Leeward Financial Partners

Leeward Financial Partners as of June 30, 2026

Portfolio Holdings for Leeward Financial Partners

Leeward Financial Partners holds 108 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 5.8 $22M 256k 86.14
Microsoft Corporation (MSFT) 5.1 $19M 52k 373.02
Vanguard World Inf Tech Etf (VGT) 5.0 $19M 160k 119.52
Apple (AAPL) 4.2 $16M 55k 289.36
Vanguard Index Fds Large Cap Etf (VV) 3.9 $15M 44k 343.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.9 $15M 532k 27.70
Vanguard Index Fds Value Etf (VTV) 3.8 $14M 66k 217.93
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.7 $14M 412k 33.84
Amazon (AMZN) 3.4 $13M 55k 238.34
Vanguard Index Fds Small Cp Etf (VB) 3.2 $12M 40k 303.12
Alphabet Cap Stk Cl A (GOOGL) 3.1 $12M 33k 357.37
Costco Wholesale Corporation (COST) 2.2 $8.5M 9.1k 935.49
Goldman Sachs (GS) 2.2 $8.4M 8.3k 1011.37
NVIDIA Corporation (NVDA) 2.1 $7.9M 40k 200.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $7.3M 30k 242.99
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.8 $6.8M 19k 365.69
Vertiv Holdings Com Cl A (VRT) 1.7 $6.3M 19k 334.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.7 $6.3M 182k 34.81
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $6.2M 81k 76.70
Vanguard Bd Index Fds Long Term Bond (BLV) 1.5 $5.7M 83k 68.93
Applovin Corp Com Cl A (APP) 1.5 $5.6M 11k 515.23
JPMorgan Chase & Co. (JPM) 1.5 $5.6M 17k 327.33
Broadcom (AVGO) 1.4 $5.4M 14k 377.75
Natera (NTRA) 1.4 $5.3M 20k 271.45
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.4 $5.3M 106k 49.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $5.2M 73k 71.25
UnitedHealth (UNH) 1.4 $5.2M 12k 415.63
Ecolab (ECL) 1.3 $5.1M 18k 278.61
Cummins (CMI) 1.3 $4.8M 6.8k 713.21
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.2 $4.7M 101k 46.81
Marriott Intl Cl A (MAR) 1.2 $4.6M 13k 370.59
Ishares Tr National Mun Etf (MUB) 1.1 $4.4M 41k 107.62
Ishares Tr Core S&p500 Etf (IVV) 1.1 $4.3M 5.7k 748.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $4.2M 57k 73.41
Vaneck Etf Trust Semiconductr Etf (SMH) 1.0 $3.9M 6.0k 655.89
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $3.8M 5.1k 746.77
Ishares Tr U.s. Tech Etf (IYW) 1.0 $3.8M 15k 252.23
Teradyne (TER) 1.0 $3.7M 7.7k 483.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $3.2M 41k 77.91
Lam Research Corp Com New (LRCX) 0.8 $3.1M 7.2k 433.33
Ishares Core Msci Emkt (IEMG) 0.8 $3.0M 36k 82.84
Ishares Tr Broad Usd High (USHY) 0.7 $2.6M 71k 37.02
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.7 $2.6M 65k 39.47
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.4M 10k 236.62
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $2.3M 92k 25.17
Meta Platforms Cl A (META) 0.6 $2.3M 4.1k 563.29
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.6 $2.2M 95k 23.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $2.2M 44k 50.58
Amphenol Corp Cl A (APH) 0.6 $2.2M 12k 176.32
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $2.1M 25k 82.65
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.4 $1.5M 16k 90.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.4M 1.9k 736.41
Axon Enterprise (AXON) 0.4 $1.4M 2.5k 560.61
Intuitive Surgical Com New (ISRG) 0.3 $1.3M 3.3k 397.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $1.2M 15k 79.97
Visa Com Cl A (V) 0.3 $1.2M 3.5k 343.13
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.1M 41k 26.50
Starbucks Corporation (SBUX) 0.3 $994k 9.7k 102.19
Oracle Corporation (ORCL) 0.2 $898k 6.1k 146.55
Netflix (NFLX) 0.2 $893k 13k 71.40
Adaptive Biotechnologies Cor (ADPT) 0.2 $888k 41k 21.45
Eli Lilly & Co. (LLY) 0.2 $790k 659.00 1199.43
Arista Networks Com Shs (ANET) 0.2 $668k 3.9k 169.88
PNC Financial Services (PNC) 0.2 $664k 2.7k 246.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $623k 1.2k 500.34
Palantir Technologies Cl A (PLTR) 0.2 $609k 5.2k 116.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $607k 6.3k 96.43
Paccar (PCAR) 0.2 $600k 5.0k 120.12
Micron Technology (MU) 0.2 $576k 499.00 1154.29
Comfort Systems USA (FIX) 0.1 $539k 272.00 1981.95
Regal-beloit Corporation (RRX) 0.1 $534k 2.2k 238.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $522k 1.4k 370.04
Alphabet Cap Stk Cl C (GOOG) 0.1 $515k 1.5k 353.33
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $481k 5.5k 87.04
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $449k 859.00 522.39
Boeing Company (BA) 0.1 $446k 2.1k 216.49
Eaton Corp SHS (ETN) 0.1 $423k 992.00 426.12
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $422k 7.7k 55.01
Royal Caribbean Cruises (RCL) 0.1 $417k 1.3k 317.53
Vanguard World Mega Grwth Ind (MGK) 0.1 $416k 4.7k 87.91
Celestica (CLS) 0.1 $377k 1.0k 364.80
Datadog Cl A Com (DDOG) 0.1 $360k 1.4k 260.36
Arthur J. Gallagher & Co. (AJG) 0.1 $358k 1.6k 229.57
Nxp Semiconductors N V (NXPI) 0.1 $352k 1.3k 281.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $341k 11k 31.71
Ishares Tr Us Aer Def Etf (ITA) 0.1 $340k 1.4k 242.42
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $335k 2.9k 117.28
Abbvie (ABBV) 0.1 $320k 1.3k 251.64
Howmet Aerospace (HWM) 0.1 $316k 1.2k 268.86
Donaldson Company (DCI) 0.1 $313k 3.5k 89.77
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL) 0.1 $300k 1.3k 230.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $292k 426.00 686.37
United Rentals (URI) 0.1 $287k 253.00 1132.89
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $281k 2.5k 114.18
Broadridge Financial Solutions (BR) 0.1 $274k 2.0k 136.95
Merck & Co (MRK) 0.1 $274k 2.1k 128.50
Morgan Stanley Com New (MS) 0.1 $268k 1.3k 209.04
Servicenow (NOW) 0.1 $266k 2.7k 99.28
McDonald's Corporation (MCD) 0.1 $257k 950.00 270.31
Home Depot (HD) 0.1 $254k 719.00 352.75
Stryker Corporation (SYK) 0.1 $248k 787.00 315.02
Dell Technologies CL C (DELL) 0.1 $239k 553.00 431.46
Advanced Micro Devices (AMD) 0.1 $238k 410.00 580.91
Tesla Motors (TSLA) 0.1 $233k 553.00 420.60
International Business Machines (IBM) 0.1 $226k 803.00 281.21
Applied Materials (AMAT) 0.1 $212k 293.00 723.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $210k 1.3k 158.03
Crowdstrike Hldgs Cl A (CRWD) 0.1 $205k 269.00 763.14