Laird Norton Wetherby Wealth Management, LLC
CIK 1279627 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- AAPL8.05%
- MSFT4.50%
- VTI4.12%
- AMZN2.36%
- GOOGL1.87%
- NVDA1.83%
- SPY1.81%
- VEA1.80%
- META1.24%
- VT1.23%
Share classes counted separately28.81%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $141.85M | 8.05% | 828.52K shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $79.19M | 4.50% | 250.79K shares | — | ↗▾ | |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $72.52M | 4.12% | 341.42K shares | — | ↗▾ | |
| 04 | AMZNAMAZON.COM INC View history and evidence | $41.59M | 2.36% | 327.15K shares | — | ↗▾ | |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $32.85M | 1.87% | 251.06K shares | — | ↗▾ | |
| 06 | NVDANVIDIA CORP View history and evidence | $32.30M | 1.83% | 74.25K shares | — | ↗▾ | |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $31.82M | 1.81% | 74.43K shares | — | ↗▾ | |
| 08 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $31.72M | 1.80% | 725.43K shares | — | ↗▾ | |
| 09 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $21.77M | 1.24% | 72.51K shares | — | ↗▾ | |
| 10 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $21.67M | 1.23% | 232.52K shares | — | ↗▾ |
Options overlay 13
$2.26M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
MELIMERCADOLIBRE INC View history and evidence | Call | 500 | $633.94K | ▾ | |
MSFTMICROSOFT CORP View history and evidence | Call | 1.10K | $347.32K | ▾ | |
CRWDCROWDSTRIKE HOLDINGS INC - ACL A View history and evidence | Call | 1.10K | $184.12K | ▾ |
3 / 13 options · preview only
Exited positions 77
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LEVI LEVI STRAUSS & CO- CLASS A | Non-derivative | — | — | SEC filing ↗ | |
| VGIT VANGUARD INTERMEDIATE-TERM T | Non-derivative | — | — | SEC filing ↗ | |
| BSV VANGUARD SHORT-TERM BOND ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 77 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1279627 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1763676343
}Research all 909 reported holdings.
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