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Laird Norton Wetherby Trust Company, LLC

Q3 2025 · 13F-HR

Laird Norton Wetherby Trust Company, LLCholdings as filed

Filed 2025-11-14 · accession 0001172661-25-004803

$582.0M
Reported value
65
Positions
2025-09-30
Period end
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The Brief · Laird Norton Wetherby Trust Company, LLC · Q3 2025

AI · grounded in 13F

Laird Norton Wetherby Trust Company, LLC established a new position in MSFT valued at $172.3M. The fund also initiated new holdings in VEU for $59.4M and VTI for $44.3M. Additional new positions include VWO at $27M, VEA at $24.7M, and AAPL at $21.4M. Total assets under management stand at $582M across 65 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$172.3M29.6%332,575CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$59.4M10.2%832,463CommonSOLE
922908769VTIVANGUARD INDEX FDS$44.3M7.62%134,673CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$27.0M4.64%497,919CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$24.7M4.25%412,709CommonSOLE
037833100AAPLAPPLE INC$21.4M3.67%83,988CommonSOLE
464287309IVWISHARES TR$19.8M3.39%163,647CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$11.1M1.92%39,500CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$11.1M1.90%80,364CommonSOLE
67066G104NVDANVIDIA CORPORATION$10.8M1.85%57,789CommonSOLE
464288414MUBISHARES TR$9.8M1.69%92,430CommonSOLE
023135106AMZNAMAZON COM INC$9.8M1.68%44,555CommonSOLE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$9.7M1.66%327,081CommonSOLE
374275105GETYGETTY IMAGES HOLDINGS INC$9.6M1.65%4,851,391CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8.8M1.51%11,000CommonSOLE
464287465EFAISHARES TR$8.4M1.45%90,252CommonSOLE
461202103INTUINTUIT$7.6M1.31%11,200CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.5M1.29%23,890CommonSOLE
002824100ABTABBOTT LABS$7.2M1.25%54,100CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$6.7M1.15%10,000CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$6.3M1.08%84,356CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.7M0.99%11,404CommonSOLE
921909768VXUSVANGUARD STAR FDS$5.3M0.92%72,531CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.2M0.89%45,904CommonSOLE
742718109PGPROCTER AND GAMBLE CO$5.1M0.88%33,365CommonSOLE
88579Y101MMM3M CO$4.6M0.80%29,850CommonSOLE
437076102HDHOME DEPOT INC$4.6M0.79%11,310CommonSOLE
166764100CVXCHEVRON CORP NEW$4.4M0.76%28,324CommonSOLE
464287622IWBISHARES TR$4.4M0.75%11,953CommonSOLE
464287507IJHISHARES TR$4.2M0.73%64,825CommonSOLE
02079K107GOOGALPHABET INC$3.9M0.67%16,005CommonSOLE
464288802SUSAISHARES TR$3.7M0.63%27,064CommonSOLE
464287499IWRISHARES TR$2.9M0.50%29,850CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.8M0.49%37,705CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$2.8M0.47%97,972CommonSOLE
902973304USBUS BANCORP DEL$2.6M0.44%52,300CommonSOLE
038222105AMATAPPLIED MATLS INC$2.5M0.43%12,235CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.3M0.39%12,569CommonSOLE
03528H109ANIXANIXA BIOSCIENCES INC$2.0M0.34%597,235CommonSOLE
464288372IGFISHARES TR$2.0M0.34%32,071CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$1.7M0.29%64,495CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$1.6M0.27%31,954CommonSOLE
855244109SBUXSTARBUCKS CORP$1.5M0.27%18,278CommonSOLE
48138M105JMIAJUMIA TECHNOLOGIES AG$1.4M0.23%116,325CommonSOLE
693718108PCARPACCAR INC$1.1M0.19%11,126CommonSOLE
060505104BACBANK AMERICA CORP$1.1M0.18%20,602CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$980,5000.17%25,000CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$929,6510.16%12,721CommonSOLE
343412102FLRFLUOR CORP NEW$904,5050.16%21,500CommonSOLE
46434G103IEMGISHARES INC$858,6080.15%13,025CommonSOLE
034948109ANGXANGEL STUDIOS INC$653,3690.11%112,456CommonSOLE
97651M109WITWIPRO LTD$605,0080.10%230,041CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$597,6250.10%12,083CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$540,3210.09%12,294CommonSOLE
316773100FITBFIFTH THIRD BANCORP$530,1850.09%11,795CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$466,6860.08%20,714CommonSOLE
75960P104RELYREMITLY GLOBAL INC$454,7860.08%27,901CommonSOLE
26210C104DBXDROPBOX INC$433,0910.07%14,336CommonSOLE
686330101IXORIX CORP$350,0080.06%13,400CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$320,5580.06%12,756CommonSOLE
92189H300EMLCVANECK ETF TRUST$280,6100.05%11,000CommonSOLE
405552100HLNHALEON PLC$223,8100.04%24,951CommonSOLE
50186V102LPLLG DISPLAY CO LTD$132,2700.02%25,339CommonSOLE
45782T105INMBINMUNE BIO INC$51,7500.01%25,000CommonSOLE
04746L203LONAATHIRA PHARMA INC$41,7640.01%10,088CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.