Leeward Financial Partners
Latest statistics and disclosures from Leeward Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, MSFT, VGT, AAPL, VV, and represent 24.01% of Leeward Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$19M), VGT (+$17M), TER, MAR, LRCX, MU, BND, VV, MGK, VTV.
- Started 11 new stock positions in CRWD, AMAT, TER, DELL, TECL, AMD, LRCX, URI, IBM, MU. VYM.
- Reduced shares in these 10 stocks: VUSB (-$5.7M), NFLX, PLTR, META, SMH, APP, COST, VIG, VRT, AMZN.
- Leeward Financial Partners was a net buyer of stock by $36M.
- Leeward Financial Partners has $381M in assets under management (AUM), dropping by 13.37%.
- 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 108 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 5.8 | $22M | +509% | 256k | 86.14 |
|
| Microsoft Corporation (MSFT) | 5.1 | $19M | 52k | 373.02 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 5.0 | $19M | +655% | 160k | 119.52 |
|
| Apple (AAPL) | 4.2 | $16M | 55k | 289.36 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 3.9 | $15M | +2% | 44k | 343.91 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.9 | $15M | +2% | 532k | 27.70 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.8 | $14M | +2% | 66k | 217.93 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.7 | $14M | +2% | 412k | 33.84 |
|
| Amazon (AMZN) | 3.4 | $13M | -2% | 55k | 238.34 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.2 | $12M | 40k | 303.12 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $12M | 33k | 357.37 |
|
|
| Costco Wholesale Corporation (COST) | 2.2 | $8.5M | -7% | 9.1k | 935.49 |
|
| Goldman Sachs (GS) | 2.2 | $8.4M | -2% | 8.3k | 1011.37 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $7.9M | 40k | 200.09 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.9 | $7.3M | -3% | 30k | 242.99 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.8 | $6.8M | 19k | 365.69 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 1.7 | $6.3M | -4% | 19k | 334.82 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.7 | $6.3M | +2% | 182k | 34.81 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $6.2M | +4% | 81k | 76.70 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.5 | $5.7M | +2% | 83k | 68.93 |
|
| Applovin Corp Com Cl A (APP) | 1.5 | $5.6M | -14% | 11k | 515.23 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $5.6M | +5% | 17k | 327.33 |
|
| Broadcom (AVGO) | 1.4 | $5.4M | 14k | 377.75 |
|
|
| Natera (NTRA) | 1.4 | $5.3M | 20k | 271.45 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 1.4 | $5.3M | -52% | 106k | 49.78 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.4 | $5.2M | +3% | 73k | 71.25 |
|
| UnitedHealth (UNH) | 1.4 | $5.2M | 12k | 415.63 |
|
|
| Ecolab (ECL) | 1.3 | $5.1M | +4% | 18k | 278.61 |
|
| Cummins (CMI) | 1.3 | $4.8M | +3% | 6.8k | 713.21 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.2 | $4.7M | +4% | 101k | 46.81 |
|
| Marriott Intl Cl A (MAR) | 1.2 | $4.6M | +326% | 13k | 370.59 |
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $4.4M | 41k | 107.62 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $4.3M | 5.7k | 748.89 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $4.2M | +10% | 57k | 73.41 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $3.9M | -19% | 6.0k | 655.89 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $3.8M | 5.1k | 746.77 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.0 | $3.8M | 15k | 252.23 |
|
|
| Teradyne (TER) | 1.0 | $3.7M | NEW | 7.7k | 483.84 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $3.2M | +9% | 41k | 77.91 |
|
| Lam Research Corp Com New (LRCX) | 0.8 | $3.1M | NEW | 7.2k | 433.33 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $3.0M | +3% | 36k | 82.84 |
|
| Ishares Tr Broad Usd High (USHY) | 0.7 | $2.6M | +4% | 71k | 37.02 |
|
| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.7 | $2.6M | +10% | 65k | 39.47 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $2.4M | -17% | 10k | 236.62 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.6 | $2.3M | 92k | 25.17 |
|
|
| Meta Platforms Cl A (META) | 0.6 | $2.3M | -40% | 4.1k | 563.29 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.6 | $2.2M | 95k | 23.52 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $2.2M | 44k | 50.58 |
|
|
| Amphenol Corp Cl A (APH) | 0.6 | $2.2M | 12k | 176.32 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $2.1M | +7% | 25k | 82.65 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.4 | $1.5M | 16k | 90.79 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.4M | 1.9k | 736.41 |
|
|
| Axon Enterprise (AXON) | 0.4 | $1.4M | -7% | 2.5k | 560.61 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.3M | 3.3k | 397.68 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $1.2M | +11% | 15k | 79.97 |
|
| Visa Com Cl A (V) | 0.3 | $1.2M | 3.5k | 343.13 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $1.1M | 41k | 26.50 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $994k | +2% | 9.7k | 102.19 |
|
| Oracle Corporation (ORCL) | 0.2 | $898k | -2% | 6.1k | 146.55 |
|
| Netflix (NFLX) | 0.2 | $893k | -72% | 13k | 71.40 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.2 | $888k | 41k | 21.45 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $790k | 659.00 | 1199.43 |
|
|
| Arista Networks Com Shs (ANET) | 0.2 | $668k | -2% | 3.9k | 169.88 |
|
| PNC Financial Services (PNC) | 0.2 | $664k | 2.7k | 246.22 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $623k | 1.2k | 500.34 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $609k | -74% | 5.2k | 116.67 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $607k | -6% | 6.3k | 96.43 |
|
| Paccar (PCAR) | 0.2 | $600k | 5.0k | 120.12 |
|
|
| Micron Technology (MU) | 0.2 | $576k | NEW | 499.00 | 1154.29 |
|
| Comfort Systems USA (FIX) | 0.1 | $539k | -8% | 272.00 | 1981.95 |
|
| Regal-beloit Corporation (RRX) | 0.1 | $534k | 2.2k | 238.19 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $522k | -5% | 1.4k | 370.04 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $515k | +3% | 1.5k | 353.33 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $481k | 5.5k | 87.04 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $449k | +2% | 859.00 | 522.39 |
|
| Boeing Company (BA) | 0.1 | $446k | -4% | 2.1k | 216.49 |
|
| Eaton Corp SHS (ETN) | 0.1 | $423k | 992.00 | 426.12 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $422k | 7.7k | 55.01 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $417k | +27% | 1.3k | 317.53 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $416k | +400% | 4.7k | 87.91 |
|
| Celestica (CLS) | 0.1 | $377k | +5% | 1.0k | 364.80 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $360k | -30% | 1.4k | 260.36 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $358k | -6% | 1.6k | 229.57 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $352k | -8% | 1.3k | 281.03 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $341k | 11k | 31.71 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $340k | 1.4k | 242.42 |
|
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $335k | 2.9k | 117.28 |
|
|
| Abbvie (ABBV) | 0.1 | $320k | 1.3k | 251.64 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $316k | +9% | 1.2k | 268.86 |
|
| Donaldson Company (DCI) | 0.1 | $313k | 3.5k | 89.77 |
|
|
| Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL) | 0.1 | $300k | NEW | 1.3k | 230.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $292k | -8% | 426.00 | 686.37 |
|
| United Rentals (URI) | 0.1 | $287k | NEW | 253.00 | 1132.89 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $281k | 2.5k | 114.18 |
|
|
| Broadridge Financial Solutions (BR) | 0.1 | $274k | 2.0k | 136.95 |
|
|
| Merck & Co (MRK) | 0.1 | $274k | 2.1k | 128.50 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $268k | -24% | 1.3k | 209.04 |
|
| Servicenow (NOW) | 0.1 | $266k | 2.7k | 99.28 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $257k | 950.00 | 270.31 |
|
|
| Home Depot (HD) | 0.1 | $254k | 719.00 | 352.75 |
|
|
| Stryker Corporation (SYK) | 0.1 | $248k | 787.00 | 315.02 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $239k | NEW | 553.00 | 431.46 |
|
| Advanced Micro Devices (AMD) | 0.1 | $238k | NEW | 410.00 | 580.91 |
|
| Tesla Motors (TSLA) | 0.1 | $233k | 553.00 | 420.60 |
|
|
| International Business Machines (IBM) | 0.1 | $226k | NEW | 803.00 | 281.21 |
|
| Applied Materials (AMAT) | 0.1 | $212k | NEW | 293.00 | 723.00 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $210k | NEW | 1.3k | 158.03 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $205k | NEW | 269.00 | 763.14 |
|
Past Filings by Leeward Financial Partners
SEC 13F filings are viewable for Leeward Financial Partners going back to 2021
- 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
- Leeward Financial Partners 2022 Q3 filed Nov. 3, 2022