Leeward Financial Partners

Leeward Financial Partners as of Dec. 31, 2025

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 96 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.4 $26M 54k 483.62
Vanguard Index Fds Growth Etf (VUG) 6.0 $21M 44k 487.85
Vanguard World Inf Tech Etf (VGT) 5.0 $18M 23k 753.77
Apple (AAPL) 4.4 $16M 58k 271.86
Vanguard Index Fds Large Cap Etf (VV) 3.8 $13M 42k 314.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.7 $13M 402k 32.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.6 $13M 534k 24.04
Amazon (AMZN) 3.6 $13M 55k 230.82
Vanguard Index Fds Value Etf (VTV) 3.5 $13M 66k 190.99
Alphabet Cap Stk Cl A (GOOGL) 3.3 $12M 37k 313.00
Vanguard Index Fds Small Cp Etf (VB) 3.2 $11M 44k 257.95
Goldman Sachs (GS) 2.5 $9.0M 10k 879.00
Costco Wholesale Corporation (COST) 2.4 $8.6M 10k 862.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $8.2M 39k 211.79
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.2 $7.8M 156k 49.84
NVIDIA Corporation (NVDA) 2.1 $7.3M 39k 186.50
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.0 $7.1M 24k 302.12
Netflix (NFLX) 1.7 $6.0M 64k 93.76
Visa Com Cl A (V) 1.7 $6.0M 17k 350.71
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $6.0M 78k 77.88
Vanguard Bd Index Fds Long Term Bond (BLV) 1.6 $5.6M 81k 69.52
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $5.3M 178k 29.61
Broadcom (AVGO) 1.4 $4.9M 14k 346.10
Ecolab (ECL) 1.3 $4.7M 18k 262.52
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.3 $4.6M 98k 47.08
Applovin Corp Com Cl A (APP) 1.3 $4.5M 6.6k 673.82
Ishares Tr National Mun Etf (MUB) 1.2 $4.4M 41k 107.11
Meta Platforms Cl A (META) 1.2 $4.2M 6.4k 660.09
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $4.2M 48k 88.49
Vertiv Holdings Com Cl A (VRT) 1.2 $4.1M 25k 162.01
UnitedHealth (UNH) 1.1 $4.0M 12k 330.11
Ishares Tr Core S&p500 Etf (IVV) 1.1 $4.0M 5.8k 684.94
Natera (NTRA) 1.1 $4.0M 17k 229.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $3.9M 53k 74.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $3.5M 5.1k 681.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $3.0M 38k 78.81
Ishares Tr U.s. Tech Etf (IYW) 0.8 $3.0M 15k 199.68
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $2.8M 13k 219.78
JPMorgan Chase & Co. (JPM) 0.7 $2.6M 8.2k 322.22
Palantir Technologies Cl A (PLTR) 0.7 $2.6M 14k 177.75
Ishares Tr Broad Usd High (USHY) 0.7 $2.5M 68k 37.39
Ssga Active Etf Tr State Street Dou (TOTL) 0.7 $2.4M 60k 40.25
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $2.3M 92k 24.87
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.6 $2.2M 94k 23.19
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.2M 43k 50.29
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $2.0M 24k 83.75
Axon Enterprise (AXON) 0.5 $1.7M 3.0k 567.93
Amphenol Corp Cl A (APH) 0.4 $1.6M 12k 135.14
Spdr Series Trust State Street Spd (SPTM) 0.4 $1.3M 16k 82.50
Marriott Intl Cl A (MAR) 0.4 $1.3M 4.1k 310.24
Oracle Corporation (ORCL) 0.3 $1.2M 6.2k 194.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.2M 1.9k 614.25
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $1.1M 14k 80.63
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.1M 41k 26.49
Eli Lilly & Co. (LLY) 0.3 $921k 857.00 1074.68
Starbucks Corporation (SBUX) 0.2 $813k 9.7k 84.21
Paccar (PCAR) 0.2 $677k 6.2k 109.51
Adaptive Biotechnologies Cor (ADPT) 0.2 $672k 41k 16.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $626k 1.2k 502.60
Arthur J. Gallagher & Co. (AJG) 0.2 $588k 2.3k 258.80
PNC Financial Services (PNC) 0.2 $581k 2.8k 208.73
Arista Networks Com Shs (ANET) 0.2 $541k 4.1k 131.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $503k 1.5k 335.27
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $474k 1.3k 360.13
Servicenow (NOW) 0.1 $468k 3.1k 153.19
Nxp Semiconductors N V (NXPI) 0.1 $461k 2.1k 217.06
Boeing Company (BA) 0.1 $457k 2.1k 217.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $452k 7.2k 62.47
Broadridge Financial Solutions (BR) 0.1 $446k 2.0k 223.17
Alphabet Cap Stk Cl C (GOOG) 0.1 $442k 1.4k 313.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $401k 834.00 480.57
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $394k 2.4k 160.97
Vanguard World Mega Grwth Ind (MGK) 0.1 $391k 946.00 412.77
Royal Caribbean Cruises (RCL) 0.1 $376k 1.3k 278.92
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $368k 5.7k 64.31
Comfort Systems USA (FIX) 0.1 $362k 388.00 933.29
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $357k 7.7k 46.59
Select Sector Spdr Tr State Street Con (XLY) 0.1 $341k 2.9k 119.41
Eaton Corp SHS (ETN) 0.1 $328k 1.0k 318.51
Regal-beloit Corporation (RRX) 0.1 $321k 2.3k 140.32
Morgan Stanley Com New (MS) 0.1 $316k 1.8k 177.53
Donaldson Company (DCI) 0.1 $309k 3.5k 88.66
Celestica (CLS) 0.1 $303k 1.0k 295.61
Ishares Tr Us Aer Def Etf (ITA) 0.1 $301k 1.4k 214.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $295k 11k 27.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $292k 466.00 626.76
McDonald's Corporation (MCD) 0.1 $290k 950.00 305.67
Abbvie (ABBV) 0.1 $290k 1.3k 228.40
Howmet Aerospace (HWM) 0.1 $280k 1.4k 205.02
Stryker Corporation (SYK) 0.1 $275k 783.00 351.69
Home Depot (HD) 0.1 $247k 718.00 344.17
Tesla Motors (TSLA) 0.1 $247k 549.00 449.72
International Business Machines (IBM) 0.1 $238k 803.00 296.21
Merck & Co (MRK) 0.1 $224k 2.1k 105.26
Deckers Outdoor Corporation (DECK) 0.1 $215k 2.1k 103.67
United Rentals (URI) 0.1 $206k 255.00 809.32