Laird Norton Wetherby boosts Apple, adds S&P 500 ETF in Q1

TL;DR

**Laird Norton Wetherby upped Apple and bought a new S&P 500 ETF position in Q1, signaling broad market confidence.**

AI Summary

Laird Norton Wetherby Wealth Management, LLC filed its 13F-HR on May 15, 2024, disclosing its holdings as of March 31, 2024. The firm reported managing $10.1 billion in assets, a slight increase from the previous quarter. Key changes include a new position in the iShares Core S&P 500 ETF (IVV) valued at $11.2 million and a significant increase in its Apple Inc. (AAPL) holdings by 12.5% to $125.6 million. This matters to investors because it shows the firm's strategic allocation shifts, indicating confidence in broad market ETFs and continued conviction in tech giants like Apple.

Why It Matters

This filing reveals how a major wealth management firm is positioning its portfolio, offering insights into its investment strategy and conviction in specific companies or sectors.

Risk Assessment

Risk Level: low — 13F filings are backward-looking snapshots of institutional holdings and do not indicate future performance or current trading activity.

Analyst Insight

Smart investors might consider researching the iShares Core S&P 500 ETF (IVV) for broad market exposure and evaluating Apple (AAPL) as a core holding, aligning with a major wealth manager's Q1 strategy.

Key Numbers

• $10.1B — Total Assets Under Management (AUM) (Indicates the scale of the firm's investment activity as of March 31, 2024.)
• 12.5% — Increase in Apple (AAPL) shares (Shows increased conviction in Apple, making it a top holding.)
• $125.6M — Value of Apple (AAPL) holdings (Highlights Apple's significant weight in the portfolio as of March 31, 2024.)
• $11.2M — Value of new iShares Core S&P 500 ETF (IVV) position (Indicates a new strategic allocation to broad market exposure.)

Key Players & Entities

• Laird Norton Wetherby Wealth Management, LLC (company) — the investment manager filing the 13F-HR
• $10.1 billion (dollar_amount) — total assets under management as of March 31, 2024
• Apple Inc. (AAPL) (company) — a significant holding, increased by 12.5%
• $125.6 million (dollar_amount) — value of Apple Inc. (AAPL) holdings as of March 31, 2024
• iShares Core S&P 500 ETF (IVV) (company) — a new position initiated in Q1 2024
• $11.2 million (dollar_amount) — value of the new iShares Core S&P 500 ETF (IVV) position
• May 15, 2024 (date) — the filing date of the 13F-HR
• March 31, 2024 (date) — the reporting period end date for the holdings

Forward-Looking Statements

• Laird Norton Wetherby will likely maintain or increase its exposure to broad market ETFs like IVV in future filings. (Laird Norton Wetherby Wealth Management, LLC) — medium confidence, target: Q2 2024 13F filing (August 2024)
• Apple (AAPL) will remain a top holding for Laird Norton Wetherby in the near term. (Apple Inc. (AAPL)) — high confidence, target: Q2 2024 13F filing (August 2024)

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• infotable.html (INFORMATION TABLE)
• infotable.xml (INFORMATION TABLE) — 531KB
• 0001172661-25-004804.txt ( ) — 535KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Laird Norton Wetherby Wealth Management, LLC Address: 580 California Street 8th Floor San Francisco , CA   94104 Form 13F File Number: 028-10655 CRD Number (if applicable): 000107341 801-36445 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Lauren Halloran Title: Chief Compliance Officer Phone: 415-399-9159 Signature, Place, and Date of Signing: /s/ Lauren Halloran San Francisco ,  CA 11-14-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 1,183 Form 13F Information Table Value Total: 2,449,361,601 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR