Q3 2026 13F · SEC CIK 1735201

Leeward Financial Partners, LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $387.8M
Reported positions: 111
Top holdings a year, 3 yrs: +20.2%
Assets under management: $401.5M

Leeward Financial Partners, LLC is a wealth manager that reported 111 positions worth $387.8M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Microsoft Corp (MSFT, 6.9%), Vanguard Index Fds (VUG, 5.9%), Vanguard World Fd (VGT, 5.1%). A portfolio copying its top holdings returned 20.2% a year over the last 3 years, against 20.4% for the S&P 500.

Leeward Financial Partners, LLC holdings largest 50 of 111 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Leeward Financial Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	6.9%	5.1%	52,185	+0.7%	$26.8M
VUGVanguard Index Fds	5.9%	5.8%	252,638	-1.5%	$22.8M
VGTVanguard World Fd	5.1%	5.0%	158,372	-1.0%	$19.9M
AAPLApple Inc	4.7%	4.2%	54,168	-1.9%	$18.0M
SCHFSchwab Strategic Tr	3.7%	3.9%	528,722	-0.7%	$14.5M
VTVVanguard Index Fds	3.7%	3.8%	65,681	-0.5%	$14.2M
VVVanguard Index Fds	3.5%	3.9%	38,795	-11.2%	$13.7M
AMZNAmazon Com Inc	3.4%	3.4%	52,626	-3.9%	$13.1M
SCHGSchwab Strategic Tr	3.2%	3.7%	347,540	-15.5%	$12.5M
GOOGLAlphabet Inc	2.9%	3.1%	32,838	-0.2%	$11.3M
VBVanguard Index Fds	2.9%	3.2%	39,539	-0.8%	$11.2M
COSTCostco Wholesale Corporation	2.1%	2.2%	9,130	+0.4%	$8.3M
VUSBVanguard Bd Index Fds	2.1%	1.4%	163,780	+54.8%	$8.1M
NVDANvidia Corporation	2.1%	2.1%	35,011	-11.6%	$8.0M
GSGoldman Sachs Group Inc	1.9%	2.2%	8,298	+0.4%	$7.5M
NTRANatera Inc	1.7%	1.4%	16,291	-16.7%	$6.7M
VBRVanguard Index Fds	1.7%	1.9%	29,053	-3.5%	$6.7M
VBKVanguard Index Fds	1.6%	1.8%	17,902	-3.8%	$6.0M
SCHVSchwab Strategic Tr	1.6%	1.7%	181,236	-0.1%	$6.0M
BIVVanguard Bd Index Fds	1.5%	1.6%	81,184	+0.9%	$5.9M
JPMJpmorgan Chase & Co	1.4%	1.5%	16,987	+0.0%	$5.6M
BLVVanguard Bd Index Fds	1.3%	1.5%	83,403	+0.5%	$5.2M
VEAVanguard Ftse Developed Markets Index Fu	1.3%	1.4%	73,168	+0.5%	$5.2M
ECLEcolab Inc	1.3%	1.3%	18,471	+0.7%	$5.1M
AVGOBroadcom Inc	1.3%	1.4%	14,367	-0.3%	$5.0M
VRTVertiv Holdings Co	1.2%	1.7%	19,296	+1.9%	$4.7M
VMBSVanguard Scottsdale Fds	1.2%	1.2%	102,497	+1.1%	$4.6M
UNHUnitedhealth Group Inc	1.2%	1.4%	12,391	-0.2%	$4.5M
ILMNIllumina Inc	1.1%	—	16,113	—	$4.4M
IVVIshares Tr	1.1%	1.1%	5,599	-1.4%	$4.3M
BNDVanguard Bd Index Fds	1.1%	1.1%	58,801	+2.7%	$4.1M
MUBIshares Tr	1.0%	1.1%	39,979	-1.4%	$4.0M
MARMarriott Intl Inc New	1.0%	1.2%	11,281	-9.6%	$4.0M
IYWIshares Tr	1.0%	1.0%	15,002	+0.0%	$4.0M
SPYState Str Spdr S&p 500 ETF T	1.0%	1.0%	5,111	+0.0%	$3.9M
NOWServicenow Inc	1.0%	—	28,481	—	$3.8M
SMHVaneck ETF Trust	1.0%	1.0%	6,069	+0.9%	$3.7M
TERTeradyne Inc	0.9%	1.0%	8,625	+11.7%	$3.5M
STTState Str Corp	0.8%	—	18,144	—	$3.2M
BSVVanguard Bd Index Fds	0.8%	0.8%	40,865	-0.9%	$3.1M
IEMGIshares Inc	0.8%	0.8%	36,279	+0.8%	$2.9M
IBBIshares Tr	0.7%	—	13,723	—	$2.9M
IGVIshares Tr	0.7%	—	25,800	—	$2.7M
USHYiShares Broad USD High Yield Corporate B	0.7%	0.7%	72,660	+1.7%	$2.6M
METAMeta Platforms Inc	0.7%	0.6%	3,493	-15.0%	$2.5M
TOTLSsga Active ETF Tr	0.6%	0.7%	67,052	+3.3%	$2.5M
FLMIFranklin Templeton ETF Tr	0.6%	0.6%	91,400	-1.0%	$2.1M
VIGVanguard Specialized Funds	0.5%	0.6%	9,070	-12.0%	$2.1M
VCITVanguard Scottsdale Fds	0.5%	0.5%	26,270	+5.2%	$2.1M
APHAmphenol Corp	0.5%	0.6%	23,984	+96.7%	$2.0M

What Leeward Financial Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.7% /yr; S&P 500 +20.1%
3 years: +20.2% /yr; S&P 500 +20.4%
5 years: +11.5% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$387.8M	111
Q2 2026	$381.2M	108
Q1 2026	$336.2M	97
Q4 2025	$355.8M	96
Q3 2025	$351.5M	101
Q2 2025	$315.6M	100
Q1 2025	$267.7M	86
Q4 2024	$280.4M	92
Q3 2024	$265.1M	85
Q2 2024	$246.3M	84
Q1 2024	$236.4M	92
Q4 2023	$207.1M	87

Questions about Leeward Financial Partners, LLC's portfolio

What stocks does Leeward Financial Partners, LLC own?

Leeward Financial Partners, LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 111 positions worth $387.8M. The largest are Microsoft Corp (MSFT) at 6.9%, Vanguard Index Fds (VUG) at 5.9%, Vanguard World Fd (VGT) at 5.1%, Apple Inc (AAPL) at 4.7% and Schwab Strategic Tr (SCHF) at 3.7%.

What did Leeward Financial Partners, LLC buy last quarter?

In Q3 2026, Leeward Financial Partners, LLC added Amphenol Corp (APH) (+96.7% shares), Vanguard Bd Index Fds (VUSB) (+54.8% shares) and Teradyne Inc (TER) (+11.7% shares), compared with its Q2 2026 filing.

What did Leeward Financial Partners, LLC sell last quarter?

In Q3 2026, Leeward Financial Partners, LLC cut from its top 50 Applovin Corp (APP), cut from its top 50 Cummins Inc (CMI), cut from its top 50 Lam Research Corp (LRCX), cut from its top 50 Invesco Exch Traded Fd Tr II (PZA), cut from its top 50 Vanguard Mun Bd Fds (VTEB), Natera Inc (NTRA) (-16.7% shares), Schwab Strategic Tr (SCHG) (-15.5% shares) and Meta Platforms Inc (META) (-15.0% shares), compared with its Q2 2026 filing.

How has Leeward Financial Partners, LLC's portfolio performed?

A portfolio copying Leeward Financial Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.7% against +20.1%. Over 5 years: +11.5% a year against +13.0%.

When is Leeward Financial Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Leeward Financial Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Leeward Financial Partners, LLC manage?

Leeward Financial Partners, LLC reported $401.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $387.8M.