Leeward Financial Partners, LLC
97 holdingsFiling period: 2026-03-31Current AUM: $380.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 52.5K | $19.4M | $24.4M | 6.41% | -1,739 | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 42.1K | $18.4M | $21.5M | 5.65% | -1,756 | 2026-03-31 |
| 3 | VGT | VANGUARD WORLD FD | 21.2K | $14.8M | $19.2M | 5.03% | -2,248 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 55.7K | $14.1M | $17.2M | 4.52% | -2,345 | 2026-03-31 |
| 5 | SCHF | SCHWAB STRATEGIC TR | 521.7K | $12.9M | $14.3M | 3.76% | -12,733 | 2026-03-31 |
| 6 | VV | VANGUARD INDEX FDS | 42.6K | $12.7M | $14.6M | 3.84% | +122 | 2026-03-31 |
| 7 | VTV | VANGUARD INDEX FDS | 64.6K | $12.7M | $14.2M | 3.73% | -1,004 | 2026-03-31 |
| 8 | SCHG | SCHWAB STRATEGIC TR | 402.8K | $11.7M | $13.8M | 3.61% | +587 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 56.0K | $11.7M | $15.2M | 3.99% | +1.2K | 2026-03-31 |
| 10 | VUSB | VANGUARD BD INDEX FDS | 221.0K | $11.0M | $11.0M | 2.89% | +64.7K | 2026-03-31 |
| 11 | VB | VANGUARD INDEX FDS | 39.2K | $10.3M | $11.6M | 3.04% | -5,060 | 2026-03-31 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | 9.8K | $9.8M | $9.3M | 2.45% | -212 | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 33.4K | $9.6M | $11.9M | 3.12% | -3,657 | 2026-03-31 |
| 14 | GS | GOLDMAN SACHS GROUP INC | 8.4K | $7.1M | $8.6M | 2.26% | -1,843 | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 39.0K | $6.8M | $7.8M | 2.05% | -156 | 2026-03-31 |
| 16 | VBR | VANGUARD INDEX FDS | 31.2K | $6.8M | $7.6M | 2.00% | -7,574 | 2026-03-31 |
| 17 | BIV | VANGUARD BD INDEX FDS | 76.8K | $5.9M | $5.8M | 1.52% | -644 | 2026-03-31 |
| 18 | VBK | VANGUARD INDEX FDS | 18.6K | $5.6M | $6.3M | 1.66% | -5,096 | 2026-03-31 |
| 19 | BLV | VANGUARD BD INDEX FDS | 81.1K | $5.6M | $5.4M | 1.40% | +122 | 2026-03-31 |
| 20 | SCHV | SCHWAB STRATEGIC TR | 177.6K | $5.4M | $6.1M | 1.59% | -11 | 2026-03-31 |
| 21 | APP | APPLOVIN CORP | 12.6K | $5.0M | $5.0M | 1.31% | +6.0K | 2026-03-31 |
| 22 | VRT | VERTIV HOLDINGS CO | 19.9K | $5.0M | $4.8M | 1.26% | -5,466 | 2026-03-31 |
| 23 | JPM | JPMORGAN CHASE & CO | 16.1K | $4.7M | $5.7M | 1.49% | +7.9K | 2026-03-31 |
| 24 | ECL | ECOLAB INC | 17.6K | $4.7M | $4.9M | 1.28% | -524 | 2026-03-31 |
| 25 | VMBS | VANGUARD SCOTTSDALE FDS | 97.1K | $4.6M | $4.5M | 1.17% | -400 | 2026-03-31 |
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