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