Leeward Financial Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Leeward Financial Partners, LLC reported 101 stock positions worth $351.5 million. Its top holding was Microsoft (MSFT) at 7.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.3%) and Vanguard Info Tech ETF (VGT, 5.0%). Compared with Q2 2025, it opened 4 new positions, sold out of 3, added to 54 and reduced 27. The biggest buy was Alphabet Class A (GOOGL, shares +3%) and the biggest sale Vanguard Ultra Short Bond Et (VUSB, shares −26%).

Most Recent 13F
Q2 2026
Location
Bellevue, WA
CIK
0001735201
Portfolio Value
$351.5M (Q3 2025)
SEC Filing
0001941040-25-000643 ↗ filed Nov 12, 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 Q2 2025 Q3 2025: $351.5M $351.5M Q3 2025 Q4 2025: $355.8M Q4 2025 Q1 2026: $336.2M Q1 2026 Q2 2026: $381.2M Q2 2026

Holdings 101 stocks · $351.5M
MSFT Microsoft Corp. 7.37% 50,014 $25.9M Add +12.1%
VUG Vanguard Mrngstar GR ETF-Sui 6.27% 45,922 $22.0M Add +0.7%
VGT Vanguard Info Tech ETF 5.03% 23,694 $17.7M Add +3.5%
AAPL Apple Inc. 4.42% 61,071 $15.6M Add +1.4%
SCHG Schwab US Large-Cap Growth 3.70% 407,224 $13.0M Add +2.5%
SCHF Schwab Intl Equity ETF 3.56% 537,185 $12.5M Add +2.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 3.48% 39,736 $12.2M Add +2.0%
VTV Vanguard Mrngstr Val ETF-Aui 3.44% 64,840 $12.1M Reduce -3.9%
AMZN Amazon.com Inc. 3.37% 54,006 $11.9M Add +2.0%
GOOGL Alphabet Inc. Class A 3.19% 46,072 $11.2M Add +3.0%
VB Vanguard Most SM-Cap ETF-Usd 3.16% 43,617 $11.1M Add +6.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.33% 39,276 $8.2M Add +6.5%
GS Goldman Sachs Group Inc. 2.30% 10,155 $8.1M Add +6.1%
COST Costco Wholesale Corp. 2.24% 8,514 $7.9M Add +9.2%
VBK Van Morst SML-Cap Gro-Usd Inc. 2.04% 24,088 $7.2M Add +7.2%
VRT Vertiv Holdings Co. Class A 2.00% 46,715 $7.0M Add +7.0%
NVDA Nvidia Corp. 1.97% 37,158 $6.9M Reduce -6.4%
NFLX Netflix Inc. 1.86% 5,449 $6.5M Add +6.8%
BIV Vanguard Intermediate-Term B 1.74% 78,152 $6.1M Add +11.6%
BLV Vanguard Long-Term Bond ETF 1.66% 82,458 $5.8M Add +13.6%
V Visa Inc. Class A 1.64% 16,892 $5.8M Add +5.0%
SCHV Schwab US Large-Cap Value 1.48% 179,050 $5.2M Add +3.8%
ECL Ecolab Inc. 1.43% 18,308 $5.0M Add +7.6%
VMBS Vanguard Mortgage-Backed Sec 1.33% 99,353 $4.7M Add +16.0%
VUSB Vanguard Ultra Short Bond Et 1.30% 91,064 $4.6M Reduce -25.9%
MUB iShares National Muni Bond E 1.23% 40,518 $4.3M Add +16.9%
VNQ Vanguard Real Estate ETF 1.23% 47,124 $4.3M Add +8.9%
AVGO Broadcom Inc. 1.20% 12,810 $4.2M Add +2.3%
PLTR Palantir Technologies Inc. Class A 1.19% 22,909 $4.2M Reduce -1.0%
UNH Unitedhealth Group Inc. 1.17% 11,904 $4.1M Add +3.5%
BND Vanguard Total Bond Market 1.14% 53,865 $4.0M Add +2.6%
IVV iShares Core S&P 500 ETF 1.12% 5,880 $3.9M Add +0.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.98% 5,164 $3.4M No change
IYW iShares Ustechnology ETF 0.86% 15,452 $3.0M No change
LLY Eli Lilly & Co. 0.86% 3,955 $3.0M Add +6.0%
BSV Vanguard Short-Term Bond ETF 0.85% 37,883 $3.0M Add +3.2%
VIG Vanguard Dividend Apprec ETF 0.77% 12,561 $2.7M No change
USHY iShares Broad Usd High Yield 0.74% 69,028 $2.6M Add +16.7%
NOW ServiceNow Inc. 0.73% 2,791 $2.6M Reduce -2.0%
TOTL SS Doubleline TR Tact ETF 0.71% 61,626 $2.5M Add +3.5%
NXPI NXP Semiconductors NV 0.69% 10,679 $2.4M Add +10.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.69% 7,794 $2.4M Add +14.3%
PCAR Paccar Inc. 0.65% 23,158 $2.3M Add +15.4%
FLMI Franklin Dynamic Municipal B 0.65% 91,698 $2.3M Add +31.2%
AXON Axon Enterprise Inc. 0.62% 3,054 $2.2M Reduce -3.8%
PZA Invesco National Amt-Free Mu 0.61% 93,496 $2.2M Add +33.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.61% 42,606 $2.1M Add +32.6%
VCIT Vanguard Int-Term Corporate 0.60% 25,136 $2.1M Add +3.2%
BA The Boeing Co. 0.46% 7,537 $1.6M Reduce -0.1%
SPTM SS SPDR P S&P 1500 Comp ETF 0.37% 16,233 $1.3M Add +0.3%
QQQ Invesco QQQ Trust Series 1 0.34% 2,009 $1.2M Add +0.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.32% 13,837 $1.1M Add +3.8%
SCHP Schwab U.S. Tips ETF 0.32% 41,380 $1.1M No change
ETN Eaton Corp. PLC 0.31% 2,922 $1.1M Reduce -16.4%
MAR Marriott International Class A 0.31% 4,130 $1.1M No change
SBUX Starbucks Corp. 0.25% 10,207 $863K Reduce -2.4%
APP AppLovin Corp. Class A 0.23% 1,126 $809K Add +13.2%
ADPT Adaptive Biotechnologies 0.22% 51,650 $773K No change
META Meta Platforms Inc. Class A 0.21% 1,000 $734K Reduce -12.1%
HOOD Robinhood Markets Inc. Class A 0.20% 5,000 $716K Reduce -0.6%
PNC PNC Financial Services Group 0.19% 3,406 $684K Reduce -3.1%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 1,273 $640K Reduce -1.4%
ANET Arista Networks Inc. 0.17% 4,155 $605K Add +6.8%
JPM JPMorgan Chase & Co. 0.16% 1,809 $571K Reduce -0.6%
VEA Vanguard Ftse Developed ETF 0.15% 8,700 $521K Reduce -45.5%
BR Broadridge Financial Solutio 0.14% 2,000 $476K No change
IBKR Interactive Brokers Gro Class A 0.13% 6,785 $467K Add +42.5%
VTI VG Morningstar TS MKT ETF-US 0.13% 1,410 $463K Reduce -2.5%
HD Home Depot Inc. 0.13% 1,127 $457K Reduce -1.3%
FIX Comfort Systems USA Inc. 0.13% 534 $441K Add +6.6%
SMH Vaneck Semiconductor ETF 0.12% 1,322 $431K Add +12.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.12% 905 $420K No change
DECK Deckers Outdoor Corp. 0.12% 4,059 $411K Add +17.4%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.12% 1,013 $408K No change
CMG Chipotle Mexican Grill Inc. 0.12% 10,328 $405K Add +14.1%
CLS Celestica Inc. 0.11% 1,553 $383K Reduce -1.6%
RCL Royal Caribbean Cruises Ltd. 0.11% 1,182 $382K Add +4.2%
XLY SS Consumer Disc Select Sect 0.11% 1,550 $371K No change
SHOP Shopify Inc. Class A 0.10% 2,445 $363K Add +6.3%
GOOG Alphabet Inc. Class C 0.10% 1,476 $359K Reduce -5.3%
DFUV Dimensional US Marketwide Va 0.10% 7,670 $343K Reduce -9.0%
ORCL Oracle Corp. 0.10% 1,211 $341K Reduce -1.8%
RRX Regal Rexnord Corp. 0.09% 2,287 $328K No change
ITA iShares U.S. Aerospace & Def 0.09% 1,520 $318K No change
SCHD Schwab US DVD Equity ETF 0.09% 11,650 $318K No change
MS Morgan Stanley 0.09% 1,978 $314K Add +0.1%
SYK Stryker Corp. 0.09% 846 $313K Reduce -0.6%
ABBV Abbvie Inc. 0.09% 1,296 $300K Reduce -1.4%
DCI Donaldson Co. Inc. 0.08% 3,482 $285K No change
VRTX Vertex Pharmaceuticals Inc. 0.08% 716 $280K No change
HWM Howmet Aerospace Inc. 0.08% 1,365 $268K Add +17.5%
VOO Vanguard S&P 500 ETF 0.08% 434 $266K Reduce -29.2%
DDOG Datadog Inc. Class A 0.07% 1,835 $261K Add +17.8%
ADP Automatic Data Processing 0.07% 820 $241K Reduce -3.6%
URI United Rentals Inc. 0.07% 252 $241K New
MCD McDonald's Corp. 0.06% 750 $228K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 803 $227K Reduce -3.4%
TSLA Tesla Inc. 0.06% 493 $219K New
LOW Lowe's Cos Inc. 0.06% 826 $208K Reduce -36.2%
OWL Blue Owl Capital Inc. 0.06% 12,148 $206K New
IYG iShares U.S. Financial Servi 0.06% 2,250 $202K New

Portfolio Sells Q2 2025 → Q3 2025
VUSB Vanguard Ultra Short Bond Et Reduce -25.9% 1.30% −0.65
VTV Vanguard Mrngstr Val ETF-Aui Reduce -3.9% 3.44% −0.34
AXON Axon Enterprise Inc. Reduce -3.8% 0.62% −0.21
NOW ServiceNow Inc. Reduce -2.0% 0.73% −0.20
VEA Vanguard Ftse Developed ETF Reduce -45.5% 0.15% −0.14
PG The Procter & Gamble Co. Sold out 0.00% −0.10
ETN Eaton Corp. PLC Reduce -16.4% 0.31% −0.08
ADBE Adobe Inc. Sold out 0.00% −0.08
SCHA Schwab US Small-Cap ETF Sold out 0.00% −0.07
SBUX Starbucks Corp. Reduce -2.4% 0.25% −0.06
META Meta Platforms Inc. Class A Reduce -12.1% 0.21% −0.06
BA The Boeing Co. Reduce -0.1% 0.46% −0.04
VOO Vanguard S&P 500 ETF Reduce -29.2% 0.08% −0.03
LOW Lowe's Cos Inc. Reduce -36.2% 0.06% −0.03
SYK Stryker Corp. Reduce -0.6% 0.09% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 0.18% −0.02
DFUV Dimensional US Marketwide Va Reduce -9.0% 0.10% −0.02
ADP Automatic Data Processing Reduce -3.6% 0.07% −0.01
NVDA Nvidia Corp. Reduce -6.4% 1.97% −0.01
IBM Intl Business Machines Corp. Reduce -3.4% 0.06% −0.01
PNC PNC Financial Services Group Reduce -3.1% 0.19% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -2.5% 0.13% −0.01
JPM JPMorgan Chase & Co. Reduce -0.6% 0.16% −0.00
HD Home Depot Inc. Reduce -1.3% 0.13% −0.00
ABBV Abbvie Inc. Reduce -1.4% 0.09% +0.01
ORCL Oracle Corp. Reduce -1.8% 0.10% +0.01
GOOG Alphabet Inc. Class C Reduce -5.3% 0.10% +0.01
CLS Celestica Inc. Reduce -1.6% 0.11% +0.03
HOOD Robinhood Markets Inc. Class A Reduce -0.6% 0.20% +0.05
PLTR Palantir Technologies Inc. Class A Reduce -1.0% 1.19% +0.19

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +3.0% 3.19% +0.69
AAPL Apple Inc. Add +1.4% 4.42% +0.51
MSFT Microsoft Corp. Add +12.1% 7.37% +0.34
VRT Vertiv Holdings Co. Class A Add +7.0% 2.00% +0.23
VGT Vanguard Info Tech ETF Add +3.5% 5.03% +0.22
GS Goldman Sachs Group Inc. Add +6.1% 2.30% +0.15
APP AppLovin Corp. Class A Add +13.2% 0.23% +0.12
PZA Invesco National Amt-Free Mu Add +33.1% 0.61% +0.12
AVGO Broadcom Inc. Add +2.3% 1.20% +0.11
FLMI Franklin Dynamic Municipal B Add +31.2% 0.65% +0.11
VTEB Vanguard Tax-Exempt Bond ETF Add +32.6% 0.61% +0.11
VB Vanguard Most SM-Cap ETF-Usd Add +6.5% 3.16% +0.08
MUB iShares National Muni Bond E Add +16.9% 1.23% +0.08
VMBS Vanguard Mortgage-Backed Sec Add +16.0% 1.33% +0.07
URI United Rentals Inc. New 0.07% +0.07
VBK Van Morst SML-Cap Gro-Usd Inc. Add +7.2% 2.04% +0.07
BLV Vanguard Long-Term Bond ETF Add +13.6% 1.66% +0.06
TSLA Tesla Inc. New 0.06% +0.06
OWL Blue Owl Capital Inc. New 0.06% +0.06
IYG iShares U.S. Financial Servi New 0.06% +0.06
VBR Vngrd Mrngst SL-CP Val ETF-U Add +6.5% 2.33% +0.05
IBKR Interactive Brokers Gro Class A Add +42.5% 0.13% +0.05
ANET Arista Networks Inc. Add +6.8% 0.17% +0.05
PCAR Paccar Inc. Add +15.4% 0.65% +0.04
FIX Comfort Systems USA Inc. Add +6.6% 0.13% +0.04
USHY iShares Broad Usd High Yield Add +16.7% 0.74% +0.04
UNH Unitedhealth Group Inc. Add +3.5% 1.17% +0.03
NXPI NXP Semiconductors NV Add +10.9% 0.69% +0.03
SCHG Schwab US Large-Cap Growth Add +2.5% 3.70% +0.02
BIV Vanguard Intermediate-Term B Add +11.6% 1.74% +0.02
SHOP Shopify Inc. Class A Add +6.3% 0.10% +0.02
SMH Vaneck Semiconductor ETF Add +12.6% 0.12% +0.02
DDOG Datadog Inc. Class A Add +17.8% 0.07% +0.01
HWM Howmet Aerospace Inc. Add +17.5% 0.08% +0.01
VNQ Vanguard Real Estate ETF Add +8.9% 1.23% +0.00
DECK Deckers Outdoor Corp. Add +17.4% 0.12% +0.00
MS Morgan Stanley Add +0.1% 0.09% +0.00
RCL Royal Caribbean Cruises Ltd. Add +4.2% 0.11% −0.00
AJG Arthur J Gallagher & Co. Add +14.3% 0.69% −0.01
QQQ Invesco QQQ Trust Series 1 Add +0.3% 0.34% −0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.3% 0.37% −0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +3.8% 0.32% −0.02
ECL Ecolab Inc. Add +7.6% 1.43% −0.03
IVV iShares Core S&P 500 ETF Add +0.9% 1.12% −0.03
SCHV Schwab US Large-Cap Value Add +3.8% 1.48% −0.03
VCIT Vanguard Int-Term Corporate Add +3.2% 0.60% −0.04
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +2.0% 3.48% −0.04
TOTL SS Doubleline TR Tact ETF Add +3.5% 0.71% −0.05
CMG Chipotle Mexican Grill Inc. Add +14.1% 0.12% −0.05
LLY Eli Lilly & Co. Add +6.0% 0.86% −0.06

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