Q2 2026 13F · SEC CIK 1735201

Leeward Financial Partners, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $381.2M
Reported positions: 108
Top holdings a year, 3 yrs: +20.2%
Assets under management: $401.5M

Leeward Financial Partners, LLC is a wealth manager that reported 108 positions worth $381.2M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Vanguard Indx Fd (VUG, 5.8%), Microsoft Corp (MSFT, 5.1%), Vanguard Info Tech (VGT, 5.0%). A portfolio copying its top holdings returned 20.2% a year over the last 3 years, against 20.4% for the S&P 500.

Leeward Financial Partners, LLC holdings largest 50 of 108 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Leeward Financial Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Indx Fd	5.8%	5.5%	256,418	+509.0%	$22.1M
MSFTMicrosoft Corp	5.1%	5.8%	51,834	-1.3%	$19.3M
VGTVanguard Info Tech	5.0%	4.4%	159,986	+655.5%	$19.1M
AAPLApple Inc	4.2%	4.2%	55,191	-1.0%	$16.0M
VVVanguard Inx Lrg	3.9%	3.8%	43,665	+2.6%	$15.0M
SCHFSchwab Intl Equity	3.9%	3.8%	532,437	+2.1%	$14.7M
VTVVanguard Value ETF	3.8%	3.8%	66,023	+2.2%	$14.4M
SCHGSchwab U.s. Large-Cap Growth ETF	3.7%	3.5%	411,525	+2.2%	$13.9M
AMZNAmazon Com Inc Com	3.4%	3.5%	54,781	-2.2%	$13.1M
VBVanguard Indx Fd	3.2%	3.1%	39,856	+1.6%	$12.1M
GOOGLAlphabet Inc	3.1%	2.9%	32,908	-1.5%	$11.8M
COSTCostco Whsl Corp New	2.2%	2.9%	9,094	-7.3%	$8.5M
GSGoldman Sachs Group Inc	2.2%	2.1%	8,261	-2.1%	$8.4M
NVDANvidia Corporation Com	2.1%	2.0%	39,614	+1.7%	$7.9M
VBRVanguard Small Cap Value ETF	1.9%	2.0%	30,097	-3.5%	$7.3M
VBKVanguard Small Cap Growth ETF	1.8%	1.7%	18,618	+0.3%	$6.8M
VRTVertiv Holdings Co	1.7%	1.5%	18,943	-4.7%	$6.3M
SCHVSchwab Strategic Tr	1.7%	1.6%	181,501	+2.2%	$6.3M
BIVVanguard Bd Index Fds	1.6%	1.8%	80,475	+4.8%	$6.2M
BLVVanguard Bd Index Fds	1.5%	1.7%	82,969	+2.3%	$5.7M
APPApplovin Corp	1.5%	1.5%	10,807	-14.4%	$5.6M
JPMJpmorgan Chase & Co	1.5%	1.4%	16,987	+5.4%	$5.6M
AVGOBroadcom Inc	1.4%	1.3%	14,404	-1.4%	$5.4M
NTRANatera Inc Com	1.4%	1.1%	19,553	+1.6%	$5.3M
VUSBVanguard Bd Index Fds	1.4%	3.3%	105,776	-52.1%	$5.3M
VEAVanguard Tax-Managed Fds	1.4%	1.3%	72,812	+3.3%	$5.2M
UNHUnitedhealth Group Inc Com	1.4%	1.0%	12,411	+0.1%	$5.2M
ECLEcolab Inc	1.3%	1.4%	18,338	+4.5%	$5.1M
CMICummins Inc	1.3%	1.0%	6,763	+3.4%	$4.8M
VMBSVmbs	1.2%	1.4%	101,397	+4.4%	$4.7M
MARMarriott Intl Inc New Cl A	1.2%	—	12,484	—	$4.6M
MUBIshares National Muni Bond ETF	1.1%	1.3%	40,562	-1.0%	$4.4M
IVVIshares Core S&p 500 ETF	1.1%	1.1%	5,679	+0.1%	$4.3M
BNDVanguard Total Bond Market ETF	1.1%	1.1%	57,230	+10.1%	$4.2M
SMHVaneck Semiconductor ETF	1.0%	0.9%	6,017	-19.9%	$3.9M
SPYSpdr S&p 500 ETF Tr	1.0%	1.0%	5,111	+0.2%	$3.8M
IYWIshares Tr	1.0%	0.8%	15,002	+0.0%	$3.8M
TERTeradyne Inc	1.0%	—	7,719	—	$3.7M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.8%	0.9%	41,220	+9.1%	$3.2M
LRCXLam Research Corp	0.8%	—	7,217	—	$3.1M
IEMGIshares	0.8%	0.7%	35,994	+3.3%	$3.0M
USHYIshares Tr	0.7%	0.7%	71,441	+4.7%	$2.6M
TOTLSsga Active ETF Tr	0.7%	0.7%	64,911	+10.4%	$2.6M
VIGVanguard Dividend Appreciation ETF	0.6%	0.8%	10,309	-17.9%	$2.4M
FLMIFranklin Templeton ETF Tr	0.6%	0.7%	92,304	-0.5%	$2.3M
METAMeta Platforms Inc Class A	0.6%	1.2%	4,111	-40.0%	$2.3M
PZAInvesco Exch Traded Fd Tr II	0.6%	0.7%	95,441	-0.3%	$2.2M
VTEBVanguard Tx Ex Bd	0.6%	0.6%	43,593	-0.2%	$2.2M
APHAmphenol Corp	0.6%	0.5%	12,196	-1.4%	$2.2M
VCITVanguard Scottsdale Fds	0.5%	0.6%	24,983	+7.6%	$2.1M

What Leeward Financial Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.7% /yr; S&P 500 +20.1%
3 years: +20.2% /yr; S&P 500 +20.4%
5 years: +11.5% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$381.2M	108
Q1 2026	$336.2M	97
Q4 2025	$355.8M	96
Q3 2025	$351.5M	101
Q2 2025	$315.6M	100
Q1 2025	$267.7M	86
Q4 2024	$280.4M	92
Q3 2024	$265.1M	85
Q2 2024	$246.3M	84
Q1 2024	$236.4M	92
Q4 2023	$207.1M	87
Q3 2023	$180.7M	76

Questions about Leeward Financial Partners, LLC's portfolio

What stocks does Leeward Financial Partners, LLC own?

Leeward Financial Partners, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 108 positions worth $381.2M. The largest are Vanguard Indx Fd (VUG) at 5.8%, Microsoft Corp (MSFT) at 5.1%, Vanguard Info Tech (VGT) at 5.0%, Apple Inc (AAPL) at 4.2% and Vanguard Inx Lrg (VV) at 3.9%.

What did Leeward Financial Partners, LLC buy last quarter?

In Q2 2026, Leeward Financial Partners, LLC added Vanguard Info Tech (VGT) (+655.5% shares), Vanguard Indx Fd (VUG) (+509.0% shares) and Ssga Active ETF Tr (TOTL) (+10.4% shares), compared with its Q1 2026 filing.

What did Leeward Financial Partners, LLC sell last quarter?

In Q2 2026, Leeward Financial Partners, LLC cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Intuitive Surgical Inc (ISRG), Vanguard Bd Index Fds (VUSB) (-52.1% shares), Meta Platforms Inc Class A (META) (-40.0% shares) and Vaneck Semiconductor ETF (SMH) (-19.9% shares), compared with its Q1 2026 filing.

How has Leeward Financial Partners, LLC's portfolio performed?

A portfolio copying Leeward Financial Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.7% against +20.1%. Over 5 years: +11.5% a year against +13.0%.

When is Leeward Financial Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Leeward Financial Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Leeward Financial Partners, LLC manage?

Leeward Financial Partners, LLC reported $401.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $381.2M.