Leeward Financial Partners, LLC Top Holdings and 13F Report (2025)

About Leeward Financial Partners, LLC

Investment Activity

Leeward Financial Partners, LLC has $315.61 million in total holdings as of June 30, 2025.
Leeward Financial Partners, LLC owns shares of 100 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 11.60% of the portfolio was purchased this quarter.
About 7.04% of the portfolio was sold this quarter.
This quarter, Leeward Financial Partners, LLC has purchased 86 new stocks and bought additional shares in 50 stocks.
Leeward Financial Partners, LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft: $22,183,797
Vanguard Growth ETF: $19,989,721
Vanguard Information Technology ETF: $15,182,736
Apple: $12,352,959
Vanguard Value ETF: $11,921,474

Largest New Holdings this Quarter

N6596X109 - NXP Semiconductors: $2,104,059 Holding
11133T103 - Broadridge Financial Solutions: $486,060 Holding
78467X109 - SPDR Dow Jones Industrial Average ETF Trust: $398,788 Holding
921910816 - Vanguard Mega Cap Growth ETF: $370,930 Holding
V7780T103 - Royal Caribbean Cruises: $355,101 Holding

Largest Purchases this Quarter

Schwab International Equity ETF: 207,153 shares (about $4.58M)
Vanguard Ultra-Short Bond ETF: 84,089 shares (about $4.19M)
UnitedHealth Group: 10,550 shares (about $3.29M)
Apple: 13,560 shares (about $2.78M)
Costco Wholesale: 2,505 shares (about $2.48M)

Largest Sales this Quarter

Procter & Gamble: 19,261 shares (about $3.07M)
Eli Lilly and Company: 2,923 shares (about $2.28M)
Vanguard Large-Cap ETF: 7,898 shares (about $2.25M)
Vanguard Value ETF: 12,336 shares (about $2.18M)
Eaton: 5,219 shares (about $1.86M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$22,183,797	$284,516 ▲	1.3%	44,599	7.0%	Computer and Technology
VUG Vanguard Growth ETF	$19,989,721	$632,173 ▼	-3.1%	45,597	6.3%	ETF
VGT Vanguard Information Technology ETF	$15,182,736	$13,266 ▼	-0.1%	22,890	4.8%	ETF
AAPL Apple	$12,352,959	$2,782,124 ▲	29.1%	60,208	3.9%	Computer and Technology
VTV Vanguard Value ETF	$11,921,474	$2,180,266 ▼	-15.5%	67,452	3.8%	ETF
AMZN Amazon.com	$11,610,777	$939,867 ▲	8.8%	52,923	3.7%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$11,601,146	$101,826 ▲	0.9%	397,164	3.7%	ETF
SCHF Schwab International Equity ETF	$11,577,229	$4,578,077 ▲	65.4%	523,857	3.7%	ETF
VV Vanguard Large-Cap ETF	$11,115,793	$2,253,286 ▼	-16.9%	38,962	3.5%	ETF
VB Vanguard Small-Cap ETF	$9,705,799	$344,334 ▲	3.7%	40,956	3.1%	ETF
GOOGL Alphabet	$7,883,286	$701,747 ▲	9.8%	44,733	2.5%	Computer and Technology
COST Costco Wholesale	$7,720,430	$2,479,764 ▲	47.3%	7,799	2.4%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$7,188,459	$14,236 ▼	-0.2%	36,862	2.3%	ETF
NFLX Netflix	$6,829,563	$614,661 ▼	-8.3%	5,100	2.2%	Consumer Discretionary
GS The Goldman Sachs Group	$6,775,291	$43,881 ▲	0.7%	9,573	2.1%	Finance
NVDA NVIDIA	$6,271,128	$1,645,316 ▼	-20.8%	39,693	2.0%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$6,223,969	$104,684 ▲	1.7%	22,474	2.0%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$6,129,502	$4,193,096 ▲	216.5%	122,922	1.9%	ETF
V Visa	$5,710,574	$676,009 ▲	13.4%	16,084	1.8%	Business Services
VRT Vertiv	$5,605,995	$179,774 ▲	3.3%	43,657	1.8%	Computer and Technology
BIV Vanguard Intermediate-Term Bond ETF	$5,413,978	$83,296 ▲	1.6%	70,002	1.7%	ETF
BLV Vanguard Long-Term Bond ETF	$5,046,747	$508,965 ▼	-9.2%	72,573	1.6%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$4,774,199	$64,416 ▲	1.4%	172,541	1.5%	ETF
ECL Ecolab	$4,584,791	$155,736 ▼	-3.3%	17,016	1.5%	Basic Materials
VMBS Vanguard Mortgage-Backed Securities ETF	$3,968,946	$260,108 ▲	7.0%	85,648	1.3%	ETF
BND Vanguard Total Bond Market ETF	$3,867,130	$221,921 ▲	6.1%	52,521	1.2%	ETF
VNQ Vanguard Real Estate ETF	$3,853,762	$286,681 ▲	8.0%	43,272	1.2%	ETF
MUB iShares National Muni Bond ETF	$3,622,591	$325,138 ▲	9.9%	34,673	1.1%	ETF
IVV iShares Core S&P 500 ETF	$3,619,226	$4,967 ▲	0.1%	5,829	1.1%	ETF
UNH UnitedHealth Group	$3,586,454	$3,291,327 ▲	1,115.2%	11,496	1.1%	Medical
AVGO Broadcom	$3,450,587	$940,242 ▲	37.5%	12,518	1.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,190,577	$30,892 ▼	-1.0%	5,164	1.0%	Finance
PALANTIR TECHNOLOGIES INC	$3,154,308	$2,133,135 ▲	208.9%	23,139	1.0%	CL A
NOW ServiceNow	$2,926,944	$427,681 ▼	-12.7%	2,847	0.9%	Computer and Technology
LLY Eli Lilly and Company	$2,907,647	$2,278,566 ▼	-43.9%	3,730	0.9%	Medical
BSV Vanguard Short-Term Bond ETF	$2,889,013	$408,062 ▲	16.4%	36,709	0.9%	ETF
IYW iShares U.S. Technology ETF	$2,677,368		0.0%	15,452	0.8%	Manufacturing
AXON Axon Enterprise	$2,627,882	$577,074 ▲	28.1%	3,174	0.8%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$2,570,860	$1,842 ▼	-0.1%	12,561	0.8%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$2,387,227	$204,441 ▲	9.4%	59,517	0.8%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$2,218,099	$136,910 ▲	6.6%	59,134	0.7%	ETF
AJG Arthur J. Gallagher & Co.	$2,183,854	$128,368 ▼	-5.6%	6,822	0.7%	Finance
NXPI NXP Semiconductors	$2,104,059	$2,104,059 ▲	New Holding	9,630	0.7%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,020,429	$189,472 ▲	10.3%	24,366	0.6%	ETF
PCAR PACCAR	$1,907,277	$8,650 ▲	0.5%	20,064	0.6%	Auto/Tires/Trucks
FLMI Franklin Dynamic Municipal Bond ETF	$1,695,497	$84,982 ▲	5.3%	69,889	0.5%	ETF
BA Boeing	$1,580,951	$14,248 ▼	-0.9%	7,545	0.5%	Aerospace
VTEB Vanguard Tax-Exempt Bond ETF	$1,575,940	$108,456 ▲	7.4%	32,142	0.5%	ETF
PZA Invesco National AMT-Free Municipal Bond ETF	$1,572,507	$127,443 ▲	8.8%	70,233	0.5%	ETF
ETN Eaton	$1,247,680	$1,863,131 ▼	-59.9%	3,495	0.4%	Industrials
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,212,110	$3,819 ▲	0.3%	16,185	0.4%	ETF
MAR Marriott International	$1,128,357		0.0%	4,130	0.4%	Consumer Discretionary
QQQ Invesco QQQ	$1,105,186	$599,217 ▲	118.4%	2,003	0.4%	Finance
SCHP Schwab U.S. TIPS ETF	$1,104,018		0.0%	41,380	0.3%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,075,117	$385,174 ▲	55.8%	13,331	0.3%	ETF
SBUX Starbucks	$957,877	$64,414 ▲	7.2%	10,454	0.3%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$909,247	$248,619 ▲	37.6%	15,949	0.3%	ETF
META Meta Platforms	$839,946	$341,735 ▲	68.6%	1,138	0.3%	Computer and Technology
PNC The PNC Financial Services Group	$655,453	$1,780,685 ▼	-73.1%	3,516	0.2%	Finance
BRK.B Berkshire Hathaway	$627,070	$34,972 ▲	5.9%	1,291	0.2%	Finance
ADPT Adaptive Biotechnologies	$601,723		0.0%	51,650	0.2%	Medical
JPM JPMorgan Chase & Co.	$527,346	$260,629 ▲	97.7%	1,819	0.2%	Finance
CMG Chipotle Mexican Grill	$508,107	$89,560 ▲	21.4%	9,049	0.2%	Retail/Wholesale
BR Broadridge Financial Solutions	$486,060	$486,060 ▲	New Holding	2,000	0.2%	Computer and Technology
HOOD Robinhood Markets	$470,772	$2,622 ▲	0.6%	5,028	0.1%	Finance
VTI Vanguard Total Stock Market ETF	$439,483	$2,128 ▲	0.5%	1,446	0.1%	ETF
HD Home Depot	$418,757	$119,907 ▲	40.1%	1,142	0.1%	Retail/Wholesale
DIA SPDR Dow Jones Industrial Average ETF Trust	$398,788	$398,788 ▲	New Holding	905	0.1%	Finance
ARISTA NETWORKS INC	$397,884	$33,251 ▲	9.1%	3,889	0.1%	COM SHS
MGK Vanguard Mega Cap Growth ETF	$370,930	$370,930 ▲	New Holding	1,013	0.1%	ETF
DFUV Dimensional US Marketwide Value ETF	$356,420	$68,705 ▲	23.9%	8,430	0.1%	ETF
DECK Deckers Outdoor	$356,313	$162,748 ▲	84.1%	3,457	0.1%	Retail/Wholesale
RCL Royal Caribbean Cruises	$355,101	$355,101 ▲	New Holding	1,134	0.1%	Consumer Discretionary
APPLOVIN CORP	$348,330	$348,330 ▲	New Holding	995	0.1%	COM CL A
VOO Vanguard S&P 500 ETF	$348,046	$106,742 ▲	44.2%	613	0.1%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$336,862	$336,862 ▲	New Holding	1,550	0.1%	Finance
SYK Stryker	$336,625	$336,625 ▲	New Holding	851	0.1%	Medical
RRX Regal Rexnord	$331,524	$10,872 ▼	-3.2%	2,287	0.1%	Industrials
SMH VanEck Semiconductor ETF	$327,405	$8,088 ▼	-2.4%	1,174	0.1%	Manufacturing
VRTX Vertex Pharmaceuticals	$318,763	$25,822 ▲	8.8%	716	0.1%	Medical
SCHD Schwab US Dividend Equity ETF	$308,736	$308,736 ▲	New Holding	11,650	0.1%	ETF
PG Procter & Gamble	$308,619	$3,068,823 ▼	-90.9%	1,937	0.1%	Consumer Staples
LOW Lowe's Companies	$287,268	$17,303 ▼	-5.7%	1,295	0.1%	Retail/Wholesale
ITA iShares U.S. Aerospace & Defense ETF	$286,733	$286,733 ▲	New Holding	1,520	0.1%	ETF
MS Morgan Stanley	$278,199	$7,606 ▼	-2.7%	1,975	0.1%	Finance
GOOG Alphabet	$276,374	$276,374 ▲	New Holding	1,558	0.1%	Computer and Technology
ORCL Oracle	$269,571	$73,460 ▼	-21.4%	1,233	0.1%	Computer and Technology
FIX Comfort Systems USA	$268,641	$268,641 ▲	New Holding	501	0.1%	Construction
SHOP Shopify	$265,305	$8,190 ▼	-3.0%	2,300	0.1%	Computer and Technology
IBKR Interactive Brokers Group	$263,807	$187,840 ▲	247.3%	4,761	0.1%	Finance
ADP Automatic Data Processing	$262,448	$1,542 ▼	-0.6%	851	0.1%	Computer and Technology
CELESTICA INC	$246,498	$154,705 ▼	-38.6%	1,579	0.1%	COM
ADBE Adobe	$245,282	$98,654 ▼	-28.7%	634	0.1%	Computer and Technology
IBM International Business Machines	$244,962	$244,962 ▲	New Holding	831	0.1%	Computer and Technology
ABBV AbbVie	$243,997	$243,997 ▲	New Holding	1,314	0.1%	Medical
DCI Donaldson	$241,477		0.0%	3,482	0.1%	Industrials
MCD McDonald's	$219,162		0.0%	750	0.1%	Retail/Wholesale
HWM Howmet Aerospace	$216,283	$216,283 ▲	New Holding	1,162	0.1%	Aerospace
SCHA Schwab US Small-Cap ETF	$214,160	$214,160 ▲	New Holding	8,465	0.1%	ETF
DDOG Datadog	$209,286	$209,286 ▲	New Holding	1,558	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Leeward Financial Partners, LLC Top Holdings and 13F Report (2025)

About Leeward Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Leeward Financial Partners, LLC Top Holdings and 13F Report (2025)

About Leeward Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeeward Financial Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools