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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) |
|---|---|---|---|---|---|
| AEGON LTD | AMER REG 1 CERT | 0076CA104 | — | 178,979 shares | $1,430,043 |
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 05946K101 | — | 74,194 shares | $1,428,235 |
| EMERSON ELEC CO | COM | 291011104 | — | 10,743 shares | $1,409,267 |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | — | 10,622 shares | $1,403,910 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 5,930 shares | $1,399,836 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 8,643 shares | $1,399,734 |
| CHUNGHWA TELECOM CO LTD | SPON ADR NEW11 | 17133Q502 | — | 32,076 shares | $1,399,156 |
| 3M CO | COM | 88579Y101 | — | 9,002 shares | $1,396,931 |
| SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | — | 9,953 shares | $1,393,974 |
| HP INC | COM | 40434L105 | — | 51,038 shares | $1,389,765 |
| CENOVUS ENERGY INC | COM | 15135U109 | — | 81,785 shares | $1,389,528 |
| TARGET CORP | COM | 87612E106 | — | 15,392 shares | $1,380,667 |
| NETAPP INC | COM | 64110D104 | — | 11,636 shares | $1,378,401 |
| WILLIAMS COS INC | COM | 969457100 | — | 21,748 shares | $1,377,736 |
| INHIBRX BIOSCIENCES INC | COM | 45720N103 | — | 40,656 shares | $1,369,295 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 4,011 shares | $1,367,751 |
| WORKDAY INC | CL A | 98138H101 | — | 5,627 shares | $1,354,588 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 1,813 shares | $1,353,641 |
| OWENS CORNING NEW | COM | 690742101 | — | 9,567 shares | $1,353,348 |
| FASTENAL CO | COM | 311900104 | — | 27,576 shares | $1,352,328 |
| PHILLIPS 66 | COM | 718546104 | — | 9,873 shares | $1,342,926 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 19,944 shares | $1,337,445 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 | — | 22,389 shares | $1,336,400 |
| KKR & CO INC | COM | 48251W104 | — | 10,100 shares | $1,312,495 |
| SANOFI SA | SPONSORED ADR | 80105N105 | — | 27,754 shares | $1,309,989 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 39,145 shares | $1,306,272 |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 500472303 | — | 47,831 shares | $1,303,874 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | — | 14,349 shares | $1,281,971 |
| NIKE INC | CL B | 654106103 | — | 18,353 shares | $1,279,759 |
| PROGRESSIVE CORP | COM | 743315103 | — | 5,165 shares | $1,275,497 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 16,800 shares | $1,251,482 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 6,565 shares | $1,232,054 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 20,587 shares | $1,229,048 |
| TRIP COM GROUP LTD | ADS | 89677Q107 | — | 16,263 shares | $1,222,978 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 | — | 20,259 shares | $1,216,148 |
| LOEWS CORP | COM | 540424108 | — | 12,090 shares | $1,213,716 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 4,764 shares | $1,211,460 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 7,171 shares | $1,208,744 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 2,460 shares | $1,206,335 |
| AMETEK INC | COM | 031100100 | — | 6,407 shares | $1,204,516 |
| CANADIAN IMPERIAL BANK OF CO | COM | 136069101 | — | 15,064 shares | $1,203,463 |
| DOORDASH INC | CL A | 25809K105 | — | 4,397 shares | $1,195,941 |
| D R HORTON INC | COM | 23331A109 | — | 7,040 shares | $1,193,069 |
| PENTAIR PLC | SHS | G7S00T104 | — | 10,737 shares | $1,189,231 |
| ELBIT SYS LTD | ORD | M3760D101 | — | 2,318 shares | $1,181,717 |
| EQT CORP | COM | 26884L109 | — | 21,345 shares | $1,161,809 |
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 | — | 6,742 shares | $1,159,557 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 10,298 shares | $1,158,479 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 17,508 shares | $1,155,674 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 46,814 shares | $1,149,752 |
| PACCAR INC | COM | 693718108 | — | 11,542 shares | $1,134,810 |
| NVR INC | COM | 62944T105 | — | 139 shares | $1,116,818 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 6,247 shares | $1,116,527 |
| YUM BRANDS INC | COM | 988498101 | — | 7,329 shares | $1,114,008 |
| CINTAS CORP | COM | 172908105 | — | 5,401 shares | $1,108,610 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 3,596 shares | $1,098,255 |
| TELEFONICA BRASIL SA | SPONSORED ADS | 87936R205 | — | 84,863 shares | $1,082,004 |
| SYNOPSYS INC | COM | 871607107 | — | 2,188 shares | $1,079,538 |
| FEDEX CORP | COM | 31428X106 | — | 4,576 shares | $1,079,067 |
| IRON MTN INC DEL | COM | 46284V101 | — | 10,565 shares | $1,076,997 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 236,104 shares | $1,071,913 |
| NETFLIX INC | COM | 64110L106 | — | 894 shares | $1,071,835 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 24,753 shares | $1,068,361 |
| UNUM GROUP | COM | 91529Y106 | — | 13,709 shares | $1,066,287 |
| QUANTA SVCS INC | COM | 74762E102 | — | 2,570 shares | $1,065,060 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 6,087 shares | $1,064,739 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 30,343 shares | $1,063,826 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 8,530 shares | $1,055,600 |
| NVENT ELECTRIC PLC | SHS | G6700G107 | — | 10,694 shares | $1,054,857 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 11,170 shares | $1,053,331 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 10,498 shares | $1,052,454 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 10,898 shares | $1,052,235 |
| ZOETIS INC | CL A | 98978V103 | — | 7,164 shares | $1,048,237 |
| PERIMETER SOLUTIONS INC | COMMON STOCK | 71385M107 | — | 46,753 shares | $1,046,800 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 5,480 shares | $1,043,173 |
| PEARSON PLC | SPONSORED ADR | 705015105 | — | 73,194 shares | $1,036,428 |
| SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | — | 7,322 shares | $1,025,384 |
| INTERCONTINENTAL HOTELS GROU | SPONSORED ADS | 45857P806 | — | 8,455 shares | $1,025,254 |
| ORMAT TECHNOLOGIES INC | COM | 686688102 | — | 10,599 shares | $1,020,154 |
| COUSINS PPTYS INC | COM NEW | 222795502 | — | 35,121 shares | $1,016,402 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | — | 25,880 shares | $1,015,033 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 8,359 shares | $1,014,449 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 3,254 shares | $1,007,894 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 5,393 shares | $1,005,741 |
| EA SERIES TRUST | STANCE SUSTAINAB | 02072L151 | — | 36,394 shares | $993,695 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 14,759 shares | $993,429 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 21,712 shares | $992,673 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | — | 13,667 shares | $990,031 |
| FORTINET INC | COM | 34959E109 | — | 11,687 shares | $982,643 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 2,893 shares | $976,359 |
| SEMPRA | COM | 816851109 | — | 10,842 shares | $975,564 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 | — | 26,294 shares | $967,883 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 24,598 shares | $963,996 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 2,048 shares | $959,304 |
| NOMURA HLDGS INC | SPONSORED ADR | 65535H208 | — | 130,916 shares | $951,760 |
| OKTA INC | CL A | 679295105 | — | 10,306 shares | $945,061 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 33,414 shares | $944,280 |
| VENTAS INC | COM | 92276F100 | — | 13,491 shares | $944,236 |
| ORIX CORP | SPONSORED ADR | 686330101 | — | 35,962 shares | $939,328 |
| CVS HEALTH CORP | COM | 126650100 | — | 12,443 shares | $938,078 |