Laird Norton Wetherby Trust Company, LLC

$4.6B reported 13(f) long value · latest quarter 2026-03-31 · CIK 723204 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $4.6B
ALL retained default holdings for this (filer, period), including NULL-value ones: 1,789
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 40
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 78

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$97.9M	−31,474	$368M	$270M	760,070	728,596
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	+$11.7M	+68,836	$241M	$253M	720,206	789,042
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$35.9M	−70,186	$271M	$236M	998,483	928,297
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$24.9M	−63,645	$213M	$188M	1,140,086	1,076,441
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$27.4M	+390,223	$93.8M	$121M	1,500,723	1,890,946
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	ADD	+$8.3M	+81,713	$104M	$112M	1,411,428	1,493,141
position key `pos:11020` · issuer key `iss:255` CL A	TRIM	−$8.6M	−4	$118M	$109M	156	152
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$6.8M	+117,048	$94.3M	$101M	1,753,619	1,870,667
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$18.5M	−35,632	$114M	$95.0M	491,845	456,213
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$12.0M	−12,528	$103M	$91.0M	328,817	316,289
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	ADD	+$40.2M	+137,570	$18.3M	$58.5M	58,151	195,721
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$8.2M	−4,177	$65.6M	$57.4M	189,666	185,489
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$12.9M	−24,568	$67.9M	$55.0M	216,397	191,829
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$4.2M	−2,325	$57.4M	$53.2M	83,940	81,615
position key `pos:11199` · issuer key `cusip6:922042` TT WRLD ST ETF	ADD	+$3.8M	+34,172	$46.8M	$50.6M	331,788	365,960
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$6.8M	−6,316	$56.6M	$49.8M	175,549	169,233
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$5.3M	+788	$44.5M	$49.7M	145,945	146,733
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$8.2M	−1,646	$54.7M	$46.4M	82,811	81,165
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$4.5M	−4,964	$46.2M	$41.7M	91,911	86,947
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	TRIM	−$2.2M	−619	$43.9M	$41.7M	117,462	116,843
position key `pos:16688` · issuer key `iss:1013` GLB INFRASTR ETF	ADD	+$18.1M	+241,326	$20.6M	$38.7M	336,326	577,652
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$6.6M	+3,182	$45.1M	$38.5M	100,332	103,514
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$8.1M	−1,908	$44.2M	$36.1M	41,125	39,217
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	TRIM	−$671K	−10,741	$32.5M	$31.8M	338,034	327,293
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	TRIM	−$2.8M	−32	$34.0M	$31.2M	275,934	275,902
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$6.1M	+12,203	$24.8M	$30.9M	39,507	51,710
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	ADD	+$1.6M	+17,376	$27.2M	$28.8M	254,305	271,681
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$5.8M	−3,503	$34.0M	$28.2M	96,847	93,344
position key `pos:10235` · issuer key `iss:1012` RUSSELL 3000 ETF	TRIM	−$1.5M	−996	$27.8M	$26.3M	71,885	70,889
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$2.8M	+9,313	$22.9M	$25.7M	88,869	98,182
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$2.4M	−7,215	$23.0M	$25.4M	111,323	104,108
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$3.0M	−369	$21.8M	$24.8M	25,227	24,858
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$5.2M	−13,907	$18.5M	$23.7M	153,645	139,738
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	ADD	+$6.8M	+82,793	$16.8M	$23.6M	222,891	305,684
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$3.1M	−5,935	$26.3M	$23.2M	76,364	70,429
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$1.4M	−546	$24.3M	$22.9M	27,619	27,073
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	ADD	+$8.5M	+116,097	$13.0M	$21.5M	175,281	291,378
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$5.1M	+297	$15.1M	$20.1M	58,657	58,954
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$1.6M	−3,959	$18.3M	$20.0M	164,327	160,368
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	TRIM	+$2.5M	−1,178	$17.4M	$19.9M	16,265	15,087
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	−$209K	−7,483	$20.0M	$19.8M	213,600	206,117
position key `sid:sec:prov:2ebaaa42ac21ece1774b2d90b0541929` · issuer key `cusip6:85207H` PHYSICAL GOLD TR	TRIM	+$432K	−26,630	$18.8M	$19.2M	568,643	542,013
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$4.2M	−2,479	$23.4M	$19.2M	40,906	38,427
position key `pos:12080` · issuer key `iss:491` COM	TRIM	−$2.7M	−8,710	$19.5M	$16.8M	281,930	273,220
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$1.5M	−2,955	$17.4M	$15.9M	76,112	73,157
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$3.0M	−7,014	$12.4M	$15.4M	81,344	74,330
position key `pos:12366` · issuer key `iss:22` COM	ADD	−$3.2M	+1,165	$18.6M	$15.3M	148,243	149,408
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$5.4M	−7,001	$20.6M	$15.1M	69,499	62,498
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$2.0M	−1,067	$17.1M	$15.1M	311,750	310,683
position key `pos:14060` · issuer key `iss:47` COM	TRIM	−$930K	−662	$15.9M	$14.9M	74,137	73,475
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$2.7M	−156	$12.0M	$14.7M	20,976	20,820
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	+$2.1M	−533	$12.5M	$14.6M	43,840	43,307
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$1.5M	−11,467	$16.1M	$14.6M	112,585	101,118
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$621K	+6,691	$14.0M	$14.6M	181,232	187,923
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	−$142K	+790	$14.2M	$14.1M	20,767	21,557
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$5.1M	−2,531	$19.1M	$14.0M	97,968	95,437
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$3.5M	+4,407	$10.3M	$13.7M	59,844	64,251
position key `pos:13906` · issuer key `iss:1012` S&P 500 VAL ETF	TRIM	−$163K	−491	$13.7M	$13.6M	64,668	64,177
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$1.4M	−919	$14.5M	$13.1M	47,032	46,113
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	−$1.2M	−26,308	$13.7M	$12.5M	129,358	103,050
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	ADD	+$5.9M	+60,183	$5.9M	$11.8M	58,853	119,036
position key `pos:13832` · issuer key `iss:996` COM	TRIM	−$7.0M	−1,164	$18.7M	$11.7M	28,285	27,121
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$487K	+316	$11.0M	$11.5M	71,674	71,990
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$2.9M	+23	$8.5M	$11.4M	13,080	13,103
position key `pos:14360` · issuer key `iss:1327` SPONSORED ADR	ADD	+$1.1M	+271	$9.5M	$10.6M	69,112	69,383
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	−$680K	−2,798	$11.2M	$10.5M	36,703	33,905
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$892K	−61	$9.4M	$10.3M	134,400	134,339
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$2.7M	−1,189	$12.7M	$10.0M	34,350	33,161
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	−$709K	+438	$10.7M	$10.0M	60,284	60,722
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	−$1.8M	+1,711	$11.8M	$10.0M	66,592	68,303
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$10.0M	+50,631	$0	$10.0M	—	50,631
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	ADD	+$1.4M	+5,219	$8.6M	$9.9M	34,776	39,995
position key `pos:14773` · issuer key `iss:2228` ORD SHS	TRIM	−$2.2M	−6,129	$11.7M	$9.5M	51,582	45,453
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$511K	−449	$8.9M	$9.4M	27,258	26,809
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$777K	−723	$8.4M	$9.2M	26,436	25,713
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$776K	−5,811	$8.4M	$9.2M	104,386	98,575
position key `pos:17201` · issuer key `iss:1208` COM	ADD	+$1.4M	+1,120	$7.4M	$8.8M	9,018	10,138
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$3.3M	−4,264	$11.9M	$8.6M	35,905	31,641
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	−$211K	−3,441	$8.7M	$8.5M	47,690	44,249
position key `pos:16349` · issuer key `iss:867` SPON ADR NEW	ADD	+$755K	+1,941	$7.7M	$8.4M	97,510	99,451
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	−$468K	−7,013	$8.7M	$8.2M	60,092	53,079
position key `sid:sec:prov:38f551ab5502181def314adc4ed06424` · issuer key `cusip6:48241A` SPONSORED ADR	ADD	+$1.5M	+3,412	$6.6M	$8.1M	77,173	80,585
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$4.0M	−2,495	$12.0M	$8.0M	45,315	42,820
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$2.5M	−1,241	$10.4M	$7.9M	19,924	18,683
position key `pos:10854` · issuer key `iss:300` COM	TRIM	−$3.2M	−201	$11.1M	$7.9M	2,080	1,879
position key `pos:18187` · issuer key `iss:1040` COM NEW	ADD	+$1.4M	+43	$6.5M	$7.9M	5,326	5,369
position key `pos:14307` · issuer key `iss:127` COM	TRIM	+$434K	−2,695	$7.5M	$7.9M	27,506	24,811
position key `pos:11577` · issuer key `iss:167` COM SHS	TRIM	−$664K	−1,201	$8.2M	$7.5M	62,551	61,350
position key `pos:12681` · issuer key `iss:2154` SHS	TRIM	+$457K	−1,387	$7.0M	$7.5M	16,496	15,109
position key `pos:17095` · issuer key `iss:588` COM	TRIM	−$1.8M	−3,216	$9.2M	$7.4M	80,505	77,289
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$1.8M	−808	$9.2M	$7.4M	15,925	15,117
position key `pos:15198` · issuer key `iss:1445` COM	TRIM	+$163K	−344	$7.2M	$7.4M	44,679	44,335
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	TRIM	−$778K	−14,322	$8.1M	$7.4M	123,319	108,997
position key `pos:12131` · issuer key `iss:1401` COM	ADD	+$1.2M	+8,494	$6.1M	$7.3M	54,887	63,381
position key `pos:18104` · issuer key `iss:233` COM	ADD	+$252K	+843	$6.9M	$7.2M	59,834	60,677
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	TRIM	−$1.1M	−553	$8.3M	$7.2M	17,432	16,879
position key `pos:14191` · issuer key `iss:1855` COM	TRIM	−$171K	−2,174	$7.3M	$7.1M	31,520	29,346
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$771K	−2,099	$7.8M	$7.0M	57,582	55,483
position key `pos:16841` · issuer key `iss:1791` COM	ADD	+$862K	+664	$6.2M	$7.0M	35,478	36,142
position key `pos:13471` · issuer key `iss:562` COM	TRIM	+$1.2M	−9	$5.7M	$6.9M	12,178	12,169

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 32

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:10053205eb54cb2e57de629350233e38` · issuer key `cusip6:46138B` UNIT	NO CHANGE	+$851K	$2.9M	$3.7M	129,122	129,122
position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V` US MKTWIDE VALUE	NO CHANGE	+$122K	$3.0M	$3.2M	65,323	65,323
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	NO CHANGE	−$42.3K	$2.7M	$2.6M	12,728	12,728
position key `sid:sec:prov:b3c66b83f25dc1c8b5064f5a6aead767` · issuer key `cusip6:74348A` SHRT RUSSELL2000	NO CHANGE	−$17.3K	$1.9M	$1.9M	115,000	115,000
position key `sid:sec:prov:c878dcbe0aab900655a4eeced0019887` · issuer key `cusip6:486606` COM	NO CHANGE	+$122K	$797K	$920K	64,411	64,411
position key `sid:sec:prov:668d4b9af82c2972c3e739b39a037e33` · issuer key `cusip6:48138M` SPONSORED ADS	NO CHANGE	−$725K	$1.6M	$895K	129,669	129,669
position key `sid:sec:prov:963e6ee2489ee1e4d72ca0024ec5c72f` · issuer key `cusip6:33939L` MORNSTAR UPSTR	NO CHANGE	+$120K	$592K	$712K	12,901	12,901
position key `sid:sec:prov:07646ab00566418db3b000ee163a95ee` · issuer key `cusip6:922042` FTSE SMCAP ETF	NO CHANGE	+$10.0K	$584K	$594K	4,076	4,076
position key `sid:sec:prov:62e1bed5c51c70c406bb6315d4b7b253` · issuer key `cusip6:46429B` MSCI INDIA ETF	NO CHANGE	−$86.7K	$650K	$563K	12,019	12,019
position key `sid:sec:prov:aa0d960e6d28a47cd7b7724f21507107` · issuer key `cusip6:00162Q` ALERIAN MLP	NO CHANGE	+$58.0K	$485K	$543K	10,321	10,321
position key `sid:sec:prov:beafa1ae0c917b4bc0bad88f645ea4d8` · issuer key `cusip6:25434V` US TARGETED VLU	NO CHANGE	+$24.2K	$495K	$519K	8,317	8,317
position key `sid:sec:prov:123a0c53e532dacb9d9bef7a8493d172` · issuer key `cusip6:464286` MSCI MEXICO ETF	NO CHANGE	+$34.6K	$406K	$441K	5,860	5,860
position key `pos:13756` · issuer key `iss:1220` COM	NO CHANGE	+$143K	$287K	$430K	7,217	7,217
position key `sid:sec:prov:d278d7ba11111066ac43cbf6ad140156` · issuer key `cusip6:89147L` COM	NO CHANGE	+$77.1K	$352K	$429K	8,610	8,610
position key `sid:sec:prov:817c28a8e0c9b79e623255cf13e71e9b` · issuer key `cusip6:26922A` AAM S&P 500	NO CHANGE	+$25.3K	$348K	$373K	10,000	10,000
position key `sid:sec:prov:325fbe308d5249a10305c7cbc6d90cc9` · issuer key `cusip6:92189F` VANECK VIETNAM	NO CHANGE	−$36.8K	$396K	$360K	20,776	20,776
position key `pos:17065` · issuer key `iss:1000` RAFI US 1500	NO CHANGE	−$154	$353K	$353K	7,698	7,698
position key `sid:sec:prov:11425adc76ea0c81c8392fd8272dfc15` · issuer key `cusip6:034948` CL A COM	NO CHANGE	−$182K	$525K	$343K	112,456	112,456
position key `sid:sec:prov:2159ea7ce4ecfdba0c2fac3412c58147` · issuer key `cusip6:25434V` INTERNATNAL VAL	NO CHANGE	+$18.6K	$322K	$340K	6,443	6,443
position key `pos:14254` · issuer key `iss:484` SUB VTG SHS	NO CHANGE	−$105K	$385K	$280K	2,618	2,618
position key `sid:sec:prov:f551612b22862725820dc7c7db57458a` · issuer key `cusip6:938824` COM	NO CHANGE	−$5.6K	$283K	$277K	8,826	8,826
position key `pos:12354` · issuer key `iss:1963` COM UNIT LP INT	NO CHANGE	+$10.8K	$255K	$266K	6,450	6,450
position key `sid:sec:prov:7402e1442c66f971b31504cdbd4c3b6e` · issuer key `cusip6:318672` COM NEW	NO CHANGE	+$7.8K	$257K	$265K	12,388	12,388
position key `sid:sec:prov:c3eef7133305b88c9c801f3f0b0a41fe` · issuer key `cusip6:94987C` COM	NO CHANGE	+$192	$231K	$232K	38,806	38,806
position key `sid:sec:prov:0c5e01a10e6853b35e48f552c3c44ed2` · issuer key `cusip6:74349Y` ULTRASHORT QQQ	NO CHANGE	+$24.8K	$204K	$229K	10,100	10,100
position key `sid:sec:prov:b4fb61062116268ce297ca59ebf42283` · issuer key `cusip6:04746L` COM	NO CHANGE	+$59.1K	$165K	$224K	21,818	21,818
position key `pos:14444` · issuer key `iss:1633` FUNDAMENTAL US L	NO CHANGE	+$5.1K	$218K	$223K	8,007	8,007
position key `sid:sec:prov:61bfb3b19c3e27ffaf9488fc9231159c` · issuer key `cusip6:69374H` TRENDP US LAR CP	NO CHANGE	−$15.5K	$234K	$219K	4,168	4,168
position key `sid:sec:prov:e4d0e9bdf7b9cd1ed5f113aea785c1d3` · issuer key `cusip6:05613H` ENHANCED DIVID	NO CHANGE	+$4.2K	$208K	$212K	7,805	7,805
position key `sid:sec:prov:5acb3fdf8cac3eec6cd20dcb98ac92d0` · issuer key `cusip6:157085` COM	NO CHANGE	−$8.1K	$69.8K	$61.6K	33,860	33,860
position key `sid:sec:prov:33b8fe583ee6705a75d92de69084b416` · issuer key `cusip6:87261Y` COM	NO CHANGE	−$16.5K	$67.9K	$51.4K	11,000	11,000
position key `pos:16758` · issuer key `cusip6:91688R` COM	NO CHANGE	+$2.7K	$37.0K	$39.7K	26,625	26,625

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 915 issuers · $4.6B disclosed value over 1,789 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INDEX FDS

11 positions · 20 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$151M	469,675
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$102M	319,367
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$58.5M	195,648
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$30.1M	50,397
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$25.2M	96,367
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$4.1M	9,372
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$2.6M	12,728
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$2.3M	7,952
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$1.3M	4,197
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$1.1M	11,987
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$785K	1,313
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$646K	3,293
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$475K	1,815
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$363K	1,669
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$261K	2,943
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$139K	485
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$50.2K	115
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$37.3K	190
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$21.8K	73
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$3.7K	17

ticker not yet mapped

$381M

1,189,603

8.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$136M	367,891
MICROSOFT CORP · COM CUSIP — src ↗	$134M	360,705

$270M

728,596

5.9%

—

VANGUARD INTL EQUITY INDEX F

6 positions · 9 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$94.9M	1,756,412
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$72.8M	968,712
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$43.7M	316,110
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$39.4M	524,429
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$6.9M	49,850
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$6.2M	114,255
VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF CUSIP 922042718 src ↗	$594K	4,076
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$374K	4,537
VANGUARD INTL EQUITY INDEX F · GLB EX US ETF CUSIP 922042676 src ↗	$290K	6,523

ticker not yet mapped

$265M

3,744,904

5.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$181M	712,746
APPLE INC · COM CUSIP — src ↗	$54.7M	215,551

$236M

928,297

5.1%

—

ISHARES TR

19 positions · 29 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$41.5M	116,326
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$31.2M	275,902
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$28.1M	289,344
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$21.3M	57,579
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$13.6M	64,177
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$11.8M	119,036
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$11.1M	16,974
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$9.9M	39,907
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$7.3M	108,560
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$7.1M	16,655
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$4.9M	13,310
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$4.3M	43,786
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$3.7M	37,949
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$3.3M	58,544
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$3.0M	4,583
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$2.0M	14,147
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$2.0M	16,150
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$1.6M	7,509
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$1.1M	10,687
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$807K	9,774
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$646K	2,058
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$403K	2,600
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$185K	517
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$95.5K	224
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$54.4K	958
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$29.5K	437
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$21.8K	88
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$14.7K	69
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$7.0K	71

ticker not yet mapped

$211M

1,327,921

4.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$175M	1,003,648
NVIDIA CORPORATION · COM CUSIP — src ↗	$12.7M	72,793

$188M

1,076,441

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

2 positions · 3 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$109M	152
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$26.6M	55,433
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$15.1M	31,514

$151M

87,099

3.3%

ALPHABET INC

2 positions · 4 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$83.9M	291,645
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$42.7M	148,980
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$12.3M	42,849
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$7.1M	24,644

$146M

508,118

3.2%

—

VANGUARD TAX-MANAGED FDS

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for VANGUARD TAX-MANAGED FDS, as it reported them
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$117M	1,831,731
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$3.8M	59,215

ticker not yet mapped

$121M

1,890,946

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$70.1M	336,504
AMAZON COM INC · COM CUSIP — src ↗	$24.9M	119,709

$95.0M

456,213

2.1%

—

ISHARES TR

10 positions · 16 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ISHARES TR, as it reported them
ISHARES TR · GLB INFRASTR ETF CUSIP — src ↗	$36.7M	547,248
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$17.9M	168,392
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$11.0M	103,289
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$5.1M	74,404
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$3.9M	29,333
ISHARES TR · MBS ETF CUSIP — src ↗	$2.2M	23,355
ISHARES TR · GLB INFRASTR ETF CUSIP — src ↗	$2.0M	30,404
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$1.8M	12,706
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$1.6M	20,226
ISHARES TR · 3YRTB ETF CUSIP — src ↗	$987K	13,300
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$953K	16,766
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$204K	3,822
ISHARES TR · MBS ETF CUSIP — src ↗	$86.5K	911
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$42.1K	304
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$14.4K	210
ISHARES TR · U.S. MED DVC ETF CUSIP — src ↗	$11.2K	210

ticker not yet mapped

$84.4M

1,044,880

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$50.3M	162,605
BROADCOM INC · COM CUSIP — src ↗	$7.1M	22,884

$57.4M

185,489

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for STATE STR SPDR S&P 500 ETF T, as it reported them
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$52.6M	80,703
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$595K	912

$53.2M

81,615

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$43.0M	146,189
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$6.8M	23,044

$49.8M

169,233

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for TAIWAN SEMICONDUCTOR MANUFAC, as it reported them
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — src ↗	$48.6M	143,478
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — src ↗	$1.1M	3,255

$49.7M

146,733

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$41.1M	71,905
META PLATFORMS INC · CL A CUSIP — src ↗	$5.3M	9,260

$46.4M

81,165

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for TESLA INC, as it reported them
TESLA INC · COM CUSIP — src ↗	$32.0M	85,960
TESLA INC · COM CUSIP — src ↗	$6.5M	17,554

$38.5M

103,514

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ELI LILLY & CO, as it reported them
ELI LILLY & CO · COM CUSIP — src ↗	$31.6M	34,409
ELI LILLY & CO · COM CUSIP — src ↗	$4.4M	4,808

$36.1M

39,217

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for VISA INC, as it reported them
VISA INC · COM CL A CUSIP — src ↗	$24.7M	81,607
VISA INC · COM CL A CUSIP — src ↗	$3.5M	11,737

$28.2M

93,344

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$21.5M	87,821
JOHNSON & JOHNSON · COM CUSIP — src ↗	$4.0M	16,287

$25.4M

104,108

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$17.3M	17,338
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$7.5M	7,520

$24.8M

24,858

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · COM CUSIP — src ↗	$21.1M	124,334
EXXON MOBIL CORP · COM CUSIP — src ↗	$2.6M	15,404

$23.7M

139,738

0.5%

—

VANGUARD STAR FDS

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for VANGUARD STAR FDS, as it reported them
VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 src ↗	$20.9M	271,252
VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 src ↗	$2.7M	34,432

ticker not yet mapped

$23.6M

305,684

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · COM CUSIP — src ↗	$20.8M	63,101
HOME DEPOT INC · COM CUSIP — src ↗	$2.4M	7,328

$23.2M

70,429

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for GOLDMAN SACHS GROUP INC, as it reported them
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$12.7M	15,014
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$10.2M	12,059

$22.9M

27,073

0.5%

—

VANGUARD BD INDEX FDS

2 positions · 3 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$13.8M	187,459
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$7.7M	103,919
VANGUARD BD INDEX FDS · LONG TERM BOND CUSIP 921937793 src ↗	$343K	4,980

ticker not yet mapped

$21.8M

296,358

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for APPLIED MATLS INC, as it reported them
APPLIED MATLS INC · COM CUSIP — src ↗	$14.6M	42,786
APPLIED MATLS INC · COM CUSIP — src ↗	$5.5M	16,168

$20.1M

58,954

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for WALMART INC, as it reported them
WALMART INC · COM CUSIP — src ↗	$17.5M	140,793
WALMART INC · COM CUSIP — src ↗	$2.4M	19,575

$20.0M

160,368

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ASML HLDG NV, as it reported them
ASML HLDG NV · N Y REGISTRY SHS CUSIP — src ↗	$18.1M	13,709
ASML HLDG NV · N Y REGISTRY SHS CUSIP — src ↗	$1.8M	1,378

$19.9M

15,087

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC.

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for NETFLIX INC., as it reported them
NETFLIX INC. · COM CUSIP — src ↗	$17.3M	180,437
NETFLIX INC. · COM CUSIP — src ↗	$2.5M	25,680

$19.8M

206,117

0.4%

—

SPROTT ASSET MANAGEMENT LP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for SPROTT ASSET MANAGEMENT LP, as it reported them
SPROTT ASSET MANAGEMENT LP · PHYSICAL GOLD TR CUSIP 85207H104 src ↗	$19.0M	536,665
SPROTT ASSET MANAGEMENT LP · PHYSICAL GOLD TR CUSIP 85207H104 src ↗	$190K	5,348

ticker not yet mapped

$19.2M

542,013

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$18.9M	37,782
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$322K	645

$19.2M

38,427

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMMERCIAL METALS CO

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for COMMERCIAL METALS CO, as it reported them
COMMERCIAL METALS CO · COM CUSIP — src ↗	$16.6M	270,352
COMMERCIAL METALS CO · COM CUSIP — src ↗	$176K	2,868

$16.8M

273,220

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ABBVIE INC, as it reported them
ABBVIE INC · COM CUSIP — src ↗	$14.7M	67,791
ABBVIE INC · COM CUSIP — src ↗	$1.2M	5,366

$15.9M

73,157

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — src ↗	$13.8M	66,702
CHEVRON CORPORATION · COM CUSIP — src ↗	$1.6M	7,628

$15.4M

74,330

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ABBOTT LABORATORIES, as it reported them
ABBOTT LABORATORIES · COM CUSIP — src ↗	$14.2M	138,295
ABBOTT LABORATORIES · COM CUSIP — src ↗	$1.1M	11,113

$15.3M

149,408

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for INTERNATIONAL BUSINESS MACHS, as it reported them
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$13.8M	56,838
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$1.4M	5,660

$15.1M

62,498

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for BANK AMERICA CORP, as it reported them
BANK AMERICA CORP · COM CUSIP — src ↗	$13.6M	279,792
BANK AMERICA CORP · COM CUSIP — src ↗	$1.5M	30,891

$15.1M

310,683

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ADVANCED MICRO DEVICES INC, as it reported them
ADVANCED MICRO DEVICES INC · COM CUSIP — src ↗	$13.3M	65,369
ADVANCED MICRO DEVICES INC · COM CUSIP — src ↗	$1.6M	8,106

$14.9M

73,475

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for CATERPILLAR INC, as it reported them
CATERPILLAR INC · COM CUSIP — src ↗	$13.6M	19,224
CATERPILLAR INC · COM CUSIP — src ↗	$1.1M	1,596

$14.7M

20,820

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for MICRON TECHNOLOGY INC, as it reported them
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$13.6M	40,337
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$1.0M	2,970

$14.6M

43,307

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for PROCTER & GAMBLE CO, as it reported them
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$12.6M	87,373
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$2.0M	13,745

$14.6M

101,118

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for CISCO SYS INC, as it reported them
CISCO SYS INC · COM CUSIP — src ↗	$11.8M	152,617
CISCO SYS INC · COM CUSIP — src ↗	$2.7M	35,306

$14.6M

187,923

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ORACLE CORP, as it reported them
ORACLE CORP · COM CUSIP — src ↗	$12.2M	82,892
ORACLE CORP · COM CUSIP — src ↗	$1.8M	12,545

$14.0M

95,437

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for LAM RESEARCH CORP, as it reported them
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$11.2M	52,128
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$2.6M	12,123

$13.7M

64,251

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for GE AEROSPACE, as it reported them
GE AEROSPACE · COM NEW CUSIP — src ↗	$11.5M	40,426
GE AEROSPACE · COM NEW CUSIP — src ↗	$1.6M	5,687

$13.1M

46,113

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for MERCK & CO INC, as it reported them
MERCK & CO INC · COM CUSIP — src ↗	$11.0M	90,820
MERCK & CO INC · COM CUSIP — src ↗	$1.5M	12,230

$12.5M

103,050

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for INTUIT, as it reported them
INTUIT · COM CUSIP — src ↗	$6.1M	14,006
INTUIT · COM CUSIP — src ↗	$5.7M	13,115

$11.7M

27,121

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for TJX COS INC NEW, as it reported them
TJX COS INC NEW · COM CUSIP — src ↗	$9.8M	61,143
TJX COS INC NEW · COM CUSIP — src ↗	$1.7M	10,847

$11.5M

71,990

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for GE VERNOVA INC, as it reported them
GE VERNOVA INC · COM CUSIP — src ↗	$10.2M	11,646
GE VERNOVA INC · COM CUSIP — src ↗	$1.3M	1,457

$11.4M

13,103

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOVARTIS AG

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for NOVARTIS AG, as it reported them
NOVARTIS AG · SPONSORED ADR CUSIP — src ↗	$10.2M	66,769
NOVARTIS AG · SPONSORED ADR CUSIP — src ↗	$399K	2,614

$10.6M

69,383

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for MCDONALDS CORP, as it reported them
MCDONALDS CORP · COM CUSIP — src ↗	$9.2M	29,587
MCDONALDS CORP · COM CUSIP — src ↗	$1.3M	4,318

$10.5M

33,905

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for COCA COLA CO, as it reported them
COCA COLA CO · COM CUSIP — src ↗	$8.5M	111,332
COCA COLA CO · COM CUSIP — src ↗	$1.8M	23,007

$10.3M

134,339

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$9.6M	31,862
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$393K	1,299

$10.0M

33,161

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for MORGAN STANLEY, as it reported them
MORGAN STANLEY · COM NEW CUSIP — src ↗	$9.1M	55,131
MORGAN STANLEY · COM NEW CUSIP — src ↗	$920K	5,591

$10.0M

60,722

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for PALANTIR TECHNOLOGIES INC, as it reported them
PALANTIR TECHNOLOGIES INC · CL A CUSIP — src ↗	$8.7M	59,616
PALANTIR TECHNOLOGIES INC · CL A CUSIP — src ↗	$1.3M	8,687

$10.0M

68,303

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ASTRAZENECA PLC, as it reported them
ASTRAZENECA PLC · ORD CUSIP — src ↗	$9.7M	49,387
ASTRAZENECA PLC · ORD CUSIP — src ↗	$245K	1,244

$10.0M

50,631

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TE CONNECTIVITY PLC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for TE CONNECTIVITY PLC, as it reported them
TE CONNECTIVITY PLC · ORD SHS CUSIP — src ↗	$6.4M	30,736
TE CONNECTIVITY PLC · ORD SHS CUSIP — src ↗	$3.1M	14,717

$9.5M

45,453

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for AMGEN INC, as it reported them
AMGEN INC · COM CUSIP — src ↗	$8.0M	22,701
AMGEN INC · COM CUSIP — src ↗	$1.4M	4,108

$9.4M

26,809

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for EATON CORP PLC, as it reported them
EATON CORP PLC · SHS CUSIP — src ↗	$7.9M	22,102
EATON CORP PLC · SHS CUSIP — src ↗	$1.3M	3,611

$9.2M

25,713

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for NEXTERA ENERGY INC, as it reported them
NEXTERA ENERGY INC · COM CUSIP — src ↗	$8.8M	94,634
NEXTERA ENERGY INC · COM CUSIP — src ↗	$366K	3,941

$9.2M

98,575

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for MCKESSON CORP, as it reported them
MCKESSON CORP · COM CUSIP — src ↗	$8.7M	10,064
MCKESSON CORP · COM CUSIP — src ↗	$64.1K	74

$8.8M

10,138

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for UNITEDHEALTH GROUP INC, as it reported them
UNITEDHEALTH GROUP INC · COM CUSIP — src ↗	$8.1M	30,075
UNITEDHEALTH GROUP INC · COM CUSIP — src ↗	$424K	1,566

$8.6M

31,641

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for RTX CORPORATION, as it reported them
RTX CORPORATION · COM CUSIP — src ↗	$7.9M	40,990
RTX CORPORATION · COM CUSIP — src ↗	$629K	3,259

$8.5M

44,249

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HSBC HLDGS PLC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for HSBC HLDGS PLC, as it reported them
HSBC HLDGS PLC · SPON ADR NEW CUSIP — src ↗	$8.3M	98,321
HSBC HLDGS PLC · SPON ADR NEW CUSIP — src ↗	$95.8K	1,130

$8.4M

99,451

0.2%

—

DIMENSIONAL ETF TRUST

7 positions · 10 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$3.2M	65,323
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$1.4M	34,978
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$1.3M	18,788
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$969K	13,666
DIMENSIONAL ETF TRUST · US TARGETED VLU CUSIP 25434V609 src ↗	$519K	8,317
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$509K	14,970
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 src ↗	$340K	6,443
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$159K	4,096
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$17.9K	251
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$14.3K	202

ticker not yet mapped

$8.4M

167,034

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for PEPSICO INC, as it reported them
PEPSICO INC · COM CUSIP — src ↗	$6.7M	42,858
PEPSICO INC · COM CUSIP — src ↗	$1.6M	10,221

$8.2M

53,079

0.2%

—

KB FINL GROUP INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for KB FINL GROUP INC, as it reported them
KB FINL GROUP INC · SPONSORED ADR CUSIP 48241A105 src ↗	$7.9M	78,507
KB FINL GROUP INC · SPONSORED ADR CUSIP 48241A105 src ↗	$210K	2,078

ticker not yet mapped

$8.1M

80,585

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for SALESFORCE INC, as it reported them
SALESFORCE INC · COM CUSIP — src ↗	$7.1M	38,216
SALESFORCE INC · COM CUSIP — src ↗	$859K	4,604

$8.0M

42,820

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for S&P GLOBAL INC, as it reported them
S&P GLOBAL INC · COM CUSIP — src ↗	$7.3M	17,049
S&P GLOBAL INC · COM CUSIP — src ↗	$695K	1,634

$7.9M

18,683

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for BOOKING HOLDINGS INC, as it reported them
BOOKING HOLDINGS INC · COM CUSIP — src ↗	$6.3M	1,507
BOOKING HOLDINGS INC · COM CUSIP — src ↗	$1.6M	372

$7.9M

1,879

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for KLA CORP, as it reported them
KLA CORP · COM NEW CUSIP — src ↗	$7.6M	5,133
KLA CORP · COM NEW CUSIP — src ↗	$349K	236

$7.9M

5,369

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ANALOG DEVICES INC, as it reported them
ANALOG DEVICES INC · COM CUSIP — src ↗	$6.2M	19,412
ANALOG DEVICES INC · COM CUSIP — src ↗	$1.7M	5,399

$7.9M

24,811

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ARISTA NETWORKS INC, as it reported them
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$4.1M	33,162
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$3.5M	28,188

$7.5M

61,350

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for LINDE PLC, as it reported them
LINDE PLC · SHS CUSIP — src ↗	$6.6M	13,337
LINDE PLC · SHS CUSIP — src ↗	$878K	1,772

$7.5M

15,109

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for DISNEY WALT CO, as it reported them
DISNEY WALT CO · COM CUSIP — src ↗	$4.9M	50,949
DISNEY WALT CO · COM CUSIP — src ↗	$2.5M	26,340

$7.4M

77,289

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for THERMO FISHER SCIENTIFIC INC, as it reported them
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$6.4M	13,086
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$999K	2,031

$7.4M

15,117

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for PHILIP MORRIS INTL INC, as it reported them
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$6.5M	39,018
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$887K	5,317

$7.4M

44,335

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PACCAR INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for PACCAR INC, as it reported them
PACCAR INC · COM CUSIP — src ↗	$3.7M	31,763
PACCAR INC · COM CUSIP — src ↗	$3.7M	31,618

$7.3M

63,381

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK NEW YORK MELLON CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for BANK NEW YORK MELLON CORP, as it reported them
BANK NEW YORK MELLON CORP · COM CUSIP — src ↗	$6.1M	51,001
BANK NEW YORK MELLON CORP · COM CUSIP — src ↗	$1.1M	9,676

$7.2M

60,677

0.2%

—

ISHARES INC

2 positions · 3 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$6.8M	96,822
ISHARES INC · ESG AWR MSCI EM CUSIP — src ↗	$373K	8,193
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$55.5K	796

ticker not yet mapped

$7.2M

105,811

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for UNION PAC CORP, as it reported them
UNION PAC CORP · COM CUSIP — src ↗	$6.7M	27,450
UNION PAC CORP · COM CUSIP — src ↗	$460K	1,896

$7.1M

29,346

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for AMPHENOL CORP, as it reported them
AMPHENOL CORP · CL A CUSIP — src ↗	$6.8M	53,615
AMPHENOL CORP · CL A CUSIP — src ↗	$236K	1,868

$7.0M

55,483

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for TEXAS INSTRS INC, as it reported them
TEXAS INSTRS INC · COM CUSIP — src ↗	$6.5M	33,447
TEXAS INSTRS INC · COM CUSIP — src ↗	$523K	2,695

$7.0M

36,142

0.2%

—

SCHWAB STRATEGIC TR

6 positions · 10 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$2.8M	112,371
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$1.6M	51,082
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$1.2M	35,214
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$893K	36,084
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$288K	9,906
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$223K	8,007
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$7.4K	253
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$2.7K	89
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$2.6K	103
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$791	24

ticker not yet mapped

$7.0M

253,133

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for DEERE & CO, as it reported them
DEERE & CO · COM CUSIP — src ↗	$6.7M	11,898
DEERE & CO · COM CUSIP — src ↗	$153K	271

$6.9M

12,169

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for LOWES COS INC, as it reported them
LOWES COS INC · COM CUSIP — src ↗	$6.4M	27,153
LOWES COS INC · COM CUSIP — src ↗	$428K	1,810

$6.8M

28,963

0.1%

—

WOORI FINL GROUP INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for WOORI FINL GROUP INC, as it reported them
WOORI FINL GROUP INC · SPONSORED ADS CUSIP 981064108 src ↗	$6.8M	99,639
WOORI FINL GROUP INC · SPONSORED ADS CUSIP 981064108 src ↗	$18.5K	265

ticker not yet mapped

$6.8M

99,904

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROYAL BK CDA

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ROYAL BK CDA, as it reported them
ROYAL BK CDA · COM CUSIP — src ↗	$6.5M	40,375
ROYAL BK CDA · COM CUSIP — src ↗	$183K	1,134

$6.7M

41,509

0.1%

—

TOYOTA MOTOR CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for TOYOTA MOTOR CORP, as it reported them
TOYOTA MOTOR CORP · ADS CUSIP 892331307 src ↗	$6.4M	30,991
TOYOTA MOTOR CORP · ADS CUSIP 892331307 src ↗	$317K	1,538

ticker not yet mapped

$6.7M

32,529

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for GILEAD SCIENCES INC, as it reported them
GILEAD SCIENCES INC · COM CUSIP — src ↗	$5.8M	41,741
GILEAD SCIENCES INC · COM CUSIP — src ↗	$828K	5,942

$6.6M

47,683

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for SHELL PLC, as it reported them
SHELL PLC · SPON ADS CUSIP — src ↗	$6.4M	68,374
SHELL PLC · SPON ADS CUSIP — src ↗	$191K	2,053

$6.5M

70,427

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for STARBUCKS CORP, as it reported them
STARBUCKS CORP · COM CUSIP — src ↗	$4.4M	48,562
STARBUCKS CORP · COM CUSIP — src ↗	$2.2M	24,087

$6.5M

72,649

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON CONTROLS INTERNATION

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for JOHNSON CONTROLS INTERNATION, as it reported them
JOHNSON CONTROLS INTERNATION · SHS CUSIP — src ↗	$3.9M	29,574
JOHNSON CONTROLS INTERNATION · SHS CUSIP — src ↗	$2.6M	19,964

$6.5M

49,538

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBS GROUP AG

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for UBS GROUP AG, as it reported them
UBS GROUP AG · SHS CUSIP — src ↗	$6.3M	160,901
UBS GROUP AG · SHS CUSIP — src ↗	$201K	5,142

$6.5M

166,043

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for CUMMINS INC, as it reported them
CUMMINS INC · COM CUSIP — src ↗	$5.5M	10,249
CUMMINS INC · COM CUSIP — src ↗	$959K	1,783

$6.5M

12,032

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for VERIZON COMMUNICATIONS INC, as it reported them
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$5.2M	103,496
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$1.2M	24,558

$6.4M

128,054

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASE TECHNOLOGY HLDG CO LTD

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for ASE TECHNOLOGY HLDG CO LTD, as it reported them
ASE TECHNOLOGY HLDG CO LTD · SPONSORED ADS CUSIP — src ↗	$6.4M	294,256
ASE TECHNOLOGY HLDG CO LTD · SPONSORED ADS CUSIP — src ↗	$27.9K	1,286

$6.4M

295,542

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

3M CO

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for 3M CO, as it reported them
3M CO · COM CUSIP — src ↗	$5.9M	40,697
3M CO · COM CUSIP — src ↗	$417K	2,874

$6.3M

43,571

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC

1 position · 2 reported rows

Rows Laird Norton Wetherby Trust Company, LLC reported for PALO ALTO NETWORKS INC, as it reported them
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$4.0M	24,849
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$2.3M	14,548

$6.3M

39,397

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 49.2%below median 80.0%
Concentration index: 165 bpsbelow median 446 bps
Positions with value: 1789 / 1789median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 49.2% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 165 · QoQ moves: 1,060

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Laird Norton Wetherby Trust Company, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).