Leeward Financial Partners

Leeward Financial Partners as of March 31, 2026

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.8 $19M 53k 370.17
Vanguard Index Fds Growth Etf (VUG) 5.5 $18M 42k 436.79
Vanguard World Inf Tech Etf (VGT) 4.4 $15M 21k 697.71
Apple (AAPL) 4.2 $14M 56k 253.79
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $13M 522k 24.75
Vanguard Index Fds Large Cap Etf (VV) 3.8 $13M 43k 298.85
Vanguard Index Fds Value Etf (VTV) 3.8 $13M 65k 196.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.5 $12M 403k 29.13
Amazon (AMZN) 3.5 $12M 56k 208.27
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.3 $11M 221k 49.78
Vanguard Index Fds Small Cp Etf (VB) 3.1 $10M 39k 261.92
Costco Wholesale Corporation (COST) 2.9 $9.8M 9.8k 996.45
Alphabet Cap Stk Cl A (GOOGL) 2.9 $9.6M 33k 287.56
Goldman Sachs (GS) 2.1 $7.1M 8.4k 845.99
NVIDIA Corporation (NVDA) 2.0 $6.8M 39k 174.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $6.8M 31k 217.25
Vanguard Bd Index Fds Intermed Term (BIV) 1.8 $5.9M 77k 77.18
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.7 $5.6M 19k 302.24
Vanguard Bd Index Fds Long Term Bond (BLV) 1.7 $5.6M 81k 68.78
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.6 $5.4M 178k 30.50
Applovin Corp Com Cl A (APP) 1.5 $5.0M 13k 398.00
Vertiv Holdings Com Cl A (VRT) 1.5 $5.0M 20k 250.58
JPMorgan Chase & Co. (JPM) 1.4 $4.7M 16k 294.16
Ecolab (ECL) 1.4 $4.7M 18k 266.02
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.4 $4.6M 97k 46.95
Broadcom (AVGO) 1.3 $4.5M 15k 309.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $4.5M 71k 64.08
Ishares Tr National Mun Etf (MUB) 1.3 $4.3M 41k 106.15
Netflix (NFLX) 1.3 $4.3M 45k 96.15
Meta Platforms Cl A (META) 1.2 $3.9M 6.9k 572.13
Natera (NTRA) 1.1 $3.8M 19k 199.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $3.8M 52k 73.64
Ishares Tr Core S&p500 Etf (IVV) 1.1 $3.7M 5.7k 653.21
Cummins (CMI) 1.0 $3.5M 6.5k 538.02
UnitedHealth (UNH) 1.0 $3.4M 12k 270.59
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $3.3M 5.1k 650.34
Palantir Technologies Cl A (PLTR) 0.9 $3.0M 21k 146.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $3.0M 38k 78.41
Vaneck Etf Trust Semiconductr Etf (SMH) 0.9 $2.9M 7.5k 383.40
Ishares Tr U.s. Tech Etf (IYW) 0.8 $2.7M 15k 181.42
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $2.7M 13k 215.06
Ishares Tr Broad Usd High (USHY) 0.7 $2.5M 68k 36.84
Ishares Core Msci Emkt (IEMG) 0.7 $2.4M 35k 69.75
Ssga Active Etf Tr State Street Dou (TOTL) 0.7 $2.3M 59k 39.73
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.7 $2.3M 93k 24.79
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.7 $2.2M 96k 22.98
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.2M 44k 49.89
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.9M 23k 82.75
Amphenol Corp Cl A (APH) 0.5 $1.6M 12k 126.35
Intuitive Surgical Com New (ISRG) 0.5 $1.5M 3.3k 460.99
Spdr Series Trust State Street Spd (SPTM) 0.4 $1.3M 16k 79.06
Axon Enterprise (AXON) 0.3 $1.1M 2.7k 424.69
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.1M 41k 26.61
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $1.1M 14k 79.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M 1.9k 577.19
Visa Com Cl A (V) 0.3 $1.1M 3.5k 302.28
Marriott Intl Cl A (MAR) 0.3 $956k 2.9k 327.07
Oracle Corporation (ORCL) 0.3 $921k 6.3k 147.11
Starbucks Corporation (SBUX) 0.3 $847k 9.5k 89.59
Eli Lilly & Co. (LLY) 0.2 $606k 659.00 919.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $597k 1.2k 479.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $595k 6.7k 88.70
Paccar (PCAR) 0.2 $583k 5.0k 115.50
Adaptive Biotechnologies Cor (ADPT) 0.2 $575k 41k 13.88
PNC Financial Services (PNC) 0.2 $561k 2.7k 208.09
Arista Networks Com Shs (ANET) 0.1 $496k 4.0k 122.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $481k 1.5k 320.81
Regal-beloit Corporation (RRX) 0.1 $428k 2.3k 187.26
Boeing Company (BA) 0.1 $427k 2.1k 199.05
Comfort Systems USA (FIX) 0.1 $408k 296.00 1378.99
Alphabet Cap Stk Cl C (GOOG) 0.1 $404k 1.4k 286.86
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $386k 834.00 463.19
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $373k 5.6k 67.07
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $372k 7.7k 48.46
Arthur J. Gallagher & Co. (AJG) 0.1 $361k 1.7k 216.59
Eaton Corp SHS (ETN) 0.1 $355k 992.00 357.67
Vanguard World Mega Grwth Ind (MGK) 0.1 $348k 946.00 367.44
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $330k 11k 30.68
Broadridge Financial Solutions (BR) 0.1 $325k 2.0k 162.48
Select Sector Spdr Tr State Street Con (XLY) 0.1 $312k 2.9k 108.98
Ishares Tr Us Aer Def Etf (ITA) 0.1 $307k 1.4k 218.75
Donaldson Company (DCI) 0.1 $296k 3.5k 84.87
McDonald's Corporation (MCD) 0.1 $295k 950.00 310.83
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $290k 2.4k 118.62
Servicenow (NOW) 0.1 $285k 2.7k 104.55
Royal Caribbean Cruises (RCL) 0.1 $284k 1.0k 275.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $280k 468.00 597.20
Morgan Stanley Com New (MS) 0.1 $279k 1.7k 164.57
Celestica (CLS) 0.1 $277k 983.00 281.68
Abbvie (ABBV) 0.1 $276k 1.3k 217.41
Nxp Semiconductors N V (NXPI) 0.1 $271k 1.4k 196.86
Stryker Corporation (SYK) 0.1 $258k 785.00 328.72
Merck & Co (MRK) 0.1 $256k 2.1k 120.29
Howmet Aerospace (HWM) 0.1 $249k 1.1k 230.46
Home Depot (HD) 0.1 $237k 719.00 328.96
Datadog Cl A Com (DDOG) 0.1 $236k 2.0k 118.05
Tesla Motors (TSLA) 0.1 $206k 553.00 371.75