Laird Norton Wetherby Wealth Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Laird Norton Wetherby Wealth Management, LLC reported 897 stock positions worth $2.1 billion. Its top holding was Apple (AAPL) at 7.9% of the portfolio, followed by Microsoft (MSFT, 4.6%) and VG Morningstar TS MKT ETF-US (VTI, 4.4%). Compared with Q3 2024, it opened 26 new positions, sold out of 60, added to 165 and reduced 613. The biggest buy was Vanguard Total Bond Market (BND, shares +32%) and the biggest sale an exit from Grindr (GRND).

Most Recent 13F
Q3 2025
Location
San Francisco, CA
CIK
0001279627
Portfolio Value
$2.1B (Q4 2024)
SEC Filing
0001172661-25-000924 ↗ filed Feb 14, 2025

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 Q3 2024 Q4 2024: $2.1B $2.1B Q4 2024 Q2 2025: $2.2B Q2 2025 Q3 2025: $2.4B Q3 2025

Holdings 897 stocks · $2.1B
AAPL Apple Inc. 7.95% 661,816 $165.7M Reduce -6.4%
MSFT Microsoft Corp. 4.64% 229,619 $96.8M Reduce -4.6%
VTI VG Morningstar TS MKT ETF-US 4.38% 314,941 $91.3M Reduce -1.2%
NVDA Nvidia Corp. 4.36% 677,912 $91.0M Reduce -6.6%
AMZN Amazon.com Inc. 3.43% 326,038 $71.5M Reduce -6.2%
GOOGL Alphabet Inc. Class A 2.03% 223,269 $42.3M Reduce -5.5%
META Meta Platforms Inc. Class A 1.88% 66,967 $39.2M Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.74% 61,961 $36.3M Reduce -0.8%
VEA Vanguard Ftse Developed ETF 1.68% 732,404 $35.0M Add +0.8%
VT Vanguard Tot World STK ETF 1.49% 264,439 $31.1M Reduce -2.5%
TSLA Tesla Inc. 1.07% 55,277 $22.3M Reduce -3.9%
TSM Taiwan Semiconductor-SP ADR 1.03% 108,466 $21.4M Reduce -6.5%
JPM JPMorgan Chase & Co. 1.02% 88,488 $21.2M Reduce -3.6%
NFLX Netflix Inc. 0.96% 22,502 $20.1M Reduce -2.6%
AVGO Broadcom Inc. 0.94% 84,660 $19.6M Reduce -3.7%
LLY Eli Lilly & Co. 0.90% 24,231 $18.7M Reduce -6.2%
V Visa Inc. Class A 0.81% 53,559 $16.9M Reduce -3.4%
GOOG Alphabet Inc. Class C 0.81% 88,421 $16.8M Reduce -0.5%
CMC Commercial Metals Co. 0.68% 287,213 $14.2M Reduce -0.2%
COST Costco Wholesale Corp. 0.61% 13,881 $12.7M Reduce -3.1%
MA Mastercard Inc. Class A 0.59% 23,366 $12.3M Reduce -2.9%
MRK Merck & Co. Inc. 0.59% 123,158 $12.3M Reduce -0.4%
HD Home Depot Inc. 0.57% 30,335 $11.8M Reduce -4.7%
UNH Unitedhealth Group Inc. 0.55% 22,736 $11.5M Reduce -5.7%
IVW iShares S&P 500 Growth ETF 0.55% 112,123 $11.4M No change
JNJ Johnson & Johnson 0.54% 77,245 $11.2M Reduce -7.2%
IVE iShares S&P 500 Value ETF 0.50% 54,950 $10.5M Reduce -18.4%
WMT Walmart Inc. 0.49% 114,167 $10.3M Reduce -4.1%
ACN Accenture PLC Class A 0.49% 29,020 $10.2M Reduce -1.8%
VOO Vanguard S&P 500 ETF 0.46% 17,975 $9.7M Add +8.1%
ORCL Oracle Corp. 0.46% 57,838 $9.6M Reduce -3.8%
CRM Salesforce Inc. 0.44% 27,715 $9.3M Reduce -0.8%
PG The Procter & Gamble Co. 0.42% 52,495 $8.8M Reduce -3.8%
VWO Vanguard Ftse Emerging Marke 0.40% 189,621 $8.4M Reduce -0.5%
NVO Novo-Nordisk A/S-Spons ADR 0.39% 95,546 $8.2M Reduce -5.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.38% 181,622 $8.0M Reduce -5.5%
BND Vanguard Total Bond Market 0.37% 108,749 $7.8M Add +31.9%
ANET Arista Networks Inc. 0.36% 68,722 $7.6M Reduce -16.8%
ABBV Abbvie Inc. 0.36% 42,456 $7.5M Reduce -5.7%
IWB iShares Russell 1000 ETF 0.35% 22,420 $7.2M Reduce -0.5%
XOM Exxon Mobil Corp. 0.34% 66,653 $7.2M Reduce -9.1%
IWV iShares Russell 3000 ETF 0.34% 21,020 $7.0M Reduce -0.7%
ASML ASML Holding NV-NY Reg SHS 0.33% 10,058 $7.0M Reduce -7.8%
TEL Te Connectivity PLC 0.33% 47,849 $6.8M Reduce -4.2%
SPGI S&P Global Inc. 0.33% 13,653 $6.8M Reduce -1.1%
CSCO Cisco Systems Inc. 0.32% 113,820 $6.7M Reduce -2.6%
SAP Sap SE-Sponsored ADR 0.31% 26,432 $6.5M Reduce -5.7%
AXP American Express Co. 0.31% 21,689 $6.4M Reduce -7.3%
GS Goldman Sachs Group Inc. 0.31% 11,210 $6.4M Reduce -4.4%
ADBE Adobe Inc. 0.30% 14,254 $6.3M Reduce -6.8%
PEN Penumbra Inc. 0.30% 26,577 $6.3M Reduce -0.8%
ABT Abbott Laboratories 0.30% 55,488 $6.3M Reduce -3.3%
NOW ServiceNow Inc. 0.28% 5,539 $5.9M Add +1.6%
MCD McDonald's Corp. 0.28% 20,236 $5.9M Reduce -4.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.28% 51,754 $5.8M Reduce -2.9%
INTU Intuit Inc. 0.27% 9,055 $5.7M Reduce -5.5%
AMD Advanced Micro Devices 0.27% 46,776 $5.7M Reduce -12.3%
QCOM Qualcomm Inc. 0.26% 35,835 $5.5M Reduce -7.9%
KO The Coca-Cola Co. 0.26% 88,377 $5.5M Reduce -9.4%
PEP Pepsico Inc. 0.25% 34,806 $5.3M Reduce -10.2%
TM Toyota Motor Corp. -Spon ADR 0.25% 26,892 $5.2M Reduce -6.5%
UNP Union Pacific Corp. 0.24% 21,836 $5.0M Reduce -4.0%
DHR Danaher Corp. 0.23% 21,322 $4.9M Reduce -9.8%
IWF iShares Russell 1000 Growth 0.23% 12,073 $4.8M Add +0.1%
TDG Transdigm Group Inc. 0.23% 3,784 $4.8M Reduce -1.0%
NVS Novartis AG-Sponsored ADR 0.23% 49,161 $4.8M Reduce -5.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.23% 39,515 $4.8M Reduce -1.9%
SCHW Schwab (charles) Corp. 0.22% 63,366 $4.7M Reduce -27.4%
MSI Motorola Solutions Inc. 0.22% 10,098 $4.7M Reduce -1.7%
CVX Chevron Corp. 0.22% 32,097 $4.6M Reduce -13.6%
INFY Infosys Ltd.-SP ADR 0.22% 211,676 $4.6M Reduce -4.3%
AMAT Applied Materials Inc. 0.22% 28,338 $4.6M Reduce -6.4%
ESGU iShares ESG Aware MSCI USA 0.22% 35,405 $4.6M Add +0.2%
AZN Astrazeneca PLC-Spons ADR 0.22% 69,577 $4.6M Reduce -9.7%
ADP Automatic Data Processing 0.22% 15,515 $4.5M Reduce -2.7%
SONY Sony Group Corp. - SP ADR 0.22% 214,120 $4.5M Reduce -2.3%
GPN Global Payments Inc. 0.22% 40,075 $4.5M Reduce -0.4%
MDY State Street SPDR S&P Midcap 0.21% 7,793 $4.4M Reduce -0.2%
ETN Eaton Corp. PLC 0.21% 13,137 $4.4M Reduce -4.3%
CAT Caterpillar Inc. 0.21% 11,886 $4.3M Reduce -3.5%
TMO Thermo Fisher Scientific Inc. 0.21% 8,277 $4.3M Reduce -9.2%
AMGN Amgen Inc. 0.21% 16,430 $4.3M Reduce -7.2%
PGR Progressive Corp. 0.20% 17,675 $4.2M Reduce -3.5%
LIN Linde PLC 0.20% 9,962 $4.2M Reduce -8.7%
UBS UBS Group AG-Reg 0.20% 135,861 $4.1M Reduce -3.3%
LOW Lowe's Cos Inc. 0.20% 16,683 $4.1M Reduce -6.1%
EFA iShares MSCI Eafe ETF 0.20% 54,455 $4.1M Add +3.8%
TXN Texas Instruments Inc. 0.20% 21,739 $4.1M Reduce -6.3%
VIG Vanguard Dividend Apprec ETF 0.19% 20,461 $4.0M Add +1.6%
WSM Williams-Sonoma Inc. 0.19% 21,345 $4.0M Reduce -3.0%
WIT Wipro Ltd.-ADR 0.19% 1,112,957 $3.9M Reduce -7.0%
ACWX iShares MSCI Acwi Ex US ETF 0.19% 75,337 $3.9M Add +0.1%
MCO Moody's Corp. 0.19% 8,248 $3.9M Reduce -0.2%
SYK Stryker Corp. 0.19% 10,833 $3.9M Reduce -2.4%
MS Morgan Stanley 0.19% 30,851 $3.9M Reduce -3.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 17,369 $3.8M Reduce -3.9%
VRSK Verisk Analytics Inc. 0.18% 13,700 $3.8M Add +4.8%
ECL Ecolab Inc. 0.18% 15,919 $3.7M Reduce -1.2%
VEU Vanguard Ftse All-World Ex-U 0.18% 64,674 $3.7M Add +0.2%
GILD Gilead Sciences Inc. 0.18% 40,119 $3.7M Reduce -1.3%

Show all 897 holdings

Portfolio Sells Q3 2024 → Q4 2024
GRND Grindr Inc. Sold out 0.00% −0.65
NVO Novo-Nordisk A/S-Spons ADR Reduce -5.9% 0.39% −0.16
LLY Eli Lilly & Co. Reduce -6.2% 0.90% −0.15
AMD Advanced Micro Devices Reduce -12.3% 0.27% −0.13
EAGG iShares ESG Aware US Aggrega Sold out 0.00% −0.11
IVE iShares S&P 500 Value ETF Reduce -18.4% 0.50% −0.10
MSFT Microsoft Corp. Reduce -4.6% 4.64% −0.10
UNH Unitedhealth Group Inc. Reduce -5.7% 0.55% −0.09
JNJ Johnson & Johnson Reduce -7.2% 0.54% −0.08
ASML ASML Holding NV-NY Reg SHS Reduce -7.8% 0.33% −0.08
ELV Elevance Health Inc. Reduce -18.4% 0.11% −0.07
DHR Danaher Corp. Reduce -9.8% 0.23% −0.07
AMAT Applied Materials Inc. Reduce -6.4% 0.22% −0.06
ADBE Adobe Inc. Reduce -6.8% 0.30% −0.06
KO The Coca-Cola Co. Reduce -9.4% 0.26% −0.06
AZN Astrazeneca PLC-Spons ADR Reduce -9.7% 0.22% −0.06
AMGN Amgen Inc. Reduce -7.2% 0.21% −0.06
MRK Merck & Co. Inc. Reduce -0.4% 0.59% −0.05
ESGD iShares Trust iShares ESG Aw Reduce -30.7% 0.10% −0.05
TMO Thermo Fisher Scientific Inc. Reduce -9.2% 0.21% −0.05
PFE Pfizer Inc. Reduce -29.7% 0.11% −0.05
XOM Exxon Mobil Corp. Reduce -9.1% 0.34% −0.05
PEP Pepsico Inc. Reduce -10.2% 0.25% −0.05
CI The Cigna Group Reduce -9.8% 0.14% −0.05
ABBV Abbvie Inc. Reduce -5.7% 0.36% −0.04
NVS Novartis AG-Sponsored ADR Reduce -5.6% 0.23% −0.04
VZ Verizon Communications Inc. Reduce -16.9% 0.15% −0.04
CMC Commercial Metals Co. Reduce -0.2% 0.68% −0.04
UMC United Microelectron-SP ADR Reduce -14.4% 0.09% −0.04
REGN Regeneron Pharmaceuticals Reduce -6.6% 0.08% −0.04
QCOM Qualcomm Inc. Reduce -7.9% 0.26% −0.04
SHG Shinhan Financial Group-ADR Reduce -18.3% 0.08% −0.04
LIN Linde PLC Reduce -8.7% 0.20% −0.04
PKX Posco Holdings Inc. -Spon ADR Reduce -21.9% 0.04% −0.04
SCHW Schwab (charles) Corp. Reduce -27.4% 0.22% −0.03
NEM Newmont Corp. Reduce -26.7% 0.04% −0.03
NU Nu Holdings Ltd./Cayman Isl-A Reduce -4.6% 0.10% −0.03
AMT American Tower Corp. Reduce -4.9% 0.11% −0.03
HUM Humana Inc. Reduce -36.2% 0.03% −0.03
MUNI PIMCO Intermediate Municipal Sold out 0.00% −0.03
GSK GSK PLC-Spon ADR Reduce -31.2% 0.04% −0.03
PLD Prologis Inc. Reduce -4.8% 0.15% −0.03
MDLZ Mondelez International Inc. Class A Reduce -10.9% 0.09% −0.03
MPC Marathon Petroleum Corp. Reduce -14.6% 0.09% −0.03
PDD PDD Holdings Inc. Reduce -16.5% 0.05% −0.03
MRO Marathon Oil Corp. Sold out 0.00% −0.03
LBRDK Liberty Broadband-C Reduce -71.7% 0.01% −0.03
CVX Chevron Corp. Reduce -13.6% 0.22% −0.03
CMCSA Comcast Corp. Class A Reduce -12.0% 0.13% −0.03
HCA HCA Healthcare Inc. Reduce -5.2% 0.07% −0.03

Portfolio Buys Q3 2024 → Q4 2024
BND Vanguard Total Bond Market Add +31.9% 0.37% +0.09
VOO Vanguard S&P 500 ETF Add +8.1% 0.46% +0.06
NOW ServiceNow Inc. Add +1.6% 0.28% +0.06
PLTR Palantir Technologies Inc. Class A Add +12.6% 0.06% +0.04
CNH CNH Industrial NV Add +430.9% 0.04% +0.03
DFAC Dimensional US Core Equity 2 New 0.03% +0.03
ITOT iShares Core S&P Total U.S. Add +80.4% 0.06% +0.03
IRTC Irhythm Holdings Inc. New 0.03% +0.03
IWF iShares Russell 1000 Growth Add +0.1% 0.23% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +2.9% 0.17% +0.02
SPOT Spotify Technology SA Add +72.7% 0.04% +0.02
BMY Bristol-Myers Squibb Co. Add +5.3% 0.12% +0.02
VRSK Verisk Analytics Inc. Add +4.8% 0.18% +0.02
MSTR Strategy Inc. New 0.02% +0.02
HSBC HSBC Holdings PLC-Spons ADR Add +0.1% 0.15% +0.02
STT State Street Corp. Add +1.2% 0.11% +0.02
XLV SS Health Care Select Sector New 0.02% +0.02
COP Conocophillips Add +20.4% 0.10% +0.02
ESGU iShares ESG Aware MSCI USA Add +0.2% 0.22% +0.01
TEAM Atlassian Corp. Class A New 0.01% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.3% 0.15% +0.01
VMBS Vanguard Mortgage-Backed Sec Add +56.0% 0.04% +0.01
AFRM Affirm Holdings Inc. New 0.01% +0.01
EQIX Equinix Inc. Add +0.7% 0.12% +0.01
DOCU Docusign Inc. New 0.01% +0.01
DLR Digital Realty Trust Inc. Add +2.6% 0.08% +0.01
RTO Rentokil Initial PLC-SP ADR New 0.01% +0.01
COIN Coinbase Global Inc. Class A Add +9.4% 0.03% +0.01
GBTC Grayscale Bitcoin Trust ETF New 0.01% +0.01
EXEL Exelixis Inc. New 0.01% +0.01
SNA Snap-on Inc. New 0.01% +0.01
THQ Abrdn Healthcare Opport New 0.01% +0.01
ZION Zions Bancorp NA New 0.01% +0.01
BN Brookfield Corp. Add +0.2% 0.09% +0.01
DLTR Dollar Tree Inc. New 0.01% +0.01
ADSK Autodesk Inc. Add +1.7% 0.08% +0.01
CUZ Cousins Properties Inc. Add +56.4% 0.03% +0.01
BAM Brookfield Asset Mgmt-A New 0.01% +0.01
EMO Clearbridge Energy Midstream New 0.01% +0.01
JBL Jabil Inc. New 0.01% +0.01
CINF Cincinnati Financial Corp. New 0.01% +0.01
THG Hanover Insurance Group Inc./ New 0.01% +0.01
JHG Janus Henderson Group PLC New 0.01% +0.01
OKE Oneok Inc. Add +1.9% 0.06% +0.01
VIG Vanguard Dividend Apprec ETF Add +1.6% 0.19% +0.01
CNA Cna Financial Corp. New 0.01% +0.01
DG Dollar General Corp. New 0.01% +0.01
EOS Eaton Vance Enh Eqt Inc. II New 0.01% +0.01
WINN Harbor Long-Term Growers ETF New 0.01% +0.01
MRNA Moderna Inc. New 0.01% +0.01

Options Activity Q3 2024 → Q4 2024
NU Nu Holdings Ltd./Cayman Isl-A call Sold out 15,000 $205Kbefore 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