2025 Q3 Portfolio Activity
In 2025 Q3, Laird Norton Wetherby Wealth Management, LLC maintained a portfolio of 973 distinct positions. The most significant new addition was NEXTRACKER INC, now representing 0.02% of the total fund value. They heavily accumulated shares in SPDR S&P 500 ETF TR, increasing the position by 5711.5%. The fund also reduced its exposure to SPDR S&P 500 ETF TR by 98.2%.
Position History
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Total Positions
973
Quarter
2025 Q3
Top Holding
AAPL (6.6%)
Top 10 Concentration
33.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 973
Laird Norton Wetherby Wealth Management, LLC Full Holdings List — 2025 Q3
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 6.63% | 5.97% |
#1
Prev: #1
|
5.2 |
—
|
-15,745 | -2.4% |
P
S
|
637,536 | $162,335,855 | 2006 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.35% | 4.88% |
#2
1
Prev: #3
|
4.1 |
—
|
7,920 | 1.1% |
P
S
|
702,070 | $130,992,187 | 2016 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.24% | 5.20% |
#3
1
Prev: #2
|
5.1 |
—
|
13,023 | 5.5% |
P
S
|
247,697 | $128,294,675 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 4.23% | 4.28% |
#4
Prev: #4
|
2.7 |
—
|
-671 | -0.2% |
P
S
|
316,036 | $103,713,626 | 2011 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.91% | 3.15% |
#5
Prev: #5
|
2.2 |
—
|
1,571 | 0.5% |
P
S
|
324,617 | $71,276,171 | 2007 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.28% | 1.80% |
#6
2
Prev: #8
|
1.4 |
—
|
89 | 0.0% |
P
S
|
230,156 | $55,951,164 | 2015 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.95% | 2.12% |
#7
1
Prev: #6
|
1.3 |
—
|
505 | 0.8% |
P
S
|
65,031 | $47,757,503 | 2013 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.78% | 1.84% |
#8
1
Prev: #7
|
1.2 |
—
|
3,283 | 0.5% |
P
S
|
728,234 | $43,635,795 | 2017 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.74% | 1.68% |
#9
Prev: #9
|
1.2 |
—
|
2,924 | 4.8% |
P
S
|
63,926 | $42,585,972 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.28% | 1.12% |
#10
3
Prev: #13
|
1.0 |
—
|
4,347 | 4.8% |
P
S
|
95,236 | $31,419,430 | 2016 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.23% | 1.22% |
#11
Prev: #11
|
1.0 |
—
|
574 | 0.6% |
P
S
|
95,143 | $30,010,830 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.22% | 1.07% |
#12
2
Prev: #14
|
1.0 |
—
|
469 | 0.4% |
P
S
|
106,819 | $29,834,274 | 2007 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VT
VANGUARD INTL E...
|
ETF | 1.12% | 1.15% |
#13
1
Prev: #12
|
0.9 |
—
|
-693 | -0.3% |
P
S
|
199,679 | $27,515,726 | 2017 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NFLX
NETFLIX INC
|
Communication Services | 1.11% | 1.33% |
#14
4
Prev: #10
|
0.9 |
—
|
282 | 1.3% |
P
S
|
22,628 | $27,129,163 | 2013 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.00% | 0.75% |
#15
2
Prev: #17
|
0.9 |
—
|
1,808 | 3.4% |
P
S
|
55,128 | $24,516,526 | 2015 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.92% | 0.69% |
#16
2
Prev: #18
|
2.4 |
—
|
5,425 | 6.3% |
P
S
|
92,184 | $22,451,397 | 2004 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.79% | 0.87% |
#17
1
Prev: #16
|
0.8 |
—
|
419 | 1.7% |
P
S
|
25,429 | $19,402,511 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 0.79% | 0.87% |
#18
3
Prev: #15
|
0.8 |
—
|
1,636 | 3.0% |
P
S
|
56,616 | $19,327,676 | 2008 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.67% | 0.55% |
#19
5
Prev: #24
|
0.8 |
—
|
1,974 | 3.5% |
P
S
|
58,387 | $16,420,687 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CMC
COMMERCIAL META...
|
Basic Materials | 0.66% | 0.61% |
#20
Prev: #20
|
0.8 |
—
|
-180 | -0.1% |
P
S
|
280,817 | $16,085,191 | 2019 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.64% | 0.59% |
#21
Prev: #21
|
0.8 |
—
|
-1,422 | -1.7% |
P
S
|
84,722 | $15,709,239 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.63% | 0.68% |
#22
3
Prev: #19
|
0.8 |
—
|
-36 | -0.1% |
P
S
|
27,323 | $15,541,597 | 2006 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IVW
ISHARES TR
|
Warrant | 0.55% | 0.55% |
#23
Prev: #23
|
1.2 |
—
|
no change | no change |
P
S
|
112,123 | $13,535,544 | 2008 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.53% | 0.53% |
#24
1
Prev: #25
|
0.7 |
—
|
-215 | -0.7% |
P
S
|
32,013 | $12,971,530 | 2004 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.52% | 0.51% |
#25
1
Prev: #26
|
0.7 |
—
|
755 | 3.7% |
P
S
|
20,982 | $12,849,043 | 2014 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.49% | 0.57% |
#26
4
Prev: #22
|
0.7 |
—
|
11 | 0.1% |
P
S
|
12,932 | $11,969,899 | 2007 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.49% | 0.50% |
#27
Prev: #27
|
0.7 |
—
|
774 | 0.7% |
P
S
|
115,548 | $11,908,394 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IVE
ISHARES TR
|
ETF | 0.48% | 0.48% |
#28
Prev: #28
|
0.7 |
—
|
2,356 | 4.3% |
P
S
|
57,033 | $11,777,990 | 2008 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ASML
ASML HOLDING N ...
|
Technology | 0.43% | 0.39% |
#29
1
Prev: #30
|
0.7 |
—
|
-57 | -0.5% |
P
S
|
10,937 | $10,588,001 | 2013 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.42% | 0.37% |
#30
4
Prev: #34
|
0.7 |
—
|
199 | 0.4% |
P
S
|
44,878 | $10,391,093 | 2013 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
TEL
TE CONNECTIVITY...
|
Technology | 0.42% | 0.36% |
#31
7
Prev: #38
|
0.7 |
—
|
-544 | -1.1% |
P
S
|
46,931 | $10,302,764 | 2013 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.42% | 0.41% |
#32
3
Prev: #29
|
0.7 |
—
|
1,836 | 1.0% |
P
S
|
188,261 | $10,200,001 | 2017 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IGF
ISHARES TR
|
ETF | 0.40% | 0.37% |
#33
2
Prev: #35
|
2.2 |
—
|
21,229 | 15.2% |
P
S
|
161,172 | $9,850,806 | 2020 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.39% | 0.38% |
#34
3
Prev: #31
|
0.7 |
—
|
115 | 1.0% |
P
S
|
12,118 | $9,650,255 | 2013 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.38% | 0.38% |
#35
3
Prev: #32
|
0.7 |
—
|
1,272 | 0.7% |
P
S
|
179,777 | $9,274,708 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IWB
ISHARES TR
|
ETF | 0.36% | 0.33% |
#36
11
Prev: #47
|
2.1 |
—
|
2,564 | 11.9% |
P
S
|
24,105 | $8,809,718 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ABT
ABBOTT LABS
|
Healthcare | 0.36% | 0.37% |
#37
4
Prev: #33
|
2.1 |
—
|
4,237 | 6.9% |
P
S
|
65,624 | $8,789,722 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.34% | 0.27% |
#38
22
Prev: #60
|
0.6 |
—
|
-1,426 | -2.4% |
P
S
|
57,171 | $8,330,387 | 2014 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.32% | 0.33% |
#39
6
Prev: #45
|
0.6 |
—
|
386 | 1.6% |
P
S
|
23,919 | $7,944,936 | 2005 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.32% | 0.35% |
#40
1
Prev: #39
|
0.6 |
—
|
1,694 | 1.5% |
P
S
|
115,155 | $7,878,892 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.32% | 0.32% |
#41
7
Prev: #48
|
0.6 |
—
|
2,084 | 3.1% |
P
S
|
69,207 | $7,803,137 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.31% | 0.33% |
#42
2
Prev: #44
|
0.6 |
—
|
1,196 | 1.2% |
P
S
|
103,160 | $7,672,015 | 2011 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.31% | 0.29% |
#43
10
Prev: #53
|
0.6 |
—
|
750 | 3.6% |
P
S
|
21,774 | $7,518,563 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IWV
ISHARES TR
|
ETF | 0.31% | 0.33% |
#44
2
Prev: #46
|
0.6 |
—
|
-1,303 | -6.2% |
P
S
|
19,729 | $7,475,966 | 2009 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.30% | 0.36% |
#45
8
Prev: #37
|
0.6 |
—
|
-2,585 | -5.1% |
P
S
|
47,896 | $7,359,156 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.29% | 0.28% |
#46
9
Prev: #55
|
0.6 |
—
|
-148 | -0.3% |
P
S
|
44,242 | $7,157,963 | 2016 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
CRM
SALESFORCE INC
|
Technology | 0.29% | 0.35% |
#47
7
Prev: #40
|
0.6 |
—
|
1,220 | 4.2% |
P
S
|
30,066 | $7,125,658 | 2010 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.29% | 0.34% |
#48
6
Prev: #42
|
0.6 |
—
|
-6 | -0.0% |
P
S
|
14,574 | $7,093,312 | 2016 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.28% | 0.29% |
#49
3
Prev: #52
|
0.6 |
—
|
-1,476 | -1.8% |
P
S
|
81,536 | $6,843,308 | 2003 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
INTU
INTUIT
|
Technology | 0.28% | 0.35% |
#50
9
Prev: #41
|
0.6 |
—
|
71 | 0.7% |
P
S
|
9,915 | $6,771,053 | 2005 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-50 of 973 holdings