Leeward Financial Partners, LLC Top Holdings and 13F Report (2026)

About Leeward Financial Partners, LLC

Investment Activity

Leeward Financial Partners, LLC has $336.20 million in total holdings as of March 31, 2026.
Leeward Financial Partners, LLC owns shares of 97 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 7.27% of the portfolio was purchased this quarter.
About 7.48% of the portfolio was sold this quarter.
This quarter, Leeward Financial Partners, LLC has purchased 96 new stocks and bought additional shares in 28 stocks.
Leeward Financial Partners, LLC sold shares of 46 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft: $19,436,774
Vanguard Growth ETF: $18,390,459
Vanguard Information Technology ETF: $14,773,972
Apple: $14,142,296
Schwab International Equity ETF: $12,911,433

Largest New Holdings this Quarter

231021106 - Cummins: $3,518,651 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF: $2,430,439 Holding
46120E602 - Intuitive Surgical: $1,524,955 Holding
23804L103 - Datadog: $235,746 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF: 63,238 shares (about $4.05M)
Cummins: 6,540 shares (about $3.52M)
Vanguard Ultra-Short Bond ETF: 64,700 shares (about $3.22M)
iShares Core MSCI Emerging Markets ETF: 34,845 shares (about $2.43M)
APPLOVIN CORP: 5,990 shares (about $2.38M)

Largest Sales this Quarter

Visa: 13,708 shares (about $4.14M)
Vanguard Real Estate ETF: 41,266 shares (about $3.66M)
Netflix: 19,251 shares (about $1.85M)
Vanguard Small-Cap Value ETF: 7,574 shares (about $1.65M)
Vanguard Information Technology ETF: 2,248 shares (about $1.57M)

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	$19,436,774	$643,722 â–¼	-3.2%	52,508	5.8%	Computer and Technology
VUG Vanguard Growth ETF	$18,390,459	$766,997 â–¼	-4.0%	42,104	5.5%	ETF
VGT Vanguard Information Technology ETF	$14,773,972	$1,568,448 â–¼	-9.6%	21,175	4.4%	ETF
AAPL Apple	$14,142,296	$595,142 â–¼	-4.0%	55,724	4.2%	Computer and Technology
SCHF Schwab International Equity ETF	$12,911,433	$315,142 â–¼	-2.4%	521,674	3.8%	ETF
VV Vanguard Large-Cap ETF	$12,719,335	$36,460 â–²	0.3%	42,561	3.8%	ETF
VTV Vanguard Value ETF	$12,669,094	$196,986 â–¼	-1.5%	64,572	3.8%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$11,732,435	$17,099 â–²	0.1%	402,761	3.5%	ETF
AMZN Amazon.com	$11,664,786	$255,964 â–²	2.2%	56,008	3.5%	Retail/Wholesale
VUSB Vanguard Ultra-Short Bond ETF	$11,004,375	$3,221,089 â–²	41.4%	221,038	3.3%	ETF
VB Vanguard Small-Cap ETF	$10,275,519	$1,325,299 â–¼	-11.4%	39,232	3.1%	ETF
COST Costco Wholesale	$9,770,189	$211,247 â–¼	-2.1%	9,805	2.9%	Retail/Wholesale
GOOGL Alphabet	$9,610,505	$1,051,603 â–¼	-9.9%	33,421	2.9%	Computer and Technology
GS The Goldman Sachs Group	$7,137,618	$1,559,160 â–¼	-17.9%	8,437	2.1%	Finance
NVDA NVIDIA	$6,794,022	$27,206 â–¼	-0.4%	38,957	2.0%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$6,776,245	$1,645,452 â–¼	-19.5%	31,191	2.0%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$5,928,091	$49,704 â–¼	-0.8%	76,809	1.8%	ETF
VBK Vanguard Small-Cap Growth ETF	$5,612,339	$1,540,227 â–¼	-21.5%	18,569	1.7%	ETF
BLV Vanguard Long-Term Bond ETF	$5,579,548	$8,391 â–²	0.2%	81,122	1.7%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$5,418,164	$335 â–¼	0.0%	177,645	1.6%	ETF
APPLOVIN CORP	$5,025,546	$2,384,020 â–²	90.3%	12,627	1.5%	COM CL A
VRT Vertiv	$4,981,530	$1,369,670 â–¼	-21.6%	19,880	1.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,741,565	$2,327,394 â–²	96.4%	16,119	1.4%	Finance
ECL Ecolab	$4,670,247	$139,394 â–¼	-2.9%	17,556	1.4%	Basic Materials
VMBS Vanguard Mortgage-Backed Securities ETF	$4,558,008	$18,780 â–¼	-0.4%	97,082	1.4%	ETF
AVGO Broadcom	$4,521,322	$163,112 â–²	3.7%	14,608	1.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$4,515,438	$4,052,270 â–²	874.9%	70,466	1.3%	ETF
MUB iShares National Muni Bond ETF	$4,348,661	$15,073 â–²	0.3%	40,967	1.3%	ETF
NFLX Netflix	$4,343,961	$1,850,984 â–¼	-29.9%	45,179	1.3%	Consumer Discretionary
META Meta Platforms	$3,921,951	$238,578 â–²	6.5%	6,855	1.2%	Computer and Technology
NTRA Natera	$3,847,208	$378,781 â–²	10.9%	19,237	1.1%	Medical
BND Vanguard Total Bond Market ETF	$3,829,141	$62,300 â–¼	-1.6%	51,998	1.1%	ETF
IVV iShares Core S&P 500 ETF	$3,707,620	$86,877 â–¼	-2.3%	5,676	1.1%	ETF
CMI Cummins	$3,518,651	$3,518,651 â–²	New Holding	6,540	1.0%	Auto/Tires/Trucks
UNH UnitedHealth Group	$3,355,276	$76,576 â–²	2.3%	12,400	1.0%	Medical
SPY SPDR S&P 500 ETF Trust	$3,316,084	$3,902 â–²	0.1%	5,099	1.0%	Finance
PALANTIR TECHNOLOGIES INC	$3,039,113	$935,314 â–²	44.5%	20,776	0.9%	CL A
BSV Vanguard Short-Term Bond ETF	$2,962,110	$33,716 â–¼	-1.1%	37,777	0.9%	ETF
SMH VanEck Semiconductor ETF	$2,878,567	$2,373,629 â–²	470.1%	7,508	0.9%	Manufacturing
IYW iShares U.S. Technology ETF	$2,721,663		0.0%	15,002	0.8%	Manufacturing
VIG Vanguard Dividend Appreciation ETF	$2,699,218	$2,151 â–¼	-0.1%	12,551	0.8%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$2,513,360	$3,131 â–²	0.1%	68,224	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,430,439	$2,430,439 â–²	New Holding	34,845	0.7%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$2,335,250	$32,618 â–¼	-1.4%	58,778	0.7%	ETF
FLMI Franklin Dynamic Municipal Bond ETF	$2,299,329	$22,757 â–²	1.0%	92,752	0.7%	ETF
PZA Invesco National AMT-Free Municipal Bond ETF	$2,198,959	$44,191 â–²	2.1%	95,690	0.7%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,179,324	$42,406 â–²	2.0%	43,683	0.6%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,921,372	$36,658 â–¼	-1.9%	23,219	0.6%	ETF
APH Amphenol	$1,562,950	$109,925 â–²	7.6%	12,370	0.5%	Computer and Technology
ISRG Intuitive Surgical	$1,524,955	$1,524,955 â–²	New Holding	3,308	0.5%	Medical
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,290,906	$3,795 â–²	0.3%	16,328	0.4%	ETF
AXON Axon Enterprise	$1,130,525	$135,476 â–¼	-10.7%	2,662	0.3%	Aerospace
SCHP Schwab U.S. TIPS ETF	$1,101,122		0.0%	41,380	0.3%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,096,630	$11,934 â–¼	-1.1%	13,784	0.3%	ETF
QQQ Invesco QQQ	$1,088,581	$1,154 â–¼	-0.1%	1,886	0.3%	Finance
V Visa	$1,058,871	$4,143,592 â–¼	-79.6%	3,503	0.3%	Business Services
MAR Marriott International	$956,353	$394,447 â–¼	-29.2%	2,924	0.3%	Consumer Discretionary
ORCL Oracle	$920,467	$9,856 â–²	1.1%	6,257	0.3%	Computer and Technology
SBUX Starbucks	$847,376	$17,919 â–¼	-2.1%	9,458	0.3%	Retail/Wholesale
LLY Eli Lilly and Company	$606,128	$182,114 â–¼	-23.1%	659	0.2%	Medical
BRK.B Berkshire Hathaway	$596,545		0.0%	1,245	0.2%	Finance
VNQ Vanguard Real Estate ETF	$594,928	$3,660,399 â–¼	-86.0%	6,707	0.2%	ETF
PCAR PACCAR	$582,952	$130,520 â–¼	-18.3%	5,047	0.2%	Auto/Tires/Trucks
ADPT Adaptive Biotechnologies	$574,632		0.0%	41,400	0.2%	Medical
PNC The PNC Financial Services Group	$561,011	$17,688 â–¼	-3.1%	2,696	0.2%	Finance
ARISTA NETWORKS INC	$495,663	$10,805 â–¼	-2.1%	4,037	0.1%	COM SHS
VTI Vanguard Total Stock Market ETF	$480,894		0.0%	1,499	0.1%	ETF
RRX Regal Rexnord	$428,264		0.0%	2,287	0.1%	Industrials
BA Boeing	$427,164	$8,360 â–²	2.0%	2,146	0.1%	Aerospace
FIX Comfort Systems USA	$408,181	$126,867 â–¼	-23.7%	296	0.1%	Construction
GOOG Alphabet	$403,612		0.0%	1,407	0.1%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$386,300		0.0%	834	0.1%	Finance
IBKR Interactive Brokers Group	$372,641	$11,067 â–¼	-2.9%	5,556	0.1%	Finance
DFUV Dimensional US Marketwide Value ETF	$371,688		0.0%	7,670	0.1%	ETF
AJG Arthur J. Gallagher & Co.	$360,837	$131,253 â–¼	-26.7%	1,666	0.1%	Finance
ETN Eaton	$354,809	$13,234 â–¼	-3.6%	992	0.1%	Industrials
MGK Vanguard Mega Cap Growth ETF	$347,598		0.0%	946	0.1%	ETF
SCHD Schwab US Dividend Equity ETF	$329,547		0.0%	10,741	0.1%	ETF
BR Broadridge Financial Solutions	$324,960		0.0%	2,000	0.1%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$311,465		0.0%	2,858	0.1%	Finance
ITA iShares U.S. Aerospace & Defense ETF	$306,469		0.0%	1,401	0.1%	ETF
DCI Donaldson	$295,517		0.0%	3,482	0.1%	Industrials
MCD McDonald's	$295,287		0.0%	950	0.1%	Retail/Wholesale
SHOPIFY INC	$290,026		0.0%	2,445	0.1%	CL A SUB VTG SHS
NOW ServiceNow	$284,794	$34,711 â–¼	-10.9%	2,724	0.1%	Computer and Technology
RCL Royal Caribbean Cruises	$283,986	$87,232 â–¼	-23.5%	1,032	0.1%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$279,488	$1,194 â–²	0.4%	468	0.1%	ETF
MS Morgan Stanley	$278,782	$13,659 â–¼	-4.7%	1,694	0.1%	Finance
CELESTICA INC	$276,891	$11,831 â–¼	-4.1%	983	0.1%	COM
ABBV AbbVie	$275,670		0.0%	1,268	0.1%	Medical
NXPI NXP Semiconductors	$270,486	$147,842 â–¼	-35.3%	1,374	0.1%	Computer and Technology
SYK Stryker	$258,046	$657 â–²	0.3%	785	0.1%	Medical
MRK Merck & Co., Inc.	$256,338		0.0%	2,131	0.1%	Medical
HWM Howmet Aerospace	$248,666	$65,911 â–¼	-21.0%	1,079	0.1%	Aerospace
HD Home Depot	$236,521	$329 â–²	0.1%	719	0.1%	Retail/Wholesale
DDOG Datadog	$235,746	$235,746 â–²	New Holding	1,997	0.1%	Computer and Technology
TSLA Tesla	$205,578	$1,487 â–²	0.7%	553	0.1%	Auto/Tires/Trucks
IBM International Business Machines	$0	$237,857 â–¼	-100.0%	0	0.0%	Computer and Technology
DECK Deckers Outdoor	$0	$215,426 â–¼	-100.0%	0	0.0%	Retail/Wholesale
URI United Rentals	$0	$206,377 â–¼	-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 (2026)

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

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Leeward Financial Partners, LLC Top Holdings and 13F Report (2026)

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