Q2 2026 13F · SEC CIK 723204
Laird Norton Wetherby Trust Company, LLC
Bank & trustFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $5.2B
- Reported positions
- 1,017
- Top holdings a year, 3 yrs
- +14.1%
- Average holding period
- 4.7 yrs
Laird Norton Wetherby Trust Company, LLC is a bank & trust that reported 1,017 positions worth $5.2B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard Index Fds (VTI, 5.6%), Apple Inc (AAPL, 5.2%), Microsoft Corp (MSFT, 5.2%). A portfolio copying its top holdings returned 14.1% a year over the last 3 years, against 20.4% for the S&P 500.
Laird Norton Wetherby Trust Company, LLC holdings largest 50 of 1,017 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Laird Norton Wetherby Trust Company, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- IGF Ishares Global Infrastructure+12.1% shares
- BND Vanguard Total Bond Market ETF+10.0% shares
- VT Vanguard Total World Stock Index Fund Et+9.1% shares
- VOO Vanguard S&p 500 ETF+5.2% shares
Reduced
- BRK-B Berkshire Hathaway Inc Del-6.9% shares
- IWV Ishares Russell 3000 Index-5.6% shares
Left the top 50
- NFLX Netflix Inc Totalwas 0.4%
- PHYS Sprott Asset Management LPwas 0.4%
- CMC Commercial Metals Cowas 0.4%
- CVX Chevron Corp Newwas 0.3%
- ABT Abbott Laboratorieswas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +4.3% /yr
- S&P 500 +20.1%
- 3 years
- +14.1% /yr
- S&P 500 +20.4%
- 5 years
- +7.1% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $5.2B | 1,017 |
| Q1 2026 | $4.6B | 982 |
| Q4 2025 | $4.8B | 1,020 |
| Q3 2025 | $582.0M | 65 |
| Q2 2025 | $727.8M | 69 |
| Q1 2025 | $621.6M | 67 |
| Q4 2024 | $731.4M | 80 |
| Q3 2024 | $763.6M | 84 |
| Q2 2024 | $709.0M | 72 |
| Q1 2024 | $738.2M | 83 |
| Q4 2023 | $845.9M | 90 |
| Q3 2023 | $777.4M | 115 |
Questions about Laird Norton Wetherby Trust Company, LLC's portfolio
What stocks does Laird Norton Wetherby Trust Company, LLC own?
Laird Norton Wetherby Trust Company, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 1,017 positions worth $5.2B. The largest are Vanguard Index Fds (VTI) at 5.6%, Apple Inc (AAPL) at 5.2%, Microsoft Corp (MSFT) at 5.2%, Nvidia Corporation Com (NVDA) at 4.1% and Vanguard Tax-Managed Fds (VEA) at 2.6%.
What did Laird Norton Wetherby Trust Company, LLC buy last quarter?
In Q2 2026, Laird Norton Wetherby Trust Company, LLC added Ishares Global Infrastructure (IGF) (+12.1% shares), Vanguard Total Bond Market ETF (BND) (+10.0% shares) and Vanguard Total World Stock Index Fund Et (VT) (+9.1% shares), compared with its Q1 2026 filing.
What did Laird Norton Wetherby Trust Company, LLC sell last quarter?
In Q2 2026, Laird Norton Wetherby Trust Company, LLC cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Sprott Asset Management LP (PHYS), cut from its top 50 Commercial Metals Co (CMC), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Abbott Laboratories (ABT), Berkshire Hathaway Inc Del (BRK-B) (-6.9% shares) and Ishares Russell 3000 Index (IWV) (-5.6% shares), compared with its Q1 2026 filing.
How has Laird Norton Wetherby Trust Company, LLC's portfolio performed?
A portfolio copying Laird Norton Wetherby Trust Company, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.3% against +20.1%. Over 5 years: +7.1% a year against +11.6%.
When is Laird Norton Wetherby Trust Company, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Laird Norton Wetherby Trust Company, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.