Universe · entity
Windward Private Wealth Management Inc.
Institutional manager (13F) · CIK 1835866
13F holdings · as of 2026-03-31 · top 44 · reported portfolio $289M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | $66M | 843,187 |
| 2 | VANGUARD TAX-MANAGED FDS | $40M | 617,688 |
| 3 | VANGUARD SCOTTSDALE FDS | $33M | 300,323 |
| 4 | VANGUARD SCOTTSDALE FDS | $29M | 305,776 |
| 5 | VANGUARD BD INDEX FDS | $25M | 327,417 |
| 6 | VANGUARD SCOTTSDALE FDS | $16M | 343,129 |
| 7 | VANGUARD INTL EQUITY INDEX F | $14M | 249,993 |
| 8 | VANGUARD SPECIALIZED FUNDS | $8M | 36,111 |
| 9 | VANGUARD SCOTTSDALE FDS | $6M | 55,514 |
| 10 | VANGUARD INDEX FDS | $5M | 26,896 |
| 11 | ISHARES TR | $5M | 59,081 |
| 12 | ISHARES TR | $5M | 30,592 |
| 13 | ISHARES TR | $4M | 38,460 |
| 14 | VANGUARD SCOTTSDALE FDS | $4M | 45,675 |
| 15 | ISHARES TR | $4M | 39,466 |
| 16 | ISHARES TR | $3M | 26,766 |
| 17 | VANGUARD SCOTTSDALE FDS | $3M | 42,844 |
| 18 | ISHARES TR | $2M | 36,031 |
| 19 | VANGUARD ADMIRAL FDS INC | $2M | 5,199 |
| 20 | ISHARES TR | $2M | 26,844 |
| 21 | VANGUARD INDEX FDS | $2M | 8,412 |
| 22 | ISHARES TR | $2M | 8,772 |
| 23 | SCHWAB STRATEGIC TR | $1M | 39,330 |
| 24 | VANGUARD INTL EQUITY INDEX F | $1M | 9,050 |
| 25 | ISHARES TR | $1M | 5,900 |
| 26 | ISHARES TR | $1M | 22,071 |
| 27 | VANGUARD INTL EQUITY INDEX F | $812k | 5,569 |
| 28 | WISDOMTREE TR | $781k | 9,583 |
| 29 | ISHARES TR | $665k | 8,475 |
| 30 | SPDR SERIES TRUST | $664k | 22,069 |
| 31 | VANGUARD MUN BD FDS | $608k | 12,184 |
| 32 | VANGUARD INDEX FDS | $587k | 1,943 |
| 33 | ISHARES INC | $342k | 4,904 |
| 34 | RESMED INC | $337k | 1,500 |
| 35 | VANGUARD INDEX FDS | $324k | 1,236 |
| 36 | ISHARES TR | $314k | 3,800 |
| 37 | ISHARES TR | $313k | 3,294 |
| 38 | EMERSON ELEC CO | $303k | 2,315 |
| 39 | ISHARES TR | $282k | 2,902 |
| 40 | FASTENAL CO | $278k | 6,000 |
| 41 | PNC FINL SVCS GROUP INC | $225k | 1,080 |
| 42 | SPDR SERIES TRUST | $214k | 2,266 |
| 43 | SELECT SECTOR SPDR TR | $209k | 3,419 |
| 44 | SHERWIN WILLIAMS CO | $202k | 629 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.