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 -$39.9M +$16.8M AAPL, MSFT, VTI, NVDA, AMZN 13F-HR 5/15/2024, 10:11 AM
Q4 2023 909 $1.92B +$59.5M -$104M -$45M AAPL, MSFT, VTI, AMZN, NVDA 13F-HR 2/14/2024, 05:05 PM
Q3 2023 995 $1.76B +$42.7M -$56.1M -$13.4M AAPL, MSFT, VTI, AMZN, GOOGL 13F-HR 11/14/2023, 10:00 AM
Q2 2023 999 $1.86B +$77.2M -$54.5M +$22.7M AAPL, MSFT, VTI, AMZN, VEA 13F-HR 8/14/2023, 12:57 PM
Q1 2023 928 $1.71B +$72.4M -$28.9M +$43.5M AAPL, MSFT, VTI, AMZN, VEA 13F-HR 5/12/2023, 05:20 PM
Q4 2022 903 $1.56B +$87.3M -$39M +$48.3M AAPL, VTI, MSFT, VEA, SPY 13F-HR 2/14/2023, 08:10 AM
Q3 2022 877 $1.42B +$124M -$30.7M +$93.6M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 11/14/2022, 10:44 AM
Q2 2022 898 $1.46B +$146M -$73.3M +$73M AAPL, VTI, MSFT, SPY, AMZN 13F-HR 8/15/2022, 08:27 AM
Q1 2022 923 $1.74B +$101M -$22.2M +$78.6M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 5/16/2022, 10:31 AM
Q4 2021 926 $1.78B +$64.5M -$21.9M +$42.7M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 2/14/2022, 04:24 PM
Q3 2021 901 $1.61B +$43.1M -$44.3M -$1.13M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 11/15/2021, 01:34 PM
Q2 2021 905 $1.63B +$262M -$41.5M +$221M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 8/16/2021, 11:33 AM
Q1 2021 777 $1.31B +$13.9M -$245M -$231M VTI, AAPL, MSFT, VEA, AMZN 13F-HR 5/14/2021, 03:06 PM
Q4 2020 905 $1.47B +$648M -$8.09M +$640M AAPL, VTI, MSFT, AMZN, SPY 13F-HR 2/11/2021, 02:59 PM
Q3 2020 460 $33.3M VEU, VT, MBB, KKR, CRM New Holdings 12/16/2020, 12:00 PM
Q3 2020 711 $764M +$66.9M -$381M -$314M VTI, AAPL, MSFT, AMZN, VEA Restatement 12/16/2020, 11:59 AM
Q2 2020 708 $1.05B +$83M -$60M +$22.9M AAPL, VTI, MSFT, VEA, AMZN 13F-HR 8/14/2020, 12:45 PM
Q1 2020 681 $891M +$134M -$26.5M +$107M AAPL, VTI, MSFT, SPY, VEA 13F-HR 5/6/2020, 04:13 PM
Q4 2019 698 $1.01B +$34.2M -$42M -$7.84M AAPL, MSFT, VTI, BRKA, SPY 13F-HR 1/28/2020, 01:50 PM
Q3 2019 702 $958M +$72.3M -$21.4M +$50.8M AAPL, MSFT, BRKA, SPY, T 13F-HR 10/31/2019, 11:54 AM
Q2 2019 680 $913M +$108M -$14.9M +$92.8M AAPL, MSFT, BRKA, SPY, T 13F-HR 7/25/2019, 04:06 PM
Q1 2019 664 $803M +$42.7M -$21.7M +$21.1M AAPL, MSFT, BRKA, VT, VEU Restatement 7/25/2019, 04:05 PM
Q4 2018 632 $707M +$42M -$15.9M +$26.2M AAPL, MSFT, BRKA, VT, VEU 13F-HR 1/30/2019, 03:17 PM
Q3 2018 665 $806M +$37.1M -$9.85M +$27.2M AAPL, MSFT, BRKA, VT, AMZN 13F-HR 11/7/2018, 04:17 PM
Q2 2018 639 $735M +$29M -$15.2M +$13.8M AAPL, MSFT, BRKA, VT, VEU 13F-HR 7/24/2018, 04:20 PM
Q1 2018 638 $723M +$36.4M -$9.9M +$26.5M AAPL, BRKA, MSFT, VEU, VT 13F-HR 5/4/2018, 05:12 PM
Q4 2017 659 $720M +$32.8M -$16.1M +$16.7M AAPL, BRKA, MSFT, VEU, VT 13F-HR 2/9/2018, 12:15 PM
Q3 2017 633 $672M +$82.2M -$15.3M +$66.9M AAPL, BRKA, VEU, MSFT, VT 13F-HR 11/13/2017, 03:26 PM
Q2 2017 562 $587M +$32.9M -$7.61M +$25.3M BRKA, AAPL, MSFT, IVE, IVW 13F-HR 8/1/2017, 05:39 PM
Q1 2017 554 $556M +$36M -$11.5M +$24.5M BRKA, AAPL, MSFT, IVE, IVW 13F-HR 4/27/2017, 02:35 PM
Q4 2016 521 $510M +$27.1M -$14.2M +$13M BRKA, AAPL, MSFT, IVE, XOM 13F-HR 2/8/2017, 07:26 AM
Q3 2016 519 $494M +$39.1M -$4.43M +$34.7M BRKA, AAPL, MSFT, IVE, XOM 13F-HR 11/14/2016, 07:36 AM
Q2 2016 508 $451M +$32.2M -$5.81M +$26.4M BRKA, AAPL, MSFT, XOM, IVE 13F-HR 8/10/2016, 02:54 PM
Q1 2016 482 $424M +$30.3M -$17.3M +$13M BRKA, AAPL, MSFT, IVE, XOM 13F-HR 5/10/2016, 03:37 PM
Q4 2015 463 $417M +$33.3M -$12.4M +$20.8M BRKA, AAPL, IVE, MSFT, AGN 13F-HR 2/8/2016, 02:53 PM
Q3 2015 454 $390M +$31.2M -$9.44M +$21.8M BRKA, AAPL, MSFT, ANET, AGN 13F-HR 11/12/2015, 01:09 PM
Q2 2015 496 $416M +$28.9M -$10.1M +$18.8M BRKA, AAPL, ANET, AGN, MSFT 13F-HR 8/12/2015, 01:08 PM
Q1 2015 472 $411M +$24.7M -$10.2M +$14.5M BRKA, ANET, AAPL, XOM, B108PS 13F-HR 5/8/2015, 07:07 AM
Q4 2014 455 $398M +$41.8M -$6.01M +$35.8M BRKA, ANET, AAPL, XOM, MSFT 13F-HR 2/12/2015, 02:31 PM
Q3 2014 432 $359M +$12.8M -$4.85M +$7.9M BRKA, AAPL, XOM, MSFT, IVE 13F-HR 11/3/2014, 09:37 AM
Q2 2014 434 $354M +$23.8M -$14.4M +$9.39M BRKA, AAPL, XOM, CSCO, MSFT 13F-HR 8/1/2014, 10:27 AM
Q1 2014 431 $348M +$12.7M -$214M -$201M BRKA, XOM, AAPL, MSFT, CSCO Restatement 5/5/2014, 01:09 PM
Q4 2013 434 $333M XOM, AAPL, CSCO, MSFT, IVE 13F-HR 1/29/2014, 09:38 AM