Laird Norton Wetherby Trust Company, LLC
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,810,258
- Description
- Seattle Washington based advisory led wealth manager with a limited liability advisory organization and a valuation conscious and methodical investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for fiduciary household mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through risk adjusted decision framing and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 1,020 | 4,810,258 | 13F-HR | Laird Norton Wetherby Trust Company, LLC |
| Q3 2025 | 11/14/2025 | 65 | 581,963 | 13F-HR | Laird Norton Wetherby Trust Company, LLC |
| Q2 2025 | 8/14/2025 | 69 | 727,845 | 13F-HR | Laird Norton Wetherby Trust Company, LLC |
| Q1 2025 | 5/15/2025 | 67 | 621,629 | 13F-HR | Laird Norton Wetherby Trust Company, LLC |
| Q4 2024 | 2/14/2025 | 80 | 731,392 | 13F-HR | Laird Norton Wetherby Trust Company, LLC |
| Q3 2024 | 11/14/2024 | 84 | 763,619 | 13F-HR | Laird Norton Wetherby Trust Company, LLC |
| Q2 2024 | 8/14/2024 | 72 | 709,012 | 13F-HR | Laird Norton Wetherby Trust Company, LLC |
| Q1 2024 | 5/15/2024 | 83 | 738,218 | 13F-HR | Laird Norton Wetherby Trust Company, LLC |
| Q4 2023 | 2/14/2024 | 91 | 846,051 | 13F-HR | Laird Norton Wetherby Trust Company, LLC |
| Q3 2023 | 11/14/2023 | 115 | 777,401 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q2 2023 | 8/14/2023 | 115 | 849,666 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q1 2023 | 5/15/2023 | 119 | 800,753 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q4 2022 | 2/14/2023 | 115 | 704,046 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q3 2022 | 11/7/2022 | 71 | 439,695 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q2 2022 | 8/3/2022 | 122 | 790,033 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q1 2022 | 5/6/2022 | 195 | 1,097,052 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q4 2021 | 2/7/2022 | 198 | 1,068,973 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q3 2021 | 11/12/2021 | 187 | 978,212 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q2 2021 | 8/9/2021 | 168 | 958,030 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q1 2021 | 5/13/2021 | 163 | 908,459 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
| Q4 2020 | 2/26/2021 | 161 | 890,164 | 13F-HR | LAIRD NORTON TRUST COMPANY, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.303 M | 89.5% | 3.812 M | 0 | 3.812 M |
| ETFs | 506 K | 10.5% | 415.9 K | 0 | 415.9 K |
| Other | 738 | 0.0% | 738 | 0 | 738 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
4,810,258
Holdings
1020
QoQ value change ($000)
4,228,295
(726.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.