Institutions / Leeward Financial Partners, LLC
Leeward Financial Partners, LLC
CIK 1735201 · Institution · as of Dec 31, 2025
Portfolio value
$355.77M
Positions
96
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 96 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $26.23M | 7.4% |
| Vanguard Index Fds | $21.40M | 6.0% |
| Vanguard World Fd | $17.66M | 5.0% |
| Apple Inc. | $15.79M | 4.4% |
| Vanguard Index Fds | $13.36M | 3.8% |
| Schwab Strategic Tr | $13.12M | 3.7% |
| Schwab Strategic Tr | $12.85M | 3.6% |
| Amazon.com Inc | $12.64M | 3.6% |
| Vanguard Index Fds | $12.52M | 3.5% |
| Alphabet Inc. | $11.61M | 3.3% |
| Vanguard Index Fds | $11.43M | 3.2% |
| The Goldman Sachs Group, Inc. | $9.04M | 2.5% |
| Costco Wholesale Corp /New | $8.64M | 2.4% |
| Vanguard Index Fds | $8.21M | 2.3% |
| Vanguard Bd Index Fds | $7.79M | 2.2% |
| NVIDIA Corp | $7.29M | 2.1% |
| Vanguard Index Fds | $7.15M | 2.0% |
| Netflix Inc | $6.04M | 1.7% |
| Visa Inc | $6.04M | 1.7% |
| Vanguard Bd Index Fds | $6.03M | 1.7% |
| Vanguard Bd Index Fds | $5.63M | 1.6% |
| Schwab Strategic Tr | $5.26M | 1.5% |
| Broadcom Inc. | $4.87M | 1.4% |
| Ecolab Inc. | $4.75M | 1.3% |
| Vanguard Scottsdale Fds | $4.59M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.