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

About Leeward Financial Partners, LLC

Investment Activity

Leeward Financial Partners, LLC has $267.71 million in total holdings as of March 31, 2025.
Leeward Financial Partners, LLC owns shares of 86 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 7.97% of the portfolio was purchased this quarter.
About 6.05% of the portfolio was sold this quarter.
This quarter, Leeward Financial Partners, LLC has purchased 92 new stocks and bought additional shares in 43 stocks.
Leeward Financial Partners, LLC sold shares of 25 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Vanguard Growth ETF: $17,442,999
Microsoft: $16,527,289
Vanguard Value ETF: $13,782,587
Vanguard Information Technology ETF: $12,426,081
Vanguard Large-Cap ETF: $12,044,367

Largest New Holdings this Quarter

742718109 - Procter & Gamble: $3,612,535 Holding
002824100 - Abbott Laboratories: $3,377,932 Holding
92204A504 - Vanguard Health Care ETF: $616,556 Holding
617446448 - Morgan Stanley: $236,723 Holding
921909768 - Vanguard Total International Stock ETF: $234,365 Holding

Largest Purchases this Quarter

Procter & Gamble: 21,198 shares (about $3.61M)
Abbott Laboratories: 25,465 shares (about $3.38M)
Vanguard Real Estate ETF: 37,189 shares (about $3.37M)
Microsoft: 2,089 shares (about $784.19K)
Vertiv: 10,693 shares (about $772.03K)

Largest Sales this Quarter

Vanguard Information Technology ETF: 5,546 shares (about $3.01M)
Oracle: 19,439 shares (about $2.72M)
Eaton: 9,720 shares (about $2.64M)
UnitedHealth Group: 1,198 shares (about $627.65K)
Vanguard Dividend Appreciation ETF: 2,978 shares (about $577.70K)

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
VUG Vanguard Growth ETF	$17,442,999	$324,097 ▲	1.9%	47,039	6.5%	ETF
MSFT Microsoft	$16,527,289	$784,189 ▲	5.0%	44,027	6.2%	Computer and Technology
VTV Vanguard Value ETF	$13,782,587	$136,292 ▲	1.0%	79,788	5.1%	ETF
VGT Vanguard Information Technology ETF	$12,426,081	$3,008,077 ▼	-19.5%	22,910	4.6%	ETF
VV Vanguard Large-Cap ETF	$12,044,367	$255,744 ▲	2.2%	46,860	4.5%	ETF
AAPL Apple	$10,361,894	$221,907 ▲	2.2%	46,648	3.9%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$9,857,701	$352,989 ▲	3.7%	393,678	3.7%	ETF
AMZN Amazon.com	$9,254,056	$34,627 ▼	-0.4%	48,639	3.5%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$8,759,833	$559,034 ▲	6.8%	39,503	3.3%	ETF
VBR Vanguard Small-Cap Value ETF	$6,880,621	$180,515 ▲	2.7%	36,935	2.6%	ETF
GOOGL Alphabet	$6,301,771	$153,249 ▲	2.5%	40,751	2.4%	Computer and Technology
SCHF Schwab International Equity ETF	$6,264,400	$146,629 ▲	2.4%	316,704	2.3%	ETF
BLV Vanguard Long-Term Bond ETF	$5,625,970	$578,779 ▲	11.5%	79,892	2.1%	ETF
VBK Vanguard Small-Cap Growth ETF	$5,563,128	$160,378 ▲	3.0%	22,096	2.1%	ETF
LLY Eli Lilly and Company	$5,494,779	$190,785 ▲	3.6%	6,653	2.1%	Medical
NVDA NVIDIA	$5,430,595	$408,592 ▲	8.1%	50,107	2.0%	Computer and Technology
BIV Vanguard Intermediate-Term Bond ETF	$5,277,602	$567,615 ▲	12.1%	68,925	2.0%	ETF
GS The Goldman Sachs Group	$5,195,764	$140,397 ▲	2.8%	9,511	1.9%	Finance
NFLX Netflix	$5,183,934	$416,841 ▲	8.7%	5,559	1.9%	Consumer Discretionary
COST Costco Wholesale	$5,006,772	$324,390 ▲	6.9%	5,294	1.9%	Retail/Wholesale
V Visa	$4,969,422	$343,093 ▼	-6.5%	14,180	1.9%	Business Services
SCHV Schwab U.S. Large-Cap Value ETF	$4,524,257	$16,054 ▲	0.4%	170,213	1.7%	ETF
ECL Ecolab	$4,460,431	$214,731 ▼	-4.6%	17,594	1.7%	Basic Materials
VMBS Vanguard Mortgage-Backed Securities ETF	$3,706,421	$320,558 ▲	9.5%	80,035	1.4%	ETF
BND Vanguard Total Bond Market ETF	$3,636,297	$577,318 ▲	18.9%	49,507	1.4%	ETF
VNQ Vanguard Real Estate ETF	$3,626,361	$3,367,057 ▲	1,298.5%	40,053	1.4%	ETF
PG Procter & Gamble	$3,612,535	$3,612,535 ▲	New Holding	21,198	1.3%	Consumer Staples
ABT Abbott Laboratories	$3,377,932	$3,377,932 ▲	New Holding	25,465	1.3%	Medical
MUB iShares National Muni Bond ETF	$3,327,831	$94,475 ▲	2.9%	31,561	1.2%	ETF
IVV iShares Core S&P 500 ETF	$3,270,820	$501,777 ▼	-13.3%	5,821	1.2%	ETF
VRT Vertiv	$3,050,955	$772,034 ▲	33.9%	42,257	1.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,916,659	$106,284 ▼	-3.5%	5,214	1.1%	Finance
NOW ServiceNow	$2,597,805	$65,283 ▲	2.6%	3,263	1.0%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$2,493,637	$354,557 ▼	-12.4%	7,223	0.9%	Finance
BSV Vanguard Short-Term Bond ETF	$2,467,714	$216,759 ▲	9.6%	31,524	0.9%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,438,454	$577,702 ▼	-19.2%	12,570	0.9%	ETF
ETN Eaton	$2,368,727	$2,642,188 ▼	-52.7%	8,714	0.9%	Industrials
PNC The PNC Financial Services Group	$2,296,962	$43,064 ▲	1.9%	13,068	0.9%	Finance
TOTL SPDR Doubleline Total Return Tactical ETF	$2,192,582	$310,112 ▲	16.5%	54,420	0.8%	ETF
IYW iShares U.S. Technology ETF	$2,170,079	$21,066 ▲	1.0%	15,452	0.8%	Manufacturing
USHY iShares Broad USD High Yield Corporate Bond ETF	$2,042,359	$149,190 ▲	7.9%	55,484	0.8%	ETF
PCAR PACCAR	$1,944,737	$393,173 ▲	25.3%	19,973	0.7%	Auto/Tires/Trucks
VUSB Vanguard Ultra-Short Bond ETF	$1,936,015	$64,413 ▲	3.4%	38,833	0.7%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,805,343	$213,802 ▲	13.4%	22,081	0.7%	ETF
FLMI Franklin Dynamic Municipal Bond ETF	$1,622,462	$42,501 ▲	2.7%	66,386	0.6%	ETF
AVGO Broadcom	$1,524,785	$273,915 ▼	-15.2%	9,107	0.6%	Computer and Technology
PZA Invesco National AMT-Free Municipal Bond ETF	$1,487,032	$64,950 ▲	4.6%	64,541	0.6%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,485,120	$45,551 ▲	3.2%	29,930	0.6%	ETF
AXON Axon Enterprise	$1,302,778		0.0%	2,477	0.5%	Aerospace
BA Boeing	$1,298,436	$116,489 ▲	9.9%	7,613	0.5%	Aerospace
SCHP Schwab U.S. TIPS ETF	$1,112,708		0.0%	41,380	0.4%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,097,285	$3,469 ▲	0.3%	16,134	0.4%	ETF
MAR Marriott International	$983,766		0.0%	4,130	0.4%	Consumer Discretionary
SBUX Starbucks	$956,456	$31,977 ▼	-3.2%	9,751	0.4%	Retail/Wholesale
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$674,876	$76,757 ▲	12.8%	8,555	0.3%	ETF
BRK.B Berkshire Hathaway	$649,215		0.0%	1,219	0.2%	Finance
PALANTIR TECHNOLOGIES INC	$632,240	$248,136 ▼	-28.2%	7,491	0.2%	CL A
VHT Vanguard Health Care ETF	$616,556	$616,556 ▲	New Holding	2,329	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$589,013	$127,379 ▼	-17.8%	11,588	0.2%	ETF
UNH UnitedHealth Group	$495,620	$627,646 ▼	-55.9%	946	0.2%	Medical
QQQ Invesco QQQ	$430,000	$18,757 ▲	4.6%	917	0.2%	Finance
VTI Vanguard Total Stock Market ETF	$395,495	$68,435 ▲	20.9%	1,439	0.1%	ETF
META Meta Platforms	$389,043	$36,887 ▲	10.5%	675	0.1%	Computer and Technology
ADPT Adaptive Biotechnologies	$383,760		0.0%	51,650	0.1%	Medical
CMG Chipotle Mexican Grill	$374,265	$7,180 ▼	-1.9%	7,454	0.1%	Retail/Wholesale
ADBE Adobe	$340,958	$177,574 ▼	-34.2%	889	0.1%	Computer and Technology
LOW Lowe's Companies	$320,168	$11,659 ▼	-3.5%	1,373	0.1%	Retail/Wholesale
VRTX Vertex Pharmaceuticals	$319,012	$173,081 ▼	-35.2%	658	0.1%	Medical
HD Home Depot	$298,743	$41,054 ▲	15.9%	815	0.1%	Retail/Wholesale
DFUV Dimensional US Marketwide Value ETF	$280,434		0.0%	6,805	0.1%	ETF
ARISTA NETWORKS INC	$276,139		0.0%	3,564	0.1%	COM SHS
RRX Regal Rexnord	$268,914		0.0%	2,362	0.1%	Industrials
ADP Automatic Data Processing	$261,534	$127,406 ▼	-32.8%	856	0.1%	Business Services
SMH VanEck Semiconductor ETF	$254,398	$29,183 ▼	-10.3%	1,203	0.1%	Manufacturing
MS Morgan Stanley	$236,723	$236,723 ▲	New Holding	2,029	0.1%	Finance
VXUS Vanguard Total International Stock ETF	$234,365	$234,365 ▲	New Holding	3,774	0.1%	ETF
MCD McDonald's	$234,314		0.0%	750	0.1%	Retail/Wholesale
DCI Donaldson	$233,503		0.0%	3,482	0.1%	Industrials
IBKR Interactive Brokers Group	$227,024		0.0%	1,371	0.1%	Finance
SHOP Shopify	$226,383	$50,318 ▼	-18.2%	2,371	0.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$225,676	$1,717 ▼	-0.8%	920	0.1%	Finance
ORCL Oracle	$219,362	$2,717,768 ▼	-92.5%	1,569	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$218,270	$256,275 ▼	-54.0%	425	0.1%	ETF
DECK Deckers Outdoor	$209,979		0.0%	1,878	0.1%	Retail/Wholesale
HOOD Robinhood Markets	$208,100	$208,100 ▲	New Holding	5,000	0.1%	Finance
CELESTICA INC	$202,542	$394 ▼	-0.2%	2,570	0.1%	COM
WDAY Workday	$0	$1,186,680 ▼	-100.0%	0	0.0%	Computer and Technology
FIX Comfort Systems USA	$0	$228,568 ▼	-100.0%	0	0.0%	Construction
OWL Blue Owl Capital	$0	$222,994 ▼	-100.0%	0	0.0%	Finance
CRM Salesforce	$0	$222,664 ▼	-100.0%	0	0.0%	Computer and Technology
AMGN Amgen	$0	$222,074 ▼	-100.0%	0	0.0%	Medical
GVA Granite Construction	$0	$219,275 ▼	-100.0%	0	0.0%	Construction
SCHA Schwab US Small-Cap ETF	$0	$218,900 ▼	-100.0%	0	0.0%	ETF
NTRA Natera	$0	$210,856 ▼	-100.0%	0	0.0%	Medical
ITW Illinois Tool Works	$0	$210,495 ▼	-100.0%	0	0.0%	Industrials
TSLA Tesla	$0	$209,189 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
STZ Constellation Brands	$0	$205,655 ▼	-100.0%	0	0.0%	Consumer Staples
URI United Rentals	$0	$202,174 ▼	-100.0%	0	0.0%	Construction

Showing largest 100 holdings. View all holdings.

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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

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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