Leeward Financial Partners, LLC Portfolio Holdings

Leeward Financial Partners, LLC

  • $342 Million
  • Q3 2025

Leeward Financial Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $342 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.9M, Vanguard Growth ETF with a value of $22M, Vanguard Information Technolog with a value of $17.7M, Apple Inc. with a value of $15.6M, and Schwab Strategic Tr Us Large C with a value of $13M.

Examining the 13F form we can see an increase of $35.8M in the current position value, from $307M to 342M.

Below you can find more details about Leeward Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $342 Million
ETFs: $189 Million
Technology: $65 Million
Financial Services: $19.1 Million
Communication Services: $18.8 Million
Consumer Cyclical: $16.1 Million
Industrials: $13 Million
Healthcare: $8.79 Million
Consumer Defensive: $7.88 Million
Other: $5.01 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$25.9 Million 7.56% of portfolio
50,014
Q3 2025 Added 12.14%
$0
$22 Million 6.43% of portfolio
45,922
Q3 2025 Added 0.71%
$0
$17.7 Million 5.17% of portfolio
23,694
Q3 2025 Added 3.51%
$4.3T
$15.6 Million 4.54% of portfolio
61,071
Q3 2025 Added 1.43%
$0
$13 Million 3.79% of portfolio
407,224
Q3 2025 Added 2.53%
$0
$12.5 Million 3.65% of portfolio
537,185
Q3 2025 Added 2.54%
$0
$12.2 Million 3.57% of portfolio
39,736
Q3 2025 Added 1.99%
$0
$12.1 Million 3.53% of portfolio
64,840
Q3 2025 Reduced 3.87%
$2.39T
$11.9 Million 3.46% of portfolio
54,006
Q3 2025 Added 2.05%
$1.65T
$11.2 Million 3.27% of portfolio
46,072
Q3 2025 Added 2.99%
$0
$11.1 Million 3.24% of portfolio
43,617
Q3 2025 Added 6.5%
$0
$8.2 Million 2.39% of portfolio
39,276
Q3 2025 Added 6.55%
$265B
$8.09 Million 2.36% of portfolio
10,155
Q3 2025 Added 6.08%
$404B
$7.88 Million 2.3% of portfolio
8,514
Q3 2025 Added 9.17%
$0
$7.17 Million 2.09% of portfolio
24,088
Q3 2025 Added 7.18%
$465B
$6.93 Million 2.02% of portfolio
37,158
Q3 2025 Reduced 6.39%
$0
$6.1 Million 1.78% of portfolio
78,152
Q3 2025 Added 11.64%
$0
$5.84 Million 1.71% of portfolio
82,458
Q3 2025 Added 13.62%
$533B
$5.77 Million 1.68% of portfolio
16,892
Q3 2025 Added 5.02%
$0
$5.21 Million 1.52% of portfolio
179,050
Q3 2025 Added 3.77%
$73.7B
$5.01 Million 1.46% of portfolio
18,308
Q3 2025 Added 7.59%
$0
$4.67 Million 1.36% of portfolio
99,353
Q3 2025 Added 16.0%
$0
$4.31 Million 1.26% of portfolio
40,518
Q3 2025 Added 16.86%
$0
$4.31 Million 1.26% of portfolio
47,124
Q3 2025 Added 8.9%
$139B
$4.23 Million 1.23% of portfolio
12,810
Q3 2025 Added 2.33%
$342B
$4.18 Million 1.22% of portfolio
22,909
Q3 2025 Reduced 0.99%
$300B
$4.11 Million 1.2% of portfolio
11,904
Q3 2025 Added 3.55%
$32.7B
$4.05 Million 1.18% of portfolio
46,715
Q3 2025 Added 7.0%
$0
$4.01 Million 1.17% of portfolio
53,865
Q3 2025 Added 2.56%
$0
$3.94 Million 1.15% of portfolio
5,880
Q3 2025 Added 0.87%
$0
$3.44 Million 1.0% of portfolio
5,164
Q2 2025 Reduced 0.96%
$971B
$3.02 Million 0.88% of portfolio
3,955
Q3 2025 Added 6.03%
$0
$3.03 Million 0.88% of portfolio
15,452
Q1 2025 Added 0.98%
$0
$2.99 Million 0.87% of portfolio
37,883
Q3 2025 Added 3.2%
$0
$2.61 Million 0.76% of portfolio
69,028
Q3 2025 Added 16.73%
$169B
$2.57 Million 0.75% of portfolio
2,791
Q3 2025 Reduced 1.97%
$0
$2.5 Million 0.73% of portfolio
61,626
Q3 2025 Added 3.54%
$51.8B
$2.43 Million 0.71% of portfolio
10,679
Q3 2025 Added 10.89%
$54.4B
$2.41 Million 0.7% of portfolio
7,794
Q3 2025 Added 14.25%
$0
$2.29 Million 0.67% of portfolio
12,561
Q2 2025 Reduced 0.07%
$33.2B
$2.28 Million 0.66% of portfolio
23,158
Q3 2025 Added 15.42%
$0
$2.27 Million 0.66% of portfolio
91,698
Q3 2025 Added 31.21%
$39.4B
$2.19 Million 0.64% of portfolio
3,054
Q3 2025 Reduced 3.78%
$0
$2.16 Million 0.63% of portfolio
93,496
Q3 2025 Added 33.12%
$0
$2.11 Million 0.62% of portfolio
25,136
Q3 2025 Added 3.16%
$0
$2.13 Million 0.62% of portfolio
42,606
Q3 2025 Added 32.56%
$114B
$1.63 Million 0.47% of portfolio
7,537
Q3 2025 Reduced 0.11%
$0
$1.31 Million 0.38% of portfolio
16,233
Q3 2025 Added 0.3%
$0
$1.21 Million 0.35% of portfolio
2,009
Q3 2025 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $342 Million
  • Prior Value $307 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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