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Laird Norton Wetherby Trust Company, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $5,205,567,183
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $290,662,508
- APPLE INC · COM · 037833100 · shares: $269,912,223
- MICROSOFT CORP · COM · 594918104 · shares: $269,249,027
- NVIDIA CORPORATION · COM · 67066G104 · shares: $212,926,198
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $136,837,932
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $124,224,351
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $113,825,200
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $113,259,279
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $112,369,150
- AMAZON COM INC · COM · 023135106 · shares: $107,057,725
Reported holdings
1,873 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ROYAL BK CDA | COM | 780087102 | — | 39,683 shares | $8,213,191 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 92,944 shares | $8,157,710 |
| AMGEN INC | COM | 031162100 | — | 22,347 shares | $8,092,465 |
| UBS GROUP AG | SHS | H42097107 | — | 162,273 shares | $8,042,250 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 96,692 shares | $8,009,935 |
| TESLA INC | COM | 88160R101 | — | 18,470 shares | $7,768,360 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 104,758 shares | $7,690,288 |
| RTX CORPORATION | COM | 75513E101 | — | 40,409 shares | $7,666,800 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 11,864 shares | $7,577,774 |
| ANALOG DEVICES INC | COM | 032654105 | — | 18,999 shares | $7,545,833 |
| MCDONALDS CORP | COM | 580135101 | — | 27,666 shares | $7,478,396 |
| MCKESSON CORP | COM | 58155Q103 | — | 9,869 shares | $7,465,033 |
| DEERE & CO | COM | 244199105 | — | 11,732 shares | $7,460,965 |
| UNION PAC CORP | COM | 907818108 | — | 27,078 shares | $7,365,216 |
| CUMMINS INC | COM | 231021106 | — | 10,042 shares | $7,162,055 |
| WOORI FINL GROUP INC | SPONSORED ADS | 981064108 | — | 123,705 shares | $7,100,667 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 7,548 shares | $7,061,189 |
| SANDISK CORP | COM | 80004C200 | — | 3,097 shares | $7,041,742 |
| LINDE PLC | SHS | G54950103 | — | 13,566 shares | $7,039,940 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 38,573 shares | $7,035,042 |
| BANCO SANTANDER SA | ADR | 05964H105 | — | 502,557 shares | $6,935,287 |
| QUALCOMM INC | COM | 747525103 | — | 37,523 shares | $6,933,860 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 46,764 shares | $6,762,542 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 77,524 shares | $6,677,954 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 111,562 shares | $6,659,142 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 13,321 shares | $6,542,742 |
| 3M CO | COM | 88579Y101 | — | 40,398 shares | $6,540,840 |
| CITIGROUP INC | COM NEW | 172967424 | — | 46,163 shares | $6,460,973 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 55,304 shares | $6,452,318 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 5,580 shares | $6,440,405 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 12,784 shares | $6,415,344 |
| S&P GLOBAL INC | COM | 78409V104 | — | 15,630 shares | $6,365,474 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 35,449 shares | $6,318,442 |
| ICICI BANK LIMITED | ADR | 45104G104 | — | 217,455 shares | $6,312,719 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 8,881 shares | $6,261,197 |
| ELI LILLY & CO | COM | 532457108 | — | 5,190 shares | $6,224,697 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 20,856 shares | $6,212,794 |
| ING GROEP N.V. | SPONSORED ADR | 456837103 | — | 194,064 shares | $6,089,728 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 29,166 shares | $5,880,157 |
| SHINHAN FINANCIAL GROUP CO L | SPN ADR RESTRD | 824596100 | — | 90,891 shares | $5,748,856 |
| LOWES COS INC | COM | 548661107 | — | 25,963 shares | $5,724,580 |
| WELLS FARGO & CO | COM | 949746101 | — | 69,157 shares | $5,715,134 |
| ECOLAB INC | COM | 278865100 | — | 20,374 shares | $5,691,245 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 74,451 shares | $5,666,449 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 33,242 shares | $5,647,151 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 36,569 shares | $5,642,597 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 15,090 shares | $5,592,234 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 5,677 shares | $5,552,787 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 | — | 276,211 shares | $5,540,793 |
| SUMITOMO MITSUI FIN GRP INC | SPONSORED ADR | 86562M209 | — | 231,608 shares | $5,528,521 |
| SAP SE | SPON ADR | 803054204 | — | 35,657 shares | $5,495,100 |
| US BANCORP | COM NEW | 902973304 | — | 90,094 shares | $5,488,526 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 12,285 shares | $5,326,676 |
| SHELL PLC | SPON ADS | 780259305 | — | 68,029 shares | $5,274,969 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 12,291 shares | $5,240,805 |
| META PLATFORMS INC | CL A | 30303M102 | — | 9,102 shares | $5,127,256 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 20,629 shares | $5,079,272 |
| PROGRESSIVE CORP | COM | 743315103 | — | 23,070 shares | $5,039,642 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 99,381 shares | $5,026,691 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 21,196 shares | $5,015,497 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 3,765 shares | $5,015,131 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 24,933 shares | $5,002,058 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 103,348 shares | $4,954,503 |
| DISNEY WALT CO | COM | 254687106 | — | 50,973 shares | $4,944,589 |
| CRH PLC | ORD | G25508105 | — | 46,042 shares | $4,926,494 |
| DANAHER CORP DEL | COM | 235851102 | — | 25,490 shares | $4,865,501 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 38,448 shares | $4,857,555 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 43,786 shares | $4,830,472 |
| STARBUCKS CORP | COM | 855244109 | — | 47,190 shares | $4,822,367 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 8,291 shares | $4,816,501 |
| MARATHON PETE CORP | COM | 56585A102 | — | 18,803 shares | $4,807,363 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 9,650 shares | $4,793,445 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 11,953 shares | $4,753,469 |
| SALESFORCE INC | COM | 79466L302 | — | 30,152 shares | $4,737,775 |
| STRYKER CORPORATION | COM | 863667101 | — | 14,969 shares | $4,726,095 |
| PEPSICO INC | COM | 713448108 | — | 34,594 shares | $4,684,028 |
| WELLTOWER INC | COM | 95040Q104 | — | 20,580 shares | $4,671,101 |
| TOYOTA MOTOR CORP | ADS | 892331307 | — | 27,679 shares | $4,661,697 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 20,637 shares | $4,656,574 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 40,012 shares | $4,568,570 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 13,820 shares | $4,562,258 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 48,126 shares | $4,440,571 |
| BHP BILLITON LIMITED | SPONSORED ADS | 088606108 | — | 52,962 shares | $4,412,264 |
| STATE STR CORP | COM | 857477103 | — | 25,842 shares | $4,382,803 |
| BLACKROCK INC | COM | 09290D101 | — | 4,553 shares | $4,377,983 |
| ENBRIDGE INC | COM | 29250N105 | — | 80,100 shares | $4,342,221 |
| CISCO SYS INC | COM | 17275R102 | — | 36,715 shares | $4,312,544 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 29,384 shares | $4,304,895 |
| QUANTA SVCS INC | COM | 74762E102 | — | 5,951 shares | $4,284,958 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 12,530 shares | $4,272,981 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 5,586 shares | $4,262,900 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 25,092 shares | $4,262,629 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 100,177 shares | $4,241,481 |
| VISA INC | COM CL A | 92826C839 | — | 12,348 shares | $4,236,475 |
| MOODYS CORP | COM | 615369105 | — | 9,348 shares | $4,233,896 |
| CHUBB LIMITED | COM | H1467J104 | — | 12,354 shares | $4,222,118 |
| CSX CORP | COM | 126408103 | — | 88,624 shares | $4,212,299 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 58,755 shares | $4,186,294 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 10,029 shares | $4,177,087 |
| AFLAC INC | COM | 001055102 | — | 35,559 shares | $4,169,293 |