Leeward Financial Partners, LLC
Sector Allocation
- Other54.6%$211.8M
- Technology25.2%$97.8M
- Financials5.6%$21.6M
- Healthcare4.9%$18.9M
- Consumer Discretionary4.8%$18.5M
- Consumer Staples2.1%$8.3M
- Materials1.4%$5.3M
- Industrials1.2%$4.7M
- Communication Services0.2%$787,506
AUM History
13fpro.ai/research/fund/leeward-financial-partners-llc-1735201
Conviction and streaks
Concentrating · top 10 = 43.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MSFT
$26.8M- VANGUARD$22.8M
- VANGUARD$19.9M
AAPL
$18.0M- SCHWAB$14.5M
- VANGUARD$14.2M
- VANGUARD$13.7M
AMZN
$13.1M- SCHWAB$12.5M
GOOGL
$11.3M- VANGUARD$11.2M
COST
$8.3M- VANGUARD$8.1M
NVDA
$8.0MGS
$7.5MNTRA
$6.7M- VANGUARD$6.7M
- VANGUARD$6.0M
- SCHWAB$6.0M
- VANGUARD$5.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/leeward-financial-partners-llc-1735201
Leeward Financial Partners, LLC 13F holdings — Q3 2026
$387.8M portfolio (+1.8% QoQ) · 111 holdings · Q3 2026 13F · top 10 are 43% of the stock portfolio
$26.8M
6.9% of stocks
+0.7%This quarter+1.5%Since filed11+ qtrsHeld- 2
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$22.8M
5.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD WORLD FD - INF TECH ETF
$19.9M
5.1% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $18.0M
4.7% of stocks
-2%This quarter-1.1%Since filed11+ qtrsHeld- 5
SCHWAB STRATEGIC TR - INTL EQTY ETF
$14.5M
3.8% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$14.2M
3.7% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - MRNGSTR LRG CAP
$13.7M
3.5% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— $13.1M
3.4% of stocks
-4%This quarter+0.4%Since filed11+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 9
SCHWAB STRATEGIC TR - US LCAP GR ETF
$12.5M
3.2% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy— $11.3M
2.9% of stocks
-0.2%This quarter-1.0%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $26.8M | 6.9% | +0.7% | +1.5% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $22.8M | 5.9% | -1% | — | — | — | — | |
| 3 | VANGUARD WORLD FD - INF TECH ETF | $19.9M | 5.1% | -1% | — | — | — | — | |
| 4 | $18.0M | 4.7% | -2% | -1.1% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $14.5M | 3.8% | -0.7% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $14.2M | 3.7% | -0.5% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - MRNGSTR LRG CAP | $13.7M | 3.5% | -11% | — | — | — | — | |
| 8 | $13.1M | 3.4% | -4% | +0.4% | 11+ qtrsTrimmed 2 qtrs in a row | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $12.5M | 3.2% | -16% | — | — | — | — | |
| 10 | $11.3M | 2.9% | -0.2% | -1.0% | 11+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Leeward Financial Partners, LLC (Q3 2026)
111 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $11.2M | 2.9% | 40K | -0.8% | — | — | 13F |
| 12 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $8.3M | 2.1% | 9,130 | +0.4% | 11+ qtrs | 63.8 | 13F | |
| 13 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRAetf/fund | — | $8.1M | 2.1% | 164K | +55% | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $8.0M | 2.1% | 35K | -12% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | GOLDMAN SACHS GROUP INC | Financials | $7.5M | 1.9% | 8,298 | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Natera, Inc. | Healthcare | $6.7M | 1.7% | 16K | -17% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund | — | $6.7M | 1.7% | 29K | -3% | — | — | 13F |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GRetf/fund | — | $6.0M | 1.6% | 18K | -4% | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $6.0M | 1.6% | 181K | -0.1% | — | — | 13F |
| 20 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $5.9M | 1.5% | 81K | +0.9% | — | — | 13F |
| 21 | JPMORGAN CHASE & CO | Financials | $5.6M | 1.4% | 17K | — | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD BD INDEX FDS - LONG TERM BONDnote | — | $5.2M | 1.4% | 83K | +0.5% | — | — | 13F |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $5.2M | 1.3% | 73K | +0.5% | — | — | 13F |
| 24 | ECOLAB INC. | Materials | $5.1M | 1.3% | 18K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Broadcom Inc. | Technology | $5.0M | 1.3% | 14K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $VRT | Vertiv Holdings Co | Technology | $4.7M | 1.2% | 19K | +2% | |||
| 27 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $4.6M | 1.2% | 102K | +1% | |||
| 28 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $4.5M | 1.2% | 12K | -0.2% | |||
| 29 | $ILMN | ILLUMINA, INC. | Healthcare | $4.4M | 1.1% | 16K | New | |||
| 30 | — | ISHARES TR - CORE S&P500 ETF | — | $4.3M | 1.1% | 5,599 | -1% | |||
| 31 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $4.1M | 1.1% | 59K | +3% | |||
| 32 | — | ISHARES TR - NATIONAL MUN ETF | — | $4.0M | 1.0% | 40K | -1% | |||
| 33 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $4.0M | 1.0% | 11K | -10% | |||
| 34 | — | ISHARES TR - U.S. TECH ETF | — | $4.0M | 1.0% | 15K | — | |||
| 35 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.9M | 1.0% | 5,111 | — | |||
| 36 | $NOW | ServiceNow, Inc. | Technology | $3.8M | 1.0% | 28K | +963% | |||
| 37 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $3.7M | 0.9% | 6,069 | +0.9% | |||
| 38 | $TER | TERADYNE, INC | Technology | $3.5M | 0.9% | 8,625 | +12% | |||
| 39 | $STT | STATE STREET CORP | Financials | $3.2M | 0.8% | 18K | New | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $3.1M | 0.8% | 41K | -0.9% | |||
| 41 | — | ISHARES INC - CORE MSCI EMKT | — | $2.9M | 0.8% | 36K | +0.8% | |||
| 42 | — | ISHARES TR - ISHARES BIOTECH | — | $2.9M | 0.7% | 14K | New | |||
| 43 | — | ISHARES TR - EXPANDED TECH | — | $2.7M | 0.7% | 26K | New | |||
| 44 | — | ISHARES TR - BROAD USD HIGH | — | $2.6M | 0.7% | 73K | +2% | |||
| 45 | $META | Meta Platforms, Inc. | Technology | $2.5M | 0.7% | 3,493 | -15% | |||
| 46 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | — | $2.5M | 0.7% | 67K | +3% | |||
| 47 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | — | $2.1M | 0.6% | 91K | -1.0% | |||
| 48 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.1M | 0.6% | 9,070 | -12% | |||
| 49 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $2.1M | 0.5% | 26K | +5% | |||
| 50 | $APH | AMPHENOL CORP /DE/ | Technology | $2.0M | 0.5% | 24K | +97% | |||
| 51 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $2.0M | 0.5% | 43K | -2% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $2.0M | 0.5% | 94K | -1% | |||
| 53 | $APP | AppLovin Corp | Technology | $1.6M | 0.4% | 5,571 | -48% | |||
| 54 | $SNOW | Snowflake Inc. | Technology | $1.6M | 0.4% | 4,758 | New | |||
| 55 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $1.5M | 0.4% | 16K | +0.3% | |||
| 56 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.3% | 1,800 | -5% | |||
| 57 | — | ISHARES TR - IBOXX HI YD ETF | — | $1.2M | 0.3% | 16K | +3% | |||
| 58 | $ADPT | Adaptive Biotechnologies Corp | Healthcare | $1.2M | 0.3% | 41K | — | |||
| 59 | $V | VISA INC. | Financials | $1.1M | 0.3% | 3,037 | -12% | |||
| 60 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $1.0M | 0.3% | 41K | — | |||
| 61 | $AXON | AXON ENTERPRISE, INC. | Industrials | $966K | 0.3% | 2,287 | -7% | |||
| 62 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $916K | 0.2% | 9,753 | +0.3% | |||
| 63 | $ORCL | ORACLE CORP | Technology | $841K | 0.2% | 6,124 | -0.0% | |||
| 64 | $NFLX | NETFLIX INC | Communication Services | $788K | 0.2% | 11K | -9% | |||
| 65 | $PLTR | Palantir Technologies Inc. | Technology | $767K | 0.2% | 4,099 | -22% | |||
| 66 | $LLY | ELI LILLY & Co | Healthcare | $763K | 0.2% | 659 | — | |||
| 67 | $ANET | Arista Networks, Inc. | Technology | $711K | 0.2% | 3,492 | -11% | |||
| 68 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $619K | 0.2% | 1,244 | -0.1% | |||
| 69 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $599K | 0.1% | 2,696 | — | |||
| 70 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $564K | 0.1% | 6,297 | — | |||
| 71 | $PCAR | PACCAR INC | Industrials | $541K | 0.1% | 4,923 | -1% | |||
| 72 | $MU | MICRON TECHNOLOGY INC | Technology | $531K | 0.1% | 499 | — | |||
| 73 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $529K | 0.1% | 1,413 | +0.2% | |||
| 74 | $GOOG | Alphabet Inc. | Technology | $496K | 0.1% | 1,457 | — | |||
| 75 | $IBKR | Interactive Brokers Group, Inc. | Financials | $473K | 0.1% | 5,533 | +0.1% | |||
| 76 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $457K | 0.1% | 276 | +1% | |||
| 77 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $438K | 0.1% | 4,730 | — | |||
| 78 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $437K | 0.1% | 859 | — | |||
| 79 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $422K | 0.1% | 7,670 | — | |||
| 80 | $ETN | Eaton Corp plc | Industrials | $421K | 0.1% | 980 | -1% | |||
| 81 | $CMI | CUMMINS INC | Industrials | $395K | 0.1% | 765 | -89% | |||
| 82 | $BA | BOEING CO | Industrials | $383K | 0.1% | 2,060 | — | |||
| 83 | $DDOG | Datadog, Inc. | Technology | $380K | 0.1% | 1,387 | +0.4% | |||
| 84 | $CLS | CELESTICA INC | Technology | $375K | 0.1% | 1,038 | +0.4% | |||
| 85 | $SHOP | SHOPIFY INC. | Technology | $365K | 0.1% | 2,460 | — | |||
| 86 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $351K | 0.1% | 1,319 | +0.5% | |||
| 87 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $349K | 0.1% | 11K | — | |||
| 88 | $RRX | REGAL REXNORD CORP | Industrials | $348K | 0.1% | 2,243 | — | |||
| 89 | $ABBV | AbbVie Inc. | Healthcare | $332K | 0.1% | 1,271 | — | |||
| 90 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $322K | 0.1% | 2,000 | — | |||
| 91 | $AJG | Arthur J. Gallagher & Co. | Financials | $315K | 0.1% | 1,381 | -11% | |||
| 92 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $311K | 0.1% | 2,858 | — | |||
| 93 | $MRK | Merck & Co., Inc. | Healthcare | $310K | 0.1% | 2,131 | — | |||
| 94 | $DCI | DONALDSON Co INC | Industrials | $303K | 0.1% | 3,482 | — | |||
| 95 | — | DIREXION SHARES ETF TRUST - DA TE BU 3X ETF | — | $303K | 0.1% | 1,300 | — | |||
| 96 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $298K | 0.1% | 426 | — | |||
| 97 | $NXPI | NXP Semiconductors N.V. | Technology | $298K | 0.1% | 1,254 | — | |||
| 98 | $DELL | Dell Technologies Inc. | Technology | $297K | 0.1% | 553 | — | |||
| 99 | — | ISHARES TR - US AER DEF ETF | — | $290K | 0.1% | 1,401 | — | |||
| 100 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $285K | 0.1% | 1,076 | +300% | |||
| 101 | $HWM | Howmet Aerospace Inc. | Materials | $268K | 0.1% | 1,186 | +0.8% | |||
| 102 | $URI | UNITED RENTALS, INC. | Industrials | $254K | 0.1% | 254 | +0.4% | |||
| 103 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $250K | 0.1% | 409 | -0.2% | |||
| 104 | $MS | MORGAN STANLEY | Financials | $241K | 0.1% | 1,281 | — | |||
| 105 | $MCD | MCDONALDS CORP | Consumer Discretionary | $219K | 0.1% | 950 | — | |||
| 106 | $SYK | STRYKER CORP | Healthcare | $216K | 0.1% | 786 | -0.1% | |||
| 107 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $214K | 0.1% | 526 | -84% | |||
| 108 | $NTAP | NetApp, Inc. | Technology | $212K | 0.1% | 1,008 | New | |||
| 109 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $206K | 0.1% | 725 | +0.8% | |||
| 110 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $206K | 0.1% | 1,326 | — | |||
| 111 | $JNJ | JOHNSON & JOHNSON | Healthcare | $201K | 0.1% | 758 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 32 added to, 42 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$ILMNILLUMINA, INC.$4.4M
first bought this quarter
$STTSTATE STREET CORP$3.2M
first bought this quarter
- ISHARES TR - ISHARES BIOTECH$2.9M
first bought this quarter
- ISHARES TR - EXPANDED TECH$2.7M
first bought this quarter
$SNOWSnowflake Inc.$1.6M
first bought this quarter
$NTAPNetApp, Inc.$212K
first bought this quarter
+1 more in the Excel export
Added to (32)
$NOWServiceNow, Inc.+963%
now $3.8M · held 11+ qtrs
- VANGUARD BD INDEX FDS - VANGUARD ULTRA+55%
now $8.1M
$APHAMPHENOL CORP /DE/+97%
now $2.0M · held 4 qtrs
$TERTERADYNE, INC+12%
now $3.5M · held 2 qtrs, 2 adds in a row
$CRWDCrowdStrike Holdings, Inc.+300%
now $285K · held 2 qtrs
now $26.8M · held 11+ qtrs
+26 more in the Excel export
Trimmed (42)
$CMICUMMINS INC-89%
now $395K · held 3 qtrs
- SCHWAB STRATEGIC TR - US LCAP GR ETF-16%
now $12.5M
- VANGUARD INDEX FDS - MRNGSTR LRG CAP-11%
now $13.7M
$APPAppLovin Corp-48%
now $1.6M · held 6 qtrs, 2 trims in a row
now $6.7M · held 4 qtrs
$ISRGINTUITIVE SURGICAL INC-84%
now $214K · held 3 qtrs
+36 more in the Excel export
Holdings by quarter
Every 13F Leeward Financial Partners, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Leeward Financial Partners?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Leeward Financial Partners's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.4%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 23% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Leeward Financial Partners, LLC disclosed 111 positions worth $387.8M in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 6.9% of the equity portfolio. During the quarter the fund opened 7 new positions and exited 4 — including a new stake in $ILMN and a full exit from $LRCX. The portfolio is most concentrated in Other (54.6% of disclosed assets). All figures are sourced directly from Leeward Financial Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1735201.
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AI-Powered Hedge Fund Analysis: Leeward Financial Partners, LLC
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Every holding in Leeward Financial Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.