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Leeward Financial Partners, LLC

hedge fundUpdated 13 days ago

Managed by Leeward Financial Partners, Llc • Latest filing Q3 2026

Portfolio value
$387.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
10.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$351.5M
Q4 2025$355.8M
Q1 2026$336.2M
Q2 2026$381.2M
Q3 2026$387.8M

Top holdings

111 positions as of Q3 2026

View filing
M

MICROSOFT CORP

+0.7%
Value
$26.8M
Shares
52.2K
% Port
6.90%
V

VANGUARD INDEX FDS

-1.5%
Value
$22.8M
Shares
252.6K
% Port
5.87%
V

VANGUARD WORLD FD

-1.0%
Value
$19.9M
Shares
158.4K
% Port
5.13%
A

APPLE INC

-1.9%
Value
$18M
Shares
54.2K
% Port
4.65%
S

SCHWAB STRATEGIC TR

-0.7%
Value
$14.5M
Shares
528.7K
% Port
3.75%
V

VANGUARD INDEX FDS

-0.5%
Value
$14.2M
Shares
65.7K
% Port
3.66%
V

VANGUARD INDEX FDS

-11.2%
Value
$13.7M
Shares
38.8K
% Port
3.52%
A

AMAZON COM INC

-3.9%
Value
$13.1M
Shares
52.6K
% Port
3.38%
S

SCHWAB STRATEGIC TR

-15.6%
Value
$12.5M
Shares
347.5K
% Port
3.22%
G

ALPHABET INC

-0.2%
Value
$11.3M
Shares
32.8K
% Port
2.91%
V

VANGUARD INDEX FDS

-0.8%
Value
$11.2M
Shares
39.5K
% Port
2.90%
C

COSTCO WHOLESALE CORPORATION

+0.4%
Value
$8.3M
Shares
9.1K
% Port
2.14%
V

VANGUARD BD INDEX FDS

+54.8%
Value
$8.1M
Shares
163.8K
% Port
2.09%
N

NVIDIA CORPORATION

-11.6%
Value
$8M
Shares
35.0K
% Port
2.06%
G

GOLDMAN SACHS GROUP INC

+0.5%
Value
$7.5M
Shares
8.3K
% Port
1.93%
N

NATERA INC

-16.7%
Value
$6.7M
Shares
16.3K
% Port
1.74%
V

VANGUARD INDEX FDS

-3.5%
Value
$6.7M
Shares
29.1K
% Port
1.73%
T

VANGUARD INDEX FDS

-3.9%
Value
$6M
Shares
17.9K
% Port
1.56%
S

SCHWAB STRATEGIC TR

-0.1%
Value
$6M
Shares
181.2K
% Port
1.56%
V

VANGUARD BD INDEX FDS

+0.9%
Value
$5.9M
Shares
81.2K
% Port
1.53%

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