Leeward Financial Partners, LLC Portfolio Holdings

Leeward Financial Partners, LLC

  • $307 Million
  • Q2 2025

Leeward Financial Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $307 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.2M, Vanguard Growth ETF with a value of $20M, Vanguard Information Technolog with a value of $15.2M, Apple Inc. with a value of $12.4M, and Vanguard Value ETF with a value of $11.9M.

Examining the 13F form we can see an increase of $41M in the current position value, from $266M to 307M.

Below you can find more details about Leeward Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $307 Million
ETFs: $170 Million
Technology: $55 Million
Financial Services: $17 Million
Consumer Cyclical: $15.8 Million
Communication Services: $15.8 Million
Industrials: $12.5 Million
Consumer Defensive: $8.03 Million
Healthcare: $7.99 Million
Other: $4.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$22.2 Million 7.23% of portfolio
44,599
Q2 2025 Added 1.3%
$0
$20 Million 6.52% of portfolio
45,597
Q2 2025 Reduced 3.07%
$0
$15.2 Million 4.95% of portfolio
22,890
Q2 2025 Reduced 0.09%
$4.35T
$12.4 Million 4.03% of portfolio
60,208
Q2 2025 Added 29.07%
$0
$11.9 Million 3.89% of portfolio
67,452
Q2 2025 Reduced 15.46%
$2.49T
$11.6 Million 3.79% of portfolio
52,923
Q2 2025 Added 8.81%
$0
$11.6 Million 3.78% of portfolio
397,164
Q2 2025 Added 0.89%
$0
$11.6 Million 3.77% of portfolio
523,857
Q2 2025 Added 65.41%
$0
$11.1 Million 3.62% of portfolio
38,962
Q2 2025 Reduced 16.85%
$0
$9.71 Million 3.16% of portfolio
40,956
Q2 2025 Added 3.68%
$1.68T
$7.88 Million 2.57% of portfolio
44,733
Q2 2025 Added 9.77%
$403B
$7.72 Million 2.52% of portfolio
7,799
Q2 2025 Added 47.32%
$0
$7.19 Million 2.34% of portfolio
36,862
Q2 2025 Reduced 0.2%
$498B
$6.83 Million 2.23% of portfolio
5,100
Q2 2025 Reduced 8.26%
$269B
$6.78 Million 2.21% of portfolio
9,573
Q2 2025 Added 0.65%
$505B
$6.27 Million 2.04% of portfolio
39,693
Q2 2025 Reduced 20.78%
$557B
$5.71 Million 1.86% of portfolio
16,084
Q2 2025 Added 13.43%
$0
$5.41 Million 1.77% of portfolio
70,002
Q2 2025 Added 1.56%
$0
$5.05 Million 1.65% of portfolio
72,573
Q2 2025 Reduced 9.16%
$0
$4.77 Million 1.56% of portfolio
172,541
Q2 2025 Added 1.37%
$73.1B
$4.58 Million 1.49% of portfolio
17,016
Q2 2025 Reduced 3.29%
$0
$3.97 Million 1.29% of portfolio
85,648
Q2 2025 Added 7.01%
$0
$3.87 Million 1.26% of portfolio
52,521
Q2 2025 Added 6.09%
$0
$3.85 Million 1.26% of portfolio
43,272
Q2 2025 Added 8.04%
$32.7B
$3.78 Million 1.23% of portfolio
43,657
Q2 2025 Added 3.31%
$0
$3.62 Million 1.18% of portfolio
5,829
Q2 2025 Added 0.14%
$0
$3.62 Million 1.18% of portfolio
34,673
Q2 2025 Added 9.86%
$319B
$3.59 Million 1.17% of portfolio
11,496
Q2 2025 Added 1,115.22%
$150B
$3.45 Million 1.12% of portfolio
12,518
Q2 2025 Added 37.45%
$0
$3.19 Million 1.04% of portfolio
5,164
Q2 2025 Reduced 0.96%
$394B
$3.15 Million 1.03% of portfolio
23,139
Q2 2025 Added 208.89%
$820B
$2.91 Million 0.95% of portfolio
3,730
Q2 2025 Reduced 43.94%
$186B
$2.93 Million 0.95% of portfolio
2,847
Q2 2025 Reduced 12.75%
$0
$2.89 Million 0.94% of portfolio
36,709
Q2 2025 Added 16.45%
$0
$2.68 Million 0.87% of portfolio
15,452
Q1 2025 Added 0.98%
$52B
$2.63 Million 0.86% of portfolio
3,174
Q2 2025 Added 28.14%
$0
$2.39 Million 0.78% of portfolio
59,517
Q2 2025 Added 9.37%
$0
$2.29 Million 0.75% of portfolio
12,561
Q2 2025 Reduced 0.07%
$0
$2.22 Million 0.72% of portfolio
59,134
Q2 2025 Added 6.58%
$52.5B
$2.18 Million 0.71% of portfolio
6,822
Q2 2025 Reduced 5.55%
$54.9B
$2.1 Million 0.69% of portfolio
9,630
Q2 2025 New
$0
$2.02 Million 0.66% of portfolio
24,366
Q2 2025 Added 10.35%
$34.2B
$1.91 Million 0.62% of portfolio
20,064
Q2 2025 Added 0.46%
$0
$1.7 Million 0.55% of portfolio
69,889
Q2 2025 Added 5.28%
$120B
$1.58 Million 0.52% of portfolio
7,545
Q2 2025 Reduced 0.89%
$0
$1.58 Million 0.51% of portfolio
32,142
Q2 2025 Added 7.39%
$0
$1.57 Million 0.51% of portfolio
70,233
Q2 2025 Added 8.82%
$152B
$1.25 Million 0.41% of portfolio
3,495
Q2 2025 Reduced 59.89%
$0
$1.21 Million 0.4% of portfolio
16,185
Q2 2025 Added 0.32%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $307 Million
  • Prior Value $266 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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