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

About Leeward Financial Partners, LLC

Investment Activity

Leeward Financial Partners, LLC has $381.16 million in total holdings as of June 30, 2026.
Leeward Financial Partners, LLC owns shares of 108 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 13.95% of the portfolio was purchased this quarter.
About 4.46% of the portfolio was sold this quarter.
This quarter, Leeward Financial Partners, LLC has purchased 97 new stocks and bought additional shares in 41 stocks.
Leeward Financial Partners, LLC sold shares of 38 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard Growth ETF: $22,087,810
Microsoft: $19,334,994
Vanguard Information Technology ETF: $19,121,553
Apple: $15,970,037
Vanguard Large-Cap ETF: $15,016,994

Largest New Holdings this Quarter

880770102 - Teradyne: $3,734,793 Holding
512807306 - LAM RESEARCH CORP: $3,127,343 Holding
595112103 - Micron Technology: $575,991 Holding
25459W102 - Direxion Daily Technology Bull 3X Shares: $299,988 Holding
911363109 - United Rentals: $286,621 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 214,314 shares (about $18.46M)
Vanguard Information Technology ETF: 138,811 shares (about $16.59M)
Teradyne: 7,719 shares (about $3.73M)
Marriott International: 9,560 shares (about $3.54M)
LAM RESEARCH CORP: 7,217 shares (about $3.13M)

Largest Sales this Quarter

Vanguard Ultra-Short Bond ETF: 115,262 shares (about $5.74M)
Netflix: 32,679 shares (about $2.33M)
PALANTIR TECHNOLOGIES INC: 15,553 shares (about $1.81M)
Meta Platforms: 2,744 shares (about $1.55M)
VanEck Semiconductor ETF: 1,491 shares (about $977.93K)

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	$22,087,810	$18,460,977 â–²	509.0%	256,418	5.8%	ETF
MSFT Microsoft	$19,334,994	$251,414 â–¼	-1.3%	51,834	5.1%	Technology
VGT Vanguard Information Technology ETF	$19,121,553	$16,590,714 â–²	655.5%	159,986	5.0%	ETF
AAPL Apple	$15,970,037	$154,229 â–¼	-1.0%	55,191	4.2%	Technology
VV Vanguard Large-Cap ETF	$15,016,994	$379,681 â–²	2.6%	43,665	3.9%	ETF
SCHF Schwab International Equity ETF	$14,748,502	$298,135 â–²	2.1%	532,437	3.9%	ETF
VTV Vanguard Value ETF	$14,388,330	$316,215 â–²	2.2%	66,023	3.8%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$13,925,998	$296,574 â–²	2.2%	411,525	3.7%	ETF
AMZN Amazon.com	$13,056,504	$292,443 â–¼	-2.2%	54,781	3.4%	Consumer Discretionary
VB Vanguard Small-Cap ETF	$12,081,178	$189,147 â–²	1.6%	39,856	3.2%	ETF
GOOGL Alphabet	$11,760,356	$183,331 â–¼	-1.5%	32,908	3.1%	Communication Services
COST Costco Wholesale	$8,507,352	$665,134 â–¼	-7.3%	9,094	2.2%	Consumer Staples
GS The Goldman Sachs Group	$8,354,928	$178,001 â–¼	-2.1%	8,261	2.2%	Finance
NVDA NVIDIA	$7,926,442	$131,460 â–²	1.7%	39,614	2.1%	Technology
VBR Vanguard Small-Cap Value ETF	$7,313,270	$265,831 â–¼	-3.5%	30,097	1.9%	ETF
VBK Vanguard Small-Cap Growth ETF	$6,808,452	$17,919 â–²	0.3%	18,618	1.8%	ETF
VRT Vertiv	$6,342,495	$313,726 â–¼	-4.7%	18,943	1.7%	Industrials
SCHV Schwab U.S. Large-Cap Value ETF	$6,318,063	$134,228 â–²	2.2%	181,501	1.7%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$6,172,416	$281,181 â–²	4.8%	80,475	1.6%	ETF
BLV Vanguard Long-Term Bond ETF	$5,719,072	$127,314 â–²	2.3%	82,969	1.5%	ETF
APPLOVIN CORP	$5,568,091	$937,719 â–¼	-14.4%	10,807	1.5%	COM CL A
JPM JPMorgan Chase & Co.	$5,560,355	$284,122 â–²	5.4%	16,987	1.5%	Finance
AVGO Broadcom	$5,441,111	$77,061 â–¼	-1.4%	14,404	1.4%	Technology
NTRA Natera	$5,307,662	$85,778 â–²	1.6%	19,553	1.4%	Healthcare
VUSB Vanguard Ultra-Short Bond ETF	$5,265,529	$5,737,742 â–¼	-52.1%	105,776	1.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$5,187,843	$167,152 â–²	3.3%	72,812	1.4%	ETF
UNH UnitedHealth Group	$5,158,437	$4,572 â–²	0.1%	12,411	1.4%	Healthcare
ECL Ecolab	$5,109,150	$217,873 â–²	4.5%	18,338	1.3%	Materials
CMI Cummins	$4,823,439	$159,046 â–²	3.4%	6,763	1.3%	Industrials
VMBS Vanguard Mortgage-Backed Securities ETF	$4,746,401	$201,985 â–²	4.4%	101,397	1.2%	ETF
MAR Marriott International	$4,626,446	$3,542,841 â–²	326.9%	12,484	1.2%	Consumer Discretionary
MUB iShares National Muni Bond ETF	$4,365,315	$43,586 â–¼	-1.0%	40,562	1.1%	ETF
IVV iShares Core S&P 500 ETF	$4,252,946	$2,247 â–²	0.1%	5,679	1.1%	ETF
BND Vanguard Total Bond Market ETF	$4,201,254	$384,081 â–²	10.1%	57,230	1.1%	ETF
SMH VanEck Semiconductor ETF	$3,946,490	$977,932 â–¼	-19.9%	6,017	1.0%	ETF
SPY SPDR S&P 500 ETF Trust	$3,816,741	$8,961 â–²	0.2%	5,111	1.0%	ETF
IYW iShares U.S. Technology ETF	$3,783,954		0.0%	15,002	1.0%	ETF
TER Teradyne	$3,734,793	$3,734,793 â–²	New Holding	7,719	1.0%	Technology
BSV Vanguard Short-Term Bond ETF	$3,211,450	$268,244 â–²	9.1%	41,220	0.8%	ETF
LAM RESEARCH CORP	$3,127,343	$3,127,343 â–²	New Holding	7,217	0.8%	COM NEW
IEMG iShares Core MSCI Emerging Markets ETF	$2,981,743	$95,183 â–²	3.3%	35,994	0.8%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$2,644,739	$119,093 â–²	4.7%	71,441	0.7%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$2,562,037	$242,069 â–²	10.4%	64,911	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,439,316	$530,502 â–¼	-17.9%	10,309	0.6%	ETF
FLMI Franklin Dynamic Municipal Bond ETF	$2,323,293	$11,276 â–¼	-0.5%	92,304	0.6%	ETF
META Meta Platforms	$2,315,685	$1,545,668 â–¼	-40.0%	4,111	0.6%	Communication Services
PZA Invesco National AMT-Free Municipal Bond ETF	$2,244,777	$5,856 â–¼	-0.3%	95,441	0.6%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,204,948	$4,552 â–¼	-0.2%	43,593	0.6%	ETF
APH Amphenol	$2,150,399	$30,680 â–¼	-1.4%	12,196	0.6%	Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,064,845	$145,795 â–²	7.6%	24,983	0.5%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,486,576	$4,176 â–²	0.3%	16,374	0.4%	ETF
QQQ Invesco QQQ	$1,388,875		0.0%	1,886	0.4%	ETF
AXON Axon Enterprise	$1,377,419	$114,925 â–¼	-7.7%	2,457	0.4%	Industrials
ISRG Intuitive Surgical	$1,320,695	$5,170 â–²	0.4%	3,321	0.3%	Healthcare
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,228,744	$126,433 â–²	11.5%	15,365	0.3%	ETF
V Visa	$1,190,321	$11,666 â–¼	-1.0%	3,469	0.3%	Finance
SCHP Schwab U.S. TIPS ETF	$1,096,570		0.0%	41,380	0.3%	ETF
SBUX Starbucks	$994,096	$27,591 â–²	2.9%	9,728	0.3%	Consumer Discretionary
ORCL Oracle	$897,765	$19,198 â–¼	-2.1%	6,126	0.2%	Technology
NFLX Netflix	$892,500	$2,333,281 â–¼	-72.3%	12,500	0.2%	Communication Services
ADPT Adaptive Biotechnologies	$888,030		0.0%	41,400	0.2%	Healthcare
LLY Eli Lilly and Company	$790,424		0.0%	659	0.2%	Healthcare
ARISTA NETWORKS INC	$667,798	$18,007 â–¼	-2.6%	3,931	0.2%	COM SHS
PNC The PNC Financial Services Group	$663,809		0.0%	2,696	0.2%	Finance
BRK.B Berkshire Hathaway	$622,924		0.0%	1,245	0.2%	Finance
PALANTIR TECHNOLOGIES INC	$609,367	$1,814,567 â–¼	-74.9%	5,223	0.2%	CL A
VNQ Vanguard Real Estate ETF	$607,242	$39,538 â–¼	-6.1%	6,297	0.2%	ETF
PCAR PACCAR	$600,120	$6,126 â–¼	-1.0%	4,996	0.2%	Industrials
MU Micron Technology	$575,991	$575,991 â–²	New Holding	499	0.2%	Technology
FIX Comfort Systems USA	$539,090	$47,567 â–¼	-8.1%	272	0.1%	Industrials
RRX Regal Rexnord	$534,260	$10,480 â–¼	-1.9%	2,243	0.1%	Industrials
VTI Vanguard Total Stock Market ETF	$521,756	$32,934 â–¼	-5.9%	1,410	0.1%	ETF
GOOG Alphabet	$514,802	$17,667 â–²	3.6%	1,457	0.1%	Communication Services
IBKR Interactive Brokers Group	$481,070	$2,524 â–¼	-0.5%	5,527	0.1%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$448,733	$13,060 â–²	3.0%	859	0.1%	ETF
BA Boeing	$445,977	$18,618 â–¼	-4.0%	2,060	0.1%	Industrials
ETN Eaton	$422,711		0.0%	992	0.1%	Industrials
DFUV Dimensional US Marketwide Value ETF	$421,927		0.0%	7,670	0.1%	ETF
RCL Royal Caribbean Cruises	$416,917	$89,226 â–²	27.2%	1,313	0.1%	Consumer Discretionary
MGK Vanguard Mega Cap Growth ETF	$415,814	$332,651 â–²	400.0%	4,730	0.1%	ETF
CELESTICA INC	$377,203	$18,605 â–²	5.2%	1,034	0.1%	COM
DDOG Datadog	$359,818	$160,122 â–¼	-30.8%	1,382	0.1%	Technology
AJG Arthur J. Gallagher & Co.	$358,129	$24,334 â–¼	-6.4%	1,560	0.1%	Finance
NXPI NXP Semiconductors	$352,412	$33,724 â–¼	-8.7%	1,254	0.1%	Technology
SCHD Schwab US Dividend Equity ETF	$340,610		0.0%	10,741	0.1%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$339,630		0.0%	1,401	0.1%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$335,186		0.0%	2,858	0.1%	ETF
ABBV AbbVie	$319,834	$755 â–²	0.2%	1,271	0.1%	Healthcare
HWM Howmet Aerospace	$316,448	$26,348 â–²	9.1%	1,177	0.1%	Industrials
DCI Donaldson	$312,579		0.0%	3,482	0.1%	Industrials
TECL Direxion Daily Technology Bull 3X Shares	$299,988	$299,988 â–²	New Holding	1,300	0.1%	ETF
VOO Vanguard S&P 500 ETF	$292,392	$28,827 â–¼	-9.0%	426	0.1%	ETF
URI United Rentals	$286,621	$286,621 â–²	New Holding	253	0.1%	Industrials
SHOPIFY INC	$280,883	$1,713 â–²	0.6%	2,460	0.1%	CL A SUB VTG SHS
BR Broadridge Financial Solutions	$273,900		0.0%	2,000	0.1%	Industrials
MRK Merck & Co., Inc.	$273,834		0.0%	2,131	0.1%	Healthcare
MS Morgan Stanley	$267,780	$86,333 â–¼	-24.4%	1,281	0.1%	Finance
NOW ServiceNow	$265,971	$4,468 â–¼	-1.7%	2,679	0.1%	Technology
MCD McDonald's	$256,795		0.0%	950	0.1%	Consumer Discretionary
HD Home Depot	$253,630		0.0%	719	0.1%	Consumer Discretionary

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