Laird Norton Trust Company, LLC
Laird Norton Wetherby Trust Company, LLC (formerly Laird Norton Trust Company, LLC) is a Seattle-based registered investment adviser and trust company serving high-net-worth individuals, families, trusts, charitable organizations, and similar entities. Founded as part of the Laird Norton family enterprise—one of the oldest family businesses in the United States—the firm offers comprehensive wealth management including investment advisory, trust administration, and estate, financial, and tax planning. The organization is dedicated to tailored, client-centric service with a long-term, multigenerational focus. It serves a diverse client base, leveraging a collaborative advisory process and custom strategies. As of 2022, the broader parent and affiliate companies employed approximately 80 people.
Investment Strategy
Laird Norton Wetherby Trust Company provides customized investment management based on each client’s specific goals, risk tolerance, time horizon, and investment targets. The firm develops personalized Investment Policy Statements, offers both discretionary and non-discretionary portfolio management, and accommodates client-directed holdings where appropriate. The company integrates estate, tax, philanthropy, and retirement planning. Emphasizing capital preservation, strategic growth, and multi-generational stewardship, the firm serves a broad spectrum of client needs by investing across traditional and alternative asset classes, focusing on diversification, prudent risk management, and long-term value creation.
Latest 13F Filing Activity
Laird Norton Trust Company, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 68 equity positions with a total 13F market value of $728M. The fund increased holdings in Microsoft Corp., Berkshire Hathaway Inc. Del, Vanguard Index FDS among other positions. Laird Norton Trust Company, LLC reduced exposure to Vanguard Intl Equity Index F, Apple Inc., Abbott Labs among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 45.41% | $330.5M | 664,529 | $274.88 | $497.41 | +$80.1M |
V VEU | VANGUARD INTL EQUITY INDEX F | 8.46% | $61.6M | 916,012 | $57.94 | $67.22 | -$2.9M |
V VTI | VANGUARD INDEX FDS | 6.54% | $47.6M | 156,151 | $210.44 | $303.93 | +$4.7M |
V VWO | VANGUARD INTL EQUITY INDEX F | 3.39% | $24.7M | 499,403 | $46.81 | $49.46 | +$1.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.25% | $23.6M | 414,581 | $45.02 | $57.01 | +$3.0M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
R Ron Albahary | Chief Investment Officer | Wayne, PA , United States | |
S Scott Larson | Senior Investment Analyst | Portland, OR , United States | |
 | Investment Associate | Seattle, WA , United States | |
E Ethan Sacco | Investment Associate | San Francisco, CA , United States | |
| Investment Analyst | Puyallup, WA , United States |
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