Leeward Financial Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$336.2M
Q ending 2026-03-31
Prior quarter
$355.8M
Q ending 2025-12-31
Change
-5.5% QoQ · +25.6% YoY
Positions
97
reported holdings
Largest positions
All 97 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $19.4M | 53K |
| Vanguard Index Fds | VUG | Shares | $18.4M | 42K |
| Vanguard World Fd | VGT | Shares | $14.8M | 21K |
| Apple Inc | AAPL | Shares | $14.1M | 56K |
| Schwab Strategic Tr | SCHF | Shares | $12.9M | 522K |
| Vanguard Index Fds | VV | Shares | $12.7M | 43K |
| Vanguard Index Fds | VTV | Shares | $12.7M | 65K |
| Schwab Strategic Tr | SCHG | Shares | $11.7M | 403K |
| Amazon Com Inc | AMZN | Shares | $11.7M | 56K |
| Vanguard Bd Index Fds | VUSB | Shares | $11.0M | 221K |
| Vanguard Index Fds | VB | Shares | $10.3M | 39K |
| Costco Wholesale Corporation | COST | Shares | $9.8M | 10K |
| Alphabet Inc | GOOGL | Shares | $9.6M | 33K |
| Goldman Sachs Group Inc | GS | Shares | $7.1M | 8K |
| Nvidia Corporation | NVDA | Shares | $6.8M | 39K |
| Vanguard Index Fds | VBR | Shares | $6.8M | 31K |
| Vanguard Bd Index Fds | BIV | Shares | $5.9M | 77K |
| Vanguard Index Fds | VBK | Shares | $5.6M | 19K |
| Vanguard Bd Index Fds | BLV | Shares | $5.6M | 81K |
| Schwab Strategic Tr | SCHV | Shares | $5.4M | 178K |
| Applovin Corp | APP | Shares | $5.0M | 13K |
| Vertiv Holdings Co | VRT | Shares | $5.0M | 20K |
| Jpmorgan Chase & Co | JPM | Shares | $4.7M | 16K |
| Ecolab Inc | ECL | Shares | $4.7M | 18K |
| Vanguard Scottsdale Fds | VMBS | Shares | $4.6M | 97K |
| Broadcom Inc | AVGO | Shares | $4.5M | 15K |
| Vanguard Tax-Managed Fds | VEA | Shares | $4.5M | 70K |
| Ishares Tr | MUB | Shares | $4.3M | 41K |
| Netflix Inc. | NFLX | Shares | $4.3M | 45K |
| Meta Platforms Inc | META | Shares | $3.9M | 7K |
| Natera Inc | NTRA | Shares | $3.8M | 19K |
| Vanguard Bd Index Fds | BND | Shares | $3.8M | 52K |
| Ishares Tr | IVV | Shares | $3.7M | 6K |
| Cummins Inc | CMI | Shares | $3.5M | 7K |
| Unitedhealth Group Inc | UNH | Shares | $3.4M | 12K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.3M | 5K |
| Palantir Technologies Inc | PLTR | Shares | $3.0M | 21K |
| Vanguard Bd Index Fds | BSV | Shares | $3.0M | 38K |
| Vaneck Etf Trust | SMH | Shares | $2.9M | 8K |
| Ishares Tr | IYW | Shares | $2.7M | 15K |
| Vanguard Specialized Funds | VIG | Shares | $2.7M | 13K |
| Ishares Tr | USHY | Shares | $2.5M | 68K |
| Ishares Inc | IEMG | Shares | $2.4M | 35K |
| Ssga Active Etf Tr | TOTL | Shares | $2.3M | 59K |
| Franklin Templeton Etf Tr | FLMI | Shares | $2.3M | 93K |
| Invesco Exch Traded Fd Tr Ii | PZA | Shares | $2.2M | 96K |
| Vanguard Mun Bd Fds | VTEB | Shares | $2.2M | 44K |
| Vanguard Scottsdale Fds | VCIT | Shares | $1.9M | 23K |
| Amphenol Corp | APH | Shares | $1.6M | 12K |
| Intuitive Surgical Inc | ISRG | Shares | $1.5M | 3K |
| Spdr Series Trust | SPTM | Shares | $1.3M | 16K |
| Axon Enterprise Inc | AXON | Shares | $1.1M | 3K |
| Schwab Strategic Tr | SCHP | Shares | $1.1M | 41K |
| Ishares Tr | HYG | Shares | $1.1M | 14K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Visa Inc | V | Shares | $1.1M | 4K |
| Marriott Intl Inc New | MAR | Shares | $956K | 3K |
| Oracle Corp | ORCL | Shares | $920K | 6K |
| Starbucks Corp | SBUX | Shares | $847K | 9K |
| Eli Lilly & Co | LLY | Shares | $606K | 659 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $597K | 1K |
| Vanguard Index Fds | VNQ | Shares | $595K | 7K |
| Paccar Inc | PCAR | Shares | $583K | 5K |
| Adaptive Biotechnologies Cor | ADPT | Shares | $575K | 41K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $561K | 3K |
| Arista Networks Inc | ANET | Shares | $496K | 4K |
| Vanguard Index Fds | VTI | Shares | $481K | 1K |
| Regal Rexnord Corporation | RRX | Shares | $428K | 2K |
| Boeing Co | BA | Shares | $427K | 2K |
| Comfort Sys Usa Inc | FIX | Shares | $408K | 296 |
| Alphabet Inc | GOOG | Shares | $404K | 1K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $386K | 834 |
| Interactive Brokers Group In | IBKR | Shares | $373K | 6K |
| Dimensional Etf Trust | DFUV | Shares | $372K | 8K |
| Gallagher Arthur J & Co | AJG | Shares | $361K | 2K |
| Eaton Corp Plc | Shares | $355K | 992 | |
| Vanguard World Fd | MGK | Shares | $348K | 946 |
| Schwab Strategic Tr | SCHD | Shares | $330K | 11K |
| Broadridge Finl Solutions In | BR | Shares | $325K | 2K |
| Select Sector Spdr Tr | XLY | Shares | $311K | 3K |
| Ishares Tr | ITA | Shares | $306K | 1K |
| Donaldson Inc | DCI | Shares | $296K | 3K |
| Mcdonalds Corp | MCD | Shares | $295K | 950 |
| Shopify Inc | SHOP | Shares | $290K | 2K |
| Servicenow Inc | NOW | Shares | $285K | 3K |
| Royal Caribbean Group | Shares | $284K | 1K | |
| Vanguard Index Fds | VOO | Shares | $279K | 468 |
| Morgan Stanley | MS | Shares | $279K | 2K |
| Celestica Inc | CLS | Shares | $277K | 983 |
| Abbvie Inc | ABBV | Shares | $276K | 1K |
| Nxp Semiconductors N V | Shares | $270K | 1K | |
| Stryker Corporation | SYK | Shares | $258K | 785 |
| Merck & Co Inc | MRK | Shares | $256K | 2K |
| Howmet Aerospace Inc | HWM | Shares | $249K | 1K |
| Home Depot Inc | HD | Shares | $237K | 719 |
| Datadog Inc | DDOG | Shares | $236K | 2K |
| Tesla Inc | TSLA | Shares | $206K | 553 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.