Leeward Financial Partners, LLC

Est. AUM

$336.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$19.4M	52508	5.78%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$18.4M	42104	5.47%	SOLE
3	VANGUARD WORLD FD	INF TECH ETF	$14.8M	21175	4.39%	SOLE
4	APPLE INC	COM	$14.1M	55724	4.21%	SOLE
5	SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.9M	521674	3.84%	SOLE
6	VANGUARD INDEX FDS	LARGE CAP ETF	$12.7M	42561	3.78%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$12.7M	64572	3.77%	SOLE
8	SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.7M	402761	3.49%	SOLE
9	AMAZON COM INC	COM	$11.7M	56008	3.47%	SOLE
10	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$11.0M	221038	3.27%	SOLE
11	VANGUARD INDEX FDS	SMALL CP ETF	$10.3M	39232	3.06%	SOLE
12	COSTCO WHOLESALE CORPORATION	COM	$9.8M	9805	2.91%	SOLE
13	ALPHABET INC	CAP STK CL A	$9.6M	33421	2.86%	SOLE
14	GOLDMAN SACHS GROUP INC	COM	$7.1M	8437	2.12%	SOLE
15	NVIDIA CORPORATION	COM	$6.8M	38957	2.02%	SOLE
16	VANGUARD INDEX FDS	SM CP VAL ETF	$6.8M	31191	2.02%	SOLE
17	VANGUARD BD INDEX FDS	INTERMED TERM	$5.9M	76809	1.76%	SOLE
18	VANGUARD INDEX FDS	SML CP GRW ETF	$5.6M	18569	1.67%	SOLE
19	VANGUARD BD INDEX FDS	LONG TERM BOND	$5.6M	81122	1.66%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP VA ETF	$5.4M	177645	1.61%	SOLE
21	APPLOVIN CORP	COM CL A	$5.0M	12627	1.49%	SOLE
22	VERTIV HOLDINGS CO	COM CL A	$5.0M	19880	1.48%	SOLE
23	JPMORGAN CHASE & CO	COM	$4.7M	16119	1.41%	SOLE
24	ECOLAB INC	COM	$4.7M	17556	1.39%	SOLE
25	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$4.6M	97082	1.36%	SOLE
26	BROADCOM INC	COM	$4.5M	14608	1.34%	SOLE
27	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.5M	70466	1.34%	SOLE
28	ISHARES TR	NATIONAL MUN ETF	$4.3M	40967	1.29%	SOLE
29	NETFLIX INC.	COM	$4.3M	45179	1.29%	SOLE
30	META PLATFORMS INC	CL A	$3.9M	6855	1.17%	SOLE
31	NATERA INC	COM	$3.8M	19237	1.14%	SOLE
32	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.8M	51998	1.14%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$3.7M	5676	1.10%	SOLE
34	CUMMINS INC	COM	$3.5M	6540	1.05%	SOLE
35	UNITEDHEALTH GROUP INC	COM	$3.4M	12400	1.00%	SOLE
36	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.3M	5099	0.99%	SOLE
37	PALANTIR TECHNOLOGIES INC	CL A	$3.0M	20776	0.90%	SOLE
38	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.0M	37777	0.88%	SOLE
39	VANECK ETF TRUST	SEMICONDUCTR ETF	$2.9M	7508	0.86%	SOLE
40	ISHARES TR	U.S. TECH ETF	$2.7M	15002	0.81%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.7M	12551	0.80%	SOLE
42	ISHARES TR	BROAD USD HIGH	$2.5M	68224	0.75%	SOLE
43	ISHARES INC	CORE MSCI EMKT	$2.4M	34845	0.72%	SOLE
44	SSGA ACTIVE ETF TR	STATE STREET DOU	$2.3M	58778	0.69%	SOLE
45	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$2.3M	92752	0.68%	SOLE
46	INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$2.2M	95690	0.65%	SOLE
47	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.2M	43683	0.65%	SOLE
48	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.9M	23219	0.57%	SOLE
49	AMPHENOL CORP	CL A	$1.6M	12370	0.46%	SOLE
50	INTUITIVE SURGICAL INC	COM NEW	$1.5M	3308	0.45%	SOLE

1–50 of 97

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.