Arkolith/Funds/Laird Norton Wetherby Trust Company, LLC

Laird Norton Wetherby Trust Company, LLC

CIK 723204Bank / broker
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Laird Norton Wetherby Trust Company, LLC holds a diversified book of 1017 stocks worth $5.2B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Dimensional Em Sus Core1 ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 6% of the equity book.

Opened
129
bought for the first time
Added to
418
already held, bought more
Trimmed
470
sold some, still holds it
Sold out
40
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
34%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

73% mapped to company sectors

Information Technology
33%
ETF / fund or unclassified
27%
Financials
13%
Consumer Discretionary
7%
Industrials
6%
Health Care
5%
Materials
3%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Laird Norton Wetherby Trust Company, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.7T
MORGAN STANLEY80 / 80$715.1B
JPMORGAN CHASE & CO80 / 80$665.3B
BANK OF AMERICA CORP /DE/80 / 80$493.0B
NORTHERN TRUST CORP80 / 80$392.5B
GOLDMAN SACHS GROUP INC80 / 80$334.3B
WELLS FARGO & COMPANY/MN80 / 80$202.7B
ROYAL BANK OF CANADA80 / 80$200.9B

Ranked by the share of each fund's own book sitting in the names it shares with Laird Norton Wetherby Trust Company, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,017 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$290.7M785.5K
5.6%
−0.5%
Reduced · −4K sh
2Apple Inc
COM
$269.9M932.8K
5.2%
+0.5%
Added · +4K sh
3Microsoft Corp
COM
$269.2M722.1K
5.2%
−0.9%
Reduced · −7K sh
4Nvidia Corporation
COM
$212.9M1.06M
4.1%
−1.1%
Reduced · −12K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$136.8M1.92M
2.6%
+1.6%
Added · +30K sh
6Vanguard Intl Equity Index F
ALLWRLD EX US
$124.2M1.48M
2.4%
−0.7%
Reduced · −10K sh
7Berkshire Hathaway Inc Del
CL A
$113.8M152
2.2%
Held
8Alphabet Inc
CAP STK CL A
$113.3M316.9K
2.2%
+0.2%
Added · +636 sh
9Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$112.4M1.88M
2.2%
+0.6%
Added · +12K sh
10Amazon Com Inc
COM
$107.1M449.2K
2.1%
−1.5%
Reduced · −7K sh
11Broadcom Inc
COM
$70.4M186.4K
1.4%
+0.5%
Added · +932 sh
12Taiwan Semiconductor Manufac
SPONSORED ADS
$69.9M146.1K
1.3%
−0.4%
Reduced · −631 sh
13Vanguard Index FDS
LARGE CAP ETF
$67.8M197.0K
1.3%
+0.7%
Added · +1K sh
14Alphabet Inc
CAP STK CL C
$66.2M187.4K
1.3%
−2.3%
Reduced · −4K sh
15Vanguard Intl Equity Index F
TT WRLD ST ETF
$62.7M399.4K
1.2%
+9.1%
Added · +33K sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$60.9M81.4K
1.2%
−0.3%
Reduced · −251 sh
17JPMorgan Chase & Co
COM
$54.9M167.8K
1.1%
−0.8%
Reduced · −1K sh
18Micron Technology Inc
COM
$53.7M46.6K
1.0%
+7.5%
Added · +3K sh
19Ishares TR
RUS 1000 ETF
$47.5M116.0K
0.9%
−0.7%
Reduced · −809 sh
20Eli Lilly & Co
COM
$46.7M38.9K
0.9%
−0.7%
Reduced · −283 sh
21Meta Platforms Inc
CL A
$45.1M80.1K
0.9%
−1.3%
Reduced · −1K sh
22Ishares TR
GLB INFRASTR ETF
$43.1M647.6K
0.8%
+12%
Added · +70K sh
23Advanced Micro Devices Inc
COM
$42.8M73.7K
0.8%
+0.4%
Added · +274 sh
24Applied Matls Inc
COM
$42.6M59.0K
0.8%
~0%
Added · +24 sh
25Tesla Inc
COM
$42.3M100.6K
0.8%
−2.8%
Reduced · −3K sh
26Berkshire Hathaway Inc Del
CL B NEW
$40.5M80.9K
0.8%
−6.9%
Reduced · −6K sh
27Ishares TR
S&P 500 GRWT ETF
$37.9M275.9K
0.7%
~0%
Reduced · −52 sh
28Vanguard Index FDS
S&P 500 ETF SHS
$37.4M54.4K
0.7%
+5.2%
Added · +3K sh
29Ishares TR
MSCI EAFE ETF
$34.1M328.3K
0.7%
+0.3%
Added · +957 sh
30Visa Inc
COM CL A
$31.4M91.5K
0.6%
−1.9%
Reduced · −2K sh
31ASML Hldg NV
N Y REGISTRY SHS
$30.1M15.1K
0.6%
+0.3%
Added · +52 sh
32Ishares TR
NATIONAL MUN ETF
$29.7M276.3K
0.6%
+1.7%
Added · +5K sh
33Vanguard Index FDS
SMALL CP ETF
$28.8M95.2K
0.6%
−3.1%
Reduced · −3K sh
34Ishares TR
RUSSELL 3000 ETF
$28.5M66.9K
0.5%
−5.6%
Reduced · −4K sh
35Goldman Sachs Group Inc
COM
$28.0M27.7K
0.5%
+2.2%
Added · +606 sh
36Lam Research Corp
COM NEW
$27.9M64.4K
0.5%
+0.3%
Added · +195 sh
37Vanguard Star FDS
VG TL INTL STK F
$25.7M300.2K
0.5%
−1.8%
Reduced · −6K sh
38Johnson & Johnson
COM
$25.5M100.5K
0.5%
−3.5%
Reduced · −4K sh
39Home Depot Inc
COM
$24.1M68.5K
0.5%
−2.8%
Reduced · −2K sh
40Vanguard BD Index FDS
TOTAL BND MRKT
$23.5M320.4K
0.5%
+10.0%
Added · +29K sh
41Costco Wholesale Corporation
COM
$22.7M24.3K
0.4%
−2.2%
Reduced · −552 sh
42Caterpillar Inc
COM
$22.6M21.2K
0.4%
+2.1%
Added · +429 sh
43Cisco Sys Inc
COM
$22.4M191.1K
0.4%
+1.7%
Added · +3K sh
44Exxon Mobil Corp
COM
$19.3M141.5K
0.4%
+1.2%
Added · +2K sh
45Intel Corp
COM
$18.9M135.4K
0.4%
+11%
Added · +14K sh
46Mastercard Incorporated
CL A
$18.8M36.6K
0.4%
−4.6%
Reduced · −2K sh
47Walmart Inc
COM
$18.4M162.2K
0.4%
+1.1%
Added · +2K sh
48Abbvie Inc
COM
$18.1M71.9K
0.3%
−1.6%
Reduced · −1K sh
49International Business Machs
COM
$17.7M62.9K
0.3%
+0.6%
Added · +393 sh
50Bank Of Amer Corp
COM
$17.4M305.8K
0.3%
−1.6%
Reduced · −5K sh
Showing 50 of 1,017 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 20261,873$5.2B13F-HR
Q1 2026Mar 31, 2026May 15, 20261,789$4.6B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20261,881$4.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202565$582.0M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202569$727.8M13F-HR
Q1 2025Mar 31, 2025May 15, 202567$621.6M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202580$731.4M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202484$763.6M13F-HR
Q2 2024Jun 30, 2024Aug 14, 202472$709.0M13F-HR
Q1 2024Mar 31, 2024May 15, 202483$738.2M13F-HR
Q4 2023Dec 31, 2023Feb 14, 202491$846.1M13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023115$777.4M13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023115$849.7M13F-HR
Q1 2023Mar 31, 2023May 15, 2023119$800.8M13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023115$704.0M13F-HR
Q3 2022Sep 30, 2022Nov 7, 202271$439.7M13F-HR
Q2 2022Jun 30, 2022Aug 3, 2022122$790.0M13F-HR
Q1 2022Mar 31, 2022May 6, 2022195$1.1B13F-HR
Q4 2021Dec 31, 2021Feb 7, 2022198$1.1B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021187$978.2M13F-HR
Q2 2021Jun 30, 2021Aug 9, 2021168$958.0M13F-HR
Q1 2021Mar 31, 2021May 13, 2021163$908.5M13F-HR
Q4 2020Dec 31, 2020Feb 26, 2021161$890.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.