Leeward Financial Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Leeward Financial Partners, LLC 13F Holdings
CIK 0001735201 · Bellevue, WA
As of Sep 30, 2025, Leeward Financial Partners, LLC reported
101 positions worth $351.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MICROSOFT CORP | MSFT | Technology | 50,014 | $25.9M | 7.37% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 45,922 | $22.0M | 6.27% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 23,694 |
|
7.7M5.03% |
| APPLE INC | AAPL | Technology | 61,071 |
5.6M | 4.42% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 407,224 |
3.0M | 3.70% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 537,185 |
2.5M | 3.56% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 39,736 |
2.2M | 3.48% |
| VANGUARD VALUE INDEX FUND | VTV | — | 64,840 |
2.1M | 3.44% |
| AMAZON.COM INC | AMZN | Equity | 54,006 |
1.9M | 3.37% |
| ALPHABET INC | GOOGL | Equity | 46,072 |
1.2M | 3.19% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 43,617 |
1.1M | 3.16% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 39,276 | $8.2M | 2.33% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 10,155 | $8.1M | 2.30% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 8,514 | $7.9M | 2.24% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 24,088 | $7.2M | 2.04% |
| VERTIV HOLDINGS CO | VRT | Industrials | 46,715 | $7.0M | 2.01% |
| NVIDIA CORP | NVDA | Technology | 37,158 | $6.9M | 1.97% |
| NETFLIX INC | NFLX | Communication Services | 5,449 | $6.5M | 1.86% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 78,152 | $6.1M | 1.74% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 82,458 | $5.8M | 1.66% |
| VISA INC-CLASS A SHARES | V | Financial Services | 16,892 | $5.8M | 1.64% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 179,050 | $5.2M | 1.48% |
| ECOLAB INC | ECL | Basic Materials | 18,308 | $5.0M | 1.43% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 99,353 | $4.7M | 1.33% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 91,064 | $4.6M | 1.30% |