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 23.69% of Leeward Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: VEA, CMI, VUSB, IEMG, APP, SMH, JPM, ISRG, PLTR, NTRA.
- Started 4 new stock positions in IEMG, DDOG, CMI, ISRG.
- Reduced shares in these 10 stocks: V, VNQ, NFLX, VBR, VGT, GS, VBK, VRT, VB, GOOGL.
- Sold out of its positions in DECK, IBM, URI.
- Leeward Financial Partners was a net seller of stock by $-694k.
- Leeward Financial Partners has $336M in assets under management (AUM), dropping by -5.50%.
- Central Index Key (CIK): 0001735201
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Portfolio Holdings for Leeward Financial Partners
Leeward Financial Partners holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.8 | $19M | -3% | 53k | 370.17 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.5 | $18M | -4% | 42k | 436.79 |
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| Vanguard World Inf Tech Etf (VGT) | 4.4 | $15M | -9% | 21k | 697.71 |
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| Apple (AAPL) | 4.2 | $14M | -4% | 56k | 253.79 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.8 | $13M | -2% | 522k | 24.75 |
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| Vanguard Index Fds Large Cap Etf (VV) | 3.8 | $13M | 43k | 298.85 |
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| Vanguard Index Fds Value Etf (VTV) | 3.8 | $13M | 65k | 196.20 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.5 | $12M | 403k | 29.13 |
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| Amazon (AMZN) | 3.5 | $12M | +2% | 56k | 208.27 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 3.3 | $11M | +41% | 221k | 49.78 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.1 | $10M | -11% | 39k | 261.92 |
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| Costco Wholesale Corporation (COST) | 2.9 | $9.8M | -2% | 9.8k | 996.45 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $9.6M | -9% | 33k | 287.56 |
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| Goldman Sachs (GS) | 2.1 | $7.1M | -17% | 8.4k | 845.99 |
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| NVIDIA Corporation (NVDA) | 2.0 | $6.8M | 39k | 174.40 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.0 | $6.8M | -19% | 31k | 217.25 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.8 | $5.9M | 77k | 77.18 |
|
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.7 | $5.6M | -21% | 19k | 302.24 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 1.7 | $5.6M | 81k | 68.78 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.6 | $5.4M | 178k | 30.50 |
|
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| Applovin Corp Com Cl A (APP) | 1.5 | $5.0M | +90% | 13k | 398.00 |
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| Vertiv Holdings Com Cl A (VRT) | 1.5 | $5.0M | -21% | 20k | 250.58 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $4.7M | +96% | 16k | 294.16 |
|
| Ecolab (ECL) | 1.4 | $4.7M | -2% | 18k | 266.02 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.4 | $4.6M | 97k | 46.95 |
|
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| Broadcom (AVGO) | 1.3 | $4.5M | +3% | 15k | 309.51 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $4.5M | +874% | 71k | 64.08 |
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| Ishares Tr National Mun Etf (MUB) | 1.3 | $4.3M | 41k | 106.15 |
|
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| Netflix (NFLX) | 1.3 | $4.3M | -29% | 45k | 96.15 |
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| Meta Platforms Cl A (META) | 1.2 | $3.9M | +6% | 6.9k | 572.13 |
|
| Natera (NTRA) | 1.1 | $3.8M | +10% | 19k | 199.99 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $3.8M | 52k | 73.64 |
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|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $3.7M | -2% | 5.7k | 653.21 |
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| Cummins (CMI) | 1.0 | $3.5M | NEW | 6.5k | 538.02 |
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| UnitedHealth (UNH) | 1.0 | $3.4M | +2% | 12k | 270.59 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $3.3M | 5.1k | 650.34 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $3.0M | +44% | 21k | 146.28 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.9 | $3.0M | 38k | 78.41 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.9 | $2.9M | +470% | 7.5k | 383.40 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $2.7M | 15k | 181.42 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $2.7M | 13k | 215.06 |
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| Ishares Tr Broad Usd High (USHY) | 0.7 | $2.5M | 68k | 36.84 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $2.4M | NEW | 35k | 69.75 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.7 | $2.3M | 59k | 39.73 |
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| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.7 | $2.3M | 93k | 24.79 |
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|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.7 | $2.2M | +2% | 96k | 22.98 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $2.2M | 44k | 49.89 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $1.9M | 23k | 82.75 |
|
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| Amphenol Corp Cl A (APH) | 0.5 | $1.6M | +7% | 12k | 126.35 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $1.5M | NEW | 3.3k | 460.99 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.4 | $1.3M | 16k | 79.06 |
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| Axon Enterprise (AXON) | 0.3 | $1.1M | -10% | 2.7k | 424.69 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $1.1M | 41k | 26.61 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $1.1M | 14k | 79.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.1M | 1.9k | 577.19 |
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| Visa Com Cl A (V) | 0.3 | $1.1M | -79% | 3.5k | 302.28 |
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| Marriott Intl Cl A (MAR) | 0.3 | $956k | -29% | 2.9k | 327.07 |
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| Oracle Corporation (ORCL) | 0.3 | $921k | 6.3k | 147.11 |
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| Starbucks Corporation (SBUX) | 0.3 | $847k | -2% | 9.5k | 89.59 |
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| Eli Lilly & Co. (LLY) | 0.2 | $606k | -23% | 659.00 | 919.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $597k | 1.2k | 479.15 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $595k | -86% | 6.7k | 88.70 |
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| Paccar (PCAR) | 0.2 | $583k | -18% | 5.0k | 115.50 |
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| Adaptive Biotechnologies Cor (ADPT) | 0.2 | $575k | 41k | 13.88 |
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| PNC Financial Services (PNC) | 0.2 | $561k | -3% | 2.7k | 208.09 |
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| Arista Networks Com Shs (ANET) | 0.1 | $496k | -2% | 4.0k | 122.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $481k | 1.5k | 320.81 |
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| Regal-beloit Corporation (RRX) | 0.1 | $428k | 2.3k | 187.26 |
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| Boeing Company (BA) | 0.1 | $427k | 2.1k | 199.05 |
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| Comfort Systems USA (FIX) | 0.1 | $408k | -23% | 296.00 | 1378.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $404k | 1.4k | 286.86 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $386k | 834.00 | 463.19 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $373k | -2% | 5.6k | 67.07 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $372k | 7.7k | 48.46 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $361k | -26% | 1.7k | 216.59 |
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| Eaton Corp SHS (ETN) | 0.1 | $355k | -3% | 992.00 | 357.67 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $348k | 946.00 | 367.44 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $330k | 11k | 30.68 |
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| Broadridge Financial Solutions (BR) | 0.1 | $325k | 2.0k | 162.48 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $312k | 2.9k | 108.98 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $307k | 1.4k | 218.75 |
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| Donaldson Company (DCI) | 0.1 | $296k | 3.5k | 84.87 |
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| McDonald's Corporation (MCD) | 0.1 | $295k | 950.00 | 310.83 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $290k | 2.4k | 118.62 |
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| Servicenow (NOW) | 0.1 | $285k | -10% | 2.7k | 104.55 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $284k | -23% | 1.0k | 275.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $280k | 468.00 | 597.20 |
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| Morgan Stanley Com New (MS) | 0.1 | $279k | -4% | 1.7k | 164.57 |
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| Celestica (CLS) | 0.1 | $277k | -4% | 983.00 | 281.68 |
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| Abbvie (ABBV) | 0.1 | $276k | 1.3k | 217.41 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $271k | -35% | 1.4k | 196.86 |
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| Stryker Corporation (SYK) | 0.1 | $258k | 785.00 | 328.72 |
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| Merck & Co (MRK) | 0.1 | $256k | 2.1k | 120.29 |
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| Howmet Aerospace (HWM) | 0.1 | $249k | -20% | 1.1k | 230.46 |
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| Home Depot (HD) | 0.1 | $237k | 719.00 | 328.96 |
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| Datadog Cl A Com (DDOG) | 0.1 | $236k | NEW | 2.0k | 118.05 |
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| Tesla Motors (TSLA) | 0.1 | $206k | 553.00 | 371.75 |
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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 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
- Leeward Financial Partners 2022 Q2 filed July 19, 2022