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, SCHF, and represent 26.30% of Leeward Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: ILMN, NOW, STT, IBB, VUSB, IGV, SNOW, APH, TER, CRWD.
- Started 7 new stock positions in IGV, IBB, ILMN, STT, JNJ, SNOW, NTAP.
- Reduced shares in these 10 stocks: LRCX, CMI, SCHG, VV, APP, NTRA, ISRG, NVDA, AMZN, META.
- Sold out of its positions in AMAT, IBM, LRCX, TSLA.
- Leeward Financial Partners was a net buyer of stock by $3.8M.
- Leeward Financial Partners has $388M in assets under management (AUM), dropping by 1.75%.
- Central Index Key (CIK): 0001735201
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Portfolio Holdings for Leeward Financial Partners
Leeward Financial Partners holds 111 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.9 | $27M | 52k | 512.90 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 5.9 | $23M | 253k | 90.11 |
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| Vanguard World Inf Tech Etf (VGT) | 5.1 | $20M | 158k | 125.67 |
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| Apple (AAPL) | 4.7 | $18M | 54k | 333.02 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.7 | $15M | 529k | 27.47 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 3.7 | $14M | 66k | 216.08 |
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| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 3.5 | $14M | -11% | 39k | 351.85 |
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| Amazon (AMZN) | 3.4 | $13M | -3% | 53k | 249.15 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.2 | $13M | -15% | 348k | 35.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $11M | 33k | 344.08 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 2.9 | $11M | 40k | 284.49 |
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| Costco Wholesale Corporation (COST) | 2.1 | $8.3M | 9.1k | 910.36 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.1 | $8.1M | +54% | 164k | 49.55 |
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| NVIDIA Corporation (NVDA) | 2.1 | $8.0M | -11% | 35k | 228.38 |
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| Goldman Sachs (GS) | 1.9 | $7.5M | 8.3k | 900.41 |
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| Natera (NTRA) | 1.7 | $6.7M | -16% | 16k | 413.31 |
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| Vanguard Index Fds MRNGSTR SML CP V (VBR) | 1.7 | $6.7M | -3% | 29k | 231.03 |
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| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 1.6 | $6.0M | -3% | 18k | 337.83 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.6 | $6.0M | 181k | 33.31 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.5 | $5.9M | 81k | 72.86 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $5.6M | 17k | 330.83 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.3 | $5.2M | 83k | 62.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $5.2M | 73k | 70.61 |
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| Ecolab (ECL) | 1.3 | $5.1M | 19k | 274.58 |
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| Broadcom (AVGO) | 1.3 | $5.0M | 14k | 351.20 |
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| Vertiv Holdings Com Cl A (VRT) | 1.2 | $4.7M | 19k | 241.31 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.2 | $4.6M | 103k | 44.41 |
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| UnitedHealth (UNH) | 1.2 | $4.5M | 12k | 367.09 |
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| Illumina (ILMN) | 1.1 | $4.4M | NEW | 16k | 273.68 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $4.3M | 5.6k | 765.85 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $4.1M | +2% | 59k | 70.15 |
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| Ishares Tr National Mun Etf (MUB) | 1.0 | $4.0M | 40k | 101.10 |
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| Marriott Intl Cl A (MAR) | 1.0 | $4.0M | -9% | 11k | 355.68 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.0 | $4.0M | 15k | 264.90 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $3.9M | 5.1k | 762.63 |
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| Servicenow (NOW) | 1.0 | $3.8M | +963% | 29k | 134.01 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $3.7M | 6.1k | 609.00 |
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| Teradyne (TER) | 0.9 | $3.5M | +11% | 8.6k | 400.92 |
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| State Street Corporation (STT) | 0.8 | $3.2M | NEW | 18k | 174.59 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $3.1M | 41k | 76.40 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $2.9M | 36k | 81.16 |
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| Ishares Tr Ishares Biotech (IBB) | 0.7 | $2.9M | NEW | 14k | 210.53 |
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| Ishares Tr Expanded Tech (IGV) | 0.7 | $2.7M | NEW | 26k | 106.48 |
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| Ishares Tr Broad Usd High (USHY) | 0.7 | $2.6M | 73k | 35.72 |
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| Meta Platforms Cl A (META) | 0.7 | $2.5M | -15% | 3.5k | 725.18 |
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| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.6 | $2.5M | +3% | 67k | 37.42 |
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| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.5 | $2.1M | 91k | 23.32 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $2.1M | -12% | 9.1k | 233.31 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $2.1M | +5% | 26k | 78.31 |
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| Amphenol Corp Cl A (APH) | 0.5 | $2.0M | +96% | 24k | 84.30 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $2.0M | -2% | 43k | 47.36 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.5 | $2.0M | 94k | 21.39 |
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| Applovin Corp Com Cl A (APP) | 0.4 | $1.6M | -48% | 5.6k | 290.43 |
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| Snowflake Com Shs (SNOW) | 0.4 | $1.6M | NEW | 4.8k | 339.56 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.4 | $1.5M | 16k | 92.05 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.3M | -4% | 1.8k | 739.81 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $1.2M | +3% | 16k | 77.21 |
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| Adaptive Biotechnologies Cor (ADPT) | 0.3 | $1.2M | 41k | 28.90 |
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| Visa Com Cl A (V) | 0.3 | $1.1M | -12% | 3.0k | 359.38 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $1.0M | 41k | 25.13 |
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| Axon Enterprise (AXON) | 0.2 | $966k | -6% | 2.3k | 422.52 |
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| Starbucks Corporation (SBUX) | 0.2 | $916k | 9.8k | 93.96 |
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| Oracle Corporation (ORCL) | 0.2 | $841k | 6.1k | 137.30 |
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| Netflix (NFLX) | 0.2 | $788k | -9% | 11k | 69.58 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $767k | -21% | 4.1k | 187.05 |
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| Eli Lilly & Co. (LLY) | 0.2 | $763k | 659.00 | 1157.08 |
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| Arista Networks Com Shs (ANET) | 0.2 | $711k | -11% | 3.5k | 203.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $619k | 1.2k | 497.90 |
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| PNC Financial Services (PNC) | 0.2 | $599k | 2.7k | 222.26 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $564k | 6.3k | 89.63 |
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| Paccar (PCAR) | 0.1 | $541k | 4.9k | 109.81 |
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| Micron Technology (MU) | 0.1 | $532k | 499.00 | 1065.11 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $529k | 1.4k | 374.21 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $497k | 1.5k | 340.74 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $473k | 5.5k | 85.42 |
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| Comfort Systems USA (FIX) | 0.1 | $457k | 276.00 | 1654.09 |
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| Vanguard World Mrngstr Mega Cap (MGK) | 0.1 | $438k | 4.7k | 92.65 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $437k | 859.00 | 508.55 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $422k | 7.7k | 55.00 |
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| Eaton Corp SHS (ETN) | 0.1 | $421k | 980.00 | 429.71 |
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| Cummins (CMI) | 0.1 | $395k | -88% | 765.00 | 516.79 |
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| Boeing Company (BA) | 0.1 | $383k | 2.1k | 186.07 |
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| Datadog Cl A Com (DDOG) | 0.1 | $380k | 1.4k | 273.85 |
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| Celestica (CLS) | 0.1 | $375k | 1.0k | 361.43 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $365k | 2.5k | 148.30 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $351k | 1.3k | 265.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $349k | 11k | 32.53 |
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| Regal-beloit Corporation (RRX) | 0.1 | $348k | 2.2k | 155.11 |
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| Abbvie (ABBV) | 0.1 | $333k | 1.3k | 261.59 |
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| Broadridge Financial Solutions (BR) | 0.1 | $322k | 2.0k | 161.10 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $315k | -11% | 1.4k | 228.11 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $311k | 2.9k | 108.84 |
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| Merck & Co (MRK) | 0.1 | $310k | 2.1k | 145.31 |
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| Donaldson Company (DCI) | 0.1 | $303k | 3.5k | 87.04 |
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| Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL) | 0.1 | $303k | 1.3k | 232.80 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $298k | 426.00 | 700.41 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $298k | 1.3k | 237.53 |
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| Dell Technologies CL C (DELL) | 0.1 | $298k | 553.00 | 537.95 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $290k | 1.4k | 207.18 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $285k | +300% | 1.1k | 264.75 |
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| Howmet Aerospace (HWM) | 0.1 | $268k | 1.2k | 226.18 |
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| United Rentals (URI) | 0.1 | $254k | 254.00 | 1000.78 |
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| Advanced Micro Devices (AMD) | 0.1 | $250k | 409.00 | 611.76 |
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| Morgan Stanley Com New (MS) | 0.1 | $241k | 1.3k | 188.08 |
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| McDonald's Corporation (MCD) | 0.1 | $219k | 950.00 | 230.94 |
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| Stryker Corporation (SYK) | 0.1 | $216k | 786.00 | 275.23 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $214k | -84% | 526.00 | 406.63 |
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| NetApp (NTAP) | 0.1 | $212k | NEW | 1.0k | 210.08 |
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| Home Depot (HD) | 0.1 | $206k | 725.00 | 284.55 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $206k | 1.3k | 155.20 |
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| Johnson & Johnson (JNJ) | 0.1 | $201k | NEW | 758.00 | 264.74 |
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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 2026 Q3 filed Oct. 23, 2026
- Leeward Financial Partners 2026 Q2 filed Aug. 6, 2026
- Leeward Financial Partners 2026 Q1 filed April 20, 2026
- 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