Leeward Financial Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Leeward Financial Partners, LLC reported 86 stock positions worth $267.7 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 6.5% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Vanguard Mrngstr Val ETF-Aui (VTV, 5.1%). Compared with Q4 2024, it opened 6 new positions, sold out of 12, added to 43 and reduced 25. The biggest buy was a new position in Procter & Gamble (PG) and the biggest sale Vanguard Info Tech ETF (VGT, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- Bellevue, WA
- CIK
- 0001735201
- Portfolio Value
- $267.7M (Q1 2025)
- SEC Filing
- 0001941040-25-000275 ↗ filed May 9, 2025
Holdings Value
Holdings 86 stocks · $267.7M
| VUG Vanguard Mrngstar GR ETF-Sui | 6.52% | 47,039 | $17.4M | Add +1.9% |
| MSFT Microsoft Corp. | 6.17% | 44,027 | $16.5M | Add +5.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.15% | 79,788 | $13.8M | Add +1.0% |
| VGT Vanguard Info Tech ETF | 4.64% | 22,910 | $12.4M | Reduce -19.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.50% | 46,860 | $12.0M | Add +2.2% |
| AAPL Apple Inc. | 3.87% | 46,648 | $10.4M | Add +2.2% |
| SCHG Schwab US Large-Cap Growth | 3.68% | 393,678 | $9.9M | Add +3.7% |
| AMZN Amazon.com Inc. | 3.46% | 48,639 | $9.3M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.27% | 39,503 | $8.8M | Add +6.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.57% | 36,935 | $6.9M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 2.35% | 40,751 | $6.3M | Add +2.5% |
| SCHF Schwab Intl Equity ETF | 2.34% | 316,704 | $6.3M | Add +2.4% |
| BLV Vanguard Long-Term Bond ETF | 2.10% | 79,892 | $5.6M | Add +11.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.08% | 22,096 | $5.6M | Add +3.0% |
| LLY Eli Lilly & Co. | 2.05% | 6,653 | $5.5M | Add +3.6% |
| NVDA Nvidia Corp. | 2.03% | 50,107 | $5.4M | Add +8.1% |
| BIV Vanguard Intermediate-Term B | 1.97% | 68,925 | $5.3M | Add +12.1% |
| GS Goldman Sachs Group Inc. | 1.94% | 9,511 | $5.2M | Add +2.8% |
| NFLX Netflix Inc. | 1.94% | 5,559 | $5.2M | Add +8.7% |
| COST Costco Wholesale Corp. | 1.87% | 5,294 | $5.0M | Add +6.9% |
| V Visa Inc. Class A | 1.86% | 14,180 | $5.0M | Reduce -6.5% |
| SCHV Schwab US Large-Cap Value | 1.69% | 170,213 | $4.5M | Add +0.4% |
| ECL Ecolab Inc. | 1.67% | 17,594 | $4.5M | Reduce -4.6% |
| VMBS Vanguard Mortgage-Backed Sec | 1.38% | 80,035 | $3.7M | Add +9.5% |
| BND Vanguard Total Bond Market | 1.36% | 49,507 | $3.6M | Add +18.9% |
| VNQ Vanguard Real Estate ETF | 1.35% | 40,053 | $3.6M | Add +1298.5% |
| PG The Procter & Gamble Co. | 1.35% | 21,198 | $3.6M | New |
| ABT Abbott Laboratories | 1.26% | 25,465 | $3.4M | New |
| MUB iShares National Muni Bond E | 1.24% | 31,561 | $3.3M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 1.22% | 5,821 | $3.3M | Reduce -13.3% |
| VRT Vertiv Holdings Co. Class A | 1.14% | 42,257 | $3.1M | Add +33.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.09% | 5,214 | $2.9M | Reduce -3.5% |
| NOW ServiceNow Inc. | 0.97% | 3,263 | $2.6M | Add +2.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.93% | 7,223 | $2.5M | Reduce -12.4% |
| BSV Vanguard Short-Term Bond ETF | 0.92% | 31,524 | $2.5M | Add +9.6% |
| VIG Vanguard Dividend Apprec ETF | 0.91% | 12,570 | $2.4M | Reduce -19.1% |
| ETN Eaton Corp. PLC | 0.88% | 8,714 | $2.4M | Reduce -52.7% |
| PNC PNC Financial Services Group | 0.86% | 13,068 | $2.3M | Add +1.9% |
| TOTL SS Doubleline TR Tact ETF | 0.82% | 54,420 | $2.2M | Add +16.5% |
| IYW iShares Ustechnology ETF | 0.81% | 15,452 | $2.2M | Add +1.0% |
| USHY iShares Broad Usd High Yield | 0.76% | 55,484 | $2.0M | Add +7.9% |
| PCAR Paccar Inc. | 0.73% | 19,973 | $1.9M | Add +25.3% |
| VUSB Vanguard Ultra Short Bond Et | 0.72% | 38,833 | $1.9M | Add +3.4% |
| VCIT Vanguard Int-Term Corporate | 0.67% | 22,081 | $1.8M | Add +13.4% |
| FLMI Franklin Dynamic Municipal B | 0.61% | 66,386 | $1.6M | Add +2.7% |
| AVGO Broadcom Inc. | 0.57% | 9,107 | $1.5M | Reduce -15.2% |
| PZA Invesco National Amt-Free Mu | 0.56% | 64,541 | $1.5M | Add +4.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.55% | 29,930 | $1.5M | Add +3.2% |
| AXON Axon Enterprise Inc. | 0.49% | 2,477 | $1.3M | No change |
| BA The Boeing Co. | 0.48% | 7,613 | $1.3M | Add +9.9% |
| SCHP Schwab U.S. Tips ETF | 0.42% | 41,380 | $1.1M | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.41% | 16,134 | $1.1M | Add +0.3% |
| MAR Marriott International Class A | 0.37% | 4,130 | $984K | No change |
| SBUX Starbucks Corp. | 0.36% | 9,751 | $956K | Reduce -3.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.25% | 8,555 | $675K | Add +12.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 1,219 | $649K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 7,491 | $632K | Reduce -28.2% |
| VHT Vanguard Health Care ETF | 0.23% | 2,329 | $617K | New |
| VEA Vanguard Ftse Developed ETF | 0.22% | 11,588 | $589K | Reduce -17.8% |
| UNH Unitedhealth Group Inc. | 0.19% | 946 | $496K | Reduce -55.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 917 | $430K | Add +4.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,439 | $395K | Add +20.9% |
| META Meta Platforms Inc. Class A | 0.15% | 675 | $389K | Add +10.5% |
| ADPT Adaptive Biotechnologies | 0.14% | 51,650 | $384K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.14% | 7,454 | $374K | Reduce -1.9% |
| ADBE Adobe Inc. | 0.13% | 889 | $341K | Reduce -34.3% |
| LOW Lowe's Cos Inc. | 0.12% | 1,373 | $320K | Reduce -3.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.12% | 658 | $319K | Reduce -35.2% |
| HD Home Depot Inc. | 0.11% | 815 | $299K | Add +15.9% |
| DFUV Dimensional US Marketwide Va | 0.10% | 6,805 | $280K | No change |
| ANET Arista Networks Inc. | 0.10% | 3,564 | $276K | No change |
| RRX Regal Rexnord Corp. | 0.10% | 2,362 | $269K | No change |
| ADP Automatic Data Processing | 0.10% | 856 | $262K | Reduce -32.8% |
| SMH Vaneck Semiconductor ETF | 0.10% | 1,203 | $254K | Reduce -10.3% |
| MS Morgan Stanley | 0.09% | 2,029 | $237K | New |
| VXUS Vanguard Total Intl Stock | 0.09% | 3,774 | $234K | New |
| MCD McDonald's Corp. | 0.09% | 750 | $234K | No change |
| DCI Donaldson Co. Inc. | 0.09% | 3,482 | $234K | No change |
| IBKR Interactive Brokers Gro Class A | 0.08% | 1,371 | $227K | No change |
| SHOP Shopify Inc. Class A | 0.08% | 2,371 | $226K | Reduce -18.2% |
| JPM JPMorgan Chase & Co. | 0.08% | 920 | $226K | Reduce -0.8% |
| ORCL Oracle Corp. | 0.08% | 1,569 | $219K | Reduce -92.5% |
| VOO Vanguard S&P 500 ETF | 0.08% | 425 | $218K | Reduce -54.0% |
| DECK Deckers Outdoor Corp. | 0.08% | 1,878 | $210K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.08% | 5,000 | $208K | New |
| CLS Celestica Inc. | 0.08% | 2,570 | $203K | Reduce -0.2% |
Portfolio Sells Q4 2024 → Q1 2025
| VGT Vanguard Info Tech ETF | Reduce -19.5% | 4.64% | −1.67 |
| ETN Eaton Corp. PLC | Reduce -52.7% | 0.88% | −1.30 |
| ORCL Oracle Corp. | Reduce -92.5% | 0.08% | −1.17 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.42 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 3.46% | −0.36 |
| AVGO Broadcom Inc. | Reduce -15.2% | 0.57% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -55.9% | 0.19% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -13.3% | 1.22% | −0.19 |
| VIG Vanguard Dividend Apprec ETF | Reduce -19.1% | 0.91% | −0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -54.0% | 0.08% | −0.10 |
| ADBE Adobe Inc. | Reduce -34.3% | 0.13% | −0.09 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.08 |
| OWL Blue Owl Capital Inc. | Sold out | 0.00% | −0.08 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.08 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.08 |
| GVA Granite Construction Inc. | Sold out | 0.00% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.08 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.08 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.08 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.07 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -28.2% | 0.24% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 1.09% | −0.04 |
| ADP Automatic Data Processing | Reduce -32.8% | 0.10% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -35.2% | 0.12% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -18.2% | 0.08% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.9% | 0.14% | −0.02 |
| SMH Vaneck Semiconductor ETF | Reduce -10.3% | 0.10% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -17.8% | 0.22% | −0.02 |
| CLS Celestica Inc. | Reduce -0.2% | 0.08% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -3.5% | 0.12% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.08% | +0.01 |
| SBUX Starbucks Corp. | Reduce -3.2% | 0.36% | +0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -12.4% | 0.93% | +0.10 |
| ECL Ecolab Inc. | Reduce -4.6% | 1.67% | +0.13 |
| V Visa Inc. Class A | Reduce -6.5% | 1.86% | +0.15 |
Portfolio Buys Q4 2024 → Q1 2025
| PG The Procter & Gamble Co. | New | 1.35% | +1.35 |
| VNQ Vanguard Real Estate ETF | Add +1298.5% | 1.35% | +1.26 |
| ABT Abbott Laboratories | New | 1.26% | +1.26 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.0% | 5.15% | +0.38 |
| BLV Vanguard Long-Term Bond ETF | Add +11.5% | 2.10% | +0.35 |
| BIV Vanguard Intermediate-Term B | Add +12.1% | 1.97% | +0.33 |
| NFLX Netflix Inc. | Add +8.7% | 1.94% | +0.31 |
| SCHF Schwab Intl Equity ETF | Add +2.4% | 2.34% | +0.30 |
| BND Vanguard Total Bond Market | Add +18.9% | 1.36% | +0.29 |
| LLY Eli Lilly & Co. | Add +3.6% | 2.05% | +0.28 |
| COST Costco Wholesale Corp. | Add +6.9% | 1.87% | +0.25 |
| VHT Vanguard Health Care ETF | New | 0.23% | +0.23 |
| VMBS Vanguard Mortgage-Backed Sec | Add +9.5% | 1.38% | +0.20 |
| TOTL SS Doubleline TR Tact ETF | Add +16.5% | 0.82% | +0.16 |
| PCAR Paccar Inc. | Add +25.3% | 0.73% | +0.14 |
| BSV Vanguard Short-Term Bond ETF | Add +9.6% | 0.92% | +0.13 |
| VCIT Vanguard Int-Term Corporate | Add +13.4% | 0.67% | +0.12 |
| SCHV Schwab US Large-Cap Value | Add +0.4% | 1.69% | +0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.8% | 3.27% | +0.10 |
| MS Morgan Stanley | New | 0.09% | +0.09 |
| USHY iShares Broad Usd High Yield | Add +7.9% | 0.76% | +0.09 |
| VXUS Vanguard Total Intl Stock | New | 0.09% | +0.09 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +2.2% | 4.50% | +0.09 |
| MUB iShares National Muni Bond E | Add +2.9% | 1.24% | +0.08 |
| HOOD Robinhood Markets Inc. Class A | New | 0.08% | +0.08 |
| VUSB Vanguard Ultra Short Bond Et | Add +3.4% | 0.72% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +2.8% | 1.94% | +0.05 |
| BA The Boeing Co. | Add +9.9% | 0.48% | +0.05 |
| FLMI Franklin Dynamic Municipal B | Add +2.7% | 0.61% | +0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +12.8% | 0.25% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.2% | 0.55% | +0.04 |
| PZA Invesco National Amt-Free Mu | Add +4.6% | 0.56% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.7% | 2.57% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +20.9% | 0.15% | +0.02 |
| META Meta Platforms Inc. Class A | Add +10.5% | 0.15% | +0.02 |
| HD Home Depot Inc. | Add +15.9% | 0.11% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.6% | 0.16% | +0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.3% | 0.41% | +0.00 |
| PNC PNC Financial Services Group | Add +1.9% | 0.86% | −0.02 |
| IYW iShares Ustechnology ETF | Add +1.0% | 0.81% | −0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +3.0% | 2.08% | −0.07 |
| SCHG Schwab US Large-Cap Growth | Add +3.7% | 3.68% | −0.09 |
| MSFT Microsoft Corp. | Add +5.0% | 6.17% | −0.13 |
| VRT Vertiv Holdings Co. Class A | Add +33.9% | 1.14% | −0.14 |
| NVDA Nvidia Corp. | Add +8.1% | 2.03% | −0.19 |
| AAPL Apple Inc. | Add +2.2% | 3.87% | −0.21 |
| NOW ServiceNow Inc. | Add +2.6% | 0.97% | −0.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.9% | 6.52% | −0.24 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 2.35% | −0.33 |
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 |