Laird Norton Wetherby Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Laird Norton Wetherby Wealth Management, LLC reported 913 stock positions worth $2.1 billion. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Microsoft (MSFT, 5.2%) and Nvidia (NVDA, 4.2%). Compared with Q1 2024, it opened 23 new positions, sold out of 59, added to 260 and reduced 544. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Walt Disney (DIS, shares −62%).
- Most Recent 13F
- Q3 2025
- Location
- San Francisco, CA
- CIK
- 0001279627
- Portfolio Value
- $2.1B (Q2 2024)
- SEC Filing
- 0001172661-24-003443 ↗ filed Aug 14, 2024
Holdings Value
Holdings 913 stocks · $2.1B
| AAPL Apple Inc. | 7.13% | 716,185 | $150.8M | Reduce -1.8% |
| MSFT Microsoft Corp. | 5.22% | 247,020 | $110.4M | Add +0.4% |
| NVDA Nvidia Corp. | 4.21% | 720,502 | $89.0M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 4.20% | 332,413 | $88.9M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 3.33% | 365,059 | $70.5M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 2.10% | 244,200 | $44.5M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 1.71% | 733,419 | $36.2M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 1.66% | 69,637 | $35.1M | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.60% | 62,386 | $34.0M | Reduce -0.5% |
| VT Vanguard Tot World STK ETF | 1.42% | 266,692 | $30.0M | Add +8.2% |
| LLY Eli Lilly & Co. | 1.13% | 26,315 | $23.8M | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.98% | 119,821 | $20.8M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.89% | 93,246 | $18.9M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 0.80% | 92,660 | $17.0M | Add +1.6% |
| CMC Commercial Metals Co. | 0.74% | 285,995 | $15.7M | Add +0.2% |
| NFLX Netflix Inc. | 0.74% | 23,277 | $15.7M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.74% | 126,686 | $15.7M | Add +5.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.70% | 104,424 | $14.9M | Reduce -0.5% |
| V Visa Inc. Class A | 0.70% | 56,506 | $14.8M | Reduce -0.8% |
| GRND Grindr Inc. | 0.68% | 1,184,114 | $14.5M | No change |
| AVGO Broadcom Inc. | 0.67% | 8,771 | $14.1M | Add +2.4% |
| COST Costco Wholesale Corp. | 0.60% | 14,879 | $12.6M | Reduce -2.7% |
| UNH Unitedhealth Group Inc. | 0.58% | 24,102 | $12.3M | Reduce -6.0% |
| IVE iShares S&P 500 Value ETF | 0.58% | 67,356 | $12.3M | Reduce -0.2% |
| HD Home Depot Inc. | 0.55% | 33,617 | $11.6M | Reduce -2.1% |
| TSLA Tesla Inc. | 0.54% | 58,017 | $11.5M | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.54% | 78,140 | $11.4M | Reduce -8.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.54% | 11,078 | $11.3M | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.51% | 24,462 | $10.8M | Add +1.3% |
| IVW iShares S&P 500 Growth ETF | 0.49% | 112,123 | $10.4M | No change |
| PG The Procter & Gamble Co. | 0.45% | 58,334 | $9.6M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.44% | 18,436 | $9.2M | Add +1.5% |
| ACN Accenture PLC Class A | 0.42% | 29,533 | $9.0M | Reduce -5.5% |
| XOM Exxon Mobil Corp. | 0.42% | 76,686 | $8.8M | Add +24.0% |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 200,264 | $8.8M | Reduce -1.7% |
| ORCL Oracle Corp. | 0.41% | 61,553 | $8.7M | Reduce -1.6% |
| AMD Advanced Micro Devices | 0.41% | 53,315 | $8.6M | Reduce -2.1% |
| ADBE Adobe Inc. | 0.41% | 15,452 | $8.6M | Reduce -2.6% |
| WMT Walmart Inc. | 0.40% | 126,023 | $8.5M | Reduce -1.5% |
| QCOM Qualcomm Inc. | 0.37% | 39,215 | $7.8M | Reduce -2.5% |
| ABBV Abbvie Inc. | 0.37% | 45,439 | $7.8M | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 192,451 | $7.7M | Reduce -0.8% |
| TEL Te Connectivity Ltd. | 0.36% | 50,118 | $7.5M | Reduce -5.2% |
| ANET Arista Networks Inc. | 0.34% | 20,698 | $7.3M | Reduce -23.3% |
| CRM Salesforce Inc. | 0.33% | 27,539 | $7.1M | Add +1.3% |
| AMAT Applied Materials Inc. | 0.33% | 29,843 | $7.0M | Add +3.5% |
| PEP Pepsico Inc. | 0.32% | 40,965 | $6.8M | Reduce -14.9% |
| IWB iShares Russell 1000 ETF | 0.32% | 22,661 | $6.7M | No change |
| DHR Danaher Corp. | 0.32% | 26,885 | $6.7M | Add +11.4% |
| SCHW Schwab (charles) Corp. | 0.32% | 90,611 | $6.7M | Reduce -10.0% |
| IWV iShares Russell 3000 ETF | 0.31% | 21,457 | $6.6M | Reduce -4.4% |
| INTU Intuit Inc. | 0.30% | 9,680 | $6.4M | Reduce -4.1% |
| TM Toyota Motor Corp. -Spon ADR | 0.30% | 30,580 | $6.3M | Reduce -2.5% |
| KO The Coca-Cola Co. | 0.29% | 98,098 | $6.2M | Reduce -4.5% |
| CVX Chevron Corp. | 0.29% | 39,456 | $6.2M | Add +2.6% |
| SPGI S&P Global Inc. | 0.29% | 13,632 | $6.1M | Add +4.3% |
| ABT Abbott Laboratories | 0.29% | 58,285 | $6.1M | Reduce -15.0% |
| CSCO Cisco Systems Inc. | 0.28% | 125,034 | $5.9M | Reduce -6.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.28% | 75,235 | $5.9M | Add +3.1% |
| MCD McDonald's Corp. | 0.27% | 22,388 | $5.7M | Reduce -6.5% |
| SAP Sap SE-Sponsored ADR | 0.27% | 28,082 | $5.7M | Reduce -1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 56,641 | $5.6M | Reduce -62.4% |
| AXP American Express Co. | 0.26% | 24,055 | $5.6M | Reduce -3.5% |
| AMGN Amgen Inc. | 0.26% | 17,654 | $5.5M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.26% | 12,128 | $5.5M | Reduce -1.1% |
| NVS Novartis AG-Sponsored ADR | 0.26% | 51,356 | $5.5M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 9,288 | $5.1M | Reduce -3.0% |
| BND Vanguard Total Bond Market | 0.24% | 71,204 | $5.1M | Add +21.3% |
| UNP Union Pacific Corp. | 0.24% | 22,634 | $5.1M | Add +0.3% |
| TDG Transdigm Group Inc. | 0.23% | 3,852 | $4.9M | Reduce -1.3% |
| LIN Linde PLC | 0.23% | 11,053 | $4.9M | Add +2.6% |
| PEN Penumbra Inc. | 0.23% | 26,807 | $4.8M | Reduce -0.1% |
| TXN Texas Instruments Inc. | 0.22% | 23,711 | $4.6M | Reduce -0.7% |
| MSI Motorola Solutions Inc. | 0.21% | 11,703 | $4.5M | Reduce -0.6% |
| IWF iShares Russell 1000 Growth | 0.21% | 12,261 | $4.5M | Reduce -11.4% |
| ELV Elevance Health Inc. | 0.21% | 8,057 | $4.4M | Add +3.4% |
| CAT Caterpillar Inc. | 0.21% | 13,094 | $4.4M | Reduce -2.1% |
| NOW ServiceNow Inc. | 0.20% | 5,440 | $4.3M | Reduce -3.5% |
| ESGU iShares ESG Aware MSCI USA | 0.20% | 35,297 | $4.2M | Add +0.0% |
| ETN Eaton Corp. PLC | 0.20% | 13,416 | $4.2M | Reduce -2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 37,992 | $4.2M | Add +1.9% |
| LOW Lowe's Cos Inc. | 0.20% | 18,941 | $4.2M | Reduce -2.1% |
| UBS UBS Group AG-Reg | 0.20% | 141,213 | $4.2M | Add +2.0% |
| MDY State Street SPDR S&P Midcap | 0.20% | 7,796 | $4.2M | Reduce -0.3% |
| INFY Infosys Ltd.-SP ADR | 0.19% | 220,962 | $4.1M | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.19% | 52,131 | $4.1M | Add +1.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.19% | 75,278 | $4.0M | Add +0.1% |
| CI The Cigna Group | 0.19% | 12,093 | $4.0M | Add +2.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 67,341 | $3.9M | Reduce -0.5% |
| PGR Progressive Corp. | 0.19% | 18,982 | $3.9M | Reduce -4.2% |
| INTC Intel Corp. | 0.19% | 126,958 | $3.9M | Reduce -9.3% |
| ECL Ecolab Inc. | 0.18% | 16,318 | $3.9M | Add +9.3% |
| GPN Global Payments Inc. | 0.18% | 40,011 | $3.9M | Reduce -1.3% |
| ADP Automatic Data Processing | 0.18% | 16,195 | $3.9M | Reduce -6.7% |
| SYK Stryker Corp. | 0.18% | 11,293 | $3.8M | Reduce -4.4% |
| IBN Icici Bank Ltd.-Spon ADR | 0.18% | 131,270 | $3.8M | Reduce -1.9% |
| CMCSA Comcast Corp. Class A | 0.18% | 96,256 | $3.8M | Reduce -10.3% |
| VZ Verizon Communications Inc. | 0.18% | 90,817 | $3.7M | Add +4.0% |
| VRSK Verisk Analytics Inc. | 0.18% | 13,817 | $3.7M | Add +12.0% |
| PANW Palo Alto Networks Inc. | 0.17% | 10,886 | $3.7M | Reduce -4.4% |
Options reported separately and not counted above: MELI calls ($1.5M), NVDA calls ($679K), MSFT calls ($447K), AMZN calls ($387K), GOOGL calls ($273K), CRWD calls ($268K), TSLA calls ($237K), META calls ($202K), AAPL calls ($168K), NU calls ($155K), ZS calls ($135K), SHOP calls ($132K), and 2 more.
Portfolio Sells Q1 2024 → Q2 2024
| DIS The Walt Disney Co. | Reduce -62.4% | 0.27% | −0.61 |
| INBX Inhibrx Biosciences Inc. | Reduce -0.2% | 0.02% | −0.20 |
| INTC Intel Corp. | Reduce -9.3% | 0.19% | −0.11 |
| FICO Fair Isaac Corp. | Reduce -86.5% | 0.02% | −0.10 |
| JNJ Johnson & Johnson | Reduce -8.1% | 0.54% | −0.10 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.10 |
| ACN Accenture PLC Class A | Reduce -5.5% | 0.42% | −0.09 |
| ABT Abbott Laboratories | Reduce -15.0% | 0.29% | −0.09 |
| PEP Pepsico Inc. | Reduce -14.9% | 0.32% | −0.08 |
| HD Home Depot Inc. | Reduce -2.1% | 0.55% | −0.08 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -2.5% | 0.30% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.8% | 1.71% | −0.08 |
| GPN Global Payments Inc. | Reduce -1.3% | 0.18% | −0.08 |
| AMD Advanced Micro Devices | Reduce -2.1% | 0.41% | −0.06 |
| PEN Penumbra Inc. | Reduce -0.1% | 0.23% | −0.06 |
| V Visa Inc. Class A | Reduce -0.8% | 0.70% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -24.9% | 0.13% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -25.2% | 0.08% | −0.06 |
| CVS CVS Health Corp. | Reduce -35.7% | 0.05% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -6.5% | 0.27% | −0.05 |
| SBUX Starbucks Corp. | Reduce -10.8% | 0.15% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -10.3% | 0.18% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -6.5% | 0.28% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 0.20% | −0.04 |
| PLD Prologis Inc. | Reduce -4.8% | 0.16% | −0.04 |
| WDAY Workday Inc. Class A | Reduce -1.2% | 0.14% | −0.03 |
| TGT Target Corp. | Reduce -0.5% | 0.15% | −0.03 |
| ITW Illinois Tool Works | Reduce -7.4% | 0.14% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -10.0% | 0.32% | −0.03 |
| WSM Williams-Sonoma Inc. | Reduce -6.2% | 0.15% | −0.03 |
| ANET Arista Networks Inc. | Reduce -23.3% | 0.34% | −0.03 |
| CRH CRH PLC | Reduce -7.2% | 0.12% | −0.03 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.03 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -50.9% | 0.02% | −0.03 |
| CGMU Cap Group Municipal Income | Sold out | 0.00% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -45.8% | 0.03% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.37% | −0.03 |
| CAT Caterpillar Inc. | Reduce -2.1% | 0.21% | −0.03 |
| SLB SLB Ltd. | Reduce -9.4% | 0.09% | −0.03 |
| STLA Stellantis NV | Reduce -3.5% | 0.05% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -6.0% | 0.58% | −0.03 |
| DE Deere & Co. | Reduce -7.3% | 0.13% | −0.03 |
| BNS Bank of Nova Scotia | Reduce -14.4% | 0.07% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -10.9% | 0.08% | −0.02 |
| ADP Automatic Data Processing | Reduce -6.7% | 0.18% | −0.02 |
| NGG National Grid PLC-SP ADR | Reduce -30.1% | 0.03% | −0.02 |
| CGCP Cap Group Core Plus Income | Sold out | 0.00% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.4% | 4.20% | −0.02 |
| GSK GSK PLC-Spon ADR | Reduce -11.3% | 0.09% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| MSFT Microsoft Corp. | Add +0.4% | 5.22% | +0.28 |
| LLY Eli Lilly & Co. | Add +0.1% | 1.13% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 0.80% | +0.14 |
| AVGO Broadcom Inc. | Add +2.4% | 0.67% | +0.12 |
| VT Vanguard Tot World STK ETF | Add +8.2% | 1.42% | +0.12 |
| XOM Exxon Mobil Corp. | Add +24.0% | 0.42% | +0.07 |
| PINS Pinterest Inc. Class A | Add +16.3% | 0.17% | +0.05 |
| AMAT Applied Materials Inc. | Add +3.5% | 0.33% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | New | 0.05% | +0.05 |
| APO Apollo Global Management Inc. | Add +286.6% | 0.06% | +0.04 |
| HDB HDFC Bank Ltd.-ADR | Add +28.9% | 0.13% | +0.04 |
| AZN Astrazeneca PLC-Spons ADR | Add +3.1% | 0.28% | +0.04 |
| BND Vanguard Total Bond Market | Add +21.3% | 0.24% | +0.04 |
| VRSK Verisk Analytics Inc. | Add +12.0% | 0.18% | +0.04 |
| GL Globe Life Inc. | Add +220.2% | 0.05% | +0.03 |
| DHR Danaher Corp. | Add +11.4% | 0.32% | +0.03 |
| WDS Woodside Energy Group-ADR | Add +55.8% | 0.08% | +0.03 |
| FSLR First Solar Inc. | Add +2.7% | 0.10% | +0.03 |
| BIIB Biogen Inc. | Add +85.0% | 0.05% | +0.02 |
| DELL Dell Technologies -C | Add +3.3% | 0.12% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +141.8% | 0.04% | +0.02 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.02% | +0.02 |
| SPGI S&P Global Inc. | Add +4.3% | 0.29% | +0.02 |
| RDY Dr. Reddy's Laboratories-ADR | Add +13.3% | 0.15% | +0.02 |
| NEE Nextera Energy Inc. | Add +8.7% | 0.13% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.8% | 0.14% | +0.02 |
| OKTA Okta Inc. | Add +83.2% | 0.05% | +0.02 |
| ECL Ecolab Inc. | Add +9.3% | 0.18% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +1.5% | 0.44% | +0.02 |
| LRCX Lam Research Corp. | Add +4.7% | 0.15% | +0.02 |
| BKNG Booking Holdings Inc. | Add +6.9% | 0.13% | +0.02 |
| TJX TJX Companies Inc. | Add +1.9% | 0.20% | +0.02 |
| MU Micron Technology Inc. | Add +2.0% | 0.15% | +0.02 |
| XBI SS SPDR S&P Biotech ETF | New | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +9.1% | 0.15% | +0.02 |
| MCO Moody's Corp. | Add +4.2% | 0.16% | +0.02 |
| NTAP Netapp Inc. | Add +3.8% | 0.07% | +0.02 |
| HUM Humana Inc. | Add +14.6% | 0.08% | +0.01 |
| ASX Ase Technology Holding -ADR | Add +21.2% | 0.07% | +0.01 |
| SMFG Sumitomo Mitsui-Spons ADR | Add +1.3% | 0.11% | +0.01 |
| PRU Prudential Financial Inc. | Add +26.9% | 0.07% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.5% | 0.13% | +0.01 |
| CPB The Campbell's Company | New | 0.01% | +0.01 |
| ELV Elevance Health Inc. | Add +3.4% | 0.21% | +0.01 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +1.8% | 0.13% | +0.01 |
| XSVM Invesco S&P Smallcap Value W | New | 0.01% | +0.01 |
| ACGL Arch Capital Group Ltd. | Add +0.1% | 0.16% | +0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.01% | +0.01 |
| PHG Koninklijke Philips NVR- NY | Add +1.3% | 0.06% | +0.01 |
| UMC United Microelectron-SP ADR | Add +1.4% | 0.14% | +0.01 |
Options Activity Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | call | Reduce -8.3% | 5,500 | $679K |
| MSFT Microsoft Corp. | call | Reduce -16.7% | 1,000 | $447K |
| GOOGL Alphabet Inc. Class A | call | Add +25.0% | 1,500 | $273K |
| TSLA Tesla Inc. | call | New | 1,200 | $237K |
| META Meta Platforms Inc. Class A | call | New | 400 | $202K |
| AAPL Apple Inc. | call | Add +100.0% | 800 | $168K |
| NU Nu Holdings Ltd./Cayman Isl-A | call | Add +20.0% | 12,000 | $155K |
| ZS Zscaler Inc. | call | Add +16.7% | 700 | $135K |
| SHOP Shopify Inc. Class A | call | Add +33.3% | 2,000 | $132K |
| ABNB Airbnb Inc. Class A | call | Sold out | 600 | $99Kbefore exit |
| MPT Medical Properties Trust Inc. | call | Add +185.7% | 20,000 | $86K |
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 |