Leeward Financial Partners, LLC
Q3 2026 13F filing
Updated 13 days ago111 disclosed positions worth $387.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MICROSOFT CORP | $26.8M | 52.2K | 6.90% | Added(+0.7%) |
| 2 | V VANGUARD INDEX FDS | $22.8M | 252.6K | 5.87% | Trimmed(-1.5%) |
| 3 | V VANGUARD WORLD FD | $19.9M | 158.4K | 5.13% | Trimmed(-1.0%) |
| 4 | A APPLE INC | $18M | 54.2K | 4.65% | Trimmed(-1.9%) |
| 5 | S SCHWAB STRATEGIC TR | $14.5M | 528.7K | 3.75% | Trimmed(-0.7%) |
| 6 | V VANGUARD INDEX FDS | $14.2M | 65.7K | 3.66% | Trimmed(-0.5%) |
| 7 | V VANGUARD INDEX FDS | $13.7M | 38.8K | 3.52% | Trimmed(-11.2%) |
| 8 | A AMAZON COM INC | $13.1M | 52.6K | 3.38% | Trimmed(-3.9%) |
| 9 | S SCHWAB STRATEGIC TR | $12.5M | 347.5K | 3.22% | Trimmed(-15.6%) |
| 10 | G ALPHABET INC | $11.3M | 32.8K | 2.91% | Trimmed(-0.2%) |
| 11 | V VANGUARD INDEX FDS | $11.2M | 39.5K | 2.90% | Trimmed(-0.8%) |
| 12 | C COSTCO WHOLESALE CORPORATION | $8.3M | 9.1K | 2.14% | Added(+0.4%) |
| 13 | V VANGUARD BD INDEX FDS | $8.1M | 163.8K | 2.09% | Added(+54.8%) |
| 14 | N NVIDIA CORPORATION | $8M | 35.0K | 2.06% | Trimmed(-11.6%) |
| 15 | G GOLDMAN SACHS GROUP INC | $7.5M | 8.3K | 1.93% | Added(+0.5%) |
| 16 | N NATERA INC | $6.7M | 16.3K | 1.74% | Trimmed(-16.7%) |
| 17 | V VANGUARD INDEX FDS | $6.7M | 29.1K | 1.73% | Trimmed(-3.5%) |
| 18 | T VANGUARD INDEX FDS | $6M | 17.9K | 1.56% | Trimmed(-3.9%) |
| 19 | S SCHWAB STRATEGIC TR | $6M | 181.2K | 1.56% | Trimmed(-0.1%) |
| 20 | V VANGUARD BD INDEX FDS | $5.9M | 81.2K | 1.53% | Added(+0.9%) |
| 21 | J JPMORGAN CHASE & CO | $5.6M | 17.0K | 1.45% | Unchanged |
| 22 | V VANGUARD BD INDEX FDS | $5.2M | 83.4K | 1.35% | Added(+0.5%) |
| 23 | V VANGUARD TAX-MANAGED FDS | $5.2M | 73.2K | 1.33% | Added(+0.5%) |
| 24 | E ECOLAB INC | $5.1M | 18.5K | 1.31% | Added(+0.7%) |
| 25 | A BROADCOM INC | $5M | 14.4K | 1.30% | Trimmed(-0.3%) |
| 26 | V VERTIV HOLDINGS CO | $4.7M | 19.3K | 1.20% | Added(+1.9%) |
| 27 | V VANGUARD SCOTTSDALE FDS | $4.6M | 102.5K | 1.17% | Added(+1.1%) |
| 28 | U UNITEDHEALTH GROUP INC | $4.5M | 12.4K | 1.17% | Trimmed(-0.2%) |
| 29 | I ILLUMINA INC | $4.4M | 16.1K | 1.14% | — |
| 30 | E ISHARES TR | $4.3M | 5.6K | 1.11% | Trimmed(-1.4%) |
| 31 | V VANGUARD BD INDEX FDS | $4.1M | 58.8K | 1.06% | Added(+2.8%) |
| 32 | E ISHARES TR | $4M | 40.0K | 1.04% | Trimmed(-1.4%) |
| 33 | M MARRIOTT INTL INC NEW | $4M | 11.3K | 1.03% | Trimmed(-9.6%) |
| 34 | E ISHARES TR | $4M | 15.0K | 1.02% | Unchanged |
| 35 | S STATE STR SPDR S&P 500 ETF T | $3.9M | 5.1K | 1.01% | Unchanged |
| 36 | N SERVICENOW INC | $3.8M | 28.5K | 0.98% | Added(+963.1%) |
| 37 | H VANECK ETF TRUST | $3.7M | 6.1K | 0.95% | Added(+0.9%) |
| 38 | T TERADYNE INC | $3.5M | 8.6K | 0.89% | Added(+11.7%) |
| 39 | S STATE STR CORP | $3.2M | 18.1K | 0.82% | — |
| 40 | V VANGUARD BD INDEX FDS | $3.1M | 40.9K | 0.81% | Trimmed(-0.9%) |
| 41 | E ISHARES INC | $2.9M | 36.3K | 0.76% | Added(+0.8%) |
| 42 | E ISHARES TR | $2.9M | 13.7K | 0.74% | — |
| 43 | E ISHARES TR | $2.7M | 25.8K | 0.71% | — |
| 44 | E ISHARES TR | $2.6M | 72.7K | 0.67% | Added(+1.7%) |
| 45 | M META PLATFORMS INC | $2.5M | 3.5K | 0.65% | Trimmed(-15.0%) |
| 46 | S SSGA ACTIVE ETF TR | $2.5M | 67.1K | 0.65% | Added(+3.3%) |
| 47 | F FRANKLIN TEMPLETON ETF TR | $2.1M | 91.4K | 0.55% | Trimmed(-1.0%) |
| 48 | B VANGUARD SPECIALIZED FUNDS | $2.1M | 9.1K | 0.55% | Trimmed(-12.0%) |
| 49 | V VANGUARD SCOTTSDALE FDS | $2.1M | 26.3K | 0.53% | Added(+5.2%) |
| 50 | A AMPHENOL CORP | $2M | 24.0K | 0.52% | Added(+96.7%) |