Laird Norton Wetherby Trust Company, LLC 13F Portfolio

CIK 723204 Filing since Q4 2020 Q2 2026 filed Aug 14, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 14, 2026.

Portfolio Snapshot

874 positions · Q2 2026

Laird Norton Wetherby Trust Company, LLC reported 874 positions worth $3.76B for the quarter ended Jun 30, 2026, up 13.1% on the prior quarter. It opened 56 new positions, added to 370, trimmed 436 and exited 29. Its largest holding is Apple Inc. at 7.2% of the portfolio.

Portfolio Value
$3.76B
+13.1% QoQ · +695.4% YoY
Positions
874
56 new · 29 sold out
Top 10 Concentration
35.8%
of portfolio value
Largest Position
AAPL 7.2%
Apple Inc.
Net Buying
-$16.17M
$68.71M bought · $84.89M sold
Turnover
1.9%
of the portfolio traded
Top Sector
Technology
46.3% of value
Track Record
23
quarters on file since Q4 2020

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
46.3%
Technology
Technology46.3%
Financial Services16.64%
Industrials8.82%
Healthcare7.75%
Consumer Discretionary7.6%
Consumer Staples3.4%
Energy2.84%
Basic Materials2.56%
Utilities1.51%
Communication Services1.12%
Other1.11%
Real Estate0.37%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesIndustrialsHealthcareConsumer DiscretionaryConsumer StaplesEnergyBasic MaterialsUtilitiesCommunication ServicesOtherReal Estate

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
MU Micron Technology Inc +3,251 +7.5% $3.75M 1.43%
HONA Honeywell Aerospace Inc. +8,786 – $1.94M 0.052%
ETSY Etsy Inc +25.6K – $1.93M 0.051%
INTC Intel Corp +13.7K +11.2% $1.91M 0.502%
WF Woori Financial Group Inc. +24.3K +24.3% $1.39M 0.189%
LPL LG Display Co., Ltd. +347.7K +91.8% $1.35M 0.075%
AAPL Apple Inc. +4,493 +0.5% $1.30M 7.17%
KB KB Financial Group Inc. +11.8K +14.7% $1.24M 0.258%
DVN Devon Energy Corp +29.2K +66.1% $1.21M 0.081%
GBTC Grayscale Bitcoin Trust ETF +22.0K – $999.62K 0.027%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
BRK-B Berkshire Hathaway Inc -6,030 -6.9% $3.02M 1.08%
NVDA Nvidia Corp -12.3K -1.1% $2.46M 5.66%
MSFT Microsoft Corp -6,509 -0.9% $2.43M 7.15%
ABT Abbott Laboratories -25.6K -17.1% $2.32M 0.298%
AMZN Amazon Com Inc -7,032 -1.5% $1.68M 2.84%
GOOG Alphabet Inc. -4,421 -2.3% $1.56M 1.76%
PHYS Sprott Physical Gold Trust -45.8K -8.4% $1.38M 0.398%
PEN Penumbra Inc -4,170 -32.2% $1.32M 0.074%
CRM Salesforce, Inc. -8,203 -19.2% $1.29M 0.144%
TSLA Tesla, Inc. -2,945 -2.8% $1.24M 1.12%

New Positions

Q2 2026
Holding Shares Trade Value Weight
HONA Honeywell Aerospace Inc. +8,786 $1.94M 0.052%
ETSY Etsy Inc +25.6K $1.93M 0.051%
GBTC Grayscale Bitcoin Trust ETF +22.0K $999.62K 0.027%
FDXF FedEx Freight Holding Company, Inc. +4,525 $683.28K 0.018%
TSEM Tower Semiconductor Ltd +2,498 $651.08K 0.017%
CRDO Credo Technology Group Holding Ltd +1,595 $433.76K 0.012%
LB LandBridge Corp +5,285 $418.78K 0.011%
IRDM Iridium Communications Inc. +6,908 $378.90K 0.01%
STRL Sterling Infrastructure, Inc. +442 $371.00K <0.01%
RDDT Reddit, Inc. +2,075 $360.18K <0.01%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
NXDR Nextdoor Holdings, Inc. -615.1K $861.18K 0.026%
FMC Fmc Corp -25.5K $441.02K 0.013%
STN Stantec Inc -5,074 $439.30K 0.013%
TRMB Trimble Inc. -5,783 $377.23K 0.011%
PCOR Procore Technologies, Inc. -6,368 $362.98K 0.011%
SUZ Suzano S.A. -35.4K $354.22K 0.011%
CAG Conagra Brands Inc. -21.3K $334.05K 0.01%
IBIT iShares Bitcoin Trust ETF -8,530 $327.72K <0.01%
ENPH Enphase Energy, Inc. -8,601 $325.20K <0.01%
DLB Dolby Laboratories, Inc. -5,229 $314.05K <0.01%
Holdings · Q2 2026

874 Positions

As ofJun 30, 2026
Value$3.76B
Top 1035.8%
Avg position$4.31M
# Activity
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Showing 1–15 of 874 positions 13F filings on SEC EDGAR

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About Laird Norton Wetherby Trust Company, LLC’s 13F Portfolio

What are Laird Norton Wetherby Trust Company, LLC’s largest holdings?

As of its Q2 2026 13F filing, Laird Norton Wetherby Trust Company, LLC’s five largest positions were Apple Inc. (AAPL) at 7.2%, Microsoft Corp (MSFT) at 7.2%, Nvidia Corp (NVDA) at 5.7%, Berkshire Hathaway Inc (BRK-A) at 3.0%, Alphabet Inc. (GOOGL) at 3.0% of the reported portfolio.

How much is Laird Norton Wetherby Trust Company, LLC’s portfolio worth?

Laird Norton Wetherby Trust Company, LLC reported a 13F portfolio worth $3.76B across 874 positions for Q2 2026. That is up 13.1% from the previous quarter.

What did Laird Norton Wetherby Trust Company, LLC buy in Q2 2026?

Its largest purchases by value were Micron Technology Inc ($3.75M), Honeywell Aerospace Inc. ($1.94M), Etsy Inc ($1.93M). It opened 56 new positions.

What did Laird Norton Wetherby Trust Company, LLC sell in Q2 2026?

Its largest sales by value were Berkshire Hathaway Inc ($3.02M), Nvidia Corp ($2.46M), Microsoft Corp ($2.43M). It exited 29 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Laird Norton Wetherby Trust Company, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.