Laird Norton Wetherby Wealth Management, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 14, 2025
Value $: $2.09B
Signature - Title: Lauren Halloran - Chief Compliance Officer
Location: San Francisco, CA
Summary: This page shows a list of all the recent 13F filings made by Laird Norton Wetherby Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Laird Norton Wetherby Wealth Management, LLC reported 903 stock holdings with total value $2.09B as of Q4 2024. Top holdings included AAPL, MSFT, VTI, NVDA, and AMZN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	903	$2.09B	+$44.5M	-$148M	-$103M	AAPL, MSFT, VTI, NVDA, AMZN	13F-HR	2/14/2025, 09:30 AM
Q3 2024	937	$2.19B	+$49.6M	-$68.7M	-$19.2M	AAPL, MSFT, VTI, NVDA, AMZN	13F-HR	11/14/2024, 09:37 AM
Q2 2024	913	$2.12B	+$118M	-$83.5M	+$34.2M	AAPL, MSFT, NVDA, VTI, AMZN	13F-HR	8/14/2024, 10:24 AM
Q1 2024	948	$2.09B	+$56.7M	-$40.1M	+$16.6M	AAPL, MSFT, VTI, NVDA, AMZN	13F-HR	5/15/2024, 10:11 AM
Q4 2023	910	$1.92B	+$59.7M	-$104M	-$44.7M	AAPL, MSFT, VTI, AMZN, NVDA	13F-HR	2/14/2024, 05:05 PM
Q3 2023	896	$1.76B	+$40.4M	-$52.9M	-$12.5M	AAPL, MSFT, VTI, AMZN, GOOGL	13F-HR	11/14/2023, 10:00 AM
Q2 2023	934	$1.85B	+$75.7M	-$53.4M	+$22.3M	AAPL, MSFT, VTI, AMZN, VEA	13F-HR	8/14/2023, 11:57 AM
Q1 2023	913	$1.71B	+$71.8M	-$39.5M	+$32.4M	AAPL, MSFT, VTI, AMZN, VEA	13F-HR	5/12/2023, 05:20 PM
Q4 2022	887	$1.55B	+$84.8M	-$56.8M	+$28M	AAPL, VTI, MSFT, VEA, SPY	13F-HR	2/14/2023, 09:10 AM
Q3 2022	878	$1.42B	+$123M	-$49.7M	+$73.7M	AAPL, VTI, MSFT, AMZN, SPY	13F-HR	11/14/2022, 11:44 AM
Q2 2022	898	$1.46B	+$147M	-$99.7M	+$47M	AAPL, VTI, MSFT, SPY, AMZN	13F-HR	8/15/2022, 08:27 AM
Q1 2022	919	$1.74B	+$101M	-$39.8M	+$61.7M	AAPL, VTI, MSFT, AMZN, SPY	13F-HR	5/16/2022, 10:31 AM
Q4 2021	909	$1.77B	+$63.3M	-$40.9M	+$22.4M	AAPL, VTI, MSFT, AMZN, SPY	13F-HR	2/14/2022, 05:24 PM
Q3 2021	905	$1.61B	+$42.8M	-$44.3M	-$1.5M	AAPL, VTI, MSFT, AMZN, SPY	13F-HR	11/15/2021, 01:34 PM
Q2 2021	906	$1.63B	+$262M	-$41.5M	+$221M	AAPL, VTI, MSFT, AMZN, SPY	13F-HR	8/16/2021, 11:33 AM
Q1 2021	787	$1.31B	+$13.9M	-$245M	-$231M	VTI, AAPL, MSFT, VEA, AMZN	13F-HR	5/14/2021, 03:06 PM
Q4 2020	876	$1.46B	+$637M	-$14M	+$623M	AAPL, VTI, MSFT, AMZN, SPY	13F-HR	2/11/2021, 03:59 PM
Q3 2020	469	$33.3M	$0	$0		VEU, VT, MBB, KKR, CRM	New Holdings	12/16/2020, 01:00 PM
Q3 2020	729	$764M	+$64.9M	-$390M	-$325M	VTI, AAPL, MSFT, AMZN, VEA	Restatement	12/16/2020, 12:59 PM
Q2 2020	722	$1.05B	+$83.8M	-$83.3M	+$454K	AAPL, VTI, MSFT, VEA, AMZN	13F-HR	8/14/2020, 12:45 PM
Q1 2020	683	$889M	+$132M	-$55.1M	+$77.3M	AAPL, VTI, MSFT, SPY, VEA	13F-HR	5/6/2020, 04:13 PM
Q4 2019	699	$1.01B	+$34.1M	-$58.6M	-$24.5M	AAPL, MSFT, VTI, BRKA, SPY	13F-HR	1/28/2020, 02:50 PM
Q3 2019	702	$957M	+$72.3M	-$31.2M	+$41.1M	AAPL, MSFT, BRKA, SPY, T	13F-HR	10/31/2019, 11:54 AM
Q2 2019	679	$913M	+$108M	-$25.9M	+$82.1M	AAPL, MSFT, BRKA, SPY, T	13F-HR	7/25/2019, 04:06 PM
Q1 2019	660	$802M	+$41.4M	-$32.7M	+$8.7M	AAPL, MSFT, BRKA, VT, VEU	Restatement	7/25/2019, 04:05 PM
Q4 2018	633	$707M	+$42M	-$37M	+$5.02M	AAPL, MSFT, BRKA, VT, VEU	13F-HR	1/30/2019, 04:17 PM
Q3 2018	671	$810M	+$40M	-$15.3M	+$24.7M	AAPL, MSFT, BRKA, VT, AMZN	13F-HR	11/7/2018, 05:17 PM
Q2 2018	643	$737M	+$29.1M	-$28.8M	+$300K	AAPL, MSFT, BRKA, VT, VEU	13F-HR	7/24/2018, 04:20 PM
Q1 2018	643	$724M	+$36.9M	-$25M	+$11.9M	AAPL, BRKA, MSFT, VEU, VT	13F-HR	5/4/2018, 05:12 PM
Q4 2017	662	$721M	+$32.8M	-$20.3M	+$12.5M	AAPL, BRKA, MSFT, VEU, VT	13F-HR	2/9/2018, 01:15 PM
Q3 2017	634	$672M	+$82.2M	-$23.8M	+$58.4M	AAPL, BRKA, VEU, MSFT, VT	13F-HR	11/13/2017, 04:26 PM
Q2 2017	564	$588M	+$32.9M	-$17.6M	+$15.4M	BRKA, AAPL, MSFT, IVE, IVW	13F-HR	8/1/2017, 05:39 PM
Q1 2017	558	$556M	+$36M	-$19.3M	+$16.7M	BRKA, AAPL, MSFT, IVE, IVW	13F-HR	4/27/2017, 02:35 PM
Q4 2016	524	$511M	+$27.4M	-$22.9M	+$4.54M	BRKA, AAPL, MSFT, IVE, XOM	13F-HR	2/8/2017, 08:26 AM
Q3 2016	521	$494M	+$39.3M	-$12.1M	+$27.3M	BRKA, AAPL, MSFT, IVE, XOM	13F-HR	11/14/2016, 08:36 AM
Q2 2016	510	$451M	+$32.2M	-$12.5M	+$19.8M	BRKA, AAPL, MSFT, XOM, IVE	13F-HR	8/10/2016, 02:54 PM
Q1 2016	486	$424M	+$30.8M	-$24.4M	+$6.43M	BRKA, AAPL, MSFT, IVE, XOM	13F-HR	5/10/2016, 03:37 PM
Q4 2015	465	$417M	+$33.3M	-$27.4M	+$5.93M	BRKA, AAPL, IVE, MSFT, AGN	13F-HR	2/8/2016, 03:53 PM
Q3 2015	457	$390M	+$31.3M	-$21.5M	+$9.79M	BRKA, AAPL, MSFT, ANET, AGN	13F-HR	11/12/2015, 02:09 PM
Q2 2015	496	$416M	+$28.9M	-$23.1M	+$5.8M	BRKA, AAPL, ANET, AGN, MSFT	13F-HR	8/12/2015, 01:08 PM
Q1 2015	472	$411M	+$24.7M	-$16.5M	+$8.16M	BRKA, ANET, AAPL, XOM, B108PS	13F-HR	5/8/2015, 07:07 AM
Q4 2014	455	$398M	+$41.8M	-$12.9M	+$28.9M	BRKA, ANET, AAPL, XOM, MSFT	13F-HR	2/12/2015, 03:31 PM
Q3 2014	432	$359M	+$12.8M	-$11.1M	+$1.67M	BRKA, AAPL, XOM, MSFT, IVE	13F-HR	11/3/2014, 10:37 AM
Q2 2014	434	$354M	+$23.8M	-$20.7M	+$3.07M	BRKA, AAPL, XOM, CSCO, MSFT	13F-HR	8/1/2014, 10:27 AM
Q1 2014	433	$349M	+$12.8M	-$16.4M	-$3.62M	BRKA, XOM, AAPL, MSFT, CSCO	Restatement	5/5/2014, 01:09 PM
Q4 2013	435	$333M	$0	$0		XOM, AAPL, CSCO, MSFT, IVE	13F-HR	1/29/2014, 10:38 AM

Previous1Next

Showing 1 to 46 of 46 entries