Leeward Financial Partners, LLC
CIK: 0001735201SEC EDGAR →
Portfolio Value
$355.8M
Holdings
96
As of
Q4 2025
New Positions
4
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 54,247 | $26.2M | 7.37% |
| 2 | VANGUARD INDEX FDS | 43,860 | $21.4M | 6.01% |
| 3 | VANGUARD WORLD FD | 23,423 | $17.7M | 4.96% |
| 4 | APPLE INC | 58,069 | $15.8M | 4.44% |
| 5 | VANGUARD INDEX FDS | 42,439 | $13.4M | 3.75% |
| 6 | SCHWAB STRATEGIC TR | 402,174 | $13.1M | 3.69% |
| 7 | SCHWAB STRATEGIC TR | 534,407 | $12.8M | 3.61% |
| 8 | AMAZON COM INC | 54,779 | $12.6M | 3.55% |
| 9 | VANGUARD INDEX FDS | 65,576 | $12.5M | 3.52% |
| 10 | ALPHABET INC | 37,078 | $11.6M | 3.26% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $215.6M | 60.6% |
| Technology | 15 | $66.8M | 18.8% |
| Communication Services | 4 | $22.3M | 6.3% |
| Consumer Cyclical | 8 | $16.1M | 4.5% |
| Healthcare | 7 | $10.4M | 2.9% |
| Industrials | 10 | $8.7M | 2.5% |
| Consumer Defensive | 1 | $8.6M | 2.4% |
| Basic Materials | 1 | $4.7M | 1.3% |
| Unknown | 4 | $2.4M | 0.7% |