2026 Q1 Portfolio Activity
In 2026 Q1, Laird Norton Wetherby Trust Company, LLC maintained a portfolio of 1060 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 0.22% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 236.6%. The fund also reduced its exposure to PENUMBRA INC by 84.1%.
Position History
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Total Positions
1060
Quarter
2026 Q1
Top Holding
MSFT (5.9%)
Top 10 Concentration
34.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1060
Laird Norton Wetherby Trust Company, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 5.88% | 7.64% |
#1
Prev: #1
|
4.9 |
—
|
-31,474 | -4.1% |
P
S
|
728,596 | $269,704,877 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 5.52% | 5.02% |
#2
1
Prev: #3
|
5.7 |
—
|
68,836 | 9.6% |
P
S
|
789,042 | $253,133,031 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 5.14% | 5.64% |
#3
1
Prev: #2
|
3.6 |
—
|
-70,186 | -7.0% |
P
S
|
928,297 | $235,592,878 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.10% | 4.42% |
#4
Prev: #4
|
2.6 |
—
|
-63,645 | -5.6% |
P
S
|
1,076,441 | $187,742,088 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.64% | 1.95% |
#5
5
Prev: #10
|
4.1 |
—
|
390,223 | 26.0% |
P
S
|
1,890,946 | $121,171,873 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 2.45% | 2.16% |
#6
1
Prev: #7
|
3.0 |
—
|
81,713 | 5.8% |
P
S
|
1,493,141 | $112,134,944 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 2.38% | 2.45% |
#7
2
Prev: #5
|
1.5 |
—
|
-4 | -2.6% |
P
S
|
152 | $109,157,280 | 2003 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.21% | 1.96% |
#8
1
Prev: #9
|
2.9 |
—
|
117,048 | 6.7% |
P
S
|
1,870,667 | $101,109,566 | 2008 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.07% | 2.36% |
#9
3
Prev: #6
|
1.3 |
—
|
-35,632 | -7.2% |
P
S
|
456,213 | $95,015,509 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.98% | 2.14% |
#10
2
Prev: #8
|
1.3 |
—
|
-12,528 | -3.8% |
P
S
|
316,289 | $90,952,113 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.28% | 0.38% |
#11
34
Prev: #45
|
3.5 |
—
|
137,570 | 236.6% |
P
S
|
195,721 | $58,491,413 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.25% | 1.36% |
#12
Prev: #12
|
1.0 |
—
|
-4,177 | -2.2% |
P
S
|
185,489 | $57,410,803 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.20% | 1.41% |
#13
2
Prev: #11
|
1.0 |
—
|
-24,568 | -11.4% |
P
S
|
191,829 | $55,028,438 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.16% | 1.19% |
#14
1
Prev: #13
|
1.0 |
—
|
-2,325 | -2.8% |
P
S
|
81,615 | $53,224,680 | 2000 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VT
VANGUARD INTL E...
|
ETF | 1.10% | 0.97% |
#15
1
Prev: #16
|
2.4 |
—
|
34,172 | 10.3% |
P
S
|
365,960 | $50,619,794 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.09% | 1.18% |
#16
2
Prev: #14
|
0.9 |
—
|
-6,316 | -3.6% |
P
S
|
169,233 | $49,781,448 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.08% | 0.92% |
#17
2
Prev: #19
|
0.9 |
—
|
788 | 0.5% |
P
S
|
146,733 | $49,726,331 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.01% | 1.14% |
#18
3
Prev: #15
|
0.9 |
—
|
-1,646 | -2.0% |
P
S
|
81,165 | $46,437,063 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.91% | 0.96% |
#19
2
Prev: #17
|
0.9 |
—
|
-4,964 | -5.4% |
P
S
|
86,947 | $41,665,003 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWB
ISHARES TR
|
ETF | 0.91% | 0.91% |
#20
1
Prev: #21
|
0.9 |
—
|
-619 | -0.5% |
P
S
|
116,843 | $41,662,072 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IGF
ISHARES TR
|
ETF | 0.84% | 0.43% |
#21
14
Prev: #35
|
3.3 |
—
|
241,326 | 71.8% |
P
S
|
577,652 | $38,702,740 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.84% | 0.94% |
#22
4
Prev: #18
|
0.8 |
—
|
3,182 | 3.2% |
P
S
|
103,514 | $38,481,330 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.79% | 0.92% |
#23
3
Prev: #20
|
0.8 |
—
|
-1,908 | -4.6% |
P
S
|
39,217 | $36,070,760 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EFA
ISHARES TR
|
ETF | 0.69% | 0.67% |
#24
Prev: #24
|
0.8 |
—
|
-10,741 | -3.2% |
P
S
|
327,293 | $31,790,071 | 2001 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVW
ISHARES TR
|
Warrant | 0.68% | 0.71% |
#25
3
Prev: #22
|
0.8 |
—
|
-32 | -0.0% |
P
S
|
275,902 | $31,207,327 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.67% | 0.52% |
#26
3
Prev: #29
|
2.8 |
—
|
12,203 | 30.9% |
P
S
|
51,710 | $30,900,135 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MUB
ISHARES TR
|
ETF | 0.63% | 0.57% |
#27
1
Prev: #26
|
2.3 |
—
|
17,376 | 6.8% |
P
S
|
271,681 | $28,838,938 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 0.62% | 0.71% |
#28
5
Prev: #23
|
0.7 |
—
|
-3,503 | -3.6% |
P
S
|
93,344 | $28,212,151 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWV
ISHARES TR
|
ETF | 0.57% | 0.58% |
#29
4
Prev: #25
|
0.7 |
—
|
-996 | -1.4% |
P
S
|
70,889 | $26,277,465 | 2006 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.56% | 0.48% |
#30
3
Prev: #33
|
2.2 |
—
|
9,313 | 10.5% |
P
S
|
98,182 | $25,715,969 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.56% | 0.48% |
#31
1
Prev: #32
|
0.7 |
—
|
-7,215 | -6.5% |
P
S
|
104,108 | $25,448,246 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.54% | 0.45% |
#32
2
Prev: #34
|
0.7 |
—
|
-369 | -1.5% |
P
S
|
24,858 | $24,770,550 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.52% | 0.38% |
#33
10
Prev: #43
|
0.7 |
—
|
-13,907 | -9.1% |
P
S
|
139,738 | $23,708,035 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.51% | 0.35% |
#34
15
Prev: #49
|
2.7 |
—
|
82,793 | 37.1% |
P
S
|
305,684 | $23,571,343 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.51% | 0.55% |
#35
8
Prev: #27
|
0.7 |
—
|
-5,935 | -7.8% |
P
S
|
70,429 | $23,163,478 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.50% | 0.50% |
#36
6
Prev: #30
|
0.7 |
—
|
-546 | -2.0% |
P
S
|
27,073 | $22,903,335 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.47% | 0.27% |
#37
21
Prev: #58
|
3.2 |
—
|
116,097 | 66.2% |
P
S
|
291,378 | $21,457,085 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.44% | 0.31% |
#38
14
Prev: #52
|
0.7 |
—
|
297 | 0.5% |
P
S
|
58,954 | $20,149,888 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.44% | 0.38% |
#39
5
Prev: #44
|
0.7 |
—
|
-3,959 | -2.4% |
P
S
|
160,368 | $19,970,206 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.43% | 0.36% |
#40
6
Prev: #46
|
0.7 |
—
|
-1,178 | -7.2% |
P
S
|
15,087 | $19,927,362 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.43% | 0.42% |
#41
4
Prev: #37
|
0.7 |
—
|
-7,483 | -3.5% |
P
S
|
206,117 | $19,818,150 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PHYS
SPROTT ASSET MA...
|
Unknown | 0.42% | 0.39% |
#42
2
Prev: #40
|
0.7 |
—
|
-26,630 | -4.7% |
P
S
|
542,013 | $19,210,245 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.42% | 0.49% |
#43
12
Prev: #31
|
0.7 |
—
|
-2,479 | -6.1% |
P
S
|
38,427 | $19,200,435 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CMC
COMMERCIAL META...
|
Industrials | 0.37% | 0.41% |
#44
6
Prev: #38
|
0.6 |
—
|
-8,710 | -3.1% |
P
S
|
273,220 | $16,783,958 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.35% | 0.36% |
#45
2
Prev: #47
|
0.6 |
—
|
-2,955 | -3.9% |
P
S
|
73,157 | $15,910,940 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.34% | 0.26% |
#46
15
Prev: #61
|
0.6 |
—
|
-7,014 | -8.6% |
P
S
|
74,330 | $15,378,970 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.33% | 0.39% |
#47
5
Prev: #42
|
0.6 |
—
|
1,165 | 0.8% |
P
S
|
149,408 | $15,339,752 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.33% | 0.43% |
#48
12
Prev: #36
|
0.6 |
—
|
-7,001 | -10.1% |
P
S
|
62,498 | $15,148,809 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.33% | 0.36% |
#49
1
Prev: #48
|
0.6 |
—
|
-1,067 | -0.3% |
P
S
|
310,683 | $15,145,796 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.33% | 0.33% |
#50
1
Prev: #51
|
0.6 |
—
|
-662 | -0.9% |
P
S
|
73,475 | $14,947,081 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 1060 holdings