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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.1B
$6.53 Million 1.91% of portfolio
5,449
Q3 2025 Added 6.84%
$73.7B
$5.01 Million 1.46% of portfolio
18,308
Q3 2025 Added 7.59%
$139B
$4.23 Million 1.23% of portfolio
12,810
Q3 2025 Added 2.33%
$32.7B
$4.05 Million 1.18% of portfolio
46,715
Q3 2025 Added 7.0%
$169B
$2.57 Million 0.75% of portfolio
2,791
Q3 2025 Reduced 1.97%
$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%
$33.2B
$2.28 Million 0.66% of portfolio
23,158
Q3 2025 Added 15.42%
$39.4B
$2.19 Million 0.64% of portfolio
3,054
Q3 2025 Reduced 3.78%
$114B
$1.63 Million 0.47% of portfolio
7,537
Q3 2025 Reduced 0.11%
$140B
$1.09 Million 0.32% of portfolio
2,922
Q3 2025 Reduced 16.39%
$92.7B
$1.08 Million 0.31% of portfolio
4,130
Q1 2024 Added 1.2%
$97.3B
$863,000 0.25% of portfolio
10,207
Q3 2025 Reduced 2.36%
$163B
$809,000 0.24% of portfolio
1,126
Q3 2025 Added 13.17%
$102B
$715,000 0.21% of portfolio
5,000
Q3 2025 Reduced 0.56%
$74.3B
$684,000 0.2% of portfolio
3,406
Q3 2025 Reduced 3.13%
$32.5B
$440,000 0.13% of portfolio
534
Q3 2025 Added 6.59%
$174B
$363,000 0.11% of portfolio
2,445
Q3 2025 Added 6.3%
$64.5B
$382,000 0.11% of portfolio
1,182
Q3 2025 Added 4.23%
$136B
$312,000 0.09% of portfolio
846
Q3 2025 Reduced 0.59%
$53.8B
$261,000 0.08% of portfolio
1,835
Q3 2025 Added 17.78%
$111B
$280,000 0.08% of portfolio
716
Q2 2025 Added 8.81%
$10.5B
$285,000 0.08% of portfolio
3,482
Q2 2023 Reduced 50.0%
$84.4B
$267,000 0.08% of portfolio
1,365
Q3 2025 Added 17.47%
$104B
$240,000 0.07% of portfolio
820
Q3 2025 Reduced 3.64%
$55.9B
$240,000 0.07% of portfolio
252
Q3 2025 New
$140B
$207,000 0.06% of portfolio
826
Q3 2025 Reduced 36.22%

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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