Leeward Financial Partners, LLC Top Holdings and 13F Report (2025) About Leeward Financial Partners, LLCInvestment ActivityLeeward 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 $22,183,797Vanguard Growth ETF $19,989,721Vanguard Information Technology ETF $15,182,736Apple $12,352,959Vanguard Value ETF $11,921,474 Largest New Holdings this Quarter N6596X109 - NXP Semiconductors $2,104,059 Holding11133T103 - Broadridge Financial Solutions $486,060 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $398,788 Holding921910816 - Vanguard Mega Cap Growth ETF $370,930 HoldingV7780T103 - 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 TimeMap of 500 Largest Holdings ofLeeward Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$22,183,797$284,516 ▲1.3%44,5997.0%Computer and TechnologyVUGVanguard Growth ETF$19,989,721$632,173 ▼-3.1%45,5976.3%ETFVGTVanguard Information Technology ETF$15,182,736$13,266 ▼-0.1%22,8904.8%ETFAAPLApple$12,352,959$2,782,124 ▲29.1%60,2083.9%Computer and TechnologyVTVVanguard Value ETF$11,921,474$2,180,266 ▼-15.5%67,4523.8%ETFAMZNAmazon.com$11,610,777$939,867 ▲8.8%52,9233.7%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$11,601,146$101,826 ▲0.9%397,1643.7%ETFSCHFSchwab International Equity ETF$11,577,229$4,578,077 ▲65.4%523,8573.7%ETFVVVanguard Large-Cap ETF$11,115,793$2,253,286 ▼-16.9%38,9623.5%ETFVBVanguard Small-Cap ETF$9,705,799$344,334 ▲3.7%40,9563.1%ETFGOOGLAlphabet$7,883,286$701,747 ▲9.8%44,7332.5%Computer and TechnologyCOSTCostco Wholesale$7,720,430$2,479,764 ▲47.3%7,7992.4%Retail/WholesaleVBRVanguard Small-Cap Value ETF$7,188,459$14,236 ▼-0.2%36,8622.3%ETFNFLXNetflix$6,829,563$614,661 ▼-8.3%5,1002.2%Consumer DiscretionaryGSThe Goldman Sachs Group$6,775,291$43,881 ▲0.7%9,5732.1%FinanceNVDANVIDIA$6,271,128$1,645,316 ▼-20.8%39,6932.0%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$6,223,969$104,684 ▲1.7%22,4742.0%ETFVUSBVanguard Ultra-Short Bond ETF$6,129,502$4,193,096 ▲216.5%122,9221.9%ETFVVisa$5,710,574$676,009 ▲13.4%16,0841.8%Business ServicesVRTVertiv$5,605,995$179,774 ▲3.3%43,6571.8%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$5,413,978$83,296 ▲1.6%70,0021.7%ETFBLVVanguard Long-Term Bond ETF$5,046,747$508,965 ▼-9.2%72,5731.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,774,199$64,416 ▲1.4%172,5411.5%ETFECLEcolab$4,584,791$155,736 ▼-3.3%17,0161.5%Basic MaterialsVMBSVanguard Mortgage-Backed Securities ETF$3,968,946$260,108 ▲7.0%85,6481.3%ETFBNDVanguard Total Bond Market ETF$3,867,130$221,921 ▲6.1%52,5211.2%ETFVNQVanguard Real Estate ETF$3,853,762$286,681 ▲8.0%43,2721.2%ETFMUBiShares National Muni Bond ETF$3,622,591$325,138 ▲9.9%34,6731.1%ETFIVViShares Core S&P 500 ETF$3,619,226$4,967 ▲0.1%5,8291.1%ETFUNHUnitedHealth Group$3,586,454$3,291,327 ▲1,115.2%11,4961.1%MedicalAVGOBroadcom$3,450,587$940,242 ▲37.5%12,5181.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,190,577$30,892 ▼-1.0%5,1641.0%FinancePALANTIR TECHNOLOGIES INC$3,154,308$2,133,135 ▲208.9%23,1391.0%CL ANOWServiceNow$2,926,944$427,681 ▼-12.7%2,8470.9%Computer and TechnologyLLYEli Lilly and Company$2,907,647$2,278,566 ▼-43.9%3,7300.9%MedicalBSVVanguard Short-Term Bond ETF$2,889,013$408,062 ▲16.4%36,7090.9%ETFIYWiShares U.S. Technology ETF$2,677,3680.0%15,4520.8%ManufacturingAXONAxon Enterprise$2,627,882$577,074 ▲28.1%3,1740.8%AerospaceVIGVanguard Dividend Appreciation ETF$2,570,860$1,842 ▼-0.1%12,5610.8%ETFTOTLSPDR Doubleline Total Return Tactical ETF$2,387,227$204,441 ▲9.4%59,5170.8%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$2,218,099$136,910 ▲6.6%59,1340.7%ETFAJGArthur J. Gallagher & Co.$2,183,854$128,368 ▼-5.6%6,8220.7%FinanceNXPINXP Semiconductors$2,104,059$2,104,059 ▲New Holding9,6300.7%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$2,020,429$189,472 ▲10.3%24,3660.6%ETFPCARPACCAR$1,907,277$8,650 ▲0.5%20,0640.6%Auto/Tires/TrucksFLMIFranklin Dynamic Municipal Bond ETF$1,695,497$84,982 ▲5.3%69,8890.5%ETFBABoeing$1,580,951$14,248 ▼-0.9%7,5450.5%AerospaceVTEBVanguard Tax-Exempt Bond ETF$1,575,940$108,456 ▲7.4%32,1420.5%ETFPZAInvesco National AMT-Free Municipal Bond ETF$1,572,507$127,443 ▲8.8%70,2330.5%ETFETNEaton$1,247,680$1,863,131 ▼-59.9%3,4950.4%IndustrialsSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,212,110$3,819 ▲0.3%16,1850.4%ETFMARMarriott International$1,128,3570.0%4,1300.4%Consumer DiscretionaryQQQInvesco QQQ$1,105,186$599,217 ▲118.4%2,0030.4%FinanceSCHPSchwab U.S. TIPS ETF$1,104,0180.0%41,3800.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,075,117$385,174 ▲55.8%13,3310.3%ETFSBUXStarbucks$957,877$64,414 ▲7.2%10,4540.3%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$909,247$248,619 ▲37.6%15,9490.3%ETFMETAMeta Platforms$839,946$341,735 ▲68.6%1,1380.3%Computer and TechnologyPNCThe PNC Financial Services Group$655,453$1,780,685 ▼-73.1%3,5160.2%FinanceBRK.BBerkshire Hathaway$627,070$34,972 ▲5.9%1,2910.2%FinanceADPTAdaptive Biotechnologies$601,7230.0%51,6500.2%MedicalJPMJPMorgan Chase & Co.$527,346$260,629 ▲97.7%1,8190.2%FinanceCMGChipotle Mexican Grill$508,107$89,560 ▲21.4%9,0490.2%Retail/WholesaleBRBroadridge Financial Solutions$486,060$486,060 ▲New Holding2,0000.2%Computer and TechnologyHOODRobinhood Markets$470,772$2,622 ▲0.6%5,0280.1%FinanceVTIVanguard Total Stock Market ETF$439,483$2,128 ▲0.5%1,4460.1%ETFHDHome Depot$418,757$119,907 ▲40.1%1,1420.1%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$398,788$398,788 ▲New Holding9050.1%FinanceARISTA NETWORKS INC$397,884$33,251 ▲9.1%3,8890.1%COM SHSMGKVanguard Mega Cap Growth ETF$370,930$370,930 ▲New Holding1,0130.1%ETFDFUVDimensional US Marketwide Value ETF$356,420$68,705 ▲23.9%8,4300.1%ETFDECKDeckers Outdoor$356,313$162,748 ▲84.1%3,4570.1%Retail/WholesaleRCLRoyal Caribbean Cruises$355,101$355,101 ▲New Holding1,1340.1%Consumer DiscretionaryAPPLOVIN CORP$348,330$348,330 ▲New Holding9950.1%COM CL AVOOVanguard S&P 500 ETF$348,046$106,742 ▲44.2%6130.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$336,862$336,862 ▲New Holding1,5500.1%FinanceSYKStryker$336,625$336,625 ▲New Holding8510.1%MedicalRRXRegal Rexnord$331,524$10,872 ▼-3.2%2,2870.1%IndustrialsSMHVanEck Semiconductor ETF$327,405$8,088 ▼-2.4%1,1740.1%ManufacturingVRTXVertex Pharmaceuticals$318,763$25,822 ▲8.8%7160.1%MedicalSCHDSchwab US Dividend Equity ETF$308,736$308,736 ▲New Holding11,6500.1%ETFPGProcter & Gamble$308,619$3,068,823 ▼-90.9%1,9370.1%Consumer StaplesLOWLowe's Companies$287,268$17,303 ▼-5.7%1,2950.1%Retail/WholesaleITAiShares U.S. Aerospace & Defense ETF$286,733$286,733 ▲New Holding1,5200.1%ETFMSMorgan Stanley$278,199$7,606 ▼-2.7%1,9750.1%FinanceGOOGAlphabet$276,374$276,374 ▲New Holding1,5580.1%Computer and TechnologyORCLOracle$269,571$73,460 ▼-21.4%1,2330.1%Computer and TechnologyFIXComfort Systems USA$268,641$268,641 ▲New Holding5010.1%ConstructionSHOPShopify$265,305$8,190 ▼-3.0%2,3000.1%Computer and TechnologyIBKRInteractive Brokers Group$263,807$187,840 ▲247.3%4,7610.1%FinanceADPAutomatic Data Processing$262,448$1,542 ▼-0.6%8510.1%Computer and TechnologyCELESTICA INC$246,498$154,705 ▼-38.6%1,5790.1%COMADBEAdobe$245,282$98,654 ▼-28.7%6340.1%Computer and TechnologyIBMInternational Business Machines$244,962$244,962 ▲New Holding8310.1%Computer and TechnologyABBVAbbVie$243,997$243,997 ▲New Holding1,3140.1%MedicalDCIDonaldson$241,4770.0%3,4820.1%IndustrialsMCDMcDonald's$219,1620.0%7500.1%Retail/WholesaleHWMHowmet Aerospace$216,283$216,283 ▲New Holding1,1620.1%AerospaceSCHASchwab US Small-Cap ETF$214,160$214,160 ▲New Holding8,4650.1%ETFDDOGDatadog$209,286$209,286 ▲New Holding1,5580.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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