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Leeward Financial Partners, LLC
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $387,808,785
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $26,765,663
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $22,765,223
- VANGUARD WORLD FD · INF TECH ETF · 92204A702 · shares: $19,902,599
- APPLE INC · COM · 037833100 · shares: $18,038,963
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $14,523,991
- VANGUARD INDEX FDS · MRNGSTR VAL ETF · 922908744 · shares: $14,192,396
- VANGUARD INDEX FDS · MRNGSTR LRG CAP · 922908637 · shares: $13,650,000
- AMAZON COM INC · COM · 023135106 · shares: $13,111,768
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $12,487,113
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $11,299,060
Reported holdings
111 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| HOWMET AEROSPACE INC | COM | 443201108 | — | 1,186 shares | $268,249 |
| UNITED RENTALS INC | COM | 911363109 | — | 254 shares | $254,198 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 409 shares | $250,210 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,281 shares | $240,930 |
| MCDONALDS CORP | COM | 580135101 | — | 950 shares | $219,393 |
| STRYKER CORPORATION | COM | 863667101 | — | 786 shares | $216,328 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 526 shares | $213,887 |
| NETAPP INC | COM | 64110D104 | — | 1,008 shares | $211,761 |
| HOME DEPOT INC | COM | 437076102 | — | 725 shares | $206,298 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,326 shares | $205,795 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 758 shares | $200,673 |