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, VV, and represent 26.54% of Leeward Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$5.5M), NTRA, APP, META, VUSB, JPM, MSFT, APH, COST, ORCL.
- Started 3 new stock positions in NTRA, MRK, APH.
- Reduced shares in these 10 stocks: VRT, LLY, GOOGL, PCAR, NXPI, PLTR, AJG, BA, VUG, AAPL.
- Sold out of its positions in ADP, OWL, CMG, DDOG, IYG, LOW, HOOD, VRTX.
- Leeward Financial Partners was a net buyer of stock by $5.8M.
- Leeward Financial Partners has $356M in assets under management (AUM), dropping by 1.22%.
- Central Index Key (CIK): 0001735201
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Portfolio Holdings for Leeward Financial Partners
Leeward Financial Partners holds 96 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.4 | $26M | +8% | 54k | 483.62 |
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| Vanguard Index Fds Growth Etf (VUG) | 6.0 | $21M | -4% | 44k | 487.85 |
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| Vanguard World Inf Tech Etf (VGT) | 5.0 | $18M | 23k | 753.77 |
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| Apple (AAPL) | 4.4 | $16M | -4% | 58k | 271.86 |
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| Vanguard Index Fds Large Cap Etf (VV) | 3.8 | $13M | +6% | 42k | 314.80 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.7 | $13M | 402k | 32.62 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.6 | $13M | 534k | 24.04 |
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| Amazon (AMZN) | 3.6 | $13M | 55k | 230.82 |
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| Vanguard Index Fds Value Etf (VTV) | 3.5 | $13M | 66k | 190.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $12M | -19% | 37k | 313.00 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.2 | $11M | 44k | 257.95 |
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| Goldman Sachs (GS) | 2.5 | $9.0M | 10k | 879.00 |
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| Costco Wholesale Corporation (COST) | 2.4 | $8.6M | +17% | 10k | 862.35 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.3 | $8.2M | 39k | 211.79 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.2 | $7.8M | +71% | 156k | 49.84 |
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| NVIDIA Corporation (NVDA) | 2.1 | $7.3M | +5% | 39k | 186.50 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 2.0 | $7.1M | 24k | 302.12 |
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| Netflix (NFLX) | 1.7 | $6.0M | +1082% | 64k | 93.76 |
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| Visa Com Cl A (V) | 1.7 | $6.0M | 17k | 350.71 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.7 | $6.0M | 78k | 77.88 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.6 | $5.6M | 81k | 69.52 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.5 | $5.3M | 178k | 29.61 |
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| Broadcom (AVGO) | 1.4 | $4.9M | +9% | 14k | 346.10 |
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| Ecolab (ECL) | 1.3 | $4.7M | 18k | 262.52 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.3 | $4.6M | 98k | 47.08 |
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| Applovin Corp Com Cl A (APP) | 1.3 | $4.5M | +489% | 6.6k | 673.82 |
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| Ishares Tr National Mun Etf (MUB) | 1.2 | $4.4M | 41k | 107.11 |
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| Meta Platforms Cl A (META) | 1.2 | $4.2M | +543% | 6.4k | 660.09 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $4.2M | 48k | 88.49 |
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| Vertiv Holdings Com Cl A (VRT) | 1.2 | $4.1M | -45% | 25k | 162.01 |
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| UnitedHealth (UNH) | 1.1 | $4.0M | 12k | 330.11 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $4.0M | 5.8k | 684.94 |
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| Natera (NTRA) | 1.1 | $4.0M | NEW | 17k | 229.09 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $3.9M | 53k | 74.07 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $3.5M | 5.1k | 681.92 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $3.0M | 38k | 78.81 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $3.0M | -2% | 15k | 199.68 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.8M | 13k | 219.78 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.6M | +353% | 8.2k | 322.22 |
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| Palantir Technologies Cl A (PLTR) | 0.7 | $2.6M | -37% | 14k | 177.75 |
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| Ishares Tr Broad Usd High (USHY) | 0.7 | $2.5M | 68k | 37.39 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.7 | $2.4M | -3% | 60k | 40.25 |
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| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.6 | $2.3M | 92k | 24.87 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.6 | $2.2M | 94k | 23.19 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $2.2M | 43k | 50.29 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $2.0M | -5% | 24k | 83.75 |
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| Axon Enterprise (AXON) | 0.5 | $1.7M | -2% | 3.0k | 567.93 |
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| Amphenol Corp Cl A (APH) | 0.4 | $1.6M | NEW | 12k | 135.14 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.4 | $1.3M | 16k | 82.50 |
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| Marriott Intl Cl A (MAR) | 0.4 | $1.3M | 4.1k | 310.24 |
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| Oracle Corporation (ORCL) | 0.3 | $1.2M | +411% | 6.2k | 194.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.2M | -6% | 1.9k | 614.25 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $1.1M | 14k | 80.63 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $1.1M | 41k | 26.49 |
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| Eli Lilly & Co. (LLY) | 0.3 | $921k | -78% | 857.00 | 1074.68 |
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| Starbucks Corporation (SBUX) | 0.2 | $813k | -5% | 9.7k | 84.21 |
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| Paccar (PCAR) | 0.2 | $677k | -73% | 6.2k | 109.51 |
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| Adaptive Biotechnologies Cor (ADPT) | 0.2 | $672k | -19% | 41k | 16.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $626k | -2% | 1.2k | 502.60 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $588k | -70% | 2.3k | 258.80 |
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| PNC Financial Services (PNC) | 0.2 | $581k | -18% | 2.8k | 208.73 |
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| Arista Networks Com Shs (ANET) | 0.2 | $541k | 4.1k | 131.03 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $503k | +6% | 1.5k | 335.27 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $474k | 1.3k | 360.13 |
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| Servicenow (NOW) | 0.1 | $468k | +9% | 3.1k | 153.19 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $461k | -80% | 2.1k | 217.06 |
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| Boeing Company (BA) | 0.1 | $457k | -72% | 2.1k | 217.14 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $452k | -16% | 7.2k | 62.47 |
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| Broadridge Financial Solutions (BR) | 0.1 | $446k | 2.0k | 223.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $442k | -4% | 1.4k | 313.80 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $401k | -7% | 834.00 | 480.57 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $394k | 2.4k | 160.97 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $391k | -6% | 946.00 | 412.77 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $376k | +14% | 1.3k | 278.92 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $368k | -15% | 5.7k | 64.31 |
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| Comfort Systems USA (FIX) | 0.1 | $362k | -27% | 388.00 | 933.29 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $357k | 7.7k | 46.59 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $341k | +84% | 2.9k | 119.41 |
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| Eaton Corp SHS (ETN) | 0.1 | $328k | -64% | 1.0k | 318.51 |
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| Regal-beloit Corporation (RRX) | 0.1 | $321k | 2.3k | 140.32 |
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| Morgan Stanley Com New (MS) | 0.1 | $316k | -10% | 1.8k | 177.53 |
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| Donaldson Company (DCI) | 0.1 | $309k | 3.5k | 88.66 |
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| Celestica (CLS) | 0.1 | $303k | -33% | 1.0k | 295.61 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $301k | -7% | 1.4k | 214.69 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $295k | -7% | 11k | 27.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $292k | +7% | 466.00 | 626.76 |
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| McDonald's Corporation (MCD) | 0.1 | $290k | +26% | 950.00 | 305.67 |
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| Abbvie (ABBV) | 0.1 | $290k | -2% | 1.3k | 228.40 |
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| Howmet Aerospace (HWM) | 0.1 | $280k | 1.4k | 205.02 |
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| Stryker Corporation (SYK) | 0.1 | $275k | -7% | 783.00 | 351.69 |
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| Home Depot (HD) | 0.1 | $247k | -36% | 718.00 | 344.17 |
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| Tesla Motors (TSLA) | 0.1 | $247k | +11% | 549.00 | 449.72 |
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| International Business Machines (IBM) | 0.1 | $238k | 803.00 | 296.21 |
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| Merck & Co (MRK) | 0.1 | $224k | NEW | 2.1k | 105.26 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $215k | -48% | 2.1k | 103.67 |
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| United Rentals (URI) | 0.1 | $206k | 255.00 | 809.32 |
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Past Filings by Leeward Financial Partners
SEC 13F filings are viewable for Leeward Financial Partners going back to 2021
- Leeward Financial Partners 2025 Q4 filed Feb. 9, 2026
- 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