Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leeward Financial Partners, LLC (CIK 1735201) reported $336.2M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($19.4M, 5.78%), VUG ($18.4M, 5.47%), VGT ($14.8M, 4.39%), AAPL ($14.1M, 4.21%), SCHF ($12.9M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $19.4M | 5.78% | 52,508 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $18.4M | 5.47% | 42,104 | Trimmed |
| 3 | VGT | VANGUARD WORLD FD | $14.8M | 4.39% | 21,175 | Trimmed |
| 4 | AAPL | APPLE INC | $14.1M | 4.21% | 55,724 | Trimmed |
| 5 | SCHF | SCHWAB STRATEGIC TR | $12.9M | 3.84% | 521,674 | Trimmed |
| 6 | VV | VANGUARD INDEX FDS | $12.7M | 3.78% | 42,561 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $12.7M | 3.77% | 64,572 | Trimmed |
| 8 | SCHG | SCHWAB STRATEGIC TR | $11.7M | 3.49% | 402,761 | Added |
| 9 | AMZN | AMAZON COM INC | $11.7M | 3.47% | 56,008 | Added |
| 10 | VUSB | VANGUARD BD INDEX FDS | $11.0M | 3.27% | 221,038 | Added |
| 11 | VB | VANGUARD INDEX FDS | $10.3M | 3.06% | 39,232 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $9.8M | 2.91% | 9,805 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $9.6M | 2.86% | 33,421 | Trimmed |
| 14 | GS | GOLDMAN SACHS GROUP INC | $7.1M | 2.12% | 8,437 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $6.8M | 2.02% | 38,957 | Trimmed |
| 16 | VBR | VANGUARD INDEX FDS | $6.8M | 2.02% | 31,191 | Trimmed |
| 17 | BIV | VANGUARD BD INDEX FDS | $5.9M | 1.76% | 76,809 | Trimmed |
| 18 | VBK | VANGUARD INDEX FDS | $5.6M | 1.67% | 18,569 | Trimmed |
| 19 | BLV | VANGUARD BD INDEX FDS | $5.6M | 1.66% | 81,122 | Added |
| 20 | SCHV | SCHWAB STRATEGIC TR | $5.4M | 1.61% | 177,645 | Trimmed |
| 21 | APP | APPLOVIN CORP | $5.0M | 1.49% | 12,627 | Added |
| 22 | VRT | VERTIV HOLDINGS CO | $5.0M | 1.48% | 19,880 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $4.7M | 1.41% | 16,119 | Added |
| 24 | ECL | ECOLAB INC | $4.7M | 1.39% | 17,556 | Trimmed |
| 25 | VMBS | VANGUARD SCOTTSDALE FDS | $4.6M | 1.36% | 97,082 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31