Laird Norton Wetherby Wealth Management, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Laird Norton Wetherby Wealth Management, LLC reported 931 stock positions worth $2.2 billion. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Microsoft (MSFT, 4.7%) and VG Morningstar TS MKT ETF-US (VTI, 4.1%). Compared with Q2 2024, it opened 38 new positions, sold out of 20, added to 263 and reduced 532. The biggest buy was Johnson & Johnson (JNJ, shares +7%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q3 2025
Location
San Francisco, CA
CIK
0001279627
Portfolio Value
$2.2B (Q3 2024)
SEC Filing
0001172661-24-004761 ↗ filed Nov 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $2.1B Q1 2024 Q2 2024: $2.1B Q2 2024 Q3 2024: $2.2B $2.2B Q3 2024 Q4 2024: $2.1B Q4 2024 Q2 2025: $2.2B Q2 2025 Q3 2025: $2.4B Q3 2025

Holdings 931 stocks · $2.2B
AAPL Apple Inc. 7.53% 706,898 $164.7M Reduce -1.3%
MSFT Microsoft Corp. 4.74% 240,756 $103.6M Reduce -2.5%
VTI VG Morningstar TS MKT ETF-US 4.13% 318,869 $90.3M Reduce -4.1%
NVDA Nvidia Corp. 4.03% 725,996 $88.2M Add +0.8%
AMZN Amazon.com Inc. 2.96% 347,608 $64.8M Reduce -4.8%
META Meta Platforms Inc. Class A 1.80% 68,647 $39.3M Reduce -1.4%
GOOGL Alphabet Inc. Class A 1.79% 236,211 $39.2M Reduce -3.3%
VEA Vanguard Ftse Developed ETF 1.76% 726,813 $38.4M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.64% 62,471 $35.8M Add +0.1%
VT Vanguard Tot World STK ETF 1.49% 271,347 $32.5M Add +1.8%
LLY Eli Lilly & Co. 1.05% 25,831 $22.9M Reduce -1.8%
TSM Taiwan Semiconductor-SP ADR 0.92% 115,998 $20.1M Reduce -3.2%
JPM JPMorgan Chase & Co. 0.88% 91,751 $19.3M Reduce -1.6%
NFLX Netflix Inc. 0.75% 23,094 $16.4M Reduce -0.8%
CMC Commercial Metals Co. 0.72% 287,846 $15.8M Add +0.7%
V Visa Inc. Class A 0.70% 55,424 $15.2M Reduce -1.9%
AVGO Broadcom Inc. 0.69% 87,905 $15.2M Add +0.2%
TSLA Tesla Inc. 0.69% 57,513 $15.0M Reduce -0.9%
GOOG Alphabet Inc. Class C 0.68% 88,853 $14.9M Reduce -4.1%
GRND Grindr Inc. 0.65% 1,184,114 $14.1M No change
UNH Unitedhealth Group Inc. 0.64% 24,108 $14.1M Add +0.0%
MRK Merck & Co. Inc. 0.64% 123,598 $14.0M Reduce -2.4%
JNJ Johnson & Johnson 0.62% 83,234 $13.5M Add +6.5%
IVE iShares S&P 500 Value ETF 0.61% 67,309 $13.3M Reduce -0.1%
HD Home Depot Inc. 0.59% 31,835 $12.9M Reduce -5.3%
COST Costco Wholesale Corp. 0.58% 14,320 $12.7M Reduce -3.8%
NVO Novo-Nordisk A/S-Spons ADR 0.55% 101,581 $12.1M Reduce -2.7%
MA Mastercard Inc. Class A 0.54% 24,070 $11.9M Reduce -1.6%
IVW iShares S&P 500 Growth ETF 0.49% 112,123 $10.7M No change
ACN Accenture PLC Class A 0.48% 29,562 $10.4M Add +0.1%
ORCL Oracle Corp. 0.47% 60,149 $10.2M Reduce -2.3%
WMT Walmart Inc. 0.44% 119,011 $9.6M Reduce -5.6%
PG The Procter & Gamble Co. 0.43% 54,550 $9.4M Reduce -6.5%
VWO Vanguard Ftse Emerging Marke 0.42% 190,539 $9.1M Reduce -4.9%
ASML ASML Holding NV-NY Reg SHS 0.42% 10,906 $9.1M Reduce -1.6%
ABBV Abbvie Inc. 0.41% 45,030 $8.9M Reduce -0.9%
VOO Vanguard S&P 500 ETF 0.40% 16,633 $8.8M Reduce -9.8%
AMD Advanced Micro Devices 0.40% 53,355 $8.8M Add +0.1%
XOM Exxon Mobil Corp. 0.39% 73,303 $8.6M Reduce -4.4%
ANET Arista Networks Inc. 0.36% 20,654 $7.9M Reduce -0.2%
ADBE Adobe Inc. 0.36% 15,299 $7.9M Reduce -1.0%
CRM Salesforce Inc. 0.35% 27,952 $7.7M Add +1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 192,150 $7.6M Reduce -0.2%
TEL Te Connectivity PLC 0.34% 49,961 $7.5M Reduce -0.3%
SPGI S&P Global Inc. 0.33% 13,811 $7.1M Add +1.3%
IWB iShares Russell 1000 ETF 0.32% 22,530 $7.1M Reduce -0.6%
KO The Coca-Cola Co. 0.32% 97,581 $7.0M Reduce -0.5%
IWV iShares Russell 3000 ETF 0.32% 21,173 $6.9M Reduce -1.3%
QCOM Qualcomm Inc. 0.30% 38,925 $6.6M Reduce -0.7%
PEP Pepsico Inc. 0.30% 38,752 $6.6M Reduce -5.4%
DHR Danaher Corp. 0.30% 23,646 $6.6M Reduce -12.1%
ABT Abbott Laboratories 0.30% 57,392 $6.5M Reduce -1.5%
MCD McDonald's Corp. 0.30% 21,288 $6.5M Reduce -4.9%
SAP Sap SE-Sponsored ADR 0.29% 28,038 $6.4M Reduce -0.2%
AXP American Express Co. 0.29% 23,387 $6.3M Reduce -2.8%
CSCO Cisco Systems Inc. 0.28% 116,898 $6.2M Reduce -6.5%
BND Vanguard Total Bond Market 0.28% 82,454 $6.2M Add +15.8%
AMAT Applied Materials Inc. 0.28% 30,280 $6.1M Add +1.5%
AZN Astrazeneca PLC-Spons ADR 0.27% 77,070 $6.0M Add +2.4%
NVS Novartis AG-Sponsored ADR 0.27% 52,065 $6.0M Add +1.4%
INTU Intuit Inc. 0.27% 9,586 $6.0M Reduce -1.0%
GS Goldman Sachs Group Inc. 0.27% 11,721 $5.8M Reduce -3.4%
AMGN Amgen Inc. 0.26% 17,698 $5.7M Add +0.3%
SCHW Schwab (charles) Corp. 0.26% 87,281 $5.7M Reduce -3.7%
TMO Thermo Fisher Scientific Inc. 0.26% 9,117 $5.6M Reduce -1.8%
UNP Union Pacific Corp. 0.26% 22,749 $5.6M Add +0.5%
CVX Chevron Corp. 0.25% 37,142 $5.5M Reduce -5.9%
TDG Transdigm Group Inc. 0.25% 3,821 $5.5M Reduce -0.8%
PEN Penumbra Inc. 0.24% 26,784 $5.2M Reduce -0.1%
LIN Linde PLC 0.24% 10,909 $5.2M Reduce -1.3%
TM Toyota Motor Corp. -Spon ADR 0.23% 28,778 $5.1M Reduce -5.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 53,289 $5.1M Reduce -5.9%
INFY Infosys Ltd.-SP ADR 0.23% 221,183 $4.9M Add +0.1%
NOW ServiceNow Inc. 0.22% 5,454 $4.9M Add +0.3%
CAT Caterpillar Inc. 0.22% 12,311 $4.8M Reduce -6.0%
LOW Lowe's Cos Inc. 0.22% 17,767 $4.8M Reduce -6.2%
TXN Texas Instruments Inc. 0.22% 23,208 $4.8M Reduce -2.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.22% 40,285 $4.7M Add +6.0%
PGR Progressive Corp. 0.21% 18,310 $4.6M Reduce -3.5%
MSI Motorola Solutions Inc. 0.21% 10,276 $4.6M Reduce -12.2%
ETN Eaton Corp. PLC 0.21% 13,722 $4.5M Add +2.3%
IWF iShares Russell 1000 Growth 0.21% 12,061 $4.5M Reduce -1.6%
ESGU iShares ESG Aware MSCI USA 0.20% 35,325 $4.5M Add +0.1%
MDY State Street SPDR S&P Midcap 0.20% 7,811 $4.4M Add +0.2%
ADP Automatic Data Processing 0.20% 15,940 $4.4M Reduce -1.6%
EFA iShares MSCI Eafe ETF 0.20% 52,443 $4.4M Add +0.6%
UBS UBS Group AG-Reg 0.20% 140,528 $4.3M Reduce -0.5%
ACWX iShares MSCI Acwi Ex US ETF 0.20% 75,278 $4.3M No change
SONY Sony Group Corp. - SP ADR 0.19% 43,810 $4.2M Add +2.9%
CI The Cigna Group 0.19% 12,079 $4.2M Reduce -0.1%
VZ Verizon Communications Inc. 0.19% 91,833 $4.1M Add +1.1%
GPN Global Payments Inc. 0.19% 40,235 $4.1M Add +0.6%
ECL Ecolab Inc. 0.19% 16,118 $4.1M Reduce -1.2%
OMC Omnicom Group 0.19% 39,564 $4.1M Add +5.0%
VEU Vanguard Ftse All-World Ex-U 0.19% 64,569 $4.1M Reduce -4.1%
ELV Elevance Health Inc. 0.18% 7,724 $4.0M Reduce -4.1%
SYK Stryker Corp. 0.18% 11,101 $4.0M Reduce -1.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 18,071 $4.0M Reduce -1.0%
VIG Vanguard Dividend Apprec ETF 0.18% 20,136 $4.0M Add +0.2%
MCO Moody's Corp. 0.18% 8,262 $3.9M Add +1.6%

Show all 931 holdings

Options reported separately and not counted above: NU calls ($205K).

Portfolio Sells Q2 2024 → Q3 2024
MSFT Microsoft Corp. Reduce -2.5% 4.74% −0.48
AMZN Amazon.com Inc. Reduce -4.8% 2.96% −0.37
GOOGL Alphabet Inc. Class A Reduce -3.3% 1.79% −0.31
NVO Novo-Nordisk A/S-Spons ADR Reduce -2.7% 0.55% −0.15
GOOG Alphabet Inc. Class C Reduce -4.1% 0.68% −0.12
ASML ASML Holding NV-NY Reg SHS Reduce -1.6% 0.42% −0.12
INTC Intel Corp. Reduce -41.2% 0.08% −0.11
MRK Merck & Co. Inc. Reduce -2.4% 0.64% −0.10
LLY Eli Lilly & Co. Reduce -1.8% 1.05% −0.08
VTI VG Morningstar TS MKT ETF-US Reduce -4.1% 4.13% −0.07
QCOM Qualcomm Inc. Reduce -0.7% 0.30% −0.07
TSM Taiwan Semiconductor-SP ADR Reduce -3.2% 0.92% −0.06
TM Toyota Motor Corp. -Spon ADR Reduce -5.9% 0.23% −0.06
SCHW Schwab (charles) Corp. Reduce -3.7% 0.26% −0.06
PINS Pinterest Inc. Class A Reduce -1.5% 0.12% −0.05
ADBE Adobe Inc. Reduce -1.0% 0.36% −0.04
CVX Chevron Corp. Reduce -5.9% 0.25% −0.04
LRCX Lam Research Corp. Reduce -1.1% 0.11% −0.04
MU Micron Technology Inc. Reduce -3.6% 0.11% −0.04
VOO Vanguard S&P 500 ETF Reduce -9.8% 0.40% −0.03
MCK McKesson Corp. Reduce -1.5% 0.13% −0.03
DXCM Dexcom Inc. Reduce -33.2% 0.02% −0.03
GL Globe Life Inc. Reduce -67.1% 0.02% −0.03
DIS The Walt Disney Co. Reduce -5.9% 0.23% −0.03
WDS Woodside Energy Group-ADR Reduce -26.4% 0.06% −0.03
MRNA Moderna Inc. Sold out 0.00% −0.03
INTU Intuit Inc. Reduce -1.0% 0.27% −0.03
DG Dollar General Corp. Sold out 0.00% −0.03
DEO Diageo PLC-Sponsored ADR Reduce -28.3% 0.08% −0.02
XOM Exxon Mobil Corp. Reduce -4.4% 0.39% −0.02
STM Stmicroelectronics NV-NY SHS Reduce -9.7% 0.05% −0.02
HON Honeywell International Inc. Reduce -8.4% 0.14% −0.02
BIIB Biogen Inc. Reduce -33.2% 0.03% −0.02
EW Edwards Lifesciences Corp. Reduce -21.7% 0.03% −0.02
ELV Elevance Health Inc. Reduce -4.1% 0.18% −0.02
PG The Procter & Gamble Co. Reduce -6.5% 0.43% −0.02
SHEL Shell PLC-ADR Reduce -1.9% 0.15% −0.02
ABNB Airbnb Inc. Class A Reduce -8.1% 0.06% −0.02
SLB SLB Ltd. Reduce -10.7% 0.07% −0.02
DVN Devon Energy Corp. Reduce -3.9% 0.07% −0.02
CRWD CrowdStrike Holdings Inc. Class A Reduce -13.1% 0.03% −0.02
STLA Stellantis NV Reduce -11.4% 0.03% −0.02
DLTR Dollar Tree Inc. Sold out 0.00% −0.02
CVE Cenovus Energy Inc. Reduce -4.2% 0.07% −0.02
COP Conocophillips Reduce -9.7% 0.08% −0.02
CMCSA Comcast Corp. Class A Reduce -13.6% 0.16% −0.02
HUM Humana Inc. Reduce -5.4% 0.06% −0.02
WFC Wells Fargo & Co. Reduce -3.9% 0.14% −0.02
PEP Pepsico Inc. Reduce -5.4% 0.30% −0.02
SMCI Super Micro Computer Inc. Reduce -7.9% 0.01% −0.02

Portfolio Buys Q2 2024 → Q3 2024
JNJ Johnson & Johnson Add +6.5% 0.62% +0.08
VT Vanguard Tot World STK ETF Add +1.8% 1.49% +0.07
UNH Unitedhealth Group Inc. Add +0.0% 0.64% +0.06
ACN Accenture PLC Class A Add +0.1% 0.48% +0.05
ANRO Alto Neuroscience Inc. New 0.04% +0.04
BND Vanguard Total Bond Market Add +15.8% 0.28% +0.04
SPGI S&P Global Inc. Add +1.3% 0.33% +0.04
AON Aon PLC Class A Add +44.6% 0.10% +0.04
SNY Sanofi-ADR Add +19.6% 0.14% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 1.64% +0.03
SHW The Sherwin-Williams Co. Add +5.3% 0.14% +0.03
INFY Infosys Ltd.-SP ADR Add +0.1% 0.23% +0.03
AVGO Broadcom Inc. Add +0.2% 0.69% +0.03
OMC Omnicom Group Add +5.0% 0.19% +0.03
BMY Bristol-Myers Squibb Co. Add +11.3% 0.10% +0.03
GILD Gilead Sciences Inc. Add +0.1% 0.16% +0.02
SONY Sony Group Corp. - SP ADR Add +2.9% 0.19% +0.02
CART Maplebear Inc. New 0.02% +0.02
PM Philip Morris International Add +0.3% 0.15% +0.02
RY Royal Bank of Canada Add +0.8% 0.17% +0.02
AMT American Tower Corp. Add +1.0% 0.14% +0.02
NOW ServiceNow Inc. Add +0.3% 0.22% +0.02
HIG Hartford Insurance Group Inc. Add +1.9% 0.16% +0.02
VWOB Vanguard Emerg MKTS Gov BND New 0.02% +0.02
BNY Bank of New York Mellon Corp. Add +0.5% 0.14% +0.02
BNDX Vanguard Total Intl Bond ETF New 0.02% +0.02
TJX TJX Companies Inc. Add +6.0% 0.22% +0.02
PYPL PayPal Holdings Inc. Add +0.7% 0.08% +0.02
GEV GE Vernova Inc. Add +1.0% 0.06% +0.02
MCO Moody's Corp. Add +1.6% 0.18% +0.02
ENB Enbridge Inc. Add +6.3% 0.12% +0.02
XPEV Xpeng Inc. - ADR Add +36.5% 0.03% +0.02
SIRI Sirius XM Holdings Inc. New 0.02% +0.02
DAR Darling Ingredients Inc. Add +75.2% 0.04% +0.02
BN Brookfield Corp. Add +2.2% 0.08% +0.02
CARR Carrier Global Corp. Add +1.0% 0.08% +0.02
NVS Novartis AG-Sponsored ADR Add +1.4% 0.27% +0.02
TT Trane Technologies PLC Add +0.9% 0.12% +0.02
CRM Salesforce Inc. Add +1.5% 0.35% +0.02
PHG Koninklijke Philips NVR- NY Add +1.3% 0.07% +0.02
NEM Newmont Corp. Add +2.7% 0.07% +0.02
PLD Prologis Inc. Add +0.3% 0.18% +0.01
UNP Union Pacific Corp. Add +0.5% 0.26% +0.01
KKR KKR & Co. Inc. Add +2.1% 0.08% +0.01
CMI Cummins Inc. Add +1.3% 0.11% +0.01
SHOP Shopify Inc. Class A Add +0.8% 0.09% +0.01
EQIX Equinix Inc. Add +1.3% 0.10% +0.01
NOC Northrop Grumman Corp. Add +2.4% 0.08% +0.01
LI Li Auto Inc. - ADR Add +35.3% 0.03% +0.01
IVV iShares Core S&P 500 ETF Add +9.5% 0.13% +0.01

Options Activity Q2 2024 → Q3 2024
MELI MercadoLibre Inc. call Sold out 900 $1.5Mbefore exit
NVDA Nvidia Corp. call Sold out 5,500 $679Kbefore exit
MSFT Microsoft Corp. call Sold out 1,000 $447Kbefore exit
AMZN Amazon.com Inc. call Sold out 2,000 $387Kbefore exit
GOOGL Alphabet Inc. Class A call Sold out 1,500 $273Kbefore exit
CRWD CrowdStrike Holdings Inc. Class A call Sold out 700 $268Kbefore exit
TSLA Tesla Inc. call Sold out 1,200 $237Kbefore exit
NU Nu Holdings Ltd./Cayman Isl-A call New 15,000 $205K
META Meta Platforms Inc. Class A call Sold out 400 $202Kbefore exit
AAPL Apple Inc. call Sold out 800 $168Kbefore exit
NU Nu Holdings Ltd./Cayman Isl-A call Sold out 12,000 $155Kbefore exit
ZS Zscaler Inc. call Sold out 700 $135Kbefore exit
SHOP Shopify Inc. Class A call Sold out 2,000 $132Kbefore exit
TTD Trade Desk Inc./the Class A call Sold out 1,300 $127Kbefore exit
MPT Medical Properties Trust Inc. call Sold out 20,000 $86Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 930$2.4BAAPL, NVDA, MSFT, VTI, AMZN
Q2 2025 929$2.2BAAPL, MSFT, NVDA, VTI, AMZN
Q4 2024 897$2.1BAAPL, MSFT, VTI, NVDA, AMZN
Q3 2024 931$2.2BAAPL, MSFT, VTI, NVDA, AMZN
Q2 2024 913$2.1BAAPL, MSFT, NVDA, VTI, AMZN
Q1 2024 948$2.1BAAPL, MSFT, VTI, NVDA, AMZN