Leeward Financial Partners, LLC — 13F Holdings & Portfolio
CIK 1735201 · latest 13F-HR filed 2026-04-20
Leeward Financial Partners, LLC manages $336.2M in 13F-reported U.S. long-equity assets across 97 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (5.78%), VUG (5.47%), VGT (4.39%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 3, added to 13, and trimmed 43.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$336.2M
Long-equity book
97
Distinct positions
2026-03-31
Filed 2026-04-20
+4 / −3 / ↑13 / ↓43
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD TAX-MANAGED FDS$4.1M +900.0%
- VANGUARD BD INDEX FDS$3.2M +41.2%
- VANECK ETF TRUST$2.4M +506.9%
- JPMORGAN CHASE & CO$2.1M +79.3%
- COSTCO WHOLESALE CORPORATION$1.1M +13.1%
Top Trims
- MICROSOFT CORP-$6.8M -25.9%
- VISA INC-$5.0M -82.5%
- VANGUARD INDEX FDS-$3.7M -86.0%
- VANGUARD INDEX FDS-$3.0M -14.1%
- VANGUARD WORLD FD-$2.9M -16.3%
New Positions
- CUMMINS INC$3.5M
- ISHARES INC$2.4M
- INTUITIVE SURGICAL INC$1.5M
- DATADOG INC$235.7K
Exited Positions
- INTERNATIONAL BUSINESS MACHS$237.9K
- DECKERS OUTDOOR CORP$215.4K
- UNITED RENTALS INC$206.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 594918104 | $19.4M | 5.78% | 52,508 | SH |
| 2 | VANGUARD INDEX FDS | VUG | 922908736 | $18.4M | 5.47% | 42,104 | SH |
| 3 | VANGUARD WORLD FD | VGT | 92204A702 | $14.8M | 4.39% | 21,175 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $14.1M | 4.21% | 55,724 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $12.9M | 3.84% | 521,674 | SH |
| 6 | VANGUARD INDEX FDS | VV | 922908637 | $12.7M | 3.78% | 42,561 | SH |
| 7 | VANGUARD INDEX FDS | VTV | 922908744 | $12.7M | 3.77% | 64,572 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $11.7M | 3.49% | 402,761 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $11.7M | 3.47% | 56,008 | SH |
| 10 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $11.0M | 3.27% | 221,038 | SH |
| 11 | VANGUARD INDEX FDS | VB | 922908751 | $10.3M | 3.06% | 39,232 | SH |
| 12 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $9.8M | 2.91% | 9,805 | SH |
| 13 | ALPHABET INC | GOOGL | 02079K305 | $9.6M | 2.86% | 33,421 | SH |
| 14 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $7.1M | 2.12% | 8,437 | SH |
| 15 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.8M | 2.02% | 38,957 | SH |
| 16 | VANGUARD INDEX FDS | VBR | 922908611 | $6.8M | 2.02% | 31,191 | SH |
| 17 | VANGUARD BD INDEX FDS | BIV | 921937819 | $5.9M | 1.76% | 76,809 | SH |
| 18 | VANGUARD INDEX FDS | VBK | 922908595 | $5.6M | 1.67% | 18,569 | SH |
| 19 | VANGUARD BD INDEX FDS | BLV | 921937793 | $5.6M | 1.66% | 81,122 | SH |
| 20 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $5.4M | 1.61% | 177,645 | SH |
| 21 | APPLOVIN CORP | APP | 03831W108 | $5.0M | 1.49% | 12,627 | SH |
| 22 | VERTIV HOLDINGS CO | VRT | 92537N108 | $5.0M | 1.48% | 19,880 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.7M | 1.41% | 16,119 | SH |
| 24 | ECOLAB INC | ECL | 278865100 | $4.7M | 1.39% | 17,556 | SH |
| 25 | VANGUARD SCOTTSDALE FDS | VMBS | 92206C771 | $4.6M | 1.36% | 97,082 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $4.5M | 1.34% | 14,608 | SH |
| 27 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.5M | 1.34% | 70,466 | SH |
| 28 | ISHARES TR | MUB | 464288414 | $4.3M | 1.29% | 40,967 | SH |
| 29 | NETFLIX INC. | NFLX | 64110L106 | $4.3M | 1.29% | 45,179 | SH |
| 30 | META PLATFORMS INC | META | 30303M102 | $3.9M | 1.17% | 6,855 | SH |
| 31 | NATERA INC | NTRA | 632307104 | $3.8M | 1.14% | 19,237 | SH |
| 32 | VANGUARD BD INDEX FDS | BND | 921937835 | $3.8M | 1.14% | 51,998 | SH |
| 33 | ISHARES TR | IVV | 464287200 | $3.7M | 1.10% | 5,676 | SH |
| 34 | CUMMINS INC | CMI | 231021106 | $3.5M | 1.05% | 6,540 | SH |
| 35 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $3.4M | 1.00% | 12,400 | SH |
| 36 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.3M | 0.99% | 5,099 | SH |
| 37 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $3.0M | 0.90% | 20,776 | SH |
| 38 | VANGUARD BD INDEX FDS | BSV | 921937827 | $3.0M | 0.88% | 37,777 | SH |
| 39 | VANECK ETF TRUST | SMH | 92189F676 | $2.9M | 0.86% | 7,508 | SH |
| 40 | ISHARES TR | IYW | 464287721 | $2.7M | 0.81% | 15,002 | SH |
| 41 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.7M | 0.80% | 12,551 | SH |
| 42 | ISHARES TR | USHY | 46435U853 | $2.5M | 0.75% | 68,224 | SH |
| 43 | ISHARES INC | IEMG | 46434G103 | $2.4M | 0.72% | 34,845 | SH |
| 44 | SSGA ACTIVE ETF TR | TOTL | 78467V848 | $2.3M | 0.69% | 58,778 | SH |
| 45 | FRANKLIN TEMPLETON ETF TR | FLMI | 35473P868 | $2.3M | 0.68% | 92,752 | SH |
| 46 | INVESCO EXCH TRADED FD TR II | PZA | 46138E537 | $2.2M | 0.65% | 95,690 | SH |
| 47 | VANGUARD MUN BD FDS | VTEB | 922907746 | $2.2M | 0.65% | 43,683 | SH |
| 48 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $1.9M | 0.57% | 23,219 | SH |
| 49 | AMPHENOL CORP | APH | 032095101 | $1.6M | 0.46% | 12,370 | SH |
| 50 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $1.5M | 0.45% | 3,308 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $336.2M | 97 | 0001941040-26-000234 |
| 2025-12-31 | 2026-02-09 | $355.8M | 96 | 0001941040-26-000083 |