Leeward Financial Partners, LLC Portfolio Holdings
Leeward Financial Partners, LLC
- $266 Million
- Q1 2025
Leeward Financial Partners, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $266 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $17.4M, Microsoft Corp with a value of $16.5M, Vanguard Value ETF with a value of $13.8M, Vanguard Information Technolog with a value of $12.4M, and Vanguard Large Cap ETF with a value of $12M.
Examining the 13F form we can see an decrease of $11.1M in the current position value, from $277M to 266M.
Below you can find more details about Leeward Financial Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$266 Million
ETFs: $152 Million
Technology: $38.1 Million
Financial Services: $16.3 Million
Consumer Cyclical: $12.6 Million
Communication Services: $11.9 Million
Industrials: $11.3 Million
Healthcare: $10.1 Million
Consumer Defensive: $8.62 Million
Other: $4.46 Million