Leeward Financial Partners, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $235 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15M, Vanguard Value ETF with a value of $12.7M, Vanguard Growth ETF with a value of $12.7M, Vanguard Information Technolog with a value of $12.3M, and Vanguard Large Cap ETF with a value of $10.4M.

Examining the 13F form we can see an increase of $30.2M in the current position value, from $205M to 235M.

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

Portfolio value $235 Million
ETFs: $138 Million
Technology: $34.2 Million
Consumer Cyclical: $16.2 Million
Industrials: $15.2 Million
Financial Services: $12.4 Million
Healthcare: $8.94 Million
Communication Services: $5.12 Million
Basic Materials: $3.63 Million
Other: $1.55 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 92
  • Current Value $235 Million
  • Prior Value $205 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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