% |
| MSFT Microsoft Corp. | 4.94% | 246,007 | $103.5M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 4.23% | 340,531 | $88.5M | Reduce -0.6% |
| NVDA Nvidia Corp. | 3.17% | 73,600 | $66.5M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 3.16% | 367,380 | $66.3M | Add +11.0% |
| VEA Vanguard Ftse Developed ETF | 1.79% | 746,791 | $37.5M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.79% | 248,012 | $37.4M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 1.66% | 71,693 | $34.8M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.57% | 62,709 | $32.8M | Reduce -0.7% |
| VT Vanguard Tot World STK ETF | 1.30% | 246,463 | $27.2M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.98% | 26,302 | $20.5M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.91% | 94,848 | $19.0M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.88% | 150,579 | $18.4M | Add +0.5% |
| CMC Commercial Metals Co. | 0.80% | 285,468 | $16.8M | Reduce -0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.79% | 121,378 | $16.5M | Add +0.3% |
| V Visa Inc. Class A | 0.76% | 56,933 | $15.9M | Add +0.0% |
| MRK Merck & Co. Inc. | 0.75% | 119,803 | $15.8M | Reduce -3.7% |
| NFLX Netflix Inc. | 0.68% | 23,348 | $14.2M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.66% | 91,184 | $13.9M | Reduce -0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.64% | 104,965 | $13.5M | Add +0.6% |
| JNJ Johnson & Johnson | 0.64% | 85,002 | $13.4M | Add +2.1% |
| HD Home Depot Inc. | 0.63% | 34,342 | $13.2M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.61% | 25,634 | $12.7M | Reduce -2.5% |
| IVE iShares S&P 500 Value ETF | 0.60% | 67,475 | $12.6M | Add +3.8% |
| GRND Grindr Inc. | 0.57% | 1,184,114 | $12.0M | No change |
| MA Mastercard Inc. Class A | 0.56% | 24,143 | $11.6M | Add +0.7% |
| AVGO Broadcom Inc. | 0.54% | 8,566 | $11.4M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.53% | 15,287 | $11.2M | Reduce -3.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.52% | 11,167 | $10.8M | Add +2.0% |
| ACN Accenture PLC Class A | 0.52% | 31,266 | $10.8M | Reduce -2.3% |
| TSLA Tesla Inc. | 0.50% | 59,219 | $10.4M | Reduce -5.3% |
| AMD Advanced Micro Devices | 0.47% | 54,450 | $9.8M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.46% | 59,022 | $9.6M | Reduce -0.3% |
| IVW iShares S&P 500 Growth ETF | 0.45% | 112,123 | $9.5M | Reduce -4.0% |
| VOO Vanguard S&P 500 ETF | 0.42% | 18,162 | $8.7M | Add +0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 203,767 | $8.5M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.40% | 48,160 | $8.4M | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.40% | 45,738 | $8.3M | Add +1.0% |
| CRM Salesforce Inc. | 0.39% | 27,184 | $8.2M | Add +1.3% |
| ADBE Adobe Inc. | 0.38% | 15,873 | $8.0M | Reduce -2.8% |
| TM Toyota Motor Corp. -Spon ADR | 0.38% | 31,367 | $7.9M | Add +0.7% |
| ORCL Oracle Corp. | 0.38% | 62,528 | $7.9M | Reduce -0.5% |
| ANET Arista Networks Inc. | 0.37% | 26,989 | $7.8M | Reduce -17.2% |
| ABT Abbott Laboratories | 0.37% | 68,569 | $7.8M | Add +2.8% |
| WMT Walmart Inc. | 0.37% | 127,900 | $7.7M | Reduce -0.8% |
| TEL Te Connectivity Ltd. | 0.37% | 52,871 | $7.7M | Add +2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 193,920 | $7.4M | Add +1.9% |
| SCHW Schwab (charles) Corp. | 0.35% | 100,675 | $7.3M | Add +55.6% |
| XOM Exxon Mobil Corp. | 0.34% | 61,841 | $7.2M | Reduce -2.4% |
| QCOM Qualcomm Inc. | 0.33% | 40,236 | $6.8M | Add +0.1% |
| MCD McDonald's Corp. | 0.32% | 23,935 | $6.7M | Reduce -2.7% |
| IWV iShares Russell 3000 ETF | 0.32% | 22,451 | $6.7M | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.32% | 133,778 | $6.7M | Reduce -4.1% |
| INTU Intuit Inc. | 0.31% | 10,097 | $6.6M | Reduce -0.6% |
| IWB iShares Russell 1000 ETF | 0.31% | 22,661 | $6.5M | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.30% | 102,757 | $6.3M | Reduce -0.9% |
| INTC Intel Corp. | 0.29% | 139,892 | $6.2M | Add +0.8% |
| CVX Chevron Corp. | 0.29% | 38,445 | $6.1M | Add +0.1% |
| DHR Danaher Corp. | 0.29% | 24,142 | $6.0M | Add +7.8% |
| PEN Penumbra Inc. | 0.29% | 26,839 | $6.0M | Add +0.0% |
| AMAT Applied Materials Inc. | 0.28% | 28,848 | $5.9M | Reduce -0.7% |
| AXP American Express Co. | 0.27% | 24,914 | $5.7M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.27% | 9,573 | $5.6M | Add +0.7% |
| SPGI S&P Global Inc. | 0.27% | 13,070 | $5.6M | Reduce -0.8% |
| UNP Union Pacific Corp. | 0.26% | 22,562 | $5.5M | Reduce -0.7% |
| SAP Sap SE-Sponsored ADR | 0.26% | 28,371 | $5.5M | Reduce -0.3% |
| GPN Global Payments Inc. | 0.26% | 40,523 | $5.4M | Add +256.6% |
| GS Goldman Sachs Group Inc. | 0.24% | 12,257 | $5.1M | Add +0.6% |
| AMGN Amgen Inc. | 0.24% | 17,977 | $5.1M | Reduce -1.8% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 51,740 | $5.0M | Reduce -0.3% |
| LIN Linde PLC | 0.24% | 10,768 | $5.0M | Reduce -4.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.24% | 72,977 | $4.9M | Add +2.1% |
| LOW Lowe's Cos Inc. | 0.24% | 19,351 | $4.9M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.23% | 13,376 | $4.9M | Add +0.1% |
| TDG Transdigm Group Inc. | 0.23% | 3,903 | $4.8M | Add +1.0% |
| IWF iShares Russell 1000 Growth | 0.22% | 13,841 | $4.7M | Reduce -0.2% |
| CMCSA Comcast Corp. Class A | 0.22% | 107,268 | $4.7M | Reduce -1.6% |
| INHIBRX INC | 0.22% | 131,023 | $4.6M | Reduce -3.9% |
| MDY State Street SPDR S&P Midcap | 0.21% | 7,823 | $4.4M | No change |
| ADP Automatic Data Processing | 0.21% | 17,360 | $4.3M | Reduce -0.2% |
| ETN Eaton Corp. PLC | 0.21% | 13,748 | $4.3M | Reduce -1.8% |
| NOW ServiceNow Inc. | 0.21% | 5,636 | $4.3M | Add +1.1% |
| CI The Cigna Group | 0.20% | 11,789 | $4.3M | Reduce -5.7% |
| BND Vanguard Total Bond Market | 0.20% | 58,726 | $4.3M | Add +12.5% |
| UBS UBS Group AG-Reg | 0.20% | 138,481 | $4.3M | Add +0.5% |
| SYK Stryker Corp. | 0.20% | 11,809 | $4.2M | Reduce -0.7% |
| SBUX Starbucks Corp. | 0.20% | 45,770 | $4.2M | Reduce -13.3% |
| MSI Motorola Solutions Inc. | 0.20% | 11,771 | $4.2M | Reduce -0.3% |
| PLD Prologis Inc. | 0.20% | 32,052 | $4.2M | Add +1.9% |
| TXN Texas Instruments Inc. | 0.20% | 23,865 | $4.2M | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 0.20% | 51,621 | $4.1M | Add +0.1% |
| PGR Progressive Corp. | 0.20% | 19,805 | $4.1M | Reduce -4.0% |
| ESGU iShares ESG Aware MSCI USA | 0.19% | 35,291 | $4.1M | No change |
| ELV Elevance Health Inc. | 0.19% | 7,792 | $4.0M | Reduce -0.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.19% | 75,219 | $4.0M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 67,680 | $4.0M | Add +0.9% |
| INFY Infosys Ltd.-SP ADR | 0.19% | 221,342 | $4.0M | Add +1.7% |
| GILD Gilead Sciences Inc. | 0.19% | 54,119 | $4.0M | Add +17.0% |
| FIVN FIVE9 Inc. | 0.19% | 63,162 | $3.9M | Add +0.0% |
| SONY Sony Group Corp. - SP ADR | 0.19% | 45,444 | $3.9M | Reduce -0.2% |
Options reported separately and not counted above: MELI calls ($1.4M), NVDA calls ($542K), MSFT calls ($505K), AMZN calls ($361K), CRWD calls ($224K), GOOGL calls ($181K), NU calls ($119K), SHOP calls ($116K), ZS calls ($116K), TTD calls ($114K), ABNB calls ($99K), AAPL calls ($69K), and 1 more.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.7% | 5.97% | −1.49 |
| TSLA Tesla Inc. | Reduce -5.3% | 0.50% | −0.31 |
| ADBE Adobe Inc. | Reduce -2.8% | 0.38% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 0.61% | −0.12 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 1.79% | −0.08 |
| CNXC Concentrix Corp. | Reduce -50.0% | 0.03% | −0.08 |
| ACN Accenture PLC Class A | Reduce -2.3% | 0.52% | −0.07 |
| SBUX Starbucks Corp. | Reduce -13.3% | 0.20% | −0.06 |
| MCD McDonald's Corp. | Reduce -2.7% | 0.32% | −0.06 |
| BA The Boeing Co. | Reduce -4.1% | 0.10% | −0.05 |
| NKE Nike Inc. Class B | Reduce -8.3% | 0.14% | −0.05 |
| INHIBRX INC | Reduce -3.9% | 0.22% | −0.05 |
| PFE Pfizer Inc. | Reduce -15.0% | 0.15% | −0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -46.7% | 0.05% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -4.1% | 0.32% | −0.05 |
| HUM Humana Inc. | Reduce -14.5% | 0.07% | −0.05 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -1.2% | 0.14% | −0.04 |
| WDAY Workday Inc. Class A | Reduce -11.2% | 0.17% | −0.04 |
| EQNR Equinor ASA-Spon ADR | Reduce -35.9% | 0.04% | −0.04 |
| SONY Sony Group Corp. - SP ADR | Reduce -0.2% | 0.19% | −0.04 |
| PEP Pepsico Inc. | Reduce -3.2% | 0.40% | −0.04 |
| NEM Newmont Corp. | Reduce -31.3% | 0.04% | −0.04 |
| SPGI S&P Global Inc. | Reduce -0.8% | 0.27% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -8.2% | 0.15% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.0% | 0.41% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -56.6% | 0.03% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.3% | 0.24% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -14.1% | 0.07% | −0.03 |
| PKX Posco Holdings Inc. -Spon ADR | Reduce -1.2% | 0.09% | −0.03 |
| AMT American Tower Corp. | Reduce -3.9% | 0.13% | −0.03 |
| AMGN Amgen Inc. | Reduce -1.8% | 0.24% | −0.03 |
| PDD PDD Holdings Inc. | Reduce -1.3% | 0.07% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 1.79% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Reduce -17.3% | 0.07% | −0.03 |
| BIDU Baidu Inc. - Spon ADR | Reduce -24.4% | 0.04% | −0.03 |
| AWK American Water Works Co. Inc. | Reduce -15.1% | 0.07% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -1.6% | 0.22% | −0.03 |
| ANET Arista Networks Inc. | Reduce -17.2% | 0.37% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.7% | 0.26% | −0.03 |
| ZTS Zoetis Inc. | Reduce -1.0% | 0.08% | −0.02 |
| CHTR Charter Communications Inc. Class A | Reduce -10.3% | 0.04% | −0.02 |
| XPEV Xpeng Inc. - ADR | Reduce -14.4% | 0.02% | −0.02 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -0.2% | 0.08% | −0.02 |
| ENTG Entegris Inc. | Reduce -40.4% | 0.04% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -49.5% | 0.02% | −0.02 |
| AVUV Avantis US Small Cap Value | Reduce -11.3% | 0.12% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.9% | 0.13% | −0.02 |
| UMC United Microelectron-SP ADR | Reduce -1.2% | 0.13% | −0.02 |
| HON Honeywell International Inc. | Reduce -0.6% | 0.17% | −0.02 |
| STT State Street Corp. | Reduce -9.9% | 0.09% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| AMZN Amazon.com Inc. | Add +11.0% | 3.16% | +0.54 |
| GPN Global Payments Inc. | Add +256.6% | 0.26% | +0.18 |
| DIS The Walt Disney Co. | Add +0.5% | 0.88% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 0.79% | +0.13 |
| SCHW Schwab (charles) Corp. | Add +55.6% | 0.35% | +0.12 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.0% | 0.52% | +0.09 |
| NFLX Netflix Inc. | Add +0.1% | 0.68% | +0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +0.6% | 0.64% | +0.08 |
| TM Toyota Motor Corp. -Spon ADR | Add +0.7% | 0.38% | +0.08 |
| BDX Becton Dickinson and Co. | New | 0.07% | +0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.06% | +0.06 |
| WSM Williams-Sonoma Inc. | Add +0.5% | 0.18% | +0.06 |
| AMD Advanced Micro Devices | Add +0.8% | 0.47% | +0.05 |
| AVGO Broadcom Inc. | Add +0.6% | 0.54% | +0.05 |
| HDB HDFC Bank Ltd.-ADR | Add +162.1% | 0.09% | +0.05 |
| GE General Electric | Add +1.2% | 0.17% | +0.04 |
| UBER Uber Technologies Inc. | Add +26.4% | 0.10% | +0.03 |
| ABBV Abbvie Inc. | Add +1.0% | 0.40% | +0.03 |
| AXP American Express Co. | Add +0.8% | 0.27% | +0.03 |
| SMCI Super Micro Computer Inc. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +0.1% | 0.23% | +0.03 |
| RWM Proshares Short RUSSELL2000 | Add +53.3% | 0.11% | +0.03 |
| MBB iShares MBS ETF | New | 0.03% | +0.03 |
| TGT Target Corp. | Add +2.1% | 0.18% | +0.03 |
| TDG Transdigm Group Inc. | Add +1.0% | 0.23% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +23.8% | 0.14% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +24.0% | 0.12% | +0.02 |
| C Citigroup Inc. | Add +13.0% | 0.11% | +0.02 |
| CLX Clorox Company | Add +34.9% | 0.09% | +0.02 |
| CRM Salesforce Inc. | Add +1.3% | 0.39% | +0.02 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.33% | +0.02 |
| RACE Ferrari NV | Add +0.5% | 0.14% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.7% | 0.56% | +0.02 |
| EFV iShares MSCI Eafe Value ETF | New | 0.02% | +0.02 |
| HIG Hartford Insurance Group Inc. | Add +1.8% | 0.13% | +0.02 |
| CRH CRH PLC | Add +0.8% | 0.15% | +0.02 |
| DHR Danaher Corp. | Add +7.8% | 0.29% | +0.02 |
| TTWO Take-Two Interactive Softwre | Add +170.0% | 0.03% | +0.02 |
| KR Kroger Co. | Add +7.2% | 0.09% | +0.02 |
| BAC Bank of America Corp. | Add +1.9% | 0.35% | +0.02 |
| VXF Vanguard Extended Market ETF | Add +20.6% | 0.11% | +0.02 |
| ECL Ecolab Inc. | Add +3.7% | 0.16% | +0.02 |
| ENPH Enphase Energy Inc. | New | 0.02% | +0.02 |
| ALLY Ally Financial Inc. | Add +75.3% | 0.03% | +0.02 |
| VGLT Vanguard Long-Term Treasury | New | 0.01% | +0.01 |
| ABNB Airbnb Inc. Class A | Add +7.0% | 0.09% | +0.01 |
| WFC Wells Fargo & Co. | Add +2.4% | 0.15% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +2.8% | 1.30% | +0.01 |
| NTRA Natera Inc. | New | 0.01% | +0.01 |
| TIP iShares Tips Bond ETF | New | 0.01% | +0.01 |
Options Activity Q4 2023 → Q1 2024
| MELI MercadoLibre Inc. | call | New | 900 | $1.4M |
| MELI MercadoLibre Inc. | call | Sold out | 700 | $1.1Mbefore exit |
| NVDA Nvidia Corp. | call | New | 600 | $542K |
| MSFT Microsoft Corp. | call | New | 1,200 | $505K |
| MSFT Microsoft Corp. | call | Sold out | 1,200 | $451Kbefore exit |
| CRWD CrowdStrike Holdings Inc. Class A | call | Sold out | 1,500 | $383Kbefore exit |
| AMZN Amazon.com Inc. | call | New | 2,000 | $361K |
| CRWD CrowdStrike Holdings Inc. Class A | call | New | 700 | $224K |
| ZS Zscaler Inc. | call | Sold out | 1,000 | $222Kbefore exit |
| GOOGL Alphabet Inc. Class A | call | New | 1,200 | $181K |
| AMZN Amazon.com Inc. | call | Sold out | 1,100 | $167Kbefore exit |
| NU Nu Holdings Ltd./Cayman Isl-A | call | Sold out | 20,000 | $167Kbefore exit |
| BABA Alibaba Group Holding-SP ADR | call | Sold out | 2,000 | $155Kbefore exit |
| GOOGL Alphabet Inc. Class A | call | Sold out | 1,100 | $154Kbefore exit |
| NU Nu Holdings Ltd./Cayman Isl-A | call | New | 10,000 | $119K |
| SHOP Shopify Inc. Class A | call | New | 1,500 | $116K |
| ZS Zscaler Inc. | call | New | 600 | $116K |
| TTD Trade Desk Inc./the Class A | call | New | 1,300 | $114K |
| SHOP Shopify Inc. Class A | call | Sold out | 1,400 | $109Kbefore exit |
| NVDA Nvidia Corp. | call | Sold out | 200 | $99Kbefore exit |
| ABNB Airbnb Inc. Class A | call | New | 600 | $99K |
| ABNB Airbnb Inc. Class A | call | Sold out | 700 | $95Kbefore exit |
| DASH DoorDash Inc. Class A | call | Sold out | 800 | $79Kbefore exit |
| AAPL Apple Inc. | call | Sold out | 400 | $77Kbefore exit |
| TTD Trade Desk Inc./the Class A | call | Sold out | 1,000 | $72Kbefore exit |
| AAPL Apple Inc. | call | New | 400 | $69K |
| MPT Medical Properties Trust Inc. | call | New | 7,000 | $33K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 930 | $2.4B | AAPL, NVDA, MSFT, VTI, AMZN |
| Q2 2025 | 929 | $2.2B | AAPL, MSFT, NVDA, VTI, AMZN |
| Q4 2024 | 897 | $2.1B | AAPL, MSFT, VTI, NVDA, AMZN |
| Q3 2024 | 931 | $2.2B | AAPL, MSFT, VTI, NVDA, AMZN |
| Q2 2024 | 913 | $2.1B | AAPL, MSFT, NVDA, VTI, AMZN |
| Q1 2024 | 948 | $2.1B | AAPL, MSFT, VTI, NVDA, AMZN |