Leeward Financial Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Leeward Financial Partners, LLC reported 100 stock positions worth $315.6 million. Its top holding was Microsoft (MSFT) at 7.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.3%) and Vanguard Info Tech ETF (VGT, 4.8%). Compared with Q1 2025, it opened 17 new positions, sold out of 3, added to 49 and reduced 28. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +65%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −15%).

Most Recent 13F
Q2 2026
Location
Bellevue, WA
CIK
0001735201
Portfolio Value
$315.6M (Q2 2025)
SEC Filing
0001941040-25-000411 ↗ filed Aug 4, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $236.4M Q1 2024 Q2 2024: $246.3M Q2 2024 Q3 2024: $265.1M Q3 2024 Q4 2024: $280.4M Q4 2024 Q1 2025: $267.7M Q1 2025 Q2 2025: $315.6M $315.6M Q2 2025 Q3 2025: $351.5M Q3 2025 Q4 2025: $355.8M Q4 2025 Q1 2026: $336.2M Q1 2026 Q2 2026: $381.2M Q2 2026

Holdings 100 stocks · $315.6M
MSFT Microsoft Corp. 7.03% 44,599 $22.2M Add +1.3%
VUG Vanguard Mrngstar GR ETF-Sui 6.33% 45,597 $20.0M Reduce -3.1%
VGT Vanguard Info Tech ETF 4.81% 22,890 $15.2M Reduce -0.1%
AAPL Apple Inc. 3.91% 60,208 $12.4M Add +29.1%
VTV Vanguard Mrngstr Val ETF-Aui 3.78% 67,452 $11.9M Reduce -15.5%
AMZN Amazon.com Inc. 3.68% 52,923 $11.6M Add +8.8%
SCHG Schwab US Large-Cap Growth 3.68% 397,164 $11.6M Add +0.9%
SCHF Schwab Intl Equity ETF 3.67% 523,857 $11.6M Add +65.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 3.52% 38,962 $11.1M Reduce -16.9%
VB Vanguard Most SM-Cap ETF-Usd 3.08% 40,956 $9.7M Add +3.7%
GOOGL Alphabet Inc. Class A 2.50% 44,733 $7.9M Add +9.8%
COST Costco Wholesale Corp. 2.45% 7,799 $7.7M Add +47.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.28% 36,862 $7.2M Reduce -0.2%
NFLX Netflix Inc. 2.16% 5,100 $6.8M Reduce -8.3%
GS Goldman Sachs Group Inc. 2.15% 9,573 $6.8M Add +0.7%
NVDA Nvidia Corp. 1.99% 39,693 $6.3M Reduce -20.8%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.97% 22,474 $6.2M Add +1.7%
VUSB Vanguard Ultra Short Bond Et 1.94% 122,922 $6.1M Add +216.5%
V Visa Inc. Class A 1.81% 16,084 $5.7M Add +13.4%
VRT Vertiv Holdings Co. Class A 1.78% 43,657 $5.6M Add +3.3%
BIV Vanguard Intermediate-Term B 1.72% 70,002 $5.4M Add +1.6%
BLV Vanguard Long-Term Bond ETF 1.60% 72,573 $5.0M Reduce -9.2%
SCHV Schwab US Large-Cap Value 1.51% 172,541 $4.8M Add +1.4%
ECL Ecolab Inc. 1.45% 17,016 $4.6M Reduce -3.3%
VMBS Vanguard Mortgage-Backed Sec 1.26% 85,648 $4.0M Add +7.0%
BND Vanguard Total Bond Market 1.23% 52,521 $3.9M Add +6.1%
VNQ Vanguard Real Estate ETF 1.22% 43,272 $3.9M Add +8.0%
MUB iShares National Muni Bond E 1.15% 34,673 $3.6M Add +9.9%
IVV iShares Core S&P 500 ETF 1.15% 5,829 $3.6M Add +0.1%
UNH Unitedhealth Group Inc. 1.14% 11,496 $3.6M Add +1115.2%
AVGO Broadcom Inc. 1.09% 12,518 $3.5M Add +37.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.01% 5,164 $3.2M Reduce -1.0%
PLTR Palantir Technologies Inc. Class A 1.00% 23,139 $3.2M Add +208.9%
NOW ServiceNow Inc. 0.93% 2,847 $2.9M Reduce -12.8%
LLY Eli Lilly & Co. 0.92% 3,730 $2.9M Reduce -43.9%
BSV Vanguard Short-Term Bond ETF 0.92% 36,709 $2.9M Add +16.4%
IYW iShares Ustechnology ETF 0.85% 15,452 $2.7M No change
AXON Axon Enterprise Inc. 0.83% 3,174 $2.6M Add +28.1%
VIG Vanguard Dividend Apprec ETF 0.81% 12,561 $2.6M Reduce -0.1%
TOTL SS Doubleline TR Tact ETF 0.76% 59,517 $2.4M Add +9.4%
USHY iShares Broad Usd High Yield 0.70% 59,134 $2.2M Add +6.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.69% 6,822 $2.2M Reduce -5.5%
NXPI NXP Semiconductors NV 0.67% 9,630 $2.1M New
VCIT Vanguard Int-Term Corporate 0.64% 24,366 $2.0M Add +10.3%
PCAR Paccar Inc. 0.60% 20,064 $1.9M Add +0.5%
FLMI Franklin Dynamic Municipal B 0.54% 69,889 $1.7M Add +5.3%
BA The Boeing Co. 0.50% 7,545 $1.6M Reduce -0.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.50% 32,142 $1.6M Add +7.4%
PZA Invesco National Amt-Free Mu 0.50% 70,233 $1.6M Add +8.8%
ETN Eaton Corp. PLC 0.40% 3,495 $1.2M Reduce -59.9%
SPTM SS SPDR P S&P 1500 Comp ETF 0.38% 16,185 $1.2M Add +0.3%
MAR Marriott International Class A 0.36% 4,130 $1.1M No change
QQQ Invesco QQQ Trust Series 1 0.35% 2,003 $1.1M Add +118.4%
SCHP Schwab U.S. Tips ETF 0.35% 41,380 $1.1M No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.34% 13,331 $1.1M Add +55.8%
SBUX Starbucks Corp. 0.30% 10,454 $958K Add +7.2%
VEA Vanguard Ftse Developed ETF 0.29% 15,949 $909K Add +37.6%
META Meta Platforms Inc. Class A 0.27% 1,138 $840K Add +68.6%
PNC PNC Financial Services Group 0.21% 3,516 $655K Reduce -73.1%
BRK.B Berkshire Hathaway Inc. Class B 0.20% 1,291 $627K Add +5.9%
ADPT Adaptive Biotechnologies 0.19% 51,650 $602K No change
JPM JPMorgan Chase & Co. 0.17% 1,819 $527K Add +97.7%
CMG Chipotle Mexican Grill Inc. 0.16% 9,049 $508K Add +21.4%
BR Broadridge Financial Solutio 0.15% 2,000 $486K New
HOOD Robinhood Markets Inc. Class A 0.15% 5,028 $471K Add +0.6%
VTI VG Morningstar TS MKT ETF-US 0.14% 1,446 $439K Add +0.5%
HD Home Depot Inc. 0.13% 1,142 $419K Add +40.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.13% 905 $399K New
ANET Arista Networks Inc. 0.13% 3,889 $398K Add +9.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.12% 1,013 $371K New
DFUV Dimensional US Marketwide Va 0.11% 8,430 $356K Add +23.9%
DECK Deckers Outdoor Corp. 0.11% 3,457 $356K Add +84.1%
RCL Royal Caribbean Cruises Ltd. 0.11% 1,134 $355K New
APP AppLovin Corp. Class A 0.11% 995 $348K New
VOO Vanguard S&P 500 ETF 0.11% 613 $348K Add +44.2%
XLY SS Consumer Disc Select Sect 0.11% 1,550 $337K New
SYK Stryker Corp. 0.11% 851 $337K New
RRX Regal Rexnord Corp. 0.10% 2,287 $332K Reduce -3.2%
SMH Vaneck Semiconductor ETF 0.10% 1,174 $327K Reduce -2.4%
VRTX Vertex Pharmaceuticals Inc. 0.10% 716 $319K Add +8.8%
SCHD Schwab US DVD Equity ETF 0.10% 11,650 $309K New
PG The Procter & Gamble Co. 0.10% 1,937 $309K Reduce -90.9%
LOW Lowe's Cos Inc. 0.09% 1,295 $287K Reduce -5.7%
ITA iShares U.S. Aerospace & Def 0.09% 1,520 $287K New
MS Morgan Stanley 0.09% 1,975 $278K Reduce -2.7%
GOOG Alphabet Inc. Class C 0.09% 1,558 $276K New
ORCL Oracle Corp. 0.09% 1,233 $270K Reduce -21.4%
FIX Comfort Systems USA Inc. 0.09% 501 $269K New
SHOP Shopify Inc. Class A 0.08% 2,300 $265K Reduce -3.0%
IBKR Interactive Brokers Gro Class A 0.08% 4,761 $264K Reduce -13.2%
ADP Automatic Data Processing 0.08% 851 $262K Reduce -0.6%
CLS Celestica Inc. 0.08% 1,579 $246K Reduce -38.6%
ADBE Adobe Inc. 0.08% 634 $245K Reduce -28.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 831 $245K New
ABBV Abbvie Inc. 0.08% 1,314 $244K New
DCI Donaldson Co. Inc. 0.08% 3,482 $241K No change
MCD McDonald's Corp. 0.07% 750 $219K No change
HWM Howmet Aerospace Inc. 0.07% 1,162 $216K New
SCHA Schwab US Small-Cap ETF 0.07% 8,465 $214K New
DDOG Datadog Inc. Class A 0.07% 1,558 $209K New

Portfolio Sells Q1 2025 → Q2 2025
VTV Vanguard Mrngstr Val ETF-Aui Reduce -15.5% 3.78% −1.37
ABT Abbott Laboratories Sold out 0.00% −1.26
PG The Procter & Gamble Co. Reduce -90.9% 0.10% −1.25
LLY Eli Lilly & Co. Reduce -43.9% 0.92% −1.13
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -16.9% 3.52% −0.98
PNC PNC Financial Services Group Reduce -73.1% 0.21% −0.65
BLV Vanguard Long-Term Bond ETF Reduce -9.2% 1.60% −0.50
ETN Eaton Corp. PLC Reduce -59.9% 0.40% −0.49
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.2% 2.28% −0.29
AJG Arthur J Gallagher & Co. Reduce -5.5% 0.69% −0.24
VHT Vanguard Health Care ETF Sold out 0.00% −0.23
ECL Ecolab Inc. Reduce -3.3% 1.45% −0.21
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.1% 6.33% −0.18
VIG Vanguard Dividend Apprec ETF Reduce -0.1% 0.81% −0.10
VXUS Vanguard Total Intl Stock Sold out 0.00% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.0% 1.01% −0.08
ADBE Adobe Inc. Reduce -28.7% 0.08% −0.05
NOW ServiceNow Inc. Reduce -12.8% 0.93% −0.04
NVDA Nvidia Corp. Reduce -20.8% 1.99% −0.04
LOW Lowe's Cos Inc. Reduce -5.7% 0.09% −0.03
ADP Automatic Data Processing Reduce -0.6% 0.08% −0.01
IBKR Interactive Brokers Gro Class A Reduce -13.2% 0.08% −0.00
SHOP Shopify Inc. Class A Reduce -3.0% 0.08% −0.00
MS Morgan Stanley Reduce -2.7% 0.09% −0.00
CLS Celestica Inc. Reduce -38.6% 0.08% +0.00
ORCL Oracle Corp. Reduce -21.4% 0.09% +0.00
RRX Regal Rexnord Corp. Reduce -3.2% 0.10% +0.00
SMH Vaneck Semiconductor ETF Reduce -2.4% 0.10% +0.01
BA The Boeing Co. Reduce -0.9% 0.50% +0.02
VGT Vanguard Info Tech ETF Reduce -0.1% 4.81% +0.17
NFLX Netflix Inc. Reduce -8.3% 2.16% +0.23

Portfolio Buys Q1 2025 → Q2 2025
SCHF Schwab Intl Equity ETF Add +65.4% 3.67% +1.33
VUSB Vanguard Ultra Short Bond Et Add +216.5% 1.94% +1.22
UNH Unitedhealth Group Inc. Add +1115.2% 1.14% +0.95
MSFT Microsoft Corp. Add +1.3% 7.03% +0.86
PLTR Palantir Technologies Inc. Class A Add +208.9% 1.00% +0.76
NXPI NXP Semiconductors NV New 0.67% +0.67
VRT Vertiv Holdings Co. Class A Add +3.3% 1.78% +0.64
COST Costco Wholesale Corp. Add +47.3% 2.45% +0.58
AVGO Broadcom Inc. Add +37.5% 1.09% +0.52
AXON Axon Enterprise Inc. Add +28.1% 0.83% +0.35
AMZN Amazon.com Inc. Add +8.8% 3.68% +0.22
GS Goldman Sachs Group Inc. Add +0.7% 2.15% +0.21
QQQ Invesco QQQ Trust Series 1 Add +118.4% 0.35% +0.19
BR Broadridge Financial Solutio New 0.15% +0.15
GOOGL Alphabet Inc. Class A Add +9.8% 2.50% +0.14
DIA SS SPDR Dow Jones Indus Avg New 0.13% +0.13
META Meta Platforms Inc. Class A Add +68.6% 0.27% +0.12
MGK Vngrd Mrgstr MG CP GR ETF-Ui New 0.12% +0.12
RCL Royal Caribbean Cruises Ltd. New 0.11% +0.11
APP AppLovin Corp. Class A New 0.11% +0.11
XLY SS Consumer Disc Select Sect New 0.11% +0.11
SYK Stryker Corp. New 0.11% +0.11
SCHD Schwab US DVD Equity ETF New 0.10% +0.10
ITA iShares U.S. Aerospace & Def New 0.09% +0.09
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +55.8% 0.34% +0.09
GOOG Alphabet Inc. Class C New 0.09% +0.09
FIX Comfort Systems USA Inc. New 0.09% +0.09
JPM JPMorgan Chase & Co. Add +97.7% 0.17% +0.08
IBM Intl Business Machines Corp. New 0.08% +0.08
ABBV Abbvie Inc. New 0.08% +0.08
HOOD Robinhood Markets Inc. Class A Add +0.6% 0.15% +0.07
HWM Howmet Aerospace Inc. New 0.07% +0.07
VEA Vanguard Ftse Developed ETF Add +37.6% 0.29% +0.07
SCHA Schwab US Small-Cap ETF New 0.07% +0.07
DDOG Datadog Inc. Class A New 0.07% +0.07
AAPL Apple Inc. Add +29.1% 3.91% +0.04
DECK Deckers Outdoor Corp. Add +84.1% 0.11% +0.03
VOO Vanguard S&P 500 ETF Add +44.2% 0.11% +0.03
ANET Arista Networks Inc. Add +9.1% 0.13% +0.02
CMG Chipotle Mexican Grill Inc. Add +21.4% 0.16% +0.02
HD Home Depot Inc. Add +40.1% 0.13% +0.02
DFUV Dimensional US Marketwide Va Add +23.9% 0.11% +0.01
SCHG Schwab US Large-Cap Growth Add +0.9% 3.68% −0.01
BSV Vanguard Short-Term Bond ETF Add +16.4% 0.92% −0.01
VTI VG Morningstar TS MKT ETF-US Add +0.5% 0.14% −0.01
VRTX Vertex Pharmaceuticals Inc. Add +8.8% 0.10% −0.02
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.3% 0.38% −0.03
VCIT Vanguard Int-Term Corporate Add +10.3% 0.64% −0.03
BRK.B Berkshire Hathaway Inc. Class B Add +5.9% 0.20% −0.04
V Visa Inc. Class A Add +13.4% 1.81% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 108$381.2MVUG, MSFT, VGT, AAPL, VV
Q1 2026 97$336.2MMSFT, VUG, VGT, AAPL, SCHF
Q4 2025 96$355.8MMSFT, VUG, VGT, AAPL, VV
Q3 2025 101$351.5MMSFT, VUG, VGT, AAPL, SCHG
Q2 2025 100$315.6MMSFT, VUG, VGT, AAPL, VTV
Q1 2025 86$267.7MVUG, MSFT, VTV, VGT, VV
Q4 2024 92$280.4MVUG, VGT, MSFT, VTV, VV
Q3 2024 85$265.1MMSFT, VUG, VGT, VTV, VV
Q2 2024 84$246.3MMSFT, VUG, VGT, VTV, VV
Q1 2024 92$236.4MMSFT, VTV, VUG, VGT, VV