Leeward Financial Partners

Leeward Financial Partners as of June 30, 2025

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 100 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.0 $22M 45k 497.41
Vanguard Index Fds Growth Etf (VUG) 6.3 $20M 46k 438.40
Vanguard World Inf Tech Etf (VGT) 4.8 $15M 23k 663.29
Apple (AAPL) 3.9 $12M 60k 205.17
Vanguard Index Fds Value Etf (VTV) 3.8 $12M 68k 176.74
Amazon (AMZN) 3.7 $12M 53k 219.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.7 $12M 397k 29.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $12M 524k 22.10
Vanguard Index Fds Large Cap Etf (VV) 3.5 $11M 39k 285.30
Vanguard Index Fds Small Cp Etf (VB) 3.1 $9.7M 41k 236.98
Alphabet Cap Stk Cl A (GOOGL) 2.5 $7.9M 45k 176.23
Costco Wholesale Corporation (COST) 2.4 $7.7M 7.8k 989.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $7.2M 37k 195.01
Netflix (NFLX) 2.2 $6.8M 5.1k 1339.13
Goldman Sachs (GS) 2.1 $6.8M 9.6k 707.75
NVIDIA Corporation (NVDA) 2.0 $6.3M 40k 157.99
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.0 $6.2M 23k 276.94
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.9 $6.1M 123k 49.87
Visa Com Cl A (V) 1.8 $5.7M 16k 355.05
Vertiv Holdings Com Cl A (VRT) 1.8 $5.6M 44k 128.41
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $5.4M 70k 77.34
Vanguard Bd Index Fds Long Term Bond (BLV) 1.6 $5.0M 73k 69.54
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $4.8M 173k 27.67
Ecolab (ECL) 1.5 $4.6M 17k 269.44
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.3 $4.0M 86k 46.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $3.9M 53k 73.63
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $3.9M 43k 89.06
Ishares Tr National Mun Etf (MUB) 1.1 $3.6M 35k 104.48
Ishares Tr Core S&p500 Etf (IVV) 1.1 $3.6M 5.8k 620.90
UnitedHealth (UNH) 1.1 $3.6M 12k 311.97
Broadcom (AVGO) 1.1 $3.5M 13k 275.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $3.2M 5.2k 617.85
Palantir Technologies Cl A (PLTR) 1.0 $3.2M 23k 136.32
Servicenow (NOW) 0.9 $2.9M 2.8k 1028.08
Eli Lilly & Co. (LLY) 0.9 $2.9M 3.7k 779.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $2.9M 37k 78.70
Ishares Tr U.s. Tech Etf (IYW) 0.8 $2.7M 16k 173.27
Axon Enterprise (AXON) 0.8 $2.6M 3.2k 827.94
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $2.6M 13k 204.67
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.8 $2.4M 60k 40.11
Ishares Tr Broad Usd High (USHY) 0.7 $2.2M 59k 37.51
Arthur J. Gallagher & Co. (AJG) 0.7 $2.2M 6.8k 320.12
Nxp Semiconductors N V (NXPI) 0.7 $2.1M 9.6k 218.49
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $2.0M 24k 82.92
Paccar (PCAR) 0.6 $1.9M 20k 95.06
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.5 $1.7M 70k 24.26
Boeing Company (BA) 0.5 $1.6M 7.5k 209.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.6M 32k 49.03
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.5 $1.6M 70k 22.39
Eaton Corp SHS (ETN) 0.4 $1.2M 3.5k 356.99
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.4 $1.2M 16k 74.89
Marriott Intl Cl A (MAR) 0.4 $1.1M 4.1k 273.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.1M 2.0k 551.77
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.1M 41k 26.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $1.1M 13k 80.65
Starbucks Corporation (SBUX) 0.3 $958k 11k 91.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $909k 16k 57.01
Meta Platforms Cl A (META) 0.3 $840k 1.1k 738.09
PNC Financial Services (PNC) 0.2 $656k 3.5k 186.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $627k 1.3k 485.72
Adaptive Biotechnologies Cor (ADPT) 0.2 $602k 52k 11.65
JPMorgan Chase & Co. (JPM) 0.2 $527k 1.8k 289.91
Chipotle Mexican Grill (CMG) 0.2 $508k 9.0k 56.15
Broadridge Financial Solutions (BR) 0.2 $486k 2.0k 243.03
Robinhood Mkts Com Cl A (HOOD) 0.1 $471k 5.0k 93.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $440k 1.4k 303.93
Home Depot (HD) 0.1 $419k 1.1k 366.69
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $399k 905.00 440.65
Arista Networks Com Shs (ANET) 0.1 $398k 3.9k 102.31
Vanguard World Mega Grwth Ind (MGK) 0.1 $371k 1.0k 366.17
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $356k 8.4k 42.28
Deckers Outdoor Corporation (DECK) 0.1 $356k 3.5k 103.07
Royal Caribbean Cruises (RCL) 0.1 $355k 1.1k 313.14
Applovin Corp Com Cl A (APP) 0.1 $348k 995.00 350.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $348k 613.00 567.77
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $337k 1.6k 217.33
Stryker Corporation (SYK) 0.1 $337k 851.00 395.56
Regal-beloit Corporation (RRX) 0.1 $332k 2.3k 144.96
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $327k 1.2k 278.88
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $319k 716.00 445.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $309k 12k 26.50
Procter & Gamble Company (PG) 0.1 $309k 1.9k 159.33
Lowe's Companies (LOW) 0.1 $287k 1.3k 221.83
Ishares Tr Us Aer Def Etf (ITA) 0.1 $287k 1.5k 188.64
Morgan Stanley Com New (MS) 0.1 $278k 2.0k 140.86
Alphabet Cap Stk Cl C (GOOG) 0.1 $276k 1.6k 177.39
Oracle Corporation (ORCL) 0.1 $270k 1.2k 218.63
Comfort Systems USA (FIX) 0.1 $269k 501.00 536.21
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $265k 2.3k 115.35
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $264k 4.8k 55.41
Automatic Data Processing (ADP) 0.1 $262k 851.00 308.40
Celestica (CLS) 0.1 $247k 1.6k 156.11
Adobe Systems Incorporated (ADBE) 0.1 $245k 634.00 386.88
International Business Machines (IBM) 0.1 $245k 831.00 294.78
Abbvie (ABBV) 0.1 $244k 1.3k 185.69
Donaldson Company (DCI) 0.1 $242k 3.5k 69.35
McDonald's Corporation (MCD) 0.1 $219k 750.00 292.22
Howmet Aerospace (HWM) 0.1 $216k 1.2k 186.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $214k 8.5k 25.30
Datadog Cl A Com (DDOG) 0.1 $209k 1.6k 134.33