Leeward Financial Partners

Leeward Financial Partners as of March 31, 2025

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 86 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 6.5 $17M 47k 370.82
Microsoft Corporation (MSFT) 6.2 $17M 44k 375.39
Vanguard Index Fds Value Etf (VTV) 5.1 $14M 80k 172.74
Vanguard World Inf Tech Etf (VGT) 4.6 $12M 23k 542.39
Vanguard Index Fds Large Cap Etf (VV) 4.5 $12M 47k 257.03
Apple (AAPL) 3.9 $10M 47k 222.13
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.7 $9.9M 394k 25.04
Amazon (AMZN) 3.5 $9.3M 49k 190.26
Vanguard Index Fds Small Cp Etf (VB) 3.3 $8.8M 40k 221.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.6 $6.9M 37k 186.29
Alphabet Cap Stk Cl A (GOOGL) 2.4 $6.3M 41k 154.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $6.3M 317k 19.78
Vanguard Bd Index Fds Long Term Bond (BLV) 2.1 $5.6M 80k 70.42
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.1 $5.6M 22k 251.77
Eli Lilly & Co. (LLY) 2.1 $5.5M 6.7k 825.91
NVIDIA Corporation (NVDA) 2.0 $5.4M 50k 108.38
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $5.3M 69k 76.57
Goldman Sachs (GS) 1.9 $5.2M 9.5k 546.29
Netflix (NFLX) 1.9 $5.2M 5.6k 932.53
Costco Wholesale Corporation (COST) 1.9 $5.0M 5.3k 945.74
Visa Com Cl A (V) 1.9 $5.0M 14k 350.45
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.7 $4.5M 170k 26.58
Ecolab (ECL) 1.7 $4.5M 18k 253.52
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $3.7M 80k 46.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $3.6M 50k 73.45
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $3.6M 40k 90.54
Procter & Gamble Company (PG) 1.3 $3.6M 21k 170.42
Abbott Laboratories (ABT) 1.3 $3.4M 26k 132.65
Ishares Tr National Mun Etf (MUB) 1.2 $3.3M 32k 105.44
Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.3M 5.8k 561.90
Vertiv Holdings Com Cl A (VRT) 1.1 $3.1M 42k 72.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.9M 5.2k 559.39
Servicenow (NOW) 1.0 $2.6M 3.3k 796.14
Arthur J. Gallagher & Co. (AJG) 0.9 $2.5M 7.2k 345.24
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $2.5M 32k 78.28
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $2.4M 13k 193.99
Eaton Corp SHS (ETN) 0.9 $2.4M 8.7k 271.83
PNC Financial Services (PNC) 0.9 $2.3M 13k 175.77
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.8 $2.2M 54k 40.29
Ishares Tr U.s. Tech Etf (IYW) 0.8 $2.2M 16k 140.44
Ishares Tr Broad Usd High (USHY) 0.8 $2.0M 56k 36.81
Paccar (PCAR) 0.7 $1.9M 20k 97.37
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.7 $1.9M 39k 49.85
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.8M 22k 81.76
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $1.6M 66k 24.44
Broadcom (AVGO) 0.6 $1.5M 9.1k 167.43
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.6 $1.5M 65k 23.04
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.5M 30k 49.62
Axon Enterprise (AXON) 0.5 $1.3M 2.5k 525.95
Boeing Company (BA) 0.5 $1.3M 7.6k 170.56
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.1M 41k 26.89
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $1.1M 16k 68.01
Marriott Intl Cl A (MAR) 0.4 $984k 4.1k 238.20
Starbucks Corporation (SBUX) 0.4 $957k 9.8k 98.09
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $675k 8.6k 78.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $649k 1.2k 532.58
Palantir Technologies Cl A (PLTR) 0.2 $632k 7.5k 84.40
Vanguard World Health Car Etf (VHT) 0.2 $617k 2.3k 264.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $589k 12k 50.83
UnitedHealth (UNH) 0.2 $496k 946.00 523.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $430k 917.00 468.92
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $396k 1.4k 274.84
Meta Platforms Cl A (META) 0.1 $389k 675.00 576.36
Adaptive Biotechnologies Cor (ADPT) 0.1 $384k 52k 7.43
Chipotle Mexican Grill (CMG) 0.1 $374k 7.5k 50.21
Adobe Systems Incorporated (ADBE) 0.1 $341k 889.00 383.53
Lowe's Companies (LOW) 0.1 $320k 1.4k 233.19
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $319k 658.00 484.82
Home Depot (HD) 0.1 $299k 815.00 366.56
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $280k 6.8k 41.21
Arista Networks Com Shs (ANET) 0.1 $276k 3.6k 77.48
Regal-beloit Corporation (RRX) 0.1 $269k 2.4k 113.85
Automatic Data Processing (ADP) 0.1 $262k 856.00 305.53
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $254k 1.2k 211.47
Morgan Stanley Com New (MS) 0.1 $237k 2.0k 116.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $234k 3.8k 62.10
McDonald's Corporation (MCD) 0.1 $234k 750.00 312.42
Donaldson Company (DCI) 0.1 $234k 3.5k 67.06
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $227k 1.4k 165.59
Shopify Cl A (SHOP) 0.1 $226k 2.4k 95.48
JPMorgan Chase & Co. (JPM) 0.1 $226k 920.00 245.30
Oracle Corporation (ORCL) 0.1 $219k 1.6k 139.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $218k 425.00 513.58
Deckers Outdoor Corporation (DECK) 0.1 $210k 1.9k 111.81
Robinhood Mkts Com Cl A (HOOD) 0.1 $208k 5.0k 41.62
Celestica (CLS) 0.1 $203k 2.6k 78.81