Leeward Financial Partners, LLC 13F Holdings · Q2 2026
Leeward Financial Partners, LLC reported 108 securities worth $381.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VUG (5.79%), MSFT (5.07%), VGT (5.02%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $22.1M | 5.79% | 256,418 | Added |
| 2 | MSFT | MICROSOFT CORP | $19.3M | 5.07% | 51,834 | Trimmed |
| 3 | VGT | VANGUARD WORLD FD | $19.1M | 5.02% | 159,986 | Added |
| 4 | AAPL | APPLE INC | $16.0M | 4.19% | 55,191 | Trimmed |
| 5 | VV | VANGUARD INDEX FDS | $15.0M | 3.94% | 43,665 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $14.7M | 3.87% | 532,437 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $14.4M | 3.77% | 66,023 | Added |
| 8 | SCHG | SCHWAB STRATEGIC TR | $13.9M | 3.65% | 411,525 | Added |
| 9 | AMZN | AMAZON COM INC | $13.1M | 3.43% | 54,781 | Trimmed |
| 10 | VB | VANGUARD INDEX FDS | $12.1M | 3.17% | 39,856 | Added |
| 11 | GOOGL | ALPHABET INC | $11.8M | 3.09% | 32,908 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $8.5M | 2.23% | 9,094 | Trimmed |
| 13 | GS | GOLDMAN SACHS GROUP INC | $8.4M | 2.19% | 8,261 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $7.9M | 2.08% | 39,614 | Added |
| 15 | VBR | VANGUARD INDEX FDS | $7.3M | 1.92% | 30,097 | Trimmed |
| 16 | VBK | VANGUARD INDEX FDS | $6.8M | 1.79% | 18,618 | Added |
| 17 | SCHV | SCHWAB STRATEGIC TR | $6.3M | 1.66% | 181,501 | Added |
| 18 | VRT | VERTIV HOLDINGS CO | $6.3M | 1.66% | 18,943 | Trimmed |
| 19 | BIV | VANGUARD BD INDEX FDS | $6.2M | 1.62% | 80,475 | Added |
| 20 | BLV | VANGUARD BD INDEX FDS | $5.7M | 1.50% | 82,969 | Added |
| 21 | APP | APPLOVIN CORP | $5.6M | 1.46% | 10,807 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.46% | 16,987 | Added |
| 23 | AVGO | BROADCOM INC | $5.4M | 1.43% | 14,404 | Trimmed |
| 24 | NTRA | NATERA INC | $5.3M | 1.39% | 19,553 | Added |
| 25 | VUSB | VANGUARD BD INDEX FDS | $5.3M | 1.38% | 105,776 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR