Leeward Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Leeward Financial Partners, LLC held in its portfolio 96 assets valued at $355,767,557 (i.e. $355.77M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($26.24M), VANGUARD INDEX FDS ($21.40M), and VANGUARD WORLD FD ($17.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 96 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Leeward Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 54247 | 26234902 | COM |
| VANGUARD INDEX FDS | 43860 | 21397299 | GROWTH ETF |
| VANGUARD WORLD FD | 23423 | 17655472 | INF TECH ETF |
| APPLE INC | 58069 | 15786697 | COM |
| VANGUARD INDEX FDS | 42439 | 13359916 | LARGE CAP ETF |
| SCHWAB STRATEGIC TR | 402174 | 13118918 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 534407 | 12847146 | INTL EQTY ETF |
| AMAZON COM INC | 54779 | 12644089 | COM |
| VANGUARD INDEX FDS | 65576 | 12524346 | VALUE ETF |
| ALPHABET INC | 37078 | 11605298 | CAP STK CL A |
| VANGUARD INDEX FDS | 44292 | 11425067 | SMALL CP ETF |
| GOLDMAN SACHS GROUP INC | 10280 | 9036120 | COM |
| COSTCO WHSL CORP NEW | 10017 | 8638121 | COM |
| VANGUARD INDEX FDS | 38765 | 8210039 | SM CP VAL ETF |
| VANGUARD BD INDEX FDS | 156338 | 7791884 | VANGUARD ULTRA |
| NVIDIA CORPORATION | 39113 | 7294491 | COM |
| VANGUARD INDEX FDS | 23665 | 7149574 | SML CP GRW ETF |
| NETFLIX INC | 64430 | 6040957 | COM |
| VISA INC | 17211 | 6036142 | COM CL A |
| VANGUARD BD INDEX FDS | 77453 | 6032034 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 81000 | 5631125 | LONG TERM BOND |
| SCHWAB STRATEGIC TR | 177656 | 5260392 | US LCAP VA ETF |
| BROADCOM INC | 14081 | 4873434 | COM |
| ECOLAB INC | 18080 | 4746362 | COM |
| VANGUARD SCOTTSDALE FDS | 97482 | 4589452 | MTG-BKD SECS ETF |
| APPLOVIN CORP | 6637 | 4472143 | COM CL A |
| ISHARES TR | 40825 | 4372736 | NATIONAL MUN ETF |
| META PLATFORMS INC | 6438 | 4249659 | CL A |
| VANGUARD INDEX FDS | 47973 | 4245147 | REAL ESTATE ETF |
| VERTIV HOLDINGS CO | 25346 | 4106305 | COM CL A |
| UNITEDHEALTH GROUP INC | 12117 | 3999992 | COM |
| ISHARES TR | 5809 | 3978816 | CORE S&P500 ETF |
| NATERA INC | 17343 | 3973108 | COM |
| VANGUARD BD INDEX FDS | 52844 | 3914164 | TOTAL BND MRKT |
| SPDR S&P 500 ETF TR | 5093 | 3473019 | TR UNIT |
| VANGUARD BD INDEX FDS | 38207 | 3011109 | SHORT TRM BOND |
| ISHARES TR | 15002 | 2995599 | U.S. TECH ETF |
| VANGUARD SPECIALIZED FUNDS | 12561 | 2760657 | DIV APP ETF |
| JPMORGAN CHASE & CO. | 8207 | 2644460 | COM |
| PALANTIR TECHNOLOGIES INC | 14382 | 2556401 | CL A |
| ISHARES TR | 68139 | 2548047 | BROAD USD HIGH |
| SSGA ACTIVE ETF TR | 59599 | 2398860 | STATE STREET DOU |
| FRANKLIN TEMPLETON ETF TR | 91834 | 2283918 | FRANKLIN DYN MUN |
| INVESCO EXCH TRADED FD TR II | 93767 | 2174445 | NATL AMT MUNI |
| VANGUARD MUN BD FDS | 42833 | 2154056 | TAX EXEMPT BD |
| VANGUARD SCOTTSDALE FDS | 23662 | 1981693 | INT-TERM CORP |
| AXON ENTERPRISE INC | 2981 | 1692999 | COM |
| AMPHENOL CORP NEW | 11500 | 1554110 | CL A |
| SPDR SERIES TRUST | 16280 | 1343122 | STATE STREET SPD |
| MARRIOTT INTL INC NEW | 4130 | 1281291 | CL A |
| ORACLE CORP | 6190 | 1206493 | COM |
| INVESCO QQQ TR | 1888 | 1159708 | UNIT SER 1 |
| ISHARES TR | 13934 | 1123472 | IBOXX HI YD ETF |
| SCHWAB STRATEGIC TR | 41380 | 1096156 | US TIPS ETF |
| ELI LILLY & CO | 857 | 921001 | COM |
| STARBUCKS CORP | 9658 | 813275 | COM |
| PACCAR INC | 6177 | 676465 | COM |
| ADAPTIVE BIOTECHNOLOGIES COR | 41400 | 672336 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1245 | 625738 | CL B NEW |
| GALLAGHER ARTHUR J & CO | 2272 | 587989 | COM |
| PNC FINL SVCS GROUP INC | 2781 | 580478 | COM |
| ARISTA NETWORKS INC | 4125 | 540499 | COM SHS |
| VANGUARD INDEX FDS | 1499 | 502570 | TOTAL STK MKT |
| VANECK ETF TRUST | 1317 | 474291 | SEMICONDUCTR ETF |
| SERVICENOW INC | 3056 | 468149 | COM |
| NXP SEMICONDUCTORS N V | 2125 | 461253 | COM |
| BOEING CO | 2104 | 456870 | COM |
| VANGUARD TAX-MANAGED FDS | 7228 | 451529 | VAN FTSE DEV MKT |
| BROADRIDGE FINL SOLUTIONS IN | 2000 | 446340 | COM |
| ALPHABET INC | 1407 | 441517 | CAP STK CL C |
| SPDR DOW JONES INDL AVERAGE | 834 | 400795 | UT SER 1 |
| SHOPIFY INC | 2445 | 393572 | CL A SUB VTG SHS |
| VANGUARD WORLD FD | 946 | 390480 | MEGA GRWTH IND |
| ROYAL CARIBBEAN GROUP | 1349 | 376263 | COM |
| INTERACTIVE BROKERS GROUP IN | 5721 | 367918 | COM CL A |
| COMFORT SYS USA INC | 388 | 362117 | COM |
| DIMENSIONAL ETF TRUST | 7670 | 357345 | US MKTWIDE VALUE |
| SELECT SECTOR SPDR TR | 2858 | 341274 | STATE STREET CON |
| EATON CORP PLC | 1029 | 327747 | SHS |
| REGAL REXNORD CORPORATION | 2287 | 320912 | COM |
| MORGAN STANLEY | 1777 | 315471 | COM NEW |
| DONALDSON INC | 3482 | 308714 | COM |
| CELESTICA INC | 1025 | 303000 | COM |
| ISHARES TR | 1401 | 300781 | US AER DEF ETF |
| SCHWAB STRATEGIC TR | 10741 | 294637 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 466 | 292069 | S&P 500 ETF SHS |
| MCDONALDS CORP | 950 | 290385 | COM |
| ABBVIE INC | 1268 | 289612 | COM |
| HOWMET AEROSPACE INC | 1365 | 279852 | COM |
| STRYKER CORPORATION | 783 | 275371 | COM |
| HOME DEPOT INC | 718 | 247115 | COM |
| TESLA INC | 549 | 246896 | COM |
| INTERNATIONAL BUSINESS MACHS | 803 | 237857 | COM |
| MERCK & CO INC | 2131 | 224309 | COM |
| DECKERS OUTDOOR CORP | 2078 | 215426 | COM |
| UNITED RENTALS INC | 255 | 206377 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.