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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$11.9 Million 3.89% of portfolio
67,452
Q2 2025 Reduced 15.46%
$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%
$0
$7.19 Million 2.34% of portfolio
36,862
Q2 2025 Reduced 0.2%
$0
$6.22 Million 2.03% of portfolio
22,474
Q2 2025 Added 1.71%
$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%
$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%
$0
$3.62 Million 1.18% of portfolio
5,829
Q2 2025 Added 0.14%
$0
$3.19 Million 1.04% of portfolio
5,164
Q2 2025 Reduced 0.96%
$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%
$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%
$0
$2.02 Million 0.66% of portfolio
24,366
Q2 2025 Added 10.35%
$0
$1.7 Million 0.55% of portfolio
69,889
Q2 2025 Added 5.28%
$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%
$0
$1.21 Million 0.4% of portfolio
16,185
Q2 2025 Added 0.32%
$0
$1.1 Million 0.36% of portfolio
2,003
Q2 2025 Added 118.43%
$0
$1.1 Million 0.36% of portfolio
41,380
Q4 2024 Added 100.0%
$0
$1.08 Million 0.35% of portfolio
13,331
Q2 2025 Added 55.83%
$0
$909,000 0.3% of portfolio
15,949
Q2 2025 Added 37.63%
$0
$439,000 0.14% of portfolio
1,446
Q2 2025 Added 0.49%
$0
$398,000 0.13% of portfolio
905
Q2 2025 New
$0
$356,000 0.12% of portfolio
8,430
Q2 2025 Added 23.88%
$0
$370,000 0.12% of portfolio
1,013
Q2 2025 New
$0
$327,000 0.11% of portfolio
1,174
Q2 2025 Reduced 2.41%
$0
$348,000 0.11% of portfolio
613
Q2 2025 Added 44.24%
$0
$336,000 0.11% of portfolio
1,550
Q2 2025 New
$0
$308,000 0.1% of portfolio
11,650
Q2 2025 New
$0
$286,000 0.09% of portfolio
1,520
Q2 2025 New
$0
$214,000 0.07% of portfolio
8,465
Q2 2025 New

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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