Leeward Financial Partners, LLC

Institutional manager (13F) · CIK 1735201

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $313M

#	Issuer	Value	Shares
1	MICROSOFT CORP	$19M	52,508
2	VANGUARD INDEX FDS	$18M	42,104
3	VANGUARD WORLD FD	$15M	21,175
4	APPLE INC	$14M	55,724
5	SCHWAB STRATEGIC TR	$13M	521,674
6	VANGUARD INDEX FDS	$13M	42,561
7	VANGUARD INDEX FDS	$13M	64,572
8	SCHWAB STRATEGIC TR	$12M	402,761
9	AMAZON COM INC	$12M	56,008
10	VANGUARD BD INDEX FDS	$11M	221,038
11	VANGUARD INDEX FDS	$10M	39,232
12	COSTCO WHOLESALE CORPORATION	$10M	9,805
13	ALPHABET INC	$10M	33,421
14	GOLDMAN SACHS GROUP INC	$7M	8,437
15	NVIDIA CORPORATION	$7M	38,957
16	VANGUARD INDEX FDS	$7M	31,191
17	VANGUARD BD INDEX FDS	$6M	76,809
18	VANGUARD INDEX FDS	$6M	18,569
19	VANGUARD BD INDEX FDS	$6M	81,122
20	SCHWAB STRATEGIC TR	$5M	177,645
21	APPLOVIN CORP	$5M	12,627
22	VERTIV HOLDINGS CO	$5M	19,880
23	JPMORGAN CHASE & CO	$5M	16,119
24	ECOLAB INC	$5M	17,556
25	VANGUARD SCOTTSDALE FDS	$5M	97,082
26	BROADCOM INC	$5M	14,608
27	VANGUARD TAX-MANAGED FDS	$5M	70,466
28	ISHARES TR	$4M	40,967
29	NETFLIX INC.	$4M	45,179
30	META PLATFORMS INC	$4M	6,855
31	NATERA INC	$4M	19,237
32	VANGUARD BD INDEX FDS	$4M	51,998
33	ISHARES TR	$4M	5,676
34	CUMMINS INC	$4M	6,540
35	UNITEDHEALTH GROUP INC	$3M	12,400
36	STATE STR SPDR S&P 500 ETF T	$3M	5,099
37	PALANTIR TECHNOLOGIES INC	$3M	20,776
38	VANGUARD BD INDEX FDS	$3M	37,777
39	VANECK ETF TRUST	$3M	7,508
40	ISHARES TR	$3M	15,002
41	VANGUARD SPECIALIZED FUNDS	$3M	12,551
42	ISHARES TR	$3M	68,224
43	ISHARES INC	$2M	34,845
44	SSGA ACTIVE ETF TR	$2M	58,778
45	FRANKLIN TEMPLETON ETF TR	$2M	92,752
46	INVESCO EXCH TRADED FD TR II	$2M	95,690
47	VANGUARD MUN BD FDS	$2M	43,683
48	VANGUARD SCOTTSDALE FDS	$2M	23,219
49	AMPHENOL CORP	$2M	12,370
50	INTUITIVE SURGICAL INC	$2M	3,308

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.