Laird Norton Wetherby Wealth Management, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Laird Norton Wetherby Wealth Management, LLC reported 930 stock positions worth $2.4 billion. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Nvidia (NVDA, 5.3%) and Microsoft (MSFT, 5.2%). Compared with Q2 2025, it opened 42 new positions, sold out of 41, added to 480 and reduced 317. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Accenture Class A (ACN, shares −9%).

Most Recent 13F
Q3 2025
Location
San Francisco, CA
CIK
0001279627
Portfolio Value
$2.4B (Q3 2025)
SEC Filing
0001172661-25-004804 ↗ filed Nov 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 Q4 2024 Q2 2025: $2.2B Q2 2025 Q3 2025: $2.4B $2.4B Q3 2025

Holdings 930 stocks · $2.4B

AAPL Apple Inc. 6.63% 637,536 $162.3M Reduce -2.4%
NVDA Nvidia Corp. 5.35% 702,070 $131.0M Add +1.1%
MSFT Microsoft Corp. 5.24% 247,697 $128.3M Add +5.5%
VTI VG Morningstar TS MKT ETF-US 4.24% 316,036 $103.7M Reduce -0.2%
AMZN Amazon.com Inc. 2.91% 324,617 $71.3M Add +0.5%
GOOGL Alphabet Inc. Class A 2.29% 230,156 $56.0M Add +0.0%
META Meta Platforms Inc. Class A 1.95% 65,031 $47.8M Add +0.8%
VEA Vanguard Ftse Developed ETF 1.78% 728,234 $43.6M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.74% 63,926 $42.6M Add +4.8%
AVGO Broadcom Inc. 1.28% 95,236 $31.4M Add +4.8%
JPM JPMorgan Chase & Co. 1.23% 95,143 $30.0M Add +0.6%
TSM Taiwan Semiconductor-SP ADR 1.22% 106,819 $29.8M Add +0.4%
VT Vanguard Tot World STK ETF 1.12% 199,679 $27.5M Reduce -0.3%
NFLX Netflix Inc. 1.11% 22,628 $27.1M Add +1.3%
TSLA Tesla Inc. 1.00% 55,128 $24.5M Add +3.4%
GOOG Alphabet Inc. Class C 0.92% 92,184 $22.5M Add +6.3%
LLY Eli Lilly & Co. 0.79% 25,429 $19.4M Add +1.7%
V Visa Inc. Class A 0.79% 56,616 $19.3M Add +3.0%
ORCL Oracle Corp. 0.67% 58,387 $16.4M Add +3.5%
CMC Commercial Metals Co. 0.66% 280,817 $16.1M Reduce -0.1%
JNJ Johnson & Johnson 0.64% 84,722 $15.7M Reduce -1.6%
MA Mastercard Inc. Class A 0.63% 27,323 $15.5M Reduce -0.1%
IVW iShares S&P 500 Growth ETF 0.55% 112,123 $13.5M No change
HD Home Depot Inc. 0.53% 32,013 $13.0M Reduce -0.7%
VOO Vanguard S&P 500 ETF 0.52% 20,982 $12.8M Add +3.7%
COST Costco Wholesale Corp. 0.49% 12,932 $12.0M Add +0.1%
WMT Walmart Inc. 0.49% 115,548 $11.9M Add +0.7%
IVE iShares S&P 500 Value ETF 0.48% 57,033 $11.8M Add +4.3%
ASML ASML Holding NV-NY Reg SHS 0.43% 10,937 $10.6M Reduce -0.5%
ABBV Abbvie Inc. 0.42% 44,878 $10.4M Add +0.5%
TEL Te Connectivity PLC 0.42% 46,931 $10.3M Reduce -1.1%
VWO Vanguard Ftse Emerging Marke 0.42% 188,261 $10.2M Add +1.0%
IGF iShares Global Infrastructur 0.40% 161,172 $9.9M Add +15.2%
GS Goldman Sachs Group Inc. 0.39% 12,118 $9.7M Add +1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.38% 179,777 $9.3M Add +0.7%
IWB iShares Russell 1000 ETF 0.36% 24,105 $8.8M Add +11.9%
ABT Abbott Laboratories 0.36% 65,624 $8.8M Add +6.9%
ANET Arista Networks Inc. 0.34% 57,171 $8.3M Reduce -2.4%
AXP American Express Co. 0.32% 23,919 $7.9M Add +1.6%
CSCO Cisco Systems Inc. 0.32% 115,155 $7.9M Add +1.5%
XOM Exxon Mobil Corp. 0.32% 69,207 $7.8M Add +3.1%
BND Vanguard Total Bond Market 0.31% 103,160 $7.7M Add +1.2%
UNH Unitedhealth Group Inc. 0.31% 21,774 $7.5M Add +3.6%
IWV iShares Russell 3000 ETF 0.31% 19,729 $7.5M Reduce -6.2%
PG The Procter & Gamble Co. 0.30% 47,896 $7.4M Reduce -5.1%
AMD Advanced Micro Devices 0.29% 44,242 $7.2M Reduce -0.3%
CRM Salesforce Inc. 0.29% 30,066 $7.1M Add +4.2%
SPGI S&P Global Inc. 0.29% 14,574 $7.1M Reduce -0.0%
MRK Merck & Co. Inc. 0.28% 81,536 $6.8M Reduce -1.8%
INTU Intuit Inc. 0.28% 9,915 $6.8M Add +0.7%
SAP Sap SE-Sponsored ADR 0.27% 24,931 $6.7M Reduce -1.2%
SONY Sony Group Corp. - SP ADR 0.27% 231,377 $6.7M Reduce -1.3%
PEN Penumbra Inc. 0.26% 25,525 $6.5M Reduce -1.3%
NVS Novartis AG-Sponsored ADR 0.26% 49,685 $6.4M Reduce -0.6%
ACN Accenture PLC Class A 0.25% 25,097 $6.2M Reduce -8.7%
MS Morgan Stanley 0.25% 38,657 $6.1M Add +2.8%
NOW ServiceNow Inc. 0.25% 6,573 $6.0M Add +0.7%
AMAT Applied Materials Inc. 0.24% 29,001 $5.9M Reduce -2.2%
MCD McDonald's Corp. 0.24% 19,405 $5.9M Reduce -3.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.24% 51,346 $5.9M Add +1.7%
AZN Astrazeneca PLC-Spons ADR 0.24% 76,106 $5.8M Add +6.0%
GE General Electric filed as GE AEROSPACE 0.24% 19,355 $5.8M Add +2.0%
ETN Eaton Corp. PLC 0.24% 15,553 $5.8M Add +4.2%
TDG Transdigm Group Inc. 0.24% 4,391 $5.8M Add +0.1%
QCOM Qualcomm Inc. 0.23% 34,082 $5.7M Add +0.4%
KO The Coca-Cola Co. 0.23% 85,034 $5.6M Reduce -4.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 19,725 $5.6M Add +6.5%
CAT Caterpillar Inc. 0.23% 11,569 $5.5M Add +3.8%
PEP Pepsico Inc. 0.22% 39,137 $5.5M Add +5.0%
CVX Chevron Corp. 0.22% 35,152 $5.5M Add +24.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.22% 37,245 $5.4M Add +0.5%
UBS UBS Group AG-Reg 0.22% 130,216 $5.3M Add +0.6%
RTX RTX Corp. 0.22% 31,680 $5.3M Add +5.7%
LIN Linde PLC 0.21% 11,054 $5.3M Reduce -2.4%
ESGU iShares ESG Aware MSCI USA 0.21% 35,437 $5.2M Add +0.1%
IVV iShares Core S&P 500 ETF 0.21% 7,615 $5.1M Add +4.4%
MDY State Street SPDR S&P Midcap 0.21% 8,425 $5.0M Add +10.4%
SCHW Schwab (charles) Corp. 0.20% 52,564 $5.0M Reduce -9.2%
UNP Union Pacific Corp. 0.20% 20,812 $4.9M Reduce -4.1%
GILD Gilead Sciences Inc. 0.20% 44,133 $4.9M Add +2.7%
PM Philip Morris International 0.20% 29,988 $4.9M Reduce -2.5%
BKNG Booking Holdings Inc. 0.20% 900 $4.9M Add +2.4%
JCI Johnson Controls Internation 0.20% 44,067 $4.8M Add +1.0%
CBRE CBRE Group Inc. Class A 0.20% 30,724 $4.8M Add +1.4%
PLTR Palantir Technologies Inc. Class A 0.20% 26,414 $4.8M Add +12.5%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.19% 43,713 $4.8M Add +3.0%
TM Toyota Motor Corp. -Spon ADR 0.19% 24,821 $4.7M Reduce -3.6%
ADBE Adobe Inc. 0.19% 13,378 $4.7M Reduce -3.6%
EFA iShares MSCI Eafe ETF 0.19% 50,146 $4.7M Add +1.0%
KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC 0.19% 56,094 $4.7M Add +0.3%
AMGN Amgen Inc. 0.18% 15,949 $4.5M Reduce -1.1%
NVO Novo-Nordisk A/S-Spons ADR 0.18% 80,517 $4.5M Reduce -12.4%
ING ING Groep N.V.-Sponsored ADR 0.18% 171,280 $4.5M Add +1.0%
ADP Automatic Data Processing 0.18% 15,179 $4.5M Add +0.3%
WFC Wells Fargo & Co. 0.18% 52,885 $4.4M Add +4.2%
MSI Motorola Solutions Inc. 0.18% 9,685 $4.4M Reduce -1.3%
LOW Lowe's Cos Inc. 0.18% 17,477 $4.4M Add +7.0%
ACWX iShares MSCI Acwi Ex US ETF 0.18% 66,533 $4.3M Reduce -9.7%
IWF iShares Russell 1000 Growth 0.18% 9,222 $4.3M Reduce -18.8%
MCK McKesson Corp. 0.18% 5,571 $4.3M Add +0.5%

Show all 930 holdings

Options reported separately and not counted above: SPY calls ($733K).

Portfolio Sells Q2 2025 → Q3 2025

ACN Accenture PLC Class A Reduce -8.7% 0.25% −0.11
NVO Novo-Nordisk A/S-Spons ADR Reduce -12.4% 0.18% −0.10
SAP Sap SE-Sponsored ADR Reduce -1.2% 0.27% −0.07
VRSK Verisk Analytics Inc. Reduce -4.8% 0.14% −0.06
LYFT LYFT Inc. Class A Reduce -71.6% 0.03% −0.06
PG The Procter & Gamble Co. Reduce -5.1% 0.30% −0.06
FLOT iShares Floating Rate Bond E Sold out 0.00% −0.06
SPGI S&P Global Inc. Reduce -0.0% 0.29% −0.05
PM Philip Morris International Reduce -2.5% 0.20% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -0.2% 4.24% −0.05
KO The Coca-Cola Co. Reduce -4.5% 0.23% −0.05
MA Mastercard Inc. Class A Reduce -0.1% 0.63% −0.05
SCHD Schwab US DVD Equity ETF Reduce -42.3% 0.06% −0.05
CI The Cigna Group Reduce -5.9% 0.15% −0.05
ADBE Adobe Inc. Reduce -3.6% 0.19% −0.05
FISV Fiserv Inc. Reduce -8.4% 0.07% −0.04
INFY Infosys Ltd.-SP ADR Reduce -4.3% 0.14% −0.04
IWF iShares Russell 1000 Growth Reduce -18.8% 0.18% −0.04
WIT Wipro Ltd.-ADR Reduce -4.8% 0.11% −0.04
CMCSA Comcast Corp. Class A Reduce -16.7% 0.07% −0.04
HON Honeywell International Inc. Reduce -7.9% 0.11% −0.03
RELX Relx PLC - Spon ADR Reduce -1.3% 0.12% −0.03
PEN Penumbra Inc. Reduce -1.3% 0.26% −0.03
HDB HDFC Bank Ltd.-ADR Reduce -8.4% 0.09% −0.03
PGR Progressive Corp. Reduce -0.2% 0.17% −0.03
SNY Sanofi-ADR Reduce -29.4% 0.05% −0.03
SCHW Schwab (charles) Corp. Reduce -9.2% 0.20% −0.03
FTNT Fortinet Inc. Reduce -19.9% 0.04% −0.03
IJH iShares Core S&P Midcap ETF Reduce -17.9% 0.10% −0.03
AMT American Tower Corp. Reduce -1.0% 0.10% −0.03
HES Hess Corp. Sold out 0.00% −0.03
SBUX Starbucks Corp. Reduce -3.3% 0.12% −0.03
ELV Elevance Health Inc. Reduce -3.5% 0.07% −0.03
PAYX Paychex Inc. Reduce -3.8% 0.08% −0.03
VRTX Vertex Pharmaceuticals Inc. Reduce -3.6% 0.09% −0.02
RACE Ferrari NV Reduce -8.6% 0.12% −0.02
MDLZ Mondelez International Inc. Class A Reduce -8.4% 0.08% −0.02
IWV iShares Russell 3000 ETF Reduce -6.2% 0.31% −0.02
ACWX iShares MSCI Acwi Ex US ETF Reduce -9.7% 0.18% −0.02
VT Vanguard Tot World STK ETF Reduce -0.3% 1.12% −0.02
CMG Chipotle Mexican Grill Inc. Reduce -1.0% 0.04% −0.02
LIN Linde PLC Reduce -2.4% 0.21% −0.02
UNP Union Pacific Corp. Reduce -4.1% 0.20% −0.02
GWW WW Grainger Inc. Reduce -2.8% 0.09% −0.02
MCD McDonald's Corp. Reduce -3.4% 0.24% −0.02
RDY Dr. Reddy's Laboratories-ADR Reduce -0.8% 0.11% −0.02
ANSS Ansys Inc. Sold out 0.00% −0.02
UL Unilever PLC Reduce -4.1% 0.11% −0.02
CLX Clorox Company Reduce -60.2% 0.01% −0.02
T AT&T Inc. Reduce -0.7% 0.15% −0.02

Portfolio Buys Q2 2025 → Q3 2025

GOOGL Alphabet Inc. Class A Add +0.0% 2.29% +0.48
NVDA Nvidia Corp. Add +1.1% 5.35% +0.47
TSLA Tesla Inc. Add +3.4% 1.00% +0.25
GOOG Alphabet Inc. Class C Add +6.3% 0.92% +0.23
AVGO Broadcom Inc. Add +4.8% 1.28% +0.17
SNX TD Synnex Corp. Add +1145.3% 0.17% +0.16
TSM Taiwan Semiconductor-SP ADR Add +0.4% 1.22% +0.15
ORCL Oracle Corp. Add +3.5% 0.67% +0.12
SPY SS SPDR S&P 500 ETF Trust-US Add +4.8% 1.74% +0.06
APP AppLovin Corp. Class A Add +13.4% 0.11% +0.06
ABBV Abbvie Inc. Add +0.5% 0.42% +0.06
PLTR Palantir Technologies Inc. Class A Add +12.5% 0.20% +0.05
BABA Alibaba Group Holding-SP ADR Add +4.9% 0.15% +0.05
CVX Chevron Corp. Add +24.0% 0.22% +0.04
MSFT Microsoft Corp. Add +5.5% 5.24% +0.04
LRCX Lam Research Corp. Add +3.8% 0.15% +0.04
MU Micron Technology Inc. Add +2.1% 0.17% +0.04
IWB iShares Russell 1000 ETF Add +11.9% 0.36% +0.03
IGF iShares Global Infrastructur Add +15.2% 0.40% +0.03
XLE SS Energy Select Sector Add +180.7% 0.05% +0.03
CAT Caterpillar Inc. Add +3.8% 0.23% +0.03
GFI Gold Fields Ltd.-Spons ADR Add +5.0% 0.07% +0.03
SAN Banco Santander SA-Spon ADR Add +2.8% 0.17% +0.03
GLD SPDR Gold Shares Add +22.9% 0.11% +0.03
UBS UBS Group AG-Reg Add +0.6% 0.22% +0.02
NEM Newmont Corp. Add +5.5% 0.08% +0.02
GLW Corning Inc. Add +3.8% 0.07% +0.02
NXT Nextpower Inc. New 0.02% +0.02
BNY Bank of New York Mellon Corp. Add +3.0% 0.19% +0.02
RTX RTX Corp. Add +5.7% 0.22% +0.02
C Citigroup Inc. Add +5.0% 0.16% +0.02
GE General Electric Add +2.0% 0.24% +0.02
STX Seagate Technology Holdings Add +3.3% 0.06% +0.02
KYN Kayne Anderson Energy Infra Add +59.8% 0.07% +0.02
KLAC KLA Corp. Add +1.9% 0.17% +0.02
LOW Lowe's Cos Inc. Add +7.0% 0.18% +0.02
TMO Thermo Fisher Scientific Inc. Add +2.0% 0.16% +0.02
WPM Wheaton Precious Metals Corp. Add +4.0% 0.11% +0.02
ING ING Groep N.V.-Sponsored ADR Add +1.0% 0.18% +0.02
TJX TJX Companies Inc. Add +0.5% 0.22% +0.02
ALB Albemarle Corp. New 0.02% +0.02
QQQ Invesco QQQ Trust Series 1 Add +11.1% 0.16% +0.02
GS Goldman Sachs Group Inc. Add +1.0% 0.39% +0.02
BIDU Baidu Inc. - Spon ADR New 0.02% +0.02
AZN Astrazeneca PLC-Spons ADR Add +6.0% 0.24% +0.02
MS Morgan Stanley Add +2.8% 0.25% +0.01
UNH Unitedhealth Group Inc. Add +3.6% 0.31% +0.01
GEV GE Vernova Inc. Add +5.1% 0.14% +0.01
GM General Motors Co. Add +4.6% 0.09% +0.01
XYL Xylem Inc. Add +5.0% 0.16% +0.01

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