Leeward Financial Partners

Leeward Financial Partners as of Sept. 30, 2025

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 101 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.4 $26M 50k 517.95
Vanguard Index Fds Growth Etf (VUG) 6.3 $22M 46k 479.61
Vanguard World Inf Tech Etf (VGT) 5.0 $18M 24k 746.65
Apple (AAPL) 4.4 $16M 61k 254.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.7 $13M 407k 31.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.6 $13M 537k 23.28
Vanguard Index Fds Large Cap Etf (VV) 3.5 $12M 40k 307.86
Vanguard Index Fds Value Etf (VTV) 3.4 $12M 65k 186.49
Amazon (AMZN) 3.4 $12M 54k 219.57
Alphabet Cap Stk Cl A (GOOGL) 3.2 $11M 46k 243.10
Vanguard Index Fds Small Cp Etf (VB) 3.2 $11M 44k 254.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $8.2M 39k 208.71
Goldman Sachs (GS) 2.3 $8.1M 10k 796.35
Costco Wholesale Corporation (COST) 2.2 $7.9M 8.5k 925.63
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.0 $7.2M 24k 297.62
Vertiv Holdings Com Cl A (VRT) 2.0 $7.0M 47k 150.86
NVIDIA Corporation (NVDA) 2.0 $6.9M 37k 186.58
Netflix (NFLX) 1.9 $6.5M 5.4k 1198.92
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $6.1M 78k 78.09
Vanguard Bd Index Fds Long Term Bond (BLV) 1.7 $5.8M 83k 70.85
Visa Com Cl A (V) 1.6 $5.8M 17k 341.38
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $5.2M 179k 29.11
Ecolab (ECL) 1.4 $5.0M 18k 273.86
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.3 $4.7M 99k 46.96
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.3 $4.6M 91k 49.99
Ishares Tr National Mun Etf (MUB) 1.2 $4.3M 41k 106.49
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $4.3M 47k 91.42
Broadcom (AVGO) 1.2 $4.2M 13k 329.91
Palantir Technologies Cl A (PLTR) 1.2 $4.2M 23k 182.42
UnitedHealth (UNH) 1.2 $4.1M 12k 345.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $4.0M 54k 74.37
Ishares Tr Core S&p500 Etf (IVV) 1.1 $3.9M 5.9k 669.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $3.4M 5.2k 666.18
Ishares Tr U.s. Tech Etf (IYW) 0.9 $3.0M 16k 195.86
Eli Lilly & Co. (LLY) 0.9 $3.0M 4.0k 763.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $3.0M 38k 78.91
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $2.7M 13k 215.79
Ishares Tr Broad Usd High (USHY) 0.7 $2.6M 69k 37.78
Servicenow (NOW) 0.7 $2.6M 2.8k 920.28
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.7 $2.5M 62k 40.57
Nxp Semiconductors N V (NXPI) 0.7 $2.4M 11k 227.73
Arthur J. Gallagher & Co. (AJG) 0.7 $2.4M 7.8k 309.74
Paccar (PCAR) 0.6 $2.3M 23k 98.32
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $2.3M 92k 24.77
Axon Enterprise (AXON) 0.6 $2.2M 3.1k 717.64
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.6 $2.2M 94k 23.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.1M 43k 50.07
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $2.1M 25k 84.11
Boeing Company (BA) 0.5 $1.6M 7.5k 215.84
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.4 $1.3M 16k 80.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.2M 2.0k 600.22
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $1.1M 14k 81.19
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.1M 41k 26.95
Eaton Corp SHS (ETN) 0.3 $1.1M 2.9k 374.25
Marriott Intl Cl A (MAR) 0.3 $1.1M 4.1k 260.44
Starbucks Corporation (SBUX) 0.2 $864k 10k 84.60
Applovin Corp Com Cl A (APP) 0.2 $809k 1.1k 718.54
Adaptive Biotechnologies Cor (ADPT) 0.2 $773k 52k 14.96
Meta Platforms Cl A (META) 0.2 $734k 1.0k 734.38
Robinhood Mkts Com Cl A (HOOD) 0.2 $716k 5.0k 143.18
PNC Financial Services (PNC) 0.2 $684k 3.4k 200.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $640k 1.3k 502.69
Arista Networks Com Shs (ANET) 0.2 $605k 4.2k 145.71
JPMorgan Chase & Co. (JPM) 0.2 $571k 1.8k 315.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $521k 8.7k 59.92
Broadridge Financial Solutions (BR) 0.1 $476k 2.0k 238.17
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $467k 6.8k 68.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $463k 1.4k 328.17
Home Depot (HD) 0.1 $457k 1.1k 405.24
Comfort Systems USA (FIX) 0.1 $441k 534.00 825.18
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $431k 1.3k 326.36
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $420k 905.00 463.74
Deckers Outdoor Corporation (DECK) 0.1 $412k 4.1k 101.37
Vanguard World Mega Grwth Ind (MGK) 0.1 $408k 1.0k 402.42
Chipotle Mexican Grill (CMG) 0.1 $405k 10k 39.19
Celestica (CLS) 0.1 $383k 1.6k 246.38
Royal Caribbean Cruises (RCL) 0.1 $383k 1.2k 323.58
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $371k 1.6k 239.64
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $363k 2.4k 148.61
Alphabet Cap Stk Cl C (GOOG) 0.1 $360k 1.5k 243.55
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $343k 7.7k 44.69
Oracle Corporation (ORCL) 0.1 $341k 1.2k 281.24
Regal-beloit Corporation (RRX) 0.1 $328k 2.3k 143.44
Ishares Tr Us Aer Def Etf (ITA) 0.1 $318k 1.5k 209.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $318k 12k 27.30
Morgan Stanley Com New (MS) 0.1 $314k 2.0k 158.96
Stryker Corporation (SYK) 0.1 $313k 846.00 369.49
Abbvie (ABBV) 0.1 $300k 1.3k 231.63
Donaldson Company (DCI) 0.1 $285k 3.5k 81.85
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $280k 716.00 391.64
Howmet Aerospace (HWM) 0.1 $268k 1.4k 196.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $266k 434.00 611.99
Datadog Cl A Com (DDOG) 0.1 $261k 1.8k 142.40
Automatic Data Processing (ADP) 0.1 $241k 820.00 293.50
United Rentals (URI) 0.1 $241k 252.00 954.66
McDonald's Corporation (MCD) 0.1 $228k 750.00 303.94
International Business Machines (IBM) 0.1 $227k 803.00 282.16
Tesla Motors (TSLA) 0.1 $219k 493.00 444.72
Lowe's Companies (LOW) 0.1 $208k 826.00 251.24
Blue Owl Capital Com Cl A (OWL) 0.1 $206k 12k 16.93
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $202k 2.3k 89.64