SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Laird Norton Wetherby Wealth Management, LLC

CIK 0001279627 · 801 SECOND AVE, NORTON BLDG, STE 1600, SEATTLE, WA, 98104 · 415-399-9159

Reported Value
$2.2B
Q2 2025
Positions
1,174
Filings on Record
30
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Laird Norton Wetherby Wealth Management, Llc reported $2.2B in U.S.-listed holdings across 1,174 positions for Q2 2025.

Its largest position, AAPL, represents 5.9% of the portfolio.

Compared with Q4 2024, the fund opened 86 new positions and exited 54.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $707MQ4 ’18Q1 ’19: $803MQ2 ’19: $914MQ3 ’19: $958MQ4 ’19: $1.0BQ4 ’19Q1 ’20: $891MQ2 ’20: $1.1BQ3 ’20: $1.3BQ4 ’20: $1.5BQ4 ’20Q1 ’21: $1.3BQ2 ’21: $1.6BQ3 ’21: $1.6BQ4 ’21: $1.8BQ4 ’21Q1 ’22: $1.7BQ2 ’22: $1.5BQ3 ’22: $1.4BQ4 ’22: $1.56TQ4 ’22Q1 ’23: $1.7BQ2 ’23: $1.9BQ3 ’23: $1.8BQ4 ’23: $1.9BQ4 ’23Q1 ’24: $2.1BQ2 ’24: $2.1BQ3 ’24: $2.2BQ4 ’24: $2.1BQ4 ’24Q2 ’25: $2.2BQ3 ’25: $2.4Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 68.1%ETP: 18.6%ADR: 7.5%Other: 4.0%REIT: 1.0%Other: 0.7%
  • Common Stock · 68.1% · $1.5B
  • ETP · 18.6% · $418M
  • ADR · 7.5% · $169M
  • Other · 4.0% · $90M
  • REIT · 1.0% · $23M
  • Other · 0.7% · $16M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$2.4B1,183Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.2B1,174Aug 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.1B1,230Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.2B1,263Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.1B1,260Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.1B1,201May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.9B1,165Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.8B1,146Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.9B1,193Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.7B1,172May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.56T1,140Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.4B1,171Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.5B1,210Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.7B1,214May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.8B1,217Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.6B1,203Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.6B1,159Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.3B1,414May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.5B1,108Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.3B1,054Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B1,294Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$891M1,118May 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.0B1,130Jan 28, 202013F-HRchanges · EDGAR ↗
Q3 2019$958M1,124Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$914M1,091Jul 25, 201913F-HRchanges · EDGAR ↗
Q1 2019$803M1,069May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$707M1,021Jan 30, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.