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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$22.2 Million 7.23% of portfolio
44,599
Q2 2025 Added 1.3%
$3.69T
$12.4 Million 4.03% of portfolio
60,208
Q2 2025 Added 29.07%
$2.26T
$11.6 Million 3.79% of portfolio
52,923
Q2 2025 Added 8.81%
$1.21T
$7.88 Million 2.57% of portfolio
44,733
Q2 2025 Added 9.77%
$439B
$7.72 Million 2.52% of portfolio
7,799
Q2 2025 Added 47.32%
$545B
$6.83 Million 2.23% of portfolio
5,100
Q2 2025 Reduced 8.26%
$254B
$6.78 Million 2.21% of portfolio
9,573
Q2 2025 Added 0.65%
$456B
$6.27 Million 2.04% of portfolio
39,693
Q2 2025 Reduced 20.78%
$551B
$5.71 Million 1.86% of portfolio
16,084
Q2 2025 Added 13.43%
$78.8B
$4.58 Million 1.49% of portfolio
17,016
Q2 2025 Reduced 3.29%
$32.7B
$3.78 Million 1.23% of portfolio
43,657
Q2 2025 Added 3.31%
$245B
$3.59 Million 1.17% of portfolio
11,496
Q2 2025 Added 1,115.22%
$127B
$3.45 Million 1.12% of portfolio
12,518
Q2 2025 Added 37.45%
$367B
$3.15 Million 1.03% of portfolio
23,139
Q2 2025 Added 208.89%
$608B
$2.91 Million 0.95% of portfolio
3,730
Q2 2025 Reduced 43.94%
$172B
$2.93 Million 0.95% of portfolio
2,847
Q2 2025 Reduced 12.75%
$61.1B
$2.18 Million 0.71% of portfolio
6,822
Q2 2025 Reduced 5.55%
$57.8B
$2.1 Million 0.69% of portfolio
9,630
Q2 2025 New
$34.4B
$1.91 Million 0.62% of portfolio
20,064
Q2 2025 Added 0.46%
$139B
$1.58 Million 0.52% of portfolio
7,545
Q2 2025 Reduced 0.89%
$145B
$1.25 Million 0.41% of portfolio
3,495
Q2 2025 Reduced 59.89%
$86B
$1.13 Million 0.37% of portfolio
4,130
Q1 2024 Added 1.2%
$108B
$957,000 0.31% of portfolio
10,454
Q2 2025 Added 7.21%
$1.78T
$839,000 0.27% of portfolio
1,138
Q2 2025 Added 68.59%
$77.3B
$655,000 0.21% of portfolio
3,516
Q2 2025 Reduced 73.09%
$621B
$627,000 0.2% of portfolio
1,291
Q2 2025 Added 5.91%
$1.81B
$601,000 0.2% of portfolio
51,650
Q1 2024 Reduced 4.52%
$1.19B
$508,000 0.17% of portfolio
9,049
Q2 2025 Added 21.4%
$859B
$527,000 0.17% of portfolio
1,819
Q2 2025 Added 97.72%
$40.5B
$486,000 0.16% of portfolio
2,000
Q2 2025 New
$95.5B
$470,000 0.15% of portfolio
5,028
Q2 2025 Added 0.56%
$405B
$418,000 0.14% of portfolio
1,142
Q2 2025 Added 40.12%
$2.75B
$356,000 0.12% of portfolio
3,457
Q2 2025 Added 84.08%
$79.9B
$355,000 0.12% of portfolio
1,134
Q2 2025 New
$142B
$336,000 0.11% of portfolio
851
Q2 2025 New
$136B
$348,000 0.11% of portfolio
995
Q2 2025 New
$9.51B
$331,000 0.11% of portfolio
2,287
Q2 2025 Reduced 3.18%
$99.5B
$318,000 0.1% of portfolio
716
Q2 2025 Added 8.81%
$368B
$308,000 0.1% of portfolio
1,937
Q2 2025 Reduced 90.86%
$152B
$287,000 0.09% of portfolio
1,295
Q2 2025 Reduced 5.68%
$684B
$269,000 0.09% of portfolio
1,233
Q2 2025 Reduced 21.41%
$1.24T
$276,000 0.09% of portfolio
1,558
Q2 2025 New
$250B
$278,000 0.09% of portfolio
1,975
Q2 2025 Reduced 2.66%
$124B
$262,000 0.09% of portfolio
851
Q2 2025 Reduced 0.58%
$6.14B
$263,000 0.09% of portfolio
4,761
Q2 2025 Added 247.26%
$178B
$265,000 0.09% of portfolio
2,300
Q2 2025 Reduced 2.99%
$25.7B
$268,000 0.09% of portfolio
501
Q2 2025 New
$9.01B
$241,000 0.08% of portfolio
3,482
Q2 2023 Reduced 50.0%
$157B
$245,000 0.08% of portfolio
634
Q2 2025 Reduced 28.68%

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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