Leeward Financial Partners

Latest statistics and disclosures from Leeward Financial Partners's latest quarterly 13F-HR filing:

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 87 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.6 $12M 31k 376.04
 View chart
Vanguard Index Fds Growth Etf (VUG) 5.5 $12M -10% 37k 310.88
 View chart
Vanguard Index Fds Value Etf (VTV) 5.3 $11M +2% 74k 149.50
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 5.2 $11M 22k 484.01
 View chart
Apple (AAPL) 4.5 $9.3M 48k 192.53
 View chart
Vanguard Index Fds Large Cap Etf (VV) 4.3 $8.9M 41k 218.15
 View chart
Amazon (AMZN) 3.5 $7.3M -2% 48k 151.94
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.3 $6.8M +2% 82k 82.96
 View chart
Vanguard Index Fds Small Cp Etf (VB) 2.9 $5.9M 28k 213.33
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $5.0M -26% 136k 36.96
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $4.9M 103k 47.90
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $4.8M +229% 27k 179.97
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.1 $4.4M -6% 31k 139.69
 View chart
Vanguard Bd Index Fds Long Term Bond (BLV) 2.1 $4.3M +11% 58k 74.58
 View chart
Eaton Corp SHS (ETN) 2.0 $4.2M 17k 240.82
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.8 $3.8M 16k 241.78
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $3.8M +30% 43k 88.36
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.8 $3.7M +16% 53k 70.10
 View chart
Adobe Systems Incorporated (ADBE) 1.8 $3.7M 6.2k 596.60
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 1.7 $3.5M -3% 8.6k 406.89
 View chart
UnitedHealth (UNH) 1.6 $3.4M +5% 6.5k 526.49
 View chart
Visa Com Cl A (V) 1.6 $3.4M 13k 260.34
 View chart
Home Depot (HD) 1.6 $3.4M -3% 9.7k 346.57
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $3.3M +6% 43k 76.38
 View chart
Ishares Tr National Mun Etf (MUB) 1.3 $2.7M +10% 25k 108.41
 View chart
Ecolab (ECL) 1.3 $2.7M NEW 14k 198.35
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.3 $2.7M +3% 57k 46.36
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $2.6M -4% 16k 170.40
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.6M +3% 5.4k 477.63
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.5M +2% 5.2k 475.31
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $2.4M -5% 33k 73.55
 View chart
PNC Financial Services (PNC) 1.2 $2.4M NEW 16k 154.85
 View chart
NVIDIA Corporation (NVDA) 1.1 $2.3M -27% 4.7k 495.26
 View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.1 $2.2M 44k 49.44
 View chart
Paccar (PCAR) 1.0 $2.1M 22k 97.65
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $2.1M -4% 27k 77.02
 View chart
Illinois Tool Works (ITW) 0.9 $1.9M 7.2k 261.95
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.9M 15k 122.75
 View chart
Servicenow (NOW) 0.8 $1.7M +9% 2.5k 706.49
 View chart
Ingersoll Rand (IR) 0.8 $1.7M +4% 22k 77.34
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $1.7M 20k 81.28
 View chart
Starbucks Corporation (SBUX) 0.8 $1.6M +20% 17k 96.01
 View chart
Arthur J. Gallagher & Co. (AJG) 0.8 $1.6M 7.0k 224.89
 View chart
Ishares Tr Broad Usd High (USHY) 0.7 $1.5M +3% 43k 36.35
 View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.7 $1.5M 38k 40.25
 View chart
Workday Cl A (WDAY) 0.7 $1.4M NEW 5.0k 276.06
 View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.5 $1.1M +16% 47k 24.26
 View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.5 $1.1M +13% 46k 24.18
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $1.1M 21k 52.20
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.1M +10% 22k 51.05
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $928k 16k 58.45
 View chart
Marriott Intl Cl A (MAR) 0.4 $920k 4.1k 225.51
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $876k -50% 19k 47.49
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $608k -7% 7.9k 77.39
 View chart
Costco Wholesale Corporation (COST) 0.3 $593k 899.00 659.96
 View chart
Franklin Resources (BEN) 0.3 $549k 18k 29.79
 View chart
Monster Beverage Corp (MNST) 0.3 $535k +5% 9.3k 57.61
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $503k 1.4k 356.66
 View chart
Boeing Company (BA) 0.2 $492k -4% 1.9k 260.69
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $473k NEW 6.3k 75.32
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $460k NEW 9.7k 47.24
 View chart
Automatic Data Processing (ADP) 0.2 $391k 1.7k 232.97
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $391k 894.00 436.80
 View chart
Regal-beloit Corporation (RRX) 0.2 $350k NEW 2.4k 148.02
 View chart
Lowe's Companies (LOW) 0.2 $345k NEW 1.6k 222.51
 View chart
Shopify Cl A (SHOP) 0.2 $340k -11% 4.4k 77.90
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $333k 812.00 409.52
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.2 $332k -40% 1.3k 255.32
 View chart
Shake Shack Cl A (SHAK) 0.2 $315k -4% 4.3k 74.12
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $308k NEW 1.3k 237.22
 View chart
Tesla Motors (TSLA) 0.1 $305k +7% 1.2k 248.48
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $295k -20% 1.7k 174.87
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.1 $295k -2% 5.6k 52.37
 View chart
Adaptive Biotechnologies Cor (ADPT) 0.1 $265k 54k 4.90
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $264k 1.5k 175.22
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $253k NEW 6.8k 37.22
 View chart
Chipotle Mexican Grill (CMG) 0.1 $240k NEW 105.00 2286.96
 View chart
Deckers Outdoor Corporation (DECK) 0.1 $235k NEW 352.00 668.43
 View chart
Fortinet (FTNT) 0.1 $231k NEW 3.9k 58.53
 View chart
Ishares Tr Expanded Tech (IGV) 0.1 $230k NEW 568.00 405.64
 View chart
Constellation Brands Cl A (STZ) 0.1 $229k -91% 946.00 241.64
 View chart
Donaldson Company (DCI) 0.1 $228k 3.5k 65.35
 View chart
Axon Enterprise (AXON) 0.1 $225k NEW 871.00 258.33
 View chart
McDonald's Corporation (MCD) 0.1 $224k NEW 755.00 296.55
 View chart
Amphastar Pharmaceuticals (AMPH) 0.1 $217k NEW 3.5k 61.85
 View chart
Fulton Financial (FULT) 0.1 $196k NEW 12k 16.46
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $179k 10k 17.17
 View chart

Past Filings by Leeward Financial Partners

SEC 13F filings are viewable for Leeward Financial Partners going back to 2021