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CIK: 0001735201
Total reported value
$387.8M
$387.8M
108 檔
23.6%
According to the latest 13F quarterly dataset, Leeward Financial Partners, LLC managed an equity portfolio of $387.8M at the end of Q2 2026, spanning 108 distinct U.S. exchange-listed positions.
In Q2 2026, Leeward Financial Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 5.79% | +0.08% | +509.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.07% | +1.83% | -1.28% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.02% | +0.11% | +655.54% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.19% | +0.46% | -0.96% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 3.94% | -0.42% | +2.59% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.87% | -0.12% | +2.06% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.77% | -0.11% | +2.25% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.65% | -0.43% | +2.18% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | -0.05% | -2.19% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.17% | -0.27% | +1.59% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.09% | -0.18% | -1.53% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.23% | -0.09% | -7.25% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.19% | -0.26% | -2.09% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | -0.02% | +1.69% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.92% | -0.19% | -3.51% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.79% | -0.23% | +0.26% | |
| 17 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.66% | -0.46% | -4.71% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.66% | -0.10% | +2.17% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.62% | -0.09% | +4.77% | |
| 20 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.50% | -0.15% | +2.28% | |
| 21 | APP | Applovin Corp-class A | Stock-Tech | 1.46% | -1.04% | -14.41% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | -0.01% | +5.38% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.43% | -0.13% | -1.40% | |
| 24 | NTRA | Natera Inc | Stock-Healthcare | 1.39% | +0.35% | +1.64% | |
| 25 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.38% | +0.71% | -52.15% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.36% | -0.03% | +3.33% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.35% | -0.18% | +0.09% | |
| 28 | ECL | Ecolab Inc | Stock-Materials | 1.34% | -0.03% | +4.45% | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 1.27% | -1.17% | +3.41% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.25% | -0.08% | +4.44% | |
| 31 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.21% | -0.18% | +326.95% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 1.15% | -0.11% | -0.99% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | -0.01% | +0.05% | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 1.10% | -0.04% | +10.06% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.04% | -0.09% | -19.86% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.01% | +0.24% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.99% | +0.03% | — | |
| 38 | TER | Teradyne Inc | Stock-Tech | 0.98% | -0.09% | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.84% | -0.03% | +9.11% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.82% | -0.82% | EXIT | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | -0.02% | +3.30% | |
| 42 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.69% | -0.02% | +4.72% | |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.67% | -0.02% | +10.43% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.09% | -17.86% | |
| 45 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.61% | -0.06% | -0.48% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.04% | -40.03% | |
| 47 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.59% | -0.07% | -0.26% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.06% | -0.21% | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.56% | -0.04% | -1.41% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.54% | -0.01% | +7.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TER | Teradyne Inc | +1% | NEW | New buy |
| 2 | MAR | Marriott International -cl A | +0.9% | +326.95% | Add |
| 3 | LRCX | Lam Research CORP | +0.8% | NEW | New buy |
| 4 | VGT | Vanguard Info Tech ETF | +0.6% | +655.54% | Add |
| 5 | UNH | Unitedhealth Group Inc | +0.4% | +0.09% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.3% | +509.01% | Add |
| 7 | NTRA | Natera Inc | +0.3% | +1.64% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.53% | Trim |
| 9 | CMI | Cummins Inc | +0.2% | +3.41% | Add |
| 10 | VRT | Vertiv Holdings Co-a | +0.2% | -4.71% | Trim |
| 11 | SMH | Vaneck Semiconductor ETF | +0.2% | -19.86% | Trim |
| 12 | IYW | Ishares Ustechnology ETF | +0.2% | — | Unchanged |
| 13 | VV | Vanguard Large-cap ETF | +0.2% | +2.59% | Add |
| 14 | SCHG | Schwab US Large-cap Growth | +0.2% | +2.18% | Add |
| 15 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +0.26% | Add |
| 17 | VB | Vanguard Small-cap ETF | +0.1% | +1.59% | Add |
| 18 | APH | Amphenol Corp-cl A | +0.1% | -1.41% | Trim |
| 19 | AVGO | Broadcom Inc | +0.1% | -1.40% | Trim |
| 20 | TECL | Dire Dai Tec Bull 3x Etf-usd | +0.1% | NEW | New buy |
| 21 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | -2.09% | Trim |
| 23 | NVDA | Nvidia CORP | +0.1% | +1.69% | Add |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +3.30% | Add |
| 25 | ADPT | Adaptive Biotechnologies | +0.1% | — | Unchanged |
| 26 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 27 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 28 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 29 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 30 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | New buy |
| 31 | SCHV | Schwab US Large-cap Value | +0.1% | +2.17% | Add |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | +5.38% | Add |
| 33 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 35 | SCHF | Schwab Intl Equity ETF | 0% | +2.06% | Add |
| 36 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 37 | ANET | Arista Networks Inc | 0% | -2.63% | Trim |
| 38 | RCL | Royal Caribbean Cruises Ltd. | 0% | +27.23% | Add |
| 39 | VEA | Vanguard Ftse Developed ETF | 0% | +3.33% | Add |
| 40 | IVV | Ishares Core S&p 500 ETF | 0% | +0.05% | Add |
| 41 | AXON | Axon Enterprise Inc | 0% | -7.70% | Trim |
| 42 | FIX | Comfort Systems USA Inc | 0% | -8.11% | Trim |
| 43 | DDOG | Datadog Inc - Class A | 0% | -30.80% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | 0% | +3.55% | Add |
| 45 | IBKR | Interactive Brokers Gro-cl A | 0% | -0.52% | Trim |
| 46 | CLS | Celestica Inc | 0% | +5.19% | Add |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.24% | Add |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +0.28% | Add |
| 49 | SBUX | Starbucks CORP | 0% | +2.85% | Add |
| 50 | RRX | Regal Rexnord CORP | 0% | -1.92% | Trim |
According to official SEC Form 13F filings, Leeward Financial Partners, LLC reported a total U.S. public equity portfolio value of $387.8M across 108 disclosed positions in Q2 2026.
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 VUG, MSFT, VGT) accounted for 23.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
TER
市值: $3.7M
Top Position Liquidated / Trimmed
MSFT
前期市值: $19.4M
During Q2 2026, Leeward Financial Partners, LLC's top holdings by market value included VUG (5.8%)、MSFT (5.1%)、VGT (5.0%). The largest single position, VUG, represented 5.8% of total portfolio value.
In Q2 2026, Leeward Financial Partners, LLC made 90 total portfolio adjustments, initiating 11 new buys, adding to 41 positions, trimming 38 holdings, and fully liquidating 0 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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