Leeward Financial Partners, LLC
13F Reported Value
ⓘ$336.2M
Holdings
97
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Leeward Financial Partners, LLC disclosed 97 positions worth $336.2M in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 5.8% of the equity portfolio. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $CMI and a full exit from $IBM. The portfolio is most concentrated in Other (55.9% of disclosed assets). All figures are sourced directly from Leeward Financial Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1735201.
AI Fund Analysis
Diversifying
$MSFT
$AAPL
$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 83.7#15
Quality
$19.4M52,508 sh VANGUARD INDEX FDS
—Quality
$18.4M42,104 shVANGUARD WORLD FD
—Quality
$14.8M21,175 sh- 76.1
Quality
$14.1M55,724 sh SCHWAB STRATEGIC TR
—Quality
$12.9M521,674 shVANGUARD INDEX FDS
—Quality
$12.7M42,561 shVANGUARD INDEX FDS
—Quality
$12.7M64,572 shSCHWAB STRATEGIC TR
—Quality
$11.7M402,761 sh- 74.6
Quality
$11.7M56,008 sh VANGUARD BD INDEX FDS
—Quality
$11.0M221,038 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 83.7#15 | $19.4M | 52,508 |
| VANGUARD INDEX FDS | — | $18.4M | 42,104 |
| VANGUARD WORLD FD | — | $14.8M | 21,175 |
| Apple Inc.$AAPL | 76.1 | $14.1M | 55,724 |
| SCHWAB STRATEGIC TR | — | $12.9M | 521,674 |
| VANGUARD INDEX FDS | — | $12.7M | 42,561 |
| VANGUARD INDEX FDS | — | $12.7M | 64,572 |
| SCHWAB STRATEGIC TR | — | $11.7M | 402,761 |
 AMAZON COM INC$AMZN | 74.6 | $11.7M | 56,008 |
| VANGUARD BD INDEX FDS | — | $11.0M | 221,038 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Leeward Financial Partners, LLC's 97 positions.
Showing top 10 of 97 holdings.
Sector Allocation
Other
$188.0M
Technology
$79.2M
Consumer Discretionary
$23.8M
Financials
$17.3M
Healthcare
$10.7M
Industrials
$8.0M
Materials
$4.9M
Communication Services
$4.3M
Full Holdings — Leeward Financial Partners, LLC (Q1 2026)
All 97 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $19.4M | 5.8% | -3% | 83.7 |
| 2 | — | VANGUARD INDEX FDS | $18.4M | 5.5% | -4% | — |
| 3 | — | VANGUARD WORLD FD | $14.8M | 4.4% | -10% | — |
| 4 | $AAPL | Apple Inc. | $14.1M | 4.2% | -4% | 76.1 |
| 5 | — | SCHWAB STRATEGIC TR | $12.9M | 3.8% | -2% | — |
| 6 | — | VANGUARD INDEX FDS | $12.7M | 3.8% | +0% | — |
| 7 | — | VANGUARD INDEX FDS | $12.7M | 3.8% | -2% | — |
| 8 | — | SCHWAB STRATEGIC TR | $11.7M | 3.5% | +0% | — |
| 9 | $AMZN | AMAZON COM INC | $11.7M | 3.5% | +2% | 74.6 |
| 10 | — | VANGUARD BD INDEX FDS | $11.0M | 3.3% | +41% | — |
| 11 | — | VANGUARD INDEX FDS | $10.3M | 3.1% | -11% | — |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $9.8M | 2.9% | -2% | 67 |
| 13 |  $GOOG | Alphabet Inc. | $9.6M | 2.9% | -10% | 80.2 |
| 14 |  $GS | GOLDMAN SACHS GROUP INC | $7.1M | 2.1% | -18% | — |
| 15 |  $NVDA | NVIDIA CORP | $6.8M | 2.0% | -0% | 90.2 |
| 16 | — | VANGUARD INDEX FDS | $6.8M | 2.0% | -20% | — |
| 17 | — | VANGUARD BD INDEX FDS | $5.9M | 1.8% | -1% | — |
| 18 | — | VANGUARD INDEX FDS | $5.6M | 1.7% | -22% | — |
| 19 | — | VANGUARD BD INDEX FDS | $5.6M | 1.7% | +0% | — |
| 20 | — | SCHWAB STRATEGIC TR | $5.4M | 1.6% | -0% | — |
| 21 |  $APP | AppLovin Corp | $5.0M | 1.5% | +90% | 86.8 |
| 22 |  $VRT | Vertiv Holdings Co | $5.0M | 1.5% | -22% | 82.7 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $4.7M | 1.4% | +96% | 35.6 |
| 24 |  $ECL | ECOLAB INC. | $4.7M | 1.4% | -3% | 64.3 |
| 25 | — | VANGUARD SCOTTSDALE FDS | $4.6M | 1.4% | -0% | — |
| 26 |  $AVGO | Broadcom Inc. | $4.5M | 1.3% | +4% | 86.4 |
| 27 | — | VANGUARD TAX-MANAGED FDS | $4.5M | 1.3% | +875% | — |
| 28 | — | ISHARES TR | $4.3M | 1.3% | +0% | — |
| 29 |  $NFLX | NETFLIX INC | $4.3M | 1.3% | -30% | 86.7 |
| 30 |  $META | Meta Platforms, Inc. | $3.9M | 1.2% | +6% | 80.9 |
| 31 |  $NTRA | Natera, Inc. | $3.8M | 1.1% | +11% | 46.4 |
| 32 | — | VANGUARD BD INDEX FDS | $3.8M | 1.1% | -2% | — |
| 33 | — | ISHARES TR | $3.7M | 1.1% | -2% | — |
| 34 |  $CMI | CUMMINS INC | $3.5M | 1.1% | NEW | 58.9 |
| 35 |  $UNH | UNITEDHEALTH GROUP INC | $3.4M | 1.0% | +2% | 66.8 |
| 36 |  $SPY | SPDR S&P 500 ETF TRUST | $3.3M | 1.0% | +0% | — |
| 37 |  $PLTR | Palantir Technologies Inc. | $3.0M | 0.9% | +44% | 85.8 |
| 38 | $META | Meta Platforms, Inc. | $3.0M | 0.9% | -1% | 80.9 |
| 39 | — | VANECK ETF TRUST | $2.9M | 0.9% | +470% | — |
| 40 | — | ISHARES TR | $2.7M | 0.8% | +0% | — |
| 41 | — | VANGUARD SPECIALIZED FUNDS | $2.7M | 0.8% | -0% | — |
| 42 | — | ISHARES TR | $2.5M | 0.8% | +0% | — |
| 43 | — | ISHARES INC | $2.4M | 0.7% | NEW | — |
| 44 | — | SSGA ACTIVE ETF TR | $2.3M | 0.7% | -1% | — |
| 45 | — | FRANKLIN TEMPLETON ETF TR | $2.3M | 0.7% | +1% | — |
| 46 | $IVZ | Invesco Ltd. | $2.2M | 0.7% | +2% | — |
| 47 | — | VANGUARD MUN BD FDS | $2.2M | 0.7% | +2% | — |
| 48 | — | VANGUARD SCOTTSDALE FDS | $1.9M | 0.6% | -2% | — |
| 49 |  $APH | AMPHENOL CORP /DE/ | $1.6M | 0.5% | +8% | 80.5 |
| 50 |  $ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.5% | NEW | 81.4 |
| 51 | — | SPDR SERIES TRUST | $1.3M | 0.4% | +0% | — |
| 52 |  $AXON | AXON ENTERPRISE, INC. | $1.1M | 0.3% | -11% | 55.6 |
| 53 | — | SCHWAB STRATEGIC TR | $1.1M | 0.3% | +0% | — |
| 54 | — | ISHARES TR | $1.1M | 0.3% | -1% | — |
| 55 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.3% | -0% | — |
| 56 |  $V | VISA INC. | $1.1M | 0.3% | -80% | 83.5 |
| 57 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $956,353 | 0.3% | -29% | 65.9 |
| 58 |  $ORCL | ORACLE CORP | $920,467 | 0.3% | +1% | 67.2 |
| 59 |  $SBUX | STARBUCKS CORP | $847,376 | 0.3% | -2% | 54.6 |
| 60 |  $LLY | ELI LILLY & Co | $606,128 | 0.2% | -23% | 89.3 |
| 61 |  $BRK.B | BERKSHIRE HATHAWAY INC | $596,545 | 0.2% | +0% | 64.5 |
| 62 | — | VANGUARD INDEX FDS | $594,928 | 0.2% | -86% | — |
| 63 |  $PCAR | PACCAR INC | $582,952 | 0.2% | -18% | 56.5 |
| 64 |  $ADPT | Adaptive Biotechnologies Corp | $574,632 | 0.2% | +0% | 35.2 |
| 65 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $561,011 | 0.2% | -3% | 70.9 |
| 66 |  $ANET | Arista Networks, Inc. | $495,663 | 0.1% | -2% | 86 |
| 67 | — | VANGUARD INDEX FDS | $480,894 | 0.1% | +0% | — |
| 68 |  $RRX | REGAL REXNORD CORP | $428,264 | 0.1% | +0% | 53.8 |
| 69 |  $BA | BOEING CO | $427,164 | 0.1% | +2% | 51.8 |
| 70 |  $FIX | COMFORT SYSTEMS USA INC | $408,181 | 0.1% | -24% | 79.5 |
| 71 |  $GOOGL | Alphabet Inc. | $403,612 | 0.1% | +0% | 80.2 |
| 72 | — | STATE STR SPDR DOW JONES IND | $386,300 | 0.1% | +0% | — |
| 73 |  $IBKR | Interactive Brokers Group, Inc. | $372,641 | 0.1% | -3% | 75.5 |
| 74 | — | DIMENSIONAL ETF TRUST | $371,688 | 0.1% | +0% | — |
| 75 |  $AJG | Arthur J. Gallagher & Co. | $360,837 | 0.1% | -27% | 72.1 |
| 76 |  $ETN | Eaton Corp plc | $354,809 | 0.1% | -4% | — |
| 77 | — | VANGUARD WORLD FD | $347,598 | 0.1% | +0% | — |
| 78 | — | SCHWAB STRATEGIC TR | $329,547 | 0.1% | +0% | — |
| 79 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $324,960 | 0.1% | +0% | 77.6 |
| 80 | — | SELECT SECTOR SPDR TR | $311,465 | 0.1% | +0% | — |
| 81 | — | ISHARES TR | $306,469 | 0.1% | +0% | — |
| 82 |  $DCI | DONALDSON Co INC | $295,517 | 0.1% | +0% | 64.7 |
| 83 |  $MCD | MCDONALDS CORP | $295,287 | 0.1% | +0% | 73.9 |
| 84 |  $SHOP | SHOPIFY INC. | $290,026 | 0.1% | +0% | — |
| 85 |  $NOW | ServiceNow, Inc. | $284,794 | 0.1% | -11% | 76 |
| 86 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $283,986 | 0.1% | -23% | — |
| 87 | — | VANGUARD INDEX FDS | $279,488 | 0.1% | +0% | — |
| 88 |  $MS | MORGAN STANLEY | $278,782 | 0.1% | -5% | — |
| 89 |  $CLS | CELESTICA INC | $276,891 | 0.1% | -4% | 69 |
| 90 |  $ABBV | AbbVie Inc. | $275,670 | 0.1% | +0% | 59.3 |
| 91 |  $NXPI | NXP Semiconductors N.V. | $270,486 | 0.1% | -35% | — |
| 92 |  $SYK | STRYKER CORP | $258,046 | 0.1% | +0% | 69.8 |
| 93 |  $MRK | Merck & Co., Inc. | $256,338 | 0.1% | +0% | 70.9 |
| 94 |  $HWM | Howmet Aerospace Inc. | $248,666 | 0.1% | -21% | 79.1 |
| 95 |  $HD | HOME DEPOT, INC. | $236,521 | 0.1% | +0% | 69.2 |
| 96 |  $DDOG | Datadog, Inc. | $235,746 | 0.1% | NEW | 62.9 |
| 97 |  $TSLA | Tesla, Inc. | $205,578 | 0.1% | +1% | 50.1 |
New Positions (4)
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