Windward Private Wealth Management Inc. Top Holdings and 13F Report (2025) About Windward Private Wealth Management Inc.Investment ActivityWindward Private Wealth Management Inc. has $256.46 million in total holdings as of March 31, 2025.Windward Private Wealth Management Inc. owns shares of 42 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.69% of the portfolio was purchased this quarter.About 1.00% of the portfolio was sold this quarter.This quarter, Windward Private Wealth Management Inc. has purchased 46 new stocks and bought additional shares in 9 stocks.Windward Private Wealth Management Inc. sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Short-Term Bond ETF $60,456,184Vanguard FTSE Developed Markets ETF $34,232,683Vanguard Russell 1000 Growth ETF $27,958,833Vanguard Russell 1000 Value ETF $23,484,198Vanguard Intermediate-Term Bond ETF $23,142,632 Largest Purchases this Quarter Vanguard Short-Term Bond ETF 6,607 shares (about $517.20K)Vanguard Intermediate-Term Bond ETF 5,014 shares (about $383.92K)Vanguard Mortgage-Backed Securities ETF 4,553 shares (about $210.85K)Vanguard Russell 1000 Value ETF 2,294 shares (about $189.35K)Vanguard FTSE Emerging Markets ETF 4,051 shares (about $183.35K) Largest Sales this Quarter SPDR Portfolio Short Term Corporate Bond ETF 14,351 shares (about $431.97K)Vanguard Dividend Appreciation ETF 1,590 shares (about $308.44K)Vanguard Real Estate ETF 1,365 shares (about $123.59K)iShares North American Natural Resources ETF 2,329 shares (about $105.90K)iShares Core MSCI Total International Stock ETF 1,499 shares (about $104.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWindward Private Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBSVVanguard Short-Term Bond ETF$60,456,184$517,196 ▲0.9%772,30723.6%ETFVEAVanguard FTSE Developed Markets ETF$34,232,683$19,671 ▼-0.1%673,47413.3%ETFVONGVanguard Russell 1000 Growth ETF$27,958,833$115,338 ▲0.4%301,31310.9%ETFVONVVanguard Russell 1000 Value ETF$23,484,198$189,347 ▲0.8%284,5199.2%ETFBIVVanguard Intermediate-Term Bond ETF$23,142,632$383,921 ▲1.7%302,2429.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$14,879,820$210,849 ▲1.4%321,3095.8%ETFVWOVanguard FTSE Emerging Markets ETF$11,670,563$183,348 ▲1.6%257,8564.6%ETFVIGVanguard Dividend Appreciation ETF$7,345,625$308,444 ▼-4.0%37,8662.9%ETFVTVVanguard Value ETF$5,478,276$30,575 ▼-0.6%31,7142.1%ETFVTWOVanguard Russell 2000 ETF$4,237,593$92,183 ▲2.2%52,5431.7%ETFIUSGiShares Core S&P U.S. Growth ETF$3,984,212$23,764 ▼-0.6%31,3521.6%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$3,842,622$104,645 ▼-2.7%55,0441.5%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$3,533,986$57,468 ▼-1.6%44,7681.4%ETFIEFAiShares Core MSCI EAFE ETF$3,359,465$78,676 ▼-2.3%44,4081.3%ETFIUSViShares Core S&P U.S. Value ETF$3,087,562$31,102 ▼-1.0%33,4551.2%ManufacturingVGSHVanguard Short-Term Treasury ETF$2,780,145$44,017 ▼-1.6%47,3701.1%ETFIGEiShares North American Natural Resources ETF$1,969,624$105,900 ▼-5.1%43,3170.8%ETFVOOGVanguard S&P 500 Growth ETF$1,923,9290.0%5,7520.8%ETFVBRVanguard Small-Cap Value ETF$1,667,109$99,106 ▼-5.6%8,9490.7%ETFMUBiShares National Muni Bond ETF$1,637,0610.0%15,5260.6%ETFEFViShares MSCI EAFE Value ETF$1,617,6080.0%27,4450.6%ETFIWNiShares Russell 2000 Value ETF$1,581,591$46,198 ▼-2.8%10,4760.6%ETFVTEBVanguard Tax-Exempt Bond ETF$1,340,435$3,722 ▲0.3%27,0140.5%ETFSCHESchwab Emerging Markets Equity ETF$1,308,114$12,627 ▼-1.0%47,4470.5%ETFIUSBiShares Core Total USD Bond Market ETF$1,287,936$8,248 ▼-0.6%27,9500.5%ManufacturingIVEiShares S&P 500 Value ETF$1,128,0430.0%5,9190.4%ETFVTVanguard Total World Stock ETF$1,002,301$64,702 ▲6.9%8,6440.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$779,921$431,965 ▼-35.6%25,9110.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$772,779$12,642 ▼-1.6%12,1640.3%ETFDLSWisdomTree International SmallCap Dividend Fund$764,8970.0%11,5890.3%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$730,823$1,503 ▼-0.2%6,3220.3%ETFVBKVanguard Small-Cap Growth ETF$662,659$82,329 ▼-11.1%2,6320.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$385,6050.0%4,6610.2%ManufacturingRMDResMed$335,7750.0%1,5000.1%MedicalVBVanguard Small-Cap ETF$322,8680.0%1,4560.1%ETFMBBiShares MBS ETF$317,539$1,032 ▼-0.3%3,3860.1%ETFSHWSherwin-Williams$294,367$78,219 ▼-21.0%8430.1%Basic MaterialsEMREmerson Electric$263,1360.0%2,4000.1%IndustrialsEFAiShares MSCI EAFE ETF$247,887$25,908 ▼-9.5%3,0330.1%FinanceFASTFastenal$232,6500.0%3,0000.1%Retail/WholesaleVNQVanguard Real Estate ETF$209,238$123,587 ▼-37.1%2,3110.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$204,2320.0%2,6050.1%ETFIYEiShares U.S. Energy ETF$0$225,207 ▼-100.0%00.0%ETFPNCThe PNC Financial Services Group$0$208,278 ▼-100.0%00.0%FinanceMSFTMicrosoft$0$207,378 ▼-100.0%00.0%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$0$200,611 ▼-100.0%00.0%ETFShowing 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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