← Back to Discover
Laird Norton Wetherby Wealth Management, LLC
Period ended Sep 30, 2025 · Latest filing Nov 14, 2025
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
- Sep 30, 2025: $2,449,361,601
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2025. 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
- APPLE INC · COM · 037833100 · shares: $162,335,855
- NVIDIA CORPORATION · COM · 67066G104 · shares: $130,992,187
- MICROSOFT CORP · COM · 594918104 · shares: $128,294,675
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $103,713,626
- AMAZON COM INC · COM · 023135106 · shares: $71,276,171
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $55,951,164
- META PLATFORMS INC · CL A · 30303M102 · shares: $47,757,503
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $43,635,795
- SPDR S&P 500 ETF TR · TR UNIT · 78462F103 · shares: $42,585,972
- BROADCOM INC · COM · 11135F101 · shares: $31,419,430
Reported holdings
1,183 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 21,735 shares | $2,343,251 |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 606822104 | — | 146,771 shares | $2,339,530 |
| SHINHAN FINANCIAL GROUP CO L | SPN ADR RESTRD | 824596100 | — | 46,440 shares | $2,339,183 |
| GRAINGER W W INC | COM | 384802104 | — | 2,427 shares | $2,312,865 |
| COCA-COLA EUROPACIFIC PARTNE | SHS | G25839104 | — | 25,250 shares | $2,282,867 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | — | 66,558 shares | $2,273,622 |
| GENERAL MTRS CO | COM | 37045V100 | — | 37,206 shares | $2,268,450 |
| FIRST SOLAR INC | COM | 336433107 | — | 10,250 shares | $2,260,433 |
| MICROSOFT CORP | COM | 594918104 | — | 4,273 shares | $2,213,201 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 4,427 shares | $2,210,003 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 5,110 shares | $2,177,882 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 15,476 shares | $2,154,148 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 5,470 shares | $2,142,271 |
| KROGER CO | COM | 501044101 | — | 31,531 shares | $2,125,476 |
| INTEL CORP | COM | 458140100 | — | 63,243 shares | $2,121,803 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 32,026 shares | $2,115,638 |
| BOEING CO | COM | 097023105 | — | 9,755 shares | $2,105,351 |
| AUTODESK INC | COM | 052769106 | — | 6,609 shares | $2,099,482 |
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | — | 188,734 shares | $2,093,061 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 33,106 shares | $2,068,132 |
| SONOCO PRODS CO | COM | 835495102 | — | 47,815 shares | $2,060,349 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 6,642 shares | $2,044,822 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 10,138 shares | $2,043,112 |
| ALLSTATE CORP | COM | 020002101 | — | 9,434 shares | $2,025,009 |
| HERSHEY CO | COM | 427866108 | — | 10,800 shares | $2,020,140 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 3,285 shares | $2,001,617 |
| BANK MONTREAL QUE | COM | 063671101 | — | 15,229 shares | $1,983,578 |
| AON PLC | SHS CL A | G0403H108 | — | 5,524 shares | $1,969,748 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 8,579 shares | $1,968,709 |
| APPLE INC | COM | 037833100 | — | 7,727 shares | $1,967,487 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 4,000 shares | $1,965,000 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 11,625 shares | $1,958,580 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 16,440 shares | $1,953,546 |
| NEWMONT CORP | COM | 651639106 | — | 23,157 shares | $1,952,367 |
| EQUINIX INC | COM | 29444U700 | — | 2,479 shares | $1,941,945 |
| PROSHARES TR | SHRT RUSSELL2000 | 74348A210 | — | 115,000 shares | $1,930,850 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 24,080 shares | $1,924,956 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 27,679 shares | $1,898,226 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 6,291 shares | $1,889,880 |
| KB HOME | COM | 48666K109 | — | 29,497 shares | $1,877,190 |
| TARGA RES CORP | COM | 87612G101 | — | 11,117 shares | $1,862,543 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 2,627 shares | $1,833,646 |
| INFORMATION SVCS GROUP INC | COM | 45675Y104 | — | 318,404 shares | $1,830,823 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 7,374 shares | $1,818,429 |
| CENCORA INC | COM | 03073E105 | — | 5,787 shares | $1,808,628 |
| UNITED RENTALS INC | COM | 911363109 | — | 1,886 shares | $1,800,489 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 | — | 32,204 shares | $1,795,373 |
| FISERV INC | COM | 337738108 | — | 13,793 shares | $1,778,332 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 39,384 shares | $1,776,219 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 18,501 shares | $1,762,036 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 56,014 shares | $1,759,960 |
| GOLD FIELDS LTD | SPONSORED ADR | 38059T106 | — | 41,602 shares | $1,745,620 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 12,599 shares | $1,741,667 |
| CAMECO CORP | COM | 13321L108 | — | 20,574 shares | $1,725,336 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 21,850 shares | $1,723,965 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 5,312 shares | $1,716,303 |
| FIVE9 INC | COM | 338307101 | — | 70,522 shares | $1,706,633 |
| BLACKSTONE INC | COM | 09260D107 | — | 9,975 shares | $1,704,272 |
| CORNING INC | COM | 219350105 | — | 20,749 shares | $1,702,041 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 21,892 shares | $1,679,555 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 8,546 shares | $1,676,982 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 7,122 shares | $1,673,528 |
| ROSS STORES INC | COM | 778296103 | — | 10,979 shares | $1,673,109 |
| KAYNE ANDERSON ENERGY INFRST | COM | 486606106 | — | 133,672 shares | $1,653,523 |
| XPENG INC | ADS | 98422D105 | — | 69,656 shares | $1,631,344 |
| NETEASE INC | SPONSORED ADS | 64110W102 | — | 10,703 shares | $1,626,749 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | — | 30,317 shares | $1,609,227 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 9,290 shares | $1,605,996 |
| OMNICOM GROUP INC | COM | 681919106 | — | 19,615 shares | $1,599,211 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 22,663 shares | $1,593,889 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 16,827 shares | $1,591,704 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 32,622 shares | $1,589,344 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 4,808 shares | $1,582,169 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 4,852 shares | $1,570,011 |
| WELLTOWER INC | COM | 95040Q104 | — | 8,813 shares | $1,569,994 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 22,799 shares | $1,560,840 |
| CME GROUP INC | COM | 12572Q105 | — | 5,754 shares | $1,554,674 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 13,919 shares | $1,545,009 |
| BARCLAYS PLC | ADR | 06738E204 | — | 74,175 shares | $1,533,198 |
| AMAZON COM INC | COM | 023135106 | — | 6,975 shares | $1,531,536 |
| IMPERIAL OIL LTD | COM NEW | 453038408 | — | 16,834 shares | $1,527,518 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | — | 5,382 shares | $1,516,971 |
| NEXTDOOR HOLDINGS INC | COM CL A | 65345M108 | — | 722,489 shares | $1,510,003 |
| DEUTSCHE BANK A G | NAMEN AKT | D18190898 | — | 42,568 shares | $1,507,333 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 6,297 shares | $1,499,757 |
| TECK RESOURCES LTD | CL B | 878742204 | — | 34,148 shares | $1,498,756 |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | — | 64,137 shares | $1,496,958 |
| ISHARES TR | CORE TOTAL USD | 46434V613 | — | 31,830 shares | $1,486,758 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 6,095 shares | $1,481,814 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 53,548 shares | $1,461,851 |
| AIR PRODS & CHEMS INC | COM | 009158106 | — | 5,356 shares | $1,460,689 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 216,636 shares | $1,451,462 |
| SOUTHERN CO | COM | 842587107 | — | 15,281 shares | $1,448,181 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 19,688 shares | $1,446,251 |
| PAYCHEX INC | COM | 704326107 | — | 11,387 shares | $1,443,417 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 2,887 shares | $1,439,719 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 10,185 shares | $1,435,622 |
| METLIFE INC | COM | 59156R108 | — | 17,427 shares | $1,435,462 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | — | 17,910 shares | $1,431,905 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 9,831 shares | $1,431,886 |