Laird Norton Wetherby Trust Company, LLC

CIK 723204 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $4.6B
every reported holding for this filer and quarter, including ones with no disclosed value: 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

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” 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	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$97.9M	−31,474	$368M	$270M	760,070	728,596
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	ADD	+$11.7M	+68,836	$241M	$253M	720,206	789,042
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	TRIM	−$35.9M	−70,186	$271M	$236M	998,483	928,297
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	TRIM	−$24.9M	−63,645	$213M	$188M	1,140,086	1,076,441
—	share class as filed: VAN FTSE DEV MKT · position key `pos:17409` · issuer key `iss:2478`	ADD	+$27.4M	+390,223	$93.8M	$121M	1,500,723	1,890,946
—	share class as filed: ALLWRLD EX US · position key `pos:13994` · issuer key `iss:2480`	ADD	+$8.3M	+81,713	$104M	$112M	1,411,428	1,493,141
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11020` · issuer key `iss:255`	TRIM	−$8.6M	−4	$118M	$109M	156	152
—	share class as filed: FTSE EMR MKT ETF · position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `iss:2480`	ADD	+$6.8M	+117,048	$94.3M	$101M	1,753,619	1,870,667
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	TRIM	−$18.5M	−35,632	$114M	$95.0M	491,845	456,213
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	TRIM	−$12.0M	−12,528	$103M	$91.0M	328,817	316,289
—	share class as filed: LARGE CAP ETF · position key `pos:11695` · issuer key `iss:2483`	ADD	+$40.2M	+137,570	$18.3M	$58.5M	58,151	195,721
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12827` · issuer key `iss:323`	TRIM	−$8.2M	−4,177	$65.6M	$57.4M	189,666	185,489
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL C · position key `pos:17821` · issuer key `iss:89`	TRIM	−$12.9M	−24,568	$67.9M	$55.0M	216,397	191,829
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	TRIM	−$4.2M	−2,325	$57.4M	$53.2M	83,940	81,615
—	share class as filed: TT WRLD ST ETF · position key `pos:11199` · issuer key `iss:2480`	ADD	+$3.8M	+34,172	$46.8M	$50.6M	331,788	365,960
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$6.8M	−6,316	$56.6M	$49.8M	175,549	169,233
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADS · position key `pos:17467` · issuer key `iss:1751`	ADD	+$5.3M	+788	$44.5M	$49.7M	145,945	146,733
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11390` · issuer key `iss:720`	TRIM	−$8.2M	−1,646	$54.7M	$46.4M	82,811	81,165
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B NEW · position key `pos:11205` · issuer key `iss:255`	TRIM	−$4.5M	−4,964	$46.2M	$41.7M	91,911	86,947
—	share class as filed: RUS 1000 ETF · position key `pos:12858` · issuer key `iss:1012`	TRIM	−$2.2M	−619	$43.9M	$41.7M	117,462	116,843

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
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: UNIT · position key `sid:sec:prov:10053205eb54cb2e57de629350233e38` · issuer key `cusip6:46138B`	NO CHANGE	+$851K	$2.9M	$3.7M	129,122	129,122
—	share class as filed: US MKTWIDE VALUE · position key `sid:sec:prov:1e6f07bffab058d990fc818109d271bc` · issuer key `cusip6:25434V`	NO CHANGE	+$122K	$3.0M	$3.2M	65,323	65,323
—	share class as filed: EXTEND MKT ETF · position key `pos:13780` · issuer key `iss:2483`	NO CHANGE	−$42.3K	$2.7M	$2.6M	12,728	12,728
—	share class as filed: SHRT RUSSELL2000 · position key `sid:sec:prov:b3c66b83f25dc1c8b5064f5a6aead767` · issuer key `cusip6:74348A`	NO CHANGE	−$17.3K	$1.9M	$1.9M	115,000	115,000
—	share class as filed: COM · position key `sid:sec:prov:c878dcbe0aab900655a4eeced0019887` · issuer key `cusip6:486606`	NO CHANGE	+$122K	$797K	$920K	64,411	64,411
—	share class as filed: SPONSORED ADS · position key `sid:sec:prov:668d4b9af82c2972c3e739b39a037e33` · issuer key `cusip6:48138M`	NO CHANGE	−$725K	$1.6M	$895K	129,669	129,669
—	share class as filed: MORNSTAR UPSTR · position key `sid:sec:prov:963e6ee2489ee1e4d72ca0024ec5c72f` · issuer key `cusip6:33939L`	NO CHANGE	+$120K	$592K	$712K	12,901	12,901
—	share class as filed: FTSE SMCAP ETF · position key `sid:sec:prov:07646ab00566418db3b000ee163a95ee` · issuer key `iss:2480`	NO CHANGE	+$10.0K	$584K	$594K	4,076	4,076
—	share class as filed: MSCI INDIA ETF · position key `sid:sec:prov:62e1bed5c51c70c406bb6315d4b7b253` · issuer key `cusip6:46429B`	NO CHANGE	−$86.7K	$650K	$563K	12,019	12,019
—	share class as filed: ALERIAN MLP · position key `sid:sec:prov:aa0d960e6d28a47cd7b7724f21507107` · issuer key `cusip6:00162Q`	NO CHANGE	+$58.0K	$485K	$543K	10,321	10,321
—	share class as filed: US TARGETED VLU · position key `sid:sec:prov:beafa1ae0c917b4bc0bad88f645ea4d8` · issuer key `cusip6:25434V`	NO CHANGE	+$24.2K	$495K	$519K	8,317	8,317
—	share class as filed: MSCI MEXICO ETF · position key `sid:sec:prov:123a0c53e532dacb9d9bef7a8493d172` · issuer key `cusip6:464286`	NO CHANGE	+$34.6K	$406K	$441K	5,860	5,860
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13756` · issuer key `iss:1220`	NO CHANGE	+$143K	$287K	$430K	7,217	7,217
—	share class as filed: COM · position key `sid:sec:prov:d278d7ba11111066ac43cbf6ad140156` · issuer key `cusip6:89147L`	NO CHANGE	+$77.1K	$352K	$429K	8,610	8,610
—	share class as filed: AAM S&P 500 · position key `sid:sec:prov:817c28a8e0c9b79e623255cf13e71e9b` · issuer key `iss:2377`	NO CHANGE	+$25.3K	$348K	$373K	10,000	10,000
—	share class as filed: VANECK VIETNAM · position key `sid:sec:prov:325fbe308d5249a10305c7cbc6d90cc9` · issuer key `iss:2474`	NO CHANGE	−$36.8K	$396K	$360K	20,776	20,776
—	share class as filed: RAFI US 1500 · position key `pos:17065` · issuer key `iss:1000`	NO CHANGE	−$154	$353K	$353K	7,698	7,698
—	share class as filed: CL A COM · position key `sid:sec:prov:11425adc76ea0c81c8392fd8272dfc15` · issuer key `cusip6:034948`	NO CHANGE	−$182K	$525K	$343K	112,456	112,456
—	share class as filed: INTERNATNAL VAL · position key `sid:sec:prov:2159ea7ce4ecfdba0c2fac3412c58147` · issuer key `cusip6:25434V`	NO CHANGE	+$18.6K	$322K	$340K	6,443	6,443
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SUB VTG SHS · position key `pos:14254` · issuer key `iss:484`	NO CHANGE	−$105K	$385K	$280K	2,618	2,618
—	share class as filed: COM · position key `sid:sec:prov:f551612b22862725820dc7c7db57458a` · issuer key `cusip6:938824`	NO CHANGE	−$5.6K	$283K	$277K	8,826	8,826
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM UNIT LP INT · position key `pos:12354` · issuer key `iss:1963`	NO CHANGE	+$10.8K	$255K	$266K	6,450	6,450
—	share class as filed: COM NEW · position key `sid:sec:prov:7402e1442c66f971b31504cdbd4c3b6e` · issuer key `cusip6:318672`	NO CHANGE	+$7.8K	$257K	$265K	12,388	12,388
—	share class as filed: COM · position key `sid:sec:prov:c3eef7133305b88c9c801f3f0b0a41fe` · issuer key `cusip6:94987C`	NO CHANGE	+$192	$231K	$232K	38,806	38,806
—	share class as filed: ULTRASHORT QQQ · position key `sid:sec:prov:0c5e01a10e6853b35e48f552c3c44ed2` · issuer key `cusip6:74349Y`	NO CHANGE	+$24.8K	$204K	$229K	10,100	10,100
—	share class as filed: COM · position key `sid:sec:prov:b4fb61062116268ce297ca59ebf42283` · issuer key `cusip6:04746L`	NO CHANGE	+$59.1K	$165K	$224K	21,818	21,818
—	share class as filed: FUNDAMENTAL US L · position key `pos:14444` · issuer key `iss:1633`	NO CHANGE	+$5.1K	$218K	$223K	8,007	8,007
—	share class as filed: TRENDP US LAR CP · position key `sid:sec:prov:61bfb3b19c3e27ffaf9488fc9231159c` · issuer key `cusip6:69374H`	NO CHANGE	−$15.5K	$234K	$219K	4,168	4,168
—	share class as filed: ENHANCED DIVID · position key `sid:sec:prov:e4d0e9bdf7b9cd1ed5f113aea785c1d3` · issuer key `cusip6:05613H`	NO CHANGE	+$4.2K	$208K	$212K	7,805	7,805
—	share class as filed: COM · position key `sid:sec:prov:5acb3fdf8cac3eec6cd20dcb98ac92d0` · issuer key `cusip6:157085`	NO CHANGE	−$8.1K	$69.8K	$61.6K	33,860	33,860
—	share class as filed: COM · position key `sid:sec:prov:33b8fe583ee6705a75d92de69084b416` · issuer key `cusip6:87261Y`	NO CHANGE	−$16.5K	$67.9K	$51.4K	11,000	11,000
—	share class as filed: COM · position key `pos:16758` · issuer key `iss:2472`	NO CHANGE	+$2.7K	$37.0K	$39.7K	26,625	26,625

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

915 issuers · 1,789 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

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 49.2%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 165 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 1789 / 1789median book 97.5 positions

1,060 quarter-over-quarter rows

Filing history

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

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

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

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.