← 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
  1. APPLE INC · COM · 037833100 · shares: $162,335,855
  2. NVIDIA CORPORATION · COM · 67066G104 · shares: $130,992,187
  3. MICROSOFT CORP · COM · 594918104 · shares: $128,294,675
  4. VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $103,713,626
  5. AMAZON COM INC · COM · 023135106 · shares: $71,276,171
  6. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $55,951,164
  7. META PLATFORMS INC · CL A · 30303M102 · shares: $47,757,503
  8. VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $43,635,795
  9. SPDR S&P 500 ETF TR · TR UNIT · 78462F103 · shares: $42,585,972
  10. BROADCOM INC · COM · 11135F101 · shares: $31,419,430

Reported holdings

1,183 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
PUBLIC SVC ENTERPRISE GRP INCOM744573106 — 11,239 shares $938,007
EVERSOURCE ENERGYCOM30040W108 — 13,178 shares $937,483
FIFTH THIRD BANCORPCOM316773100 — 20,977 shares $934,526
AIRBNB INCCOM CL A009066101 — 7,666 shares $930,806
COPART INCCOM217204106 — 20,571 shares $925,078
ARGENX SESPONSORED ADR04016X101 — 1,253 shares $924,163
US BANCORP DELCOM NEW902973304 — 19,098 shares $923,007
ELECTRONIC ARTS INCCOM285512109 — 4,569 shares $921,568
REALTY INCOME CORPCOM756109104 — 15,128 shares $919,632
ONEOK INC NEWCOM682680103 — 12,597 shares $919,204
AGILENT TECHNOLOGIES INCCOM00846U101 — 7,084 shares $909,232
PUBLIC STORAGE OPER COCOM74460D109 — 3,135 shares $905,545
VALERO ENERGY CORPCOM91913Y100 — 5,318 shares $905,443
TELEFONICA S ASPONSORED ADR879382208 — 177,909 shares $903,778
CARDINAL HEALTH INCCOM14149Y108 — 5,729 shares $899,224
SCHLUMBERGER LTDCOM STK806857108 — 26,149 shares $898,742
IDEXX LABS INCCOM45168D104 — 1,396 shares $891,891
INGERSOLL RAND INCCOM45687V106 — 10,778 shares $890,479
BECTON DICKINSON & COCOM075887109 — 4,749 shares $888,871
FLEX LTDORDY2573F102 — 15,180 shares $879,985
PURE STORAGE INCCL A74624M102 — 10,416 shares $872,965
CHURCH & DWIGHT CO INCCOM171340102 — 9,905 shares $867,976
KIMBERLY-CLARK CORPCOM494368103 — 6,954 shares $864,661
ROCKWELL AUTOMATION INCCOM773903109 — 2,469 shares $862,990
JD.COM INCSPON ADS CL A47215P106 — 24,617 shares $861,103
NOKIA CORPSPONSORED ADR654902204 — 178,505 shares $858,610
MARVELL TECHNOLOGY INCCOM573874104 — 10,173 shares $855,245
NATIONAL GRID PLCSPONSORED ADR NE636274409 — 11,702 shares $850,385
GENERAL MLS INCCOM370334104 — 16,733 shares $843,678
CORTEVA INCCOM22052L104 — 12,384 shares $837,530
LYFT INCCL A COM55087P104 — 37,492 shares $825,199
ISHARES TRCORE S&P US GWT464287671 — 5,005 shares $823,523
SYSCO CORPCOM871829107 — 9,969 shares $820,869
SUNCOR ENERGY INC NEWCOM867224107 — 19,488 shares $814,794
NATWEST GROUP PLCSPONS ADR639057207 — 57,575 shares $814,687
GARMIN LTDSHSH2906T109 — 3,293 shares $810,803
RESMED INCCOM761152107 — 2,959 shares $809,968
VISTRA CORPCOM92840M102 — 4,130 shares $809,150
AXON ENTERPRISE INCCOM05464C101 — 1,127 shares $808,781
MSCI INCCOM55354G100 — 1,424 shares $807,992
EOG RES INCCOM26875P101 — 7,202 shares $807,489
TAPESTRY INCCOM876030107 — 7,125 shares $806,693
RANGE RES CORPCOM75281A109 — 21,419 shares $806,212
VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF92206C771 — 17,090 shares $802,547
EXELON CORPCOM30161N101 — 17,697 shares $796,542
WISDOMTREE TRUS LARGECAP DIVD97717W307 — 9,135 shares $794,992
MANULIFE FINL CORPCOM56501R106 — 25,341 shares $789,373
METTLER TOLEDO INTERNATIONALCOM592688105 — 638 shares $783,216
BARRICK MNG CORPCOM SHS06849F108 — 23,531 shares $771,111
MOSAIC CO NEWCOM61945C103 — 22,173 shares $768,960
WORKDAY INCCL A98138H101 — 3,194 shares $768,892
CHECK POINT SOFTWARE TECH LTORDM22465104 — 3,715 shares $768,671
ISHARES TRS&P 100 ETF464287101 — 2,293 shares $763,203
REGIONS FINANCIAL CORP NEWCOM7591EP100 — 28,917 shares $762,697
HUNTINGTON BANCSHARES INCCOM446150104 — 43,838 shares $757,083
WESCO INTL INCCOM95082P105 — 3,567 shares $754,421
CONSOLIDATED EDISON INCCOM209115104 — 7,493 shares $753,197
VISA INCCOM CL A92826C839 — 2,200 shares $751,036
ISHARES TR7-10 YR TRSY BD464287440 — 7,754 shares $747,917
JPMORGAN CHASE & CO.COM46625H100 — 2,370 shares $747,570
HENRY SCHEIN INCCOM806407102 — 11,234 shares $745,601
DUPONT DE NEMOURS INCCOM26614N102 — 9,555 shares $744,309
TORTOISE ENERGY INFRA CORPCOM89147L886 — 17,220 shares $742,010
BERKSHIRE HATHAWAY INC DELCL B NEW084670702 — 1,475 shares $741,542
LI AUTO INCSPONSORED ADS50202M102 — 28,922 shares $732,884
SPDR S&P 500 ETF TRTR UNIT78462F103 CALL 1,100 principal $732,798
ILLUMINA INCCOM452327109 — 7,711 shares $732,314
DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708 — 18,948 shares $730,825
VEEVA SYS INCCL A COM922475108 — 2,453 shares $730,774
REGENERON PHARMACEUTICALSCOM75886F107 — 1,293 shares $727,016
BXP INCCOM101121101 — 9,761 shares $725,633
TAKE-TWO INTERACTIVE SOFTWARCOM874054109 — 2,800 shares $723,408
MARTIN MARIETTA MATLS INCCOM573284106 — 1,144 shares $721,041
CBRE GROUP INCCL A12504L109 — 4,572 shares $720,365
VORNADO RLTY TRSH BEN INT929042109 — 17,504 shares $709,438
FERGUSON ENTERPRISES INCCOMMON STOCK NEW31488V107 — 3,138 shares $704,733
RUBRIK INC.CL A781154109 — 8,563 shares $704,307
POSCO HOLDINGS INCSPONSORED ADR693483109 — 14,312 shares $704,294
SPDR DOW JONES INDL AVERAGEUT SER 178467X109 — 1,500 shares $695,610
ETF SER SOLUTIONSAAM S&P 50026922A594 — 20,000 shares $694,690
ENEL CHILE S.A.SPONSORED ADR29278D105 — 178,268 shares $693,463
BP PLCSPONSORED ADR055622104 — 20,006 shares $689,407
AMPLIFY ETF TRAMPLIFY CYBERSEC032108664 — 7,940 shares $689,192
OVINTIV INCCOM69047Q102 — 17,060 shares $688,883
REGENERON PHARMACEUTICALSCOM75886F107 — 1,225 shares $688,781
NEW ORIENTAL ED & TECHNOLOGYSPON ADR647581206 — 12,965 shares $688,053
CANADIAN NAT RES LTDCOM136385101 — 21,527 shares $688,003
WASTE CONNECTIONS INCCOM94106B101 — 3,900 shares $685,620
MASIMO CORPCOM574795100 — 4,603 shares $679,173
FIRST AMERN FINL CORPCOM31847R102 — 10,570 shares $679,017
HUMANA INCCOM444859102 — 2,596 shares $675,405
SCHWAB STRATEGIC TRFUNDAMENTAL US L808524771 — 25,668 shares $675,069
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718 — 4,666 shares $665,108
ROBINHOOD MKTS INCCOM CL A770700102 — 4,644 shares $664,928
CDW CORPCOM12514G108 — 4,149 shares $660,853
IDEX CORPCOM45167R104 — 4,058 shares $660,481
LENNAR CORPCL A526057104 — 5,214 shares $657,173
SPIRE INCCOM84857L101 — 8,049 shares $656,155
LOGITECH INTL S ASHSH50430232 — 5,953 shares $652,926
GLOBE LIFE INCCOM37959E102 — 4,518 shares $645,939