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CIK: 0001735201
Total reported value
$381.2M
$381.2M
100 檔
21.4%
In Q2 2025, Leeward Financial Partners, LLC's U.S. equity holdings reached a combined market value of $381.2M, distributed across 100 disclosed stock positions.
In Q2 2025, Leeward Financial Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.03% | -0.71% | +1.30% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 6.33% | +0.32% | -3.07% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.81% | +0.63% | -0.09% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.91% | -0.02% | +29.07% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.78% | — | -15.46% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.68% | -0.04% | +8.81% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.68% | +0.16% | +0.89% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.67% | +0.03% | +65.41% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.52% | +0.16% | -16.85% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.08% | +0.11% | +3.68% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.50% | +0.23% | +9.77% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.45% | -0.68% | +47.32% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.28% | -0.10% | -0.20% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 2.16% | -1.06% | -8.26% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.15% | +0.07% | +0.65% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | +0.06% | -20.78% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.97% | +0.12% | +1.71% | |
| 18 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.94% | -1.89% | +216.54% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.81% | — | +13.43% | |
| 20 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.78% | +0.18% | +3.31% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.72% | -0.14% | +1.56% | |
| 22 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.60% | -0.16% | -9.16% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.51% | +0.05% | +1.37% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.45% | -0.05% | -3.29% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.26% | -0.11% | +7.01% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 1.23% | -0.04% | +6.09% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.22% | -0.02% | +8.04% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 1.15% | -0.14% | +9.86% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.02% | +0.14% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.14% | +0.35% | +1115.22% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.09% | +37.45% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.01% | -0.96% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.00% | -0.74% | +208.89% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.93% | -0.01% | -12.75% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.03% | -43.94% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.92% | -0.04% | +16.45% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.85% | +0.18% | — | |
| 38 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.83% | +0.02% | +28.14% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.16% | -0.07% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.76% | -0.02% | +9.37% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.70% | -0.06% | +6.58% | |
| 42 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.69% | -0.02% | -5.55% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.67% | +0.01% | — | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.64% | -0.03% | +10.35% | |
| 45 | PCAR | Paccar Inc | Stock-Industrials | 0.60% | -0.01% | +0.46% | |
| 46 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.54% | -0.07% | +5.28% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.50% | -0.01% | -0.89% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.50% | -0.07% | +7.39% | |
| 49 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.50% | -0.06% | +8.82% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | — | -59.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +1.3% | +65.41% | Add |
| 2 | VUSB | Vanguard Ultra Short Bond Et | +1.2% | +216.54% | Add |
| 3 | UNH | Unitedhealth Group Inc | +1% | +1115.22% | Add |
| 4 | MSFT | Microsoft CORP | +0.9% | +1.30% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.8% | +208.89% | Add |
| 6 | NXPI | NXP Semiconductors N.V. | +0.7% | NEW | New buy |
| 7 | VRT | Vertiv Holdings Co-a | +0.6% | +3.31% | Add |
| 8 | COST | Costco Wholesale CORP | +0.6% | +47.32% | Add |
| 9 | AVGO | Broadcom Inc | +0.5% | +37.45% | Add |
| 10 | AXON | Axon Enterprise Inc | +0.3% | +28.14% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | +8.81% | Add |
| 12 | NFLX | Netflix Inc | +0.2% | -8.26% | Trim |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +0.65% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +118.43% | Add |
| 15 | VGT | Vanguard Info Tech ETF | +0.2% | -0.09% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.77% | Add |
| 17 | BR | Broadridge Financial Solutio | +0.2% | NEW | New buy |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | New buy |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +68.59% | Add |
| 20 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | NEW | New buy |
| 21 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | New buy |
| 22 | APP | Applovin Corp-class A | +0.1% | NEW | New buy |
| 23 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | New buy |
| 24 | SYK | Stryker CORP | +0.1% | NEW | New buy |
| 25 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | New buy |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +55.83% | Add |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +97.72% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | +37.63% | Add |
| 29 | AAPL | Apple Inc | 0% | +29.07% | Add |
| 30 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 31 | SCHG | Schwab US Large-cap Growth | — | +0.89% | Add |
| 32 | BSV | Vanguard Short-term Bond ETF | — | +16.45% | Add |
| 33 | NVDA | Nvidia CORP | 0% | -20.78% | Trim |
| 34 | NOW | Servicenow Inc | 0% | -12.75% | Trim |
| 35 | V | Visa Inc-class A Shares | -0.1% | +13.43% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.14% | Add |
| 37 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | +1.71% | Add |
| 38 | VUG | Vanguard Growth ETF | -0.2% | -3.07% | Trim |
| 39 | VB | Vanguard Small-cap ETF | -0.2% | +3.68% | Add |
| 40 | VHT | Vanguard Health Care ETF | -0.2% | EXIT | Sold out |
| 41 | AJG | Arthur J Gallagher & Co | -0.2% | -5.55% | Trim |
| 42 | VBR | Vanguard Small-cap Value ETF | -0.3% | -0.20% | Trim |
| 43 | ETN | Eaton Corporation plc | -0.5% | -59.89% | Trim |
| 44 | BLV | Vanguard Long-term Bond ETF | -0.5% | -9.16% | Trim |
| 45 | PNC | Pnc Financial Services Group | -0.7% | -73.09% | Trim |
| 46 | VV | Vanguard Large-cap ETF | -1% | -16.85% | Trim |
| 47 | LLY | Eli Lilly & Co | -1.1% | -43.94% | Trim |
| 48 | PG | Procter & Gamble Co/the | -1.3% | -90.86% | Trim |
| 49 | ABT | Abbott Laboratories | -1.3% | EXIT | Sold out |
| 50 | VTV | Vanguard Value ETF | -1.4% | -15.46% | Trim |
According to official SEC Form 13F filings, Leeward Financial Partners, LLC reported a total U.S. public equity portfolio value of $381.2M across 100 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VUG, VGT) accounted for 21.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
NXPI
市值: $2.1M
Top Position Liquidated / Trimmed
ABT
前期市值: $3.4M
During Q2 2025, Leeward Financial Partners, LLC's top holdings by market value included MSFT (7.0%)、VUG (6.3%)、VGT (4.8%). The largest single position, MSFT, represented 7.0% of total portfolio value.
In Q2 2025, Leeward Financial Partners, LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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