Long-term investor

Laird Norton Wetherby Trust Company, LLC @lairdnortonwetherbytrust

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000723204).

Record

  • Tracked since 2025-06-30 (434 days), 304 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.3% · 6 months +3.8% · 1 year +9.9% · all +9.9%
  • Max drawdown -5.0% · Sharpe 0.38 · win rate 8% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VTI · 5.6% · long · since 2025-06-30
  • AAPL · 5.2% · long · since 2025-06-30
  • MSFT · 5.2% · long · since 2025-06-30
  • NVDA · 4.1% · long · since 2025-06-30
  • VEA · 2.6% · long · since 2025-06-30
  • VEU · 2.4% · long · since 2025-06-30
  • BRKA · 2.2% · long · since 2025-12-31
  • GOOGL · 2.2% · long · since 2025-12-31
  • VWO · 2.2% · long · since 2025-06-30
  • AMZN · 2.1% · long · since 2025-06-30
  • AVGO · 1.4% · long · since 2025-12-31
  • TSM · 1.3% · long · since 2025-12-31

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