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.
Windward Private Wealth Management Inc. (CIK 1835866) reported $289.3M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSV ($66.1M, 22.85%), VEA ($39.6M, 13.68%), VONG ($32.9M, 11.39%), VONV ($28.7M, 9.91%), BIV ($25.3M, 8.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | $66.1M | 22.85% | 843,187 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $39.6M | 13.68% | 617,688 | Added |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $32.9M | 11.39% | 300,323 | Added |
| 4 | VONV | VANGUARD SCOTTSDALE FDS | $28.7M | 9.91% | 305,776 | Trimmed |
| 5 | BIV | VANGUARD BD INDEX FDS | $25.3M | 8.74% | 327,417 | Added |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | $16.1M | 5.57% | 343,129 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $13.5M | 4.67% | 249,993 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $7.8M | 2.68% | 36,111 | Trimmed |
| 9 | VTWO | VANGUARD SCOTTSDALE FDS | $5.6M | 1.92% | 55,514 | Trimmed |
| 10 | VTV | VANGUARD INDEX FDS | $5.3M | 1.82% | 26,896 | Trimmed |
| 11 | IXUS | ISHARES TR | $5.1M | 1.77% | 59,081 | Trimmed |
| 12 | IUSG | ISHARES TR | $4.7M | 1.64% | 30,592 | Added |
| 13 | IUSV | ISHARES TR | $3.9M | 1.36% | 38,460 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $3.6M | 1.25% | 45,675 | Trimmed |
| 15 | IEFA | ISHARES TR | $3.6M | 1.24% | 39,466 | Trimmed |
| 16 | MUB | ISHARES TR | $2.8M | 0.98% | 26,766 | Added |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $2.5M | 0.87% | 42,844 | Trimmed |
| 18 | IGE | ISHARES TR | $2.3M | 0.78% | 36,031 | Trimmed |
| 19 | VOOG | VANGUARD ADMIRAL FDS INC | $2.1M | 0.73% | 5,199 | Hold |
| 20 | EFV | ISHARES TR | $2.0M | 0.69% | 26,844 | Hold |
| 21 | VBR | VANGUARD INDEX FDS | $1.8M | 0.63% | 8,412 | Hold |
| 22 | IWN | ISHARES TR | $1.7M | 0.57% | 8,772 | Trimmed |
| 23 | SCHE | SCHWAB STRATEGIC TR | $1.3M | 0.45% | 39,330 | Trimmed |
| 24 | IVE | ISHARES TR | $1.2M | 0.43% | 5,900 | Hold |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.43% | 9,050 | Added |
Source: SEC Form 13F filings · as of 2026-03-31