Windward Private Wealth Management Inc. Top Holdings and 13F Report (2026) About Windward Private Wealth Management Inc.Investment ActivityWindward Private Wealth Management Inc. has $289.28 million in total holdings as of March 31, 2026.Windward Private Wealth Management Inc. owns shares of 44 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.62% of the portfolio was purchased this quarter.About 0.61% of the portfolio was sold this quarter.This quarter, Windward Private Wealth Management Inc. has purchased 44 new stocks and bought additional shares in 11 stocks.Windward Private Wealth Management Inc. sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Short-Term Bond ETF $66,114,284Vanguard FTSE Developed Markets ETF $39,581,447Vanguard Russell 1000 Growth ETF $32,942,430Vanguard Russell 1000 Value ETF $28,663,442Vanguard Intermediate-Term Bond ETF $25,270,006 Largest New Holdings this Quarter 81369Y506 - Energy Select Sector SPDR Fund $209,417 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 20,811 shares (about $1.63M)Vanguard Intermediate-Term Bond ETF 12,953 shares (about $999.71K)Vanguard Russell 1000 Growth ETF 7,516 shares (about $824.43K)Vanguard Mortgage-Backed Securities ETF 12,381 shares (about $581.29K)Energy Select Sector SPDR Fund 3,419 shares (about $209.42K) Largest Sales this Quarter Vanguard Russell 1000 Value ETF 3,409 shares (about $319.56K)Vanguard Value ETF 1,177 shares (about $230.93K)iShares Core MSCI EAFE ETF 2,340 shares (about $211.84K)iShares North American Natural Resources ETF 1,294 shares (about $81.44K)Vanguard Dividend Appreciation ETF 367 shares (about $78.93K) 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$66,114,284$1,631,790 ▲2.5%843,18722.9%ETFVEAVanguard FTSE Developed Markets ETF$39,581,447$49,085 ▲0.1%617,68813.7%ETFVONGVanguard Russell 1000 Growth ETF$32,942,430$824,430 ▲2.6%300,32311.4%ETFVONVVanguard Russell 1000 Value ETF$28,663,442$319,560 ▼-1.1%305,7769.9%ETFBIVVanguard Intermediate-Term Bond ETF$25,270,006$999,711 ▲4.1%327,4178.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$16,109,907$581,288 ▲3.7%343,1295.6%ETFVWOVanguard FTSE Emerging Markets ETF$13,512,122$114,640 ▲0.9%249,9934.7%ETFVIGVanguard Dividend Appreciation ETF$7,766,032$78,927 ▼-1.0%36,1112.7%ETFVTWOVanguard Russell 2000 ETF$5,560,837$13,523 ▼-0.2%55,5141.9%ETFVTVVanguard Value ETF$5,276,995$230,927 ▼-4.2%26,8961.8%ETFIXUSiShares Core MSCI Total International Stock ETF$5,118,778$36,735 ▼-0.7%59,0811.8%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$4,745,125$121,761 ▲2.6%30,5921.6%ManufacturingIUSViShares Core S&P U.S. Value ETF$3,932,535$39,162 ▼-1.0%38,4601.4%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$3,620,657$17,677 ▼-0.5%45,6751.3%ETFIEFAiShares Core MSCI EAFE ETF$3,572,857$211,840 ▼-5.6%39,4661.2%ETFMUBiShares National Muni Bond ETF$2,841,211$11,146 ▲0.4%26,7661.0%ETFVGSHVanguard Short-Term Treasury ETF$2,508,088$65,272 ▼-2.5%42,8440.9%ETFIGEiShares North American Natural Resources ETF$2,267,791$81,444 ▼-3.5%36,0310.8%ETFVOOGVanguard S&P 500 Growth ETF$2,119,5800.0%5,1990.7%ETFEFViShares MSCI EAFE Value ETF$1,995,8510.0%26,8440.7%ETFVBRVanguard Small-Cap Value ETF$1,827,5070.0%8,4120.6%ETFIWNiShares Russell 2000 Value ETF$1,662,989$59,528 ▼-3.5%8,7720.6%ETFSCHESchwab Emerging Markets Equity ETF$1,295,924$12,224 ▼-0.9%39,3300.4%ETFVTVanguard Total World Stock ETF$1,251,831$9,406 ▲0.8%9,0500.4%ETFIVEiShares S&P 500 Value ETF$1,245,7850.0%5,9000.4%ETFIUSBiShares Core Total USD Bond Market ETF$1,019,459$28,130 ▼-2.7%22,0710.4%ManufacturingVSSVanguard FTSE All-World ex-US Small-Cap ETF$811,9050.0%5,5690.3%ETFDLSWisdomTree International SmallCap Dividend Fund$781,0150.0%9,5830.3%FinanceSCZiShares MSCI EAFE Small-Cap ETF$664,525$74,646 ▼-10.1%8,4750.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$663,615$8,780 ▼-1.3%22,0690.2%ETFVTEBVanguard Tax-Exempt Bond ETF$607,860$58,920 ▲10.7%12,1840.2%ETFVBKVanguard Small-Cap Growth ETF$587,272$5,138 ▼-0.9%1,9430.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$342,054$76,934 ▲29.0%4,9040.1%ETFRMDResMed$336,7200.0%1,5000.1%MedicalVBVanguard Small-Cap ETF$323,733$4,715 ▼-1.4%1,2360.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$313,766$59,203 ▼-15.9%3,8000.1%ManufacturingMBBiShares MBS ETF$312,765$3,133 ▼-1.0%3,2940.1%ETFEMREmerson Electric$303,3110.0%2,3150.1%IndustrialsEFAiShares MSCI EAFE ETF$281,8710.0%2,9020.1%FinanceFASTFastenal$278,4000.0%6,0000.1%Retail/WholesalePNCThe PNC Financial Services Group$224,7370.0%1,0800.1%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$214,318$3,405 ▼-1.6%2,2660.1%ETFXLEEnergy Select Sector SPDR Fund$209,417$209,417 ▲New Holding3,4190.1%ETFSHWSherwin-Williams$201,626$68,598 ▼-25.4%6290.1%Basic MaterialsAVGOBroadcom$0$351,984 ▼-100.0%00.0%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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