Leeward Financial Partners
Latest statistics and disclosures from Leeward Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, VUG, VGT, AAPL, SCHG, and represent 26.79% of Leeward Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: MSFT, BLV, VB, COST, VMBS, BIV, MUB, VGT, FLMI, PZA.
- Started 4 new stock positions in OWL, IYG, URI, TSLA.
- Reduced shares in these 10 stocks: VUSB, VTV, NVDA, VEA, PG, , ETN, SCHA, LOW, VOO.
- Sold out of its positions in ADBE, PG, SCHA.
- Leeward Financial Partners was a net buyer of stock by $13M.
- Leeward Financial Partners has $352M in assets under management (AUM), dropping by 11.37%.
- Central Index Key (CIK): 0001735201
Tip: Access up to 7 years of quarterly data
Positions held by Leeward Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Leeward Financial Partners
Leeward Financial Partners holds 101 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.4 | $26M | +12% | 50k | 517.95 |
|
| Vanguard Index Fds Growth Etf (VUG) | 6.3 | $22M | 46k | 479.61 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 5.0 | $18M | +3% | 24k | 746.65 |
|
| Apple (AAPL) | 4.4 | $16M | 61k | 254.63 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.7 | $13M | +2% | 407k | 31.91 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.6 | $13M | +2% | 537k | 23.28 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 3.5 | $12M | 40k | 307.86 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 3.4 | $12M | -3% | 65k | 186.49 |
|
| Amazon (AMZN) | 3.4 | $12M | +2% | 54k | 219.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $11M | +2% | 46k | 243.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.2 | $11M | +6% | 44k | 254.28 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.3 | $8.2M | +6% | 39k | 208.71 |
|
| Goldman Sachs (GS) | 2.3 | $8.1M | +6% | 10k | 796.35 |
|
| Costco Wholesale Corporation (COST) | 2.2 | $7.9M | +9% | 8.5k | 925.63 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.0 | $7.2M | +7% | 24k | 297.62 |
|
| Vertiv Holdings Com Cl A (VRT) | 2.0 | $7.0M | +7% | 47k | 150.86 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $6.9M | -6% | 37k | 186.58 |
|
| Netflix (NFLX) | 1.9 | $6.5M | +6% | 5.4k | 1198.92 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.7 | $6.1M | +11% | 78k | 78.09 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.7 | $5.8M | +13% | 83k | 70.85 |
|
| Visa Com Cl A (V) | 1.6 | $5.8M | +5% | 17k | 341.38 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.5 | $5.2M | +3% | 179k | 29.11 |
|
| Ecolab (ECL) | 1.4 | $5.0M | +7% | 18k | 273.86 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.3 | $4.7M | +16% | 99k | 46.96 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.3 | $4.6M | -25% | 91k | 49.99 |
|
| Ishares Tr National Mun Etf (MUB) | 1.2 | $4.3M | +16% | 41k | 106.49 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $4.3M | +8% | 47k | 91.42 |
|
| Broadcom (AVGO) | 1.2 | $4.2M | +2% | 13k | 329.91 |
|
| Palantir Technologies Cl A (PLTR) | 1.2 | $4.2M | 23k | 182.42 |
|
|
| UnitedHealth (UNH) | 1.2 | $4.1M | +3% | 12k | 345.29 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $4.0M | +2% | 54k | 74.37 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $3.9M | 5.9k | 669.30 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $3.4M | 5.2k | 666.18 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $3.0M | 16k | 195.86 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $3.0M | +6% | 4.0k | 763.00 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $3.0M | +3% | 38k | 78.91 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.7M | 13k | 215.79 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.7 | $2.6M | +16% | 69k | 37.78 |
|
| Servicenow (NOW) | 0.7 | $2.6M | 2.8k | 920.28 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.7 | $2.5M | +3% | 62k | 40.57 |
|
| Nxp Semiconductors N V (NXPI) | 0.7 | $2.4M | +10% | 11k | 227.73 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $2.4M | +14% | 7.8k | 309.74 |
|
| Paccar (PCAR) | 0.6 | $2.3M | +15% | 23k | 98.32 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.6 | $2.3M | +31% | 92k | 24.77 |
|
| Axon Enterprise (AXON) | 0.6 | $2.2M | -3% | 3.1k | 717.64 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.6 | $2.2M | +33% | 94k | 23.09 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $2.1M | +32% | 43k | 50.07 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $2.1M | +3% | 25k | 84.11 |
|
| Boeing Company (BA) | 0.5 | $1.6M | 7.5k | 215.84 |
|
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.4 | $1.3M | 16k | 80.65 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.2M | 2.0k | 600.22 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $1.1M | +3% | 14k | 81.19 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $1.1M | 41k | 26.95 |
|
|
| Eaton Corp SHS (ETN) | 0.3 | $1.1M | -16% | 2.9k | 374.25 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $1.1M | 4.1k | 260.44 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $864k | -2% | 10k | 84.60 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $809k | +13% | 1.1k | 718.54 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.2 | $773k | 52k | 14.96 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $734k | -12% | 1.0k | 734.38 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $716k | 5.0k | 143.18 |
|
|
| PNC Financial Services (PNC) | 0.2 | $684k | -3% | 3.4k | 200.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $640k | 1.3k | 502.69 |
|
|
| Arista Networks Com Shs (ANET) | 0.2 | $605k | +6% | 4.2k | 145.71 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $571k | 1.8k | 315.43 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $521k | -45% | 8.7k | 59.92 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $476k | 2.0k | 238.17 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $467k | +42% | 6.8k | 68.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $463k | -2% | 1.4k | 328.17 |
|
| Home Depot (HD) | 0.1 | $457k | 1.1k | 405.24 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $441k | +6% | 534.00 | 825.18 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $431k | +12% | 1.3k | 326.36 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $420k | 905.00 | 463.74 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $412k | +17% | 4.1k | 101.37 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $408k | 1.0k | 402.42 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $405k | +14% | 10k | 39.19 |
|
| Celestica (CLS) | 0.1 | $383k | 1.6k | 246.38 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $383k | +4% | 1.2k | 323.58 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $371k | 1.6k | 239.64 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $363k | +6% | 2.4k | 148.61 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $360k | -5% | 1.5k | 243.55 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $343k | -9% | 7.7k | 44.69 |
|
| Oracle Corporation (ORCL) | 0.1 | $341k | 1.2k | 281.24 |
|
|
| Regal-beloit Corporation (RRX) | 0.1 | $328k | 2.3k | 143.44 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $318k | 1.5k | 209.26 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $318k | 12k | 27.30 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $314k | 2.0k | 158.96 |
|
|
| Stryker Corporation (SYK) | 0.1 | $313k | 846.00 | 369.49 |
|
|
| Abbvie (ABBV) | 0.1 | $300k | 1.3k | 231.63 |
|
|
| Donaldson Company (DCI) | 0.1 | $285k | 3.5k | 81.85 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $280k | 716.00 | 391.64 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $268k | +17% | 1.4k | 196.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $266k | -29% | 434.00 | 611.99 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $261k | +17% | 1.8k | 142.40 |
|
| Automatic Data Processing (ADP) | 0.1 | $241k | -3% | 820.00 | 293.50 |
|
| United Rentals (URI) | 0.1 | $241k | NEW | 252.00 | 954.66 |
|
| McDonald's Corporation (MCD) | 0.1 | $228k | 750.00 | 303.94 |
|
|
| International Business Machines (IBM) | 0.1 | $227k | -3% | 803.00 | 282.16 |
|
| Tesla Motors (TSLA) | 0.1 | $219k | NEW | 493.00 | 444.72 |
|
| Lowe's Companies (LOW) | 0.1 | $208k | -36% | 826.00 | 251.24 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $206k | NEW | 12k | 16.93 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.1 | $202k | NEW | 2.3k | 89.64 |
|
Past Filings by Leeward Financial Partners
SEC 13F filings are viewable for Leeward Financial Partners going back to 2021
- Leeward Financial Partners 2025 Q3 filed Nov. 12, 2025
- Leeward Financial Partners 2025 Q2 filed Aug. 4, 2025
- Leeward Financial Partners 2025 Q1 filed May 9, 2025
- Leeward Financial Partners 2024 Q4 filed Feb. 13, 2025
- Leeward Financial Partners 2024 Q3 filed Oct. 30, 2024
- Leeward Financial Partners 2024 Q2 filed July 30, 2024
- Leeward Financial Partners 2024 Q1 filed April 19, 2024
- Leeward Financial Partners 2023 Q4 filed Jan. 26, 2024
- Leeward Financial Partners 2023 Q3 filed Oct. 31, 2023
- Leeward Financial Partners 2023 Q2 filed Aug. 8, 2023
- Leeward Financial Partners 2023 Q1 filed April 25, 2023
- Leeward Financial Partners 2022 Q4 filed Jan. 30, 2023
- Leeward Financial Partners 2022 Q3 filed Nov. 3, 2022
- Leeward Financial Partners 2022 Q2 filed July 19, 2022
- Leeward Financial Partners 2022 Q1 filed May 12, 2022
- Leeward Financial Partners 2021 Q4 filed Jan. 27, 2022