Leeward Financial Partners, LLC
108 holdingsFiling period: 2026-06-30Current AUM: $384.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Index Fds | 256.4K | $22.1M | $22.7M | 5.91% | +214.3K | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 51.8K | $19.3M | $27.6M | 7.16% | -674 | 2026-06-30 |
| 3 | VGT | Vanguard World FD | 160.0K | $19.1M | $19.2M | 5.00% | +138.8K | 2026-06-30 |
| 4 | AAPL | Apple Inc | 55.2K | $16.0M | $18.7M | 4.87% | -533 | 2026-06-30 |
| 5 | VV | Vanguard Index Fds | 43.7K | $15.0M | $15.5M | 4.02% | +1.1K | 2026-06-30 |
| 6 | SCHF | Schwab Strategic TR | 532.4K | $14.7M | $14.4M | 3.74% | +10.8K | 2026-06-30 |
| 7 | VTV | Vanguard Index Fds | 66.0K | $14.4M | $14.8M | 3.85% | +1.5K | 2026-06-30 |
| 8 | SCHG | Schwab Strategic TR | 411.5K | $13.9M | $14.6M | 3.80% | +8.8K | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 54.8K | $13.1M | $14.4M | 3.74% | -1,227 | 2026-06-30 |
| 10 | VB | Vanguard Index Fds | 39.9K | $12.1M | $11.5M | 2.98% | +624 | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 32.9K | $11.8M | $11.2M | 2.91% | -513 | 2026-06-30 |
| 12 | COST | Costco Wholesale Corporation | 9.1K | $8.5M | $9.0M | 2.35% | -711 | 2026-06-30 |
| 13 | GS | Goldman Sachs Group Inc | 8.3K | $8.4M | $7.3M | 1.90% | -176 | 2026-06-30 |
| 14 | NVDA | NVIDIA Corporation | 39.6K | $7.9M | $8.6M | 2.23% | +657 | 2026-06-30 |
| 15 | VBR | Vanguard Index Fds | 30.1K | $7.3M | $7.2M | 1.87% | -1,094 | 2026-06-30 |
| 16 | VBK | Vanguard Index Fds | 18.6K | $6.8M | $6.2M | 1.61% | +49 | 2026-06-30 |
| 17 | VRT | Vertiv Holdings Co | 18.9K | $6.3M | $3.9M | 1.00% | -937 | 2026-06-30 |
| 18 | SCHV | Schwab Strategic TR | 181.5K | $6.3M | $6.2M | 1.62% | +3.9K | 2026-06-30 |
| 19 | BIV | Vanguard BD Index Fds | 80.5K | $6.2M | $5.9M | 1.53% | +3.7K | 2026-06-30 |
| 20 | BLV | Vanguard BD Index Fds | 83.0K | $5.7M | $5.3M | 1.38% | +1.8K | 2026-06-30 |
| 21 | APP | Applovin Corp | 10.8K | $5.6M | $2.9M | 0.76% | -1,820 | 2026-06-30 |
| 22 | JPM | JPMorgan Chase & Co | 17.0K | $5.6M | $5.7M | 1.48% | +868 | 2026-06-30 |
| 23 | AVGO | Broadcom Inc | 14.4K | $5.4M | $4.8M | 1.25% | -204 | 2026-06-30 |
| 24 | NTRA | Natera Inc | 19.6K | $5.3M | $7.9M | 2.06% | +316 | 2026-06-30 |
| 25 | VUSB | Vanguard BD Index Fds | 105.8K | $5.3M | $5.2M | 1.36% | -115,262 | 2026-06-30 |
← Scroll →
Page 1 of 5