Leeward Financial Partners, LLC Top Holdings and 13F Report (2025)

About Leeward Financial Partners, LLC

Investment Activity

Leeward Financial Partners, LLC has $280.39 million in total holdings as of December 31, 2024.
Leeward Financial Partners, LLC owns shares of 92 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 13.01% of the portfolio was purchased this quarter.
About 5.35% of the portfolio was sold this quarter.
This quarter, Leeward Financial Partners, LLC has purchased 85 new stocks and bought additional shares in 45 stocks.
Leeward Financial Partners, LLC sold shares of 21 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard Growth ETF: $18,947,846
Vanguard Information Technology ETF: $17,694,043
Microsoft: $17,676,722
Vanguard Value ETF: $13,374,492
Vanguard Large-Cap ETF: $12,369,742

Largest New Holdings this Quarter

Oracle: $3,500,773 Holding
ARISTA NETWORKS INC: $393,929 Holding
CELESTICA INC: $237,673 Holding
Comfort Systems USA: $228,568 Holding
Blue Owl Capital: $222,994 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF: 285,980 shares (about $7.97M)
Oracle: 21,008 shares (about $3.50M)
Costco Wholesale: 3,392 shares (about $3.11M)
Schwab U.S. Large-Cap Value ETF: 114,150 shares (about $2.98M)
Schwab International Equity ETF: 159,659 shares (about $2.95M)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF: 102,086 shares (about $4.88M)
Adobe: 7,374 shares (about $3.28M)
Broadcom: 6,292 shares (about $1.46M)
Eaton: 2,332 shares (about $773.92K)
Workday: 2,181 shares (about $562.76K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VUG Vanguard Growth ETF	$18,947,846	$1,256,760 ▲	7.1%	46,165	6.8%	ETF
VGT Vanguard Information Technology ETF	$17,694,043	$1,035,925 ▲	6.2%	28,456	6.3%	ETF
MSFT Microsoft	$17,676,722	$646,576 ▲	3.8%	41,938	6.3%	Computer and Technology
VTV Vanguard Value ETF	$13,374,492	$222,967 ▲	1.7%	78,999	4.8%	ETF
VV Vanguard Large-Cap ETF	$12,369,742	$240,032 ▲	2.0%	45,865	4.4%	ETF
AAPL Apple	$11,431,306	$127,713 ▲	1.1%	45,649	4.1%	Computer and Technology
AMZN Amazon.com	$10,710,839	$279,942 ▼	-2.5%	48,821	3.8%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$10,578,934	$7,970,271 ▲	305.5%	379,581	3.8%	ETF
VB Vanguard Small-Cap ETF	$8,885,918	$1,190,091 ▲	15.5%	36,982	3.2%	ETF
GOOGL Alphabet	$7,526,490	$1,417,085 ▲	23.2%	39,760	2.7%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$7,127,742	$299,054 ▲	4.4%	35,966	2.5%	ETF
NVDA NVIDIA	$6,222,594	$141,810 ▼	-2.2%	46,337	2.2%	Computer and Technology
ETN Eaton	$6,117,692	$773,921 ▼	-11.2%	18,434	2.2%	Industrials
VBK Vanguard Small-Cap Growth ETF	$6,009,784	$180,358 ▲	3.1%	21,459	2.1%	ETF
SCHF Schwab International Equity ETF	$5,721,879	$2,953,689 ▲	106.7%	309,291	2.0%	ETF
GS The Goldman Sachs Group	$5,299,025	$438,627 ▲	9.0%	9,254	1.9%	Finance
LLY Eli Lilly and Company	$4,957,784	$1,694,540 ▲	51.9%	6,422	1.8%	Medical
BLV Vanguard Long-Term Bond ETF	$4,904,605	$473,332 ▲	10.7%	71,673	1.7%	ETF
V Visa	$4,790,710	$174,133 ▲	3.8%	15,159	1.7%	Business Services
BIV Vanguard Intermediate-Term Bond ETF	$4,596,775	$366,699 ▲	8.7%	61,512	1.6%	ETF
NFLX Netflix	$4,556,428	$147,068 ▲	3.3%	5,112	1.6%	Consumer Discretionary
COST Costco Wholesale	$4,536,633	$3,108,111 ▲	217.6%	4,951	1.6%	Retail/Wholesale
SCHV Schwab U.S. Large-Cap Value ETF	$4,421,705	$2,975,889 ▲	205.8%	169,609	1.6%	ETF
ECL Ecolab	$4,321,095	$216,277 ▲	5.3%	18,441	1.5%	Basic Materials
IVV iShares Core S&P 500 ETF	$3,952,398	$143,049 ▲	3.8%	6,714	1.4%	ETF
VRT Vertiv	$3,585,986	$170,074 ▲	5.0%	31,564	1.3%	Computer and Technology
ORCL Oracle	$3,500,773	$3,500,773 ▲	New Holding	21,008	1.2%	Computer and Technology
NOW ServiceNow	$3,372,242	$36,044 ▼	-1.1%	3,181	1.2%	Computer and Technology
VMBS Vanguard Mortgage-Backed Securities ETF	$3,314,937	$287,818 ▲	9.5%	73,113	1.2%	ETF
MUB iShares National Muni Bond ETF	$3,267,366	$113,263 ▲	3.6%	30,665	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$3,167,176	$111,355 ▲	3.6%	5,404	1.1%	Finance
VIG Vanguard Dividend Appreciation ETF	$3,044,765		0.0%	15,548	1.1%	ETF
BND Vanguard Total Bond Market ETF	$2,994,844	$419,452 ▲	16.3%	41,647	1.1%	ETF
AVGO Broadcom	$2,490,657	$1,458,737 ▼	-36.9%	10,743	0.9%	Computer and Technology
PNC The PNC Financial Services Group	$2,472,916	$234,506 ▼	-8.7%	12,823	0.9%	Finance
IYW iShares U.S. Technology ETF	$2,440,975		0.0%	15,302	0.9%	Manufacturing
AJG Arthur J. Gallagher & Co.	$2,341,716	$8,231 ▲	0.4%	8,250	0.8%	Finance
BSV Vanguard Short-Term Bond ETF	$2,221,913	$169,686 ▲	8.3%	28,755	0.8%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$1,892,154	$109,966 ▲	6.2%	51,431	0.7%	ETF
VUSB Vanguard Ultra-Short Bond ETF	$1,862,780	$618,462 ▲	49.7%	37,541	0.7%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$1,840,419	$187,812 ▲	11.4%	46,723	0.7%	ETF
PCAR PACCAR	$1,657,599	$191,922 ▼	-10.4%	15,935	0.6%	Auto/Tires/Trucks
FLMI Franklin Dynamic Municipal Bond ETF	$1,579,649	$90,678 ▲	6.1%	64,647	0.6%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,562,536	$186,628 ▲	13.6%	19,466	0.6%	ETF
AXON Axon Enterprise	$1,472,131		0.0%	2,477	0.5%	Aerospace
PZA Invesco National AMT-Free Municipal Bond ETF	$1,457,253	$83,697 ▲	6.1%	61,722	0.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,454,351	$65,318 ▲	4.7%	29,012	0.5%	ETF
BA Boeing	$1,226,650	$51,509 ▲	4.4%	6,930	0.4%	Aerospace
WDAY Workday	$1,186,680	$562,763 ▼	-32.2%	4,599	0.4%	Computer and Technology
MAR Marriott International	$1,152,022		0.0%	4,130	0.4%	Consumer Discretionary
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,148,828	$3,857 ▲	0.3%	16,083	0.4%	ETF
UNH UnitedHealth Group	$1,084,711	$173,028 ▼	-13.8%	2,144	0.4%	Medical
SCHP Schwab U.S. TIPS ETF	$1,068,845	$534,423 ▲	100.0%	41,380	0.4%	ETF
SBUX Starbucks	$919,507	$35,860 ▲	4.1%	10,077	0.3%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$788,897		0.0%	10,431	0.3%	CL A
VEA Vanguard FTSE Developed Markets ETF	$673,970	$4,881,716 ▼	-87.9%	14,094	0.2%	ETF
ADBE Adobe	$601,207	$3,279,068 ▼	-84.5%	1,352	0.2%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$596,296	$60,479 ▲	11.3%	7,582	0.2%	ETF
BRK.B Berkshire Hathaway	$552,548		0.0%	1,219	0.2%	Finance
VOO Vanguard S&P 500 ETF	$497,712		0.0%	924	0.2%	ETF
CMG Chipotle Mexican Grill	$458,099	$4,342 ▼	-0.9%	7,597	0.2%	Retail/Wholesale
QQQ Invesco QQQ	$448,349	$58,280 ▼	-11.5%	877	0.2%	Finance
VRTX Vertex Pharmaceuticals	$408,741	$401,492 ▼	-49.6%	1,015	0.1%	Medical
ARISTA NETWORKS INC	$393,929	$393,929 ▲	New Holding	3,564	0.1%	COM SHS
DECK Deckers Outdoor	$381,403		0.0%	1,878	0.1%	Retail/Wholesale
ADP Automatic Data Processing	$372,645	$5,855 ▼	-1.5%	1,273	0.1%	Business Services
RRX Regal Rexnord	$366,417		0.0%	2,362	0.1%	Industrials
META Meta Platforms	$357,747	$35,131 ▲	10.9%	611	0.1%	Computer and Technology
LOW Lowe's Companies	$351,136	$37,014 ▲	11.8%	1,423	0.1%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$344,874		0.0%	1,190	0.1%	ETF
SMH VanEck Semiconductor ETF	$324,750		0.0%	1,341	0.1%	Manufacturing
ADPT Adaptive Biotechnologies	$309,642		0.0%	51,650	0.1%	Medical
SHOP Shopify	$308,144	$13,823 ▼	-4.3%	2,898	0.1%	Computer and Technology
DFUV Dimensional US Marketwide Value ETF	$278,461		0.0%	6,805	0.1%	ETF
HD Home Depot	$273,516	$145,512 ▼	-34.7%	703	0.1%	Retail/Wholesale
VNQ Vanguard Real Estate ETF	$255,084	$114,627 ▼	-31.0%	2,864	0.1%	ETF
IBKR Interactive Brokers Group	$242,215	$51,058 ▼	-17.4%	1,371	0.1%	Finance
CELESTICA INC	$237,673	$237,673 ▲	New Holding	2,575	0.1%	COM
DCI Donaldson	$234,513		0.0%	3,482	0.1%	Industrials
FIX Comfort Systems USA	$228,568	$228,568 ▲	New Holding	539	0.1%	Construction
OWL Blue Owl Capital	$222,994	$222,994 ▲	New Holding	9,587	0.1%	Finance
CRM Salesforce	$222,664	$222,664 ▲	New Holding	666	0.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$222,211	$222,211 ▲	New Holding	927	0.1%	Finance
AMGN Amgen	$222,074	$222,074 ▲	New Holding	852	0.1%	Medical
GVA Granite Construction	$219,275	$219,275 ▲	New Holding	2,500	0.1%	Construction
SCHA Schwab US Small-Cap ETF	$218,900	$109,178 ▲	99.5%	8,465	0.1%	ETF
MCD McDonald's	$217,451		0.0%	750	0.1%	Retail/Wholesale
NTRA Natera	$210,856	$57,780 ▼	-21.5%	1,332	0.1%	Medical
ITW Illinois Tool Works	$210,495	$83,184 ▼	-28.3%	830	0.1%	Industrials
TSLA Tesla	$209,189	$209,189 ▲	New Holding	518	0.1%	Auto/Tires/Trucks
STZ Constellation Brands	$205,655	$31,367 ▲	18.0%	931	0.1%	Consumer Staples
URI United Rentals	$202,174		0.0%	287	0.1%	Construction
ULTA Ulta Beauty	$0	$1,469,317 ▼	-100.0%	0	0.0%	Retail/Wholesale
ANET Arista Networks	$0	$335,459 ▼	-100.0%	0	0.0%	Computer and Technology
IR Ingersoll Rand	$0	$239,510 ▼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Leeward Financial Partners, LLC Top Holdings and 13F Report (2025)

About Leeward Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Leeward Financial Partners, LLC Top Holdings and 13F Report (2025)

About Leeward Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeeward Financial Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools