Leeward Financial Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Leeward Financial Partners, LLC reported 108 stock positions worth $381.2 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 5.8% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Vanguard Info Tech ETF (VGT, 5.0%). Compared with Q1 2026, it opened 11 new positions, added to 39 and reduced 39. The biggest buy was a new position in Teradyne (TER) and the biggest sale Vanguard Ultra Short Bond Et (VUSB, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- Bellevue, WA
- CIK
- 0001735201
- Portfolio Value
- $381.2M (Q2 2026)
- SEC Filing
- 0001941040-26-000521 ↗ filed Aug 6, 2026
Holdings Value
Holdings 108 stocks · $381.2M
| VUG Vanguard Mrngstar GR ETF-Sui | 5.79% | 256,418 | $22.1M | Add +1.5% |
| MSFT Microsoft Corp. | 5.07% | 51,834 | $19.3M | Reduce -1.3% |
| VGT Vanguard Info Tech ETF | 5.02% | 159,986 | $19.1M | Reduce -5.6% |
| AAPL Apple Inc. | 4.19% | 55,191 | $16.0M | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 3.94% | 43,665 | $15.0M | Add +2.6% |
| SCHF Schwab Intl Equity ETF | 3.87% | 532,437 | $14.7M | Add +2.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.77% | 66,023 | $14.4M | Add +2.3% |
| SCHG Schwab US Large-Cap Growth | 3.65% | 411,525 | $13.9M | Add +2.2% |
| AMZN Amazon.com Inc. | 3.43% | 54,781 | $13.1M | Reduce -2.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.17% | 39,856 | $12.1M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 3.09% | 32,908 | $11.8M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 2.23% | 9,094 | $8.5M | Reduce -7.3% |
| GS Goldman Sachs Group Inc. | 2.19% | 8,261 | $8.4M | Reduce -2.1% |
| NVDA Nvidia Corp. | 2.08% | 39,614 | $7.9M | Add +1.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.92% | 30,097 | $7.3M | Reduce -3.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.79% | 18,618 | $6.8M | Add +0.3% |
| VRT Vertiv Holdings Co. Class A | 1.66% | 18,943 | $6.3M | Reduce -4.7% |
| SCHV Schwab US Large-Cap Value | 1.66% | 181,501 | $6.3M | Add +2.2% |
| BIV Vanguard Intermediate-Term B | 1.62% | 80,475 | $6.2M | Add +4.8% |
| BLV Vanguard Long-Term Bond ETF | 1.50% | 82,969 | $5.7M | Add +2.3% |
| APP AppLovin Corp. Class A | 1.46% | 10,807 | $5.6M | Reduce -14.4% |
| JPM JPMorgan Chase & Co. | 1.46% | 16,987 | $5.6M | Add +5.4% |
| AVGO Broadcom Inc. | 1.43% | 14,404 | $5.4M | Reduce -1.4% |
| NTRA Natera Inc. | 1.39% | 19,553 | $5.3M | Add +1.6% |
| VUSB Vanguard Ultra Short Bond Et | 1.38% | 105,776 | $5.3M | Reduce -52.1% |
| VEA Vanguard Ftse Developed ETF | 1.36% | 72,812 | $5.2M | Add +3.3% |
| UNH Unitedhealth Group Inc. | 1.35% | 12,411 | $5.2M | Add +0.1% |
| ECL Ecolab Inc. | 1.34% | 18,338 | $5.1M | Add +4.5% |
| CMI Cummins Inc. | 1.27% | 6,763 | $4.8M | Add +3.4% |
| VMBS Vanguard Mortgage-Backed Sec | 1.25% | 101,397 | $4.7M | Add +4.4% |
| MAR Marriott International Class A | 1.21% | 12,484 | $4.6M | Add +326.9% |
| MUB iShares National Muni Bond E | 1.15% | 40,562 | $4.4M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 1.12% | 5,679 | $4.3M | Add +0.1% |
| BND Vanguard Total Bond Market | 1.10% | 57,230 | $4.2M | Add +10.1% |
| SMH Vaneck Semiconductor ETF | 1.04% | 6,017 | $3.9M | Reduce -19.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 5,111 | $3.8M | Add +0.2% |
| IYW iShares Ustechnology ETF | 0.99% | 15,002 | $3.8M | No change |
| TER Teradyne Inc. | 0.98% | 7,719 | $3.7M | New |
| BSV Vanguard Short-Term Bond ETF | 0.84% | 41,220 | $3.2M | Add +9.1% |
| LRCX Lam Research Corp. | 0.82% | 7,217 | $3.1M | New |
| IEMG iShares Core MSCI Emerging | 0.78% | 35,994 | $3.0M | Add +3.3% |
| USHY iShares Broad Usd High Yield | 0.69% | 71,441 | $2.6M | Add +4.7% |
| TOTL SS Doubleline TR Tact ETF | 0.67% | 64,911 | $2.6M | Add +10.4% |
| VIG Vanguard Dividend Apprec ETF | 0.64% | 10,309 | $2.4M | Reduce -17.9% |
| FLMI Franklin Dynamic Municipal B | 0.61% | 92,304 | $2.3M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.61% | 4,111 | $2.3M | Reduce -40.0% |
| PZA Invesco National Amt-Free Mu | 0.59% | 95,441 | $2.2M | Reduce -0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.58% | 43,593 | $2.2M | Reduce -0.2% |
| APH Amphenol Corp. Class A | 0.56% | 12,196 | $2.2M | Reduce -1.4% |
| VCIT Vanguard Int-Term Corporate | 0.54% | 24,983 | $2.1M | Add +7.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.39% | 16,374 | $1.5M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 1,886 | $1.4M | No change |
| AXON Axon Enterprise Inc. | 0.36% | 2,457 | $1.4M | Reduce -7.7% |
| ISRG Intuitive Surgical Inc. | 0.35% | 3,321 | $1.3M | Add +0.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.32% | 15,365 | $1.2M | Add +11.5% |
| V Visa Inc. Class A | 0.31% | 3,469 | $1.2M | Reduce -1.0% |
| SCHP Schwab U.S. Tips ETF | 0.29% | 41,380 | $1.1M | No change |
| SBUX Starbucks Corp. | 0.26% | 9,728 | $994K | Add +2.9% |
| ORCL Oracle Corp. | 0.24% | 6,126 | $898K | Reduce -2.1% |
| NFLX Netflix Inc. | 0.23% | 12,500 | $893K | Reduce -72.3% |
| ADPT Adaptive Biotechnologies | 0.23% | 41,400 | $888K | No change |
| LLY Eli Lilly & Co. | 0.21% | 659 | $790K | No change |
| ANET Arista Networks Inc. | 0.18% | 3,931 | $668K | Reduce -2.6% |
| PNC PNC Financial Services Group | 0.17% | 2,696 | $664K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,245 | $623K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.16% | 5,223 | $609K | Reduce -74.9% |
| VNQ Vanguard Real Estate ETF | 0.16% | 6,297 | $607K | Reduce -6.1% |
| PCAR Paccar Inc. | 0.16% | 4,996 | $600K | Reduce -1.0% |
| MU Micron Technology Inc. | 0.15% | 499 | $576K | New |
| FIX Comfort Systems USA Inc. | 0.14% | 272 | $539K | Reduce -8.1% |
| RRX Regal Rexnord Corp. | 0.14% | 2,243 | $534K | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 1,410 | $522K | Reduce -5.9% |
| GOOG Alphabet Inc. Class C | 0.14% | 1,457 | $515K | Add +3.5% |
| IBKR Interactive Brokers Gro Class A | 0.13% | 5,527 | $481K | Reduce -0.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.12% | 859 | $449K | Add +3.0% |
| BA The Boeing Co. | 0.12% | 2,060 | $446K | Reduce -4.0% |
| ETN Eaton Corp. PLC | 0.11% | 992 | $423K | No change |
| DFUV Dimensional US Marketwide Va | 0.11% | 7,670 | $422K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.11% | 1,313 | $417K | Add +27.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.11% | 4,730 | $416K | No change |
| CLS Celestica Inc. | 0.10% | 1,034 | $377K | Add +5.2% |
| DDOG Datadog Inc. Class A | 0.09% | 1,382 | $360K | Reduce -30.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.09% | 1,560 | $358K | Reduce -6.4% |
| NXPI NXP Semiconductors NV | 0.09% | 1,254 | $352K | Reduce -8.7% |
| SCHD Schwab US DVD Equity ETF | 0.09% | 10,741 | $341K | No change |
| ITA iShares U.S. Aerospace & Def | 0.09% | 1,401 | $340K | No change |
| XLY SS Consumer Disc Select Sect | 0.09% | 2,858 | $335K | No change |
| ABBV Abbvie Inc. | 0.08% | 1,271 | $320K | Add +0.2% |
| HWM Howmet Aerospace Inc. | 0.08% | 1,177 | $316K | Add +9.1% |
| DCI Donaldson Co. Inc. | 0.08% | 3,482 | $313K | No change |
| TECL Dire Dai Tec Bull 3X ETF-Usd | 0.08% | 1,300 | $300K | New |
| VOO Vanguard S&P 500 ETF | 0.08% | 426 | $292K | Reduce -9.0% |
| URI United Rentals Inc. | 0.08% | 253 | $287K | New |
| SHOP Shopify Inc. Class A | 0.07% | 2,460 | $281K | Add +0.6% |
| BR Broadridge Financial Solutio | 0.07% | 2,000 | $274K | No change |
| MRK Merck & Co. Inc. | 0.07% | 2,131 | $274K | No change |
| MS Morgan Stanley | 0.07% | 1,281 | $268K | Reduce -24.4% |
| NOW ServiceNow Inc. | 0.07% | 2,679 | $266K | Reduce -1.6% |
| MCD McDonald's Corp. | 0.07% | 950 | $257K | No change |
| HD Home Depot Inc. | 0.07% | 719 | $254K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| VUSB Vanguard Ultra Short Bond Et | Reduce -52.1% | 1.38% | −1.89 |
| NFLX Netflix Inc. | Reduce -72.3% | 0.23% | −1.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -74.9% | 0.16% | −0.74 |
| MSFT Microsoft Corp. | Reduce -1.3% | 5.07% | −0.71 |
| COST Costco Wholesale Corp. | Reduce -7.3% | 2.23% | −0.67 |
| META Meta Platforms Inc. Class A | Reduce -40.0% | 0.61% | −0.56 |
| VIG Vanguard Dividend Apprec ETF | Reduce -17.9% | 0.64% | −0.16 |
| MUB iShares National Muni Bond E | Reduce -1.0% | 1.15% | −0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.5% | 1.92% | −0.10 |
| FLMI Franklin Dynamic Municipal B | Reduce -0.5% | 0.61% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.2% | 0.58% | −0.07 |
| PZA Invesco National Amt-Free Mu | Reduce -0.3% | 0.59% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 3.43% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.1% | 0.24% | −0.04 |
| APP AppLovin Corp. Class A | Reduce -14.4% | 1.46% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -6.1% | 0.16% | −0.02 |
| AAPL Apple Inc. | Reduce -1.0% | 4.19% | −0.02 |
| PCAR Paccar Inc. | Reduce -1.0% | 0.16% | −0.02 |
| NOW ServiceNow Inc. | Reduce -1.6% | 0.07% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -6.4% | 0.09% | −0.01 |
| MS Morgan Stanley | Reduce -24.4% | 0.07% | −0.01 |
| BA The Boeing Co. | Reduce -4.0% | 0.12% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -9.0% | 0.08% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.9% | 0.14% | −0.01 |
| V Visa Inc. Class A | Reduce -1.0% | 0.31% | −0.00 |
| NXPI NXP Semiconductors NV | Reduce -8.7% | 0.09% | +0.01 |
| RRX Regal Rexnord Corp. | Reduce -1.9% | 0.14% | +0.01 |
| IBKR Interactive Brokers Gro Class A | Reduce -0.5% | 0.13% | +0.02 |
| FIX Comfort Systems USA Inc. | Reduce -8.1% | 0.14% | +0.02 |
| DDOG Datadog Inc. Class A | Reduce -30.8% | 0.09% | +0.02 |
| AXON Axon Enterprise Inc. | Reduce -7.7% | 0.36% | +0.03 |
| ANET Arista Networks Inc. | Reduce -2.6% | 0.18% | +0.03 |
| GS Goldman Sachs Group Inc. | Reduce -2.1% | 2.19% | +0.07 |
| AVGO Broadcom Inc. | Reduce -1.4% | 1.43% | +0.08 |
| APH Amphenol Corp. Class A | Reduce -1.4% | 0.56% | +0.10 |
| SMH Vaneck Semiconductor ETF | Reduce -19.9% | 1.04% | +0.18 |
| VRT Vertiv Holdings Co. Class A | Reduce -4.7% | 1.66% | +0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 3.09% | +0.23 |
| VGT Vanguard Info Tech ETF | Reduce -5.6% | 5.02% | +0.62 |
Portfolio Buys Q1 2026 → Q2 2026
| TER Teradyne Inc. | New | 0.98% | +0.98 |
| MAR Marriott International Class A | Add +326.9% | 1.21% | +0.93 |
| LRCX Lam Research Corp. | New | 0.82% | +0.82 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 1.35% | +0.36 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.5% | 5.79% | +0.32 |
| NTRA Natera Inc. | Add +1.6% | 1.39% | +0.25 |
| CMI Cummins Inc. | Add +3.4% | 1.27% | +0.22 |
| SCHG Schwab US Large-Cap Growth | Add +2.2% | 3.65% | +0.16 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +2.6% | 3.94% | +0.16 |
| MU Micron Technology Inc. | New | 0.15% | +0.15 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.3% | 1.79% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.6% | 3.17% | +0.11 |
| TECL Dire Dai Tec Bull 3X ETF-Usd | New | 0.08% | +0.08 |
| URI United Rentals Inc. | New | 0.08% | +0.08 |
| DELL Dell Technologies -C | New | 0.06% | +0.06 |
| AMD Advanced Micro Devices | New | 0.06% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +3.3% | 0.78% | +0.06 |
| IBM Intl Business Machines Corp. | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +1.7% | 2.08% | +0.06 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| VYM Vanguard High DVD Yield ETF | New | 0.06% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +5.4% | 1.46% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +2.2% | 1.66% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +2.1% | 3.87% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +27.2% | 0.11% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +3.3% | 1.36% | +0.02 |
| CLS Celestica Inc. | Add +5.2% | 0.10% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +3.5% | 0.14% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 1.00% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 1.12% | +0.01 |
| HWM Howmet Aerospace Inc. | Add +9.1% | 0.08% | +0.01 |
| SBUX Starbucks Corp. | Add +2.9% | 0.26% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.3% | 3.77% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.3% | 0.39% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +3.0% | 0.12% | +0.00 |
| ABBV Abbvie Inc. | Add +0.2% | 0.08% | +0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +11.5% | 0.32% | −0.00 |
| SYK Stryker Corp. | Add +0.3% | 0.07% | −0.01 |
| SHOP Shopify Inc. Class A | Add +0.6% | 0.07% | −0.01 |
| TOTL SS Doubleline TR Tact ETF | Add +10.4% | 0.67% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Add +7.6% | 0.54% | −0.03 |
| BND Vanguard Total Bond Market | Add +10.1% | 1.10% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +9.1% | 0.84% | −0.04 |
| ECL Ecolab Inc. | Add +4.5% | 1.34% | −0.05 |
| USHY iShares Broad Usd High Yield | Add +4.7% | 0.69% | −0.05 |
| ISRG Intuitive Surgical Inc. | Add +0.4% | 0.35% | −0.11 |
| VMBS Vanguard Mortgage-Backed Sec | Add +4.4% | 1.25% | −0.11 |
| BIV Vanguard Intermediate-Term B | Add +4.8% | 1.62% | −0.14 |
| BLV Vanguard Long-Term Bond ETF | Add +2.3% | 1.50% | −0.16 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 108 | $381.2M | VUG, MSFT, VGT, AAPL, VV |
| Q1 2026 | 97 | $336.2M | MSFT, VUG, VGT, AAPL, SCHF |
| Q4 2025 | 96 | $355.8M | MSFT, VUG, VGT, AAPL, VV |
| Q3 2025 | 101 | $351.5M | MSFT, VUG, VGT, AAPL, SCHG |
| Q2 2025 | 100 | $315.6M | MSFT, VUG, VGT, AAPL, VTV |
| Q1 2025 | 86 | $267.7M | VUG, MSFT, VTV, VGT, VV |
| Q4 2024 | 92 | $280.4M | VUG, VGT, MSFT, VTV, VV |
| Q3 2024 | 85 | $265.1M | MSFT, VUG, VGT, VTV, VV |
| Q2 2024 | 84 | $246.3M | MSFT, VUG, VGT, VTV, VV |
| Q1 2024 | 92 | $236.4M | MSFT, VTV, VUG, VGT, VV |