Leeward Financial Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Leeward Financial Partners, LLC reported 96 stock positions worth $355.8 million. Its top holding was Microsoft (MSFT) at 7.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 6.0%) and Vanguard Info Tech ETF (VGT, 5.0%). Compared with Q3 2025, it opened 3 new positions, sold out of 8, added to 31 and reduced 52. The biggest buy was a new position in Natera (NTRA) and the biggest sale Vertiv Class A (VRT, shares −46%).

Most Recent 13F
Q2 2026
Location
Bellevue, WA
CIK
0001735201
Portfolio Value
$355.8M (Q4 2025)
SEC Filing
0001941040-26-000083 ↗ filed Feb 9, 2026

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 Q3 2025 Q4 2025: $355.8M $355.8M Q4 2025 Q1 2026: $336.2M Q1 2026 Q2 2026: $381.2M Q2 2026

Holdings 96 stocks · $355.8M
MSFT Microsoft Corp. 7.37% 54,247 $26.2M Add +8.5%
VUG Vanguard Mrngstar GR ETF-Sui 6.01% 43,860 $21.4M Reduce -4.5%
VGT Vanguard Info Tech ETF 4.96% 23,423 $17.7M Reduce -1.1%
AAPL Apple Inc. 4.44% 58,069 $15.8M Reduce -4.9%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 3.76% 42,439 $13.4M Add +6.8%
SCHG Schwab US Large-Cap Growth 3.69% 402,174 $13.1M Reduce -1.2%
SCHF Schwab Intl Equity ETF 3.61% 534,407 $12.8M Reduce -0.5%
AMZN Amazon.com Inc. 3.55% 54,779 $12.6M Add +1.4%
VTV Vanguard Mrngstr Val ETF-Aui 3.52% 65,576 $12.5M Add +1.1%
GOOGL Alphabet Inc. Class A 3.26% 37,078 $11.6M Reduce -19.5%
VB Vanguard Most SM-Cap ETF-Usd 3.21% 44,292 $11.4M Add +1.6%
GS Goldman Sachs Group Inc. 2.54% 10,280 $9.0M Add +1.2%
COST Costco Wholesale Corp. 2.43% 10,017 $8.6M Add +17.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.31% 38,765 $8.2M Reduce -1.3%
VUSB Vanguard Ultra Short Bond Et 2.19% 156,338 $7.8M Add +71.7%
NVDA Nvidia Corp. 2.05% 39,113 $7.3M Add +5.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 2.01% 23,665 $7.1M Reduce -1.8%
NFLX Netflix Inc. 1.70% 64,430 $6.0M Add +18.2%
V Visa Inc. Class A 1.70% 17,211 $6.0M Add +1.9%
BIV Vanguard Intermediate-Term B 1.70% 77,453 $6.0M Reduce -0.9%
BLV Vanguard Long-Term Bond ETF 1.58% 81,000 $5.6M Reduce -1.8%
SCHV Schwab US Large-Cap Value 1.48% 177,656 $5.3M Reduce -0.8%
AVGO Broadcom Inc. 1.37% 14,081 $4.9M Add +9.9%
ECL Ecolab Inc. 1.33% 18,080 $4.7M Reduce -1.3%
VMBS Vanguard Mortgage-Backed Sec 1.29% 97,482 $4.6M Reduce -1.9%
APP AppLovin Corp. Class A 1.26% 6,637 $4.5M Add +489.4%
MUB iShares National Muni Bond E 1.23% 40,825 $4.4M Add +0.8%
META Meta Platforms Inc. Class A 1.19% 6,438 $4.2M Add +543.8%
VNQ Vanguard Real Estate ETF 1.19% 47,973 $4.2M Add +1.8%
VRT Vertiv Holdings Co. Class A 1.15% 25,346 $4.1M Reduce -45.7%
UNH Unitedhealth Group Inc. 1.12% 12,117 $4.0M Add +1.8%
IVV iShares Core S&P 500 ETF 1.12% 5,809 $4.0M Reduce -1.2%
NTRA Natera Inc. 1.12% 17,343 $4.0M New
BND Vanguard Total Bond Market 1.10% 52,844 $3.9M Reduce -1.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.98% 5,093 $3.5M Reduce -1.4%
BSV Vanguard Short-Term Bond ETF 0.85% 38,207 $3.0M Add +0.9%
IYW iShares Ustechnology ETF 0.84% 15,002 $3.0M Reduce -2.9%
VIG Vanguard Dividend Apprec ETF 0.78% 12,561 $2.8M No change
JPM JPMorgan Chase & Co. 0.74% 8,207 $2.6M Add +353.7%
PLTR Palantir Technologies Inc. Class A 0.72% 14,382 $2.6M Reduce -37.2%
USHY iShares Broad Usd High Yield 0.72% 68,139 $2.5M Reduce -1.3%
TOTL SS Doubleline TR Tact ETF 0.67% 59,599 $2.4M Reduce -3.3%
FLMI Franklin Dynamic Municipal B 0.64% 91,834 $2.3M Add +0.1%
PZA Invesco National Amt-Free Mu 0.61% 93,767 $2.2M Add +0.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.61% 42,833 $2.2M Add +0.5%
VCIT Vanguard Int-Term Corporate 0.56% 23,662 $2.0M Reduce -5.9%
AXON Axon Enterprise Inc. 0.48% 2,981 $1.7M Reduce -2.4%
APH Amphenol Corp. Class A 0.44% 11,500 $1.6M New
SPTM SS SPDR P S&P 1500 Comp ETF 0.38% 16,280 $1.3M Add +0.3%
MAR Marriott International Class A 0.36% 4,130 $1.3M No change
ORCL Oracle Corp. 0.34% 6,190 $1.2M Add +411.1%
QQQ Invesco QQQ Trust Series 1 0.33% 1,888 $1.2M Reduce -6.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.32% 13,934 $1.1M Add +0.7%
SCHP Schwab U.S. Tips ETF 0.31% 41,380 $1.1M No change
LLY Eli Lilly & Co. 0.26% 857 $921K Reduce -78.3%
SBUX Starbucks Corp. 0.23% 9,658 $813K Reduce -5.4%
PCAR Paccar Inc. 0.19% 6,177 $676K Reduce -73.3%
ADPT Adaptive Biotechnologies 0.19% 41,400 $672K Reduce -19.9%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 1,245 $626K Reduce -2.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.17% 2,272 $588K Reduce -70.8%
PNC PNC Financial Services Group 0.16% 2,781 $580K Reduce -18.4%
ANET Arista Networks Inc. 0.15% 4,125 $540K Reduce -0.7%
VTI VG Morningstar TS MKT ETF-US 0.14% 1,499 $503K Add +6.3%
SMH Vaneck Semiconductor ETF 0.13% 1,317 $474K Reduce -0.4%
NOW ServiceNow Inc. 0.13% 3,056 $468K Reduce -78.1%
NXPI NXP Semiconductors NV 0.13% 2,125 $461K Reduce -80.1%
BA The Boeing Co. 0.13% 2,104 $457K Reduce -72.1%
VEA Vanguard Ftse Developed ETF 0.13% 7,228 $452K Reduce -16.9%
BR Broadridge Financial Solutio 0.13% 2,000 $446K No change
GOOG Alphabet Inc. Class C 0.12% 1,407 $442K Reduce -4.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.11% 834 $401K Reduce -7.8%
SHOP Shopify Inc. Class A 0.11% 2,445 $394K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.11% 946 $390K Reduce -6.6%
RCL Royal Caribbean Cruises Ltd. 0.11% 1,349 $376K Add +14.1%
IBKR Interactive Brokers Gro Class A 0.10% 5,721 $368K Reduce -15.7%
FIX Comfort Systems USA Inc. 0.10% 388 $362K Reduce -27.3%
DFUV Dimensional US Marketwide Va 0.10% 7,670 $357K No change
XLY SS Consumer Disc Select Sect 0.10% 2,858 $341K Reduce -7.8%
ETN Eaton Corp. PLC 0.09% 1,029 $328K Reduce -64.8%
RRX Regal Rexnord Corp. 0.09% 2,287 $321K No change
MS Morgan Stanley 0.09% 1,777 $315K Reduce -10.2%
DCI Donaldson Co. Inc. 0.09% 3,482 $309K No change
CLS Celestica Inc. 0.09% 1,025 $303K Reduce -34.0%
ITA iShares U.S. Aerospace & Def 0.08% 1,401 $301K Reduce -7.8%
SCHD Schwab US DVD Equity ETF 0.08% 10,741 $295K Reduce -7.8%
VOO Vanguard S&P 500 ETF 0.08% 466 $292K Add +7.4%
MCD McDonald's Corp. 0.08% 950 $290K Add +26.7%
ABBV Abbvie Inc. 0.08% 1,268 $290K Reduce -2.2%
HWM Howmet Aerospace Inc. 0.08% 1,365 $280K No change
SYK Stryker Corp. 0.08% 783 $275K Reduce -7.5%
HD Home Depot Inc. 0.07% 718 $247K Reduce -36.3%
TSLA Tesla Inc. 0.07% 549 $247K Add +11.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 803 $238K No change
MRK Merck & Co. Inc. 0.06% 2,131 $224K New
DECK Deckers Outdoor Corp. 0.06% 2,078 $215K Reduce -48.8%
URI United Rentals Inc. 0.06% 255 $206K Add +1.2%

Portfolio Sells Q3 2025 → Q4 2025
VRT Vertiv Holdings Co. Class A Reduce -45.7% 1.15% −0.85
LLY Eli Lilly & Co. Reduce -78.3% 0.26% −0.60
NOW ServiceNow Inc. Reduce -78.1% 0.13% −0.60
NXPI NXP Semiconductors NV Reduce -80.1% 0.13% −0.56
AJG Arthur J Gallagher & Co. Reduce -70.8% 0.17% −0.52
PLTR Palantir Technologies Inc. Class A Reduce -37.2% 0.72% −0.47
PCAR Paccar Inc. Reduce -73.3% 0.19% −0.46
BA The Boeing Co. Reduce -72.1% 0.13% −0.33
VUG Vanguard Mrngstar GR ETF-Sui Reduce -4.5% 6.01% −0.25
ETN Eaton Corp. PLC Reduce -64.8% 0.09% −0.22
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.20
AXON Axon Enterprise Inc. Reduce -2.4% 0.48% −0.15
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.12
ECL Ecolab Inc. Reduce -1.3% 1.33% −0.09
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.08
BLV Vanguard Long-Term Bond ETF Reduce -1.8% 1.58% −0.08
DDOG Datadog Inc. Class A Sold out 0.00% −0.07
VGT Vanguard Info Tech ETF Reduce -1.1% 4.96% −0.07
ADP Automatic Data Processing Sold out 0.00% −0.07
HD Home Depot Inc. Reduce -36.3% 0.07% −0.06
LOW Lowe's Cos Inc. Sold out 0.00% −0.06
OWL Blue Owl Capital Inc. Sold out 0.00% −0.06
IYG iShares U.S. Financial Servi Sold out 0.00% −0.06
DECK Deckers Outdoor Corp. Reduce -48.8% 0.06% −0.06
VCIT Vanguard Int-Term Corporate Reduce -5.9% 0.56% −0.04
BIV Vanguard Intermediate-Term B Reduce -0.9% 1.70% −0.04
BND Vanguard Total Bond Market Reduce -1.9% 1.10% −0.04
VMBS Vanguard Mortgage-Backed Sec Reduce -1.9% 1.29% −0.04
TOTL SS Doubleline TR Tact ETF Reduce -3.3% 0.67% −0.04
PNC PNC Financial Services Group Reduce -18.4% 0.16% −0.03
ADPT Adaptive Biotechnologies Reduce -19.9% 0.19% −0.03
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -1.8% 2.01% −0.03
IBKR Interactive Brokers Gro Class A Reduce -15.7% 0.10% −0.03
USHY iShares Broad Usd High Yield Reduce -1.3% 0.72% −0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.3% 2.31% −0.02
CLS Celestica Inc. Reduce -34.0% 0.09% −0.02
FIX Comfort Systems USA Inc. Reduce -27.3% 0.10% −0.02
VEA Vanguard Ftse Developed ETF Reduce -16.9% 0.13% −0.02
ANET Arista Networks Inc. Reduce -0.7% 0.15% −0.02
IYW iShares Ustechnology ETF Reduce -2.9% 0.84% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -6.0% 0.33% −0.02
SBUX Starbucks Corp. Reduce -5.4% 0.23% −0.02
SYK Stryker Corp. Reduce -7.5% 0.08% −0.01
XLY SS Consumer Disc Select Sect Reduce -7.8% 0.10% −0.01
SCHG Schwab US Large-Cap Growth Reduce -1.2% 3.69% −0.01
SCHD Schwab US DVD Equity ETF Reduce -7.8% 0.08% −0.01
DIA SS SPDR Dow Jones Indus Avg Reduce -7.8% 0.11% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.2% 0.18% −0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -6.6% 0.11% −0.01
ITA iShares U.S. Aerospace & Def Reduce -7.8% 0.08% −0.01

Portfolio Buys Q3 2025 → Q4 2025
NTRA Natera Inc. New 1.12% +1.12
APP AppLovin Corp. Class A Add +489.4% 1.26% +1.03
META Meta Platforms Inc. Class A Add +543.8% 1.19% +0.99
VUSB Vanguard Ultra Short Bond Et Add +71.7% 2.19% +0.89
JPM JPMorgan Chase & Co. Add +353.7% 0.74% +0.58
APH Amphenol Corp. Class A New 0.44% +0.44
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +6.8% 3.76% +0.27
ORCL Oracle Corp. Add +411.1% 0.34% +0.24
GS Goldman Sachs Group Inc. Add +1.2% 2.54% +0.24
COST Costco Wholesale Corp. Add +17.6% 2.43% +0.19
AMZN Amazon.com Inc. Add +1.4% 3.55% +0.18
AVGO Broadcom Inc. Add +9.9% 1.37% +0.17
VTV Vanguard Mrngstr Val ETF-Aui Add +1.1% 3.52% +0.08
NVDA Nvidia Corp. Add +5.3% 2.05% +0.08
MRK Merck & Co. Inc. New 0.06% +0.06
VB Vanguard Most SM-Cap ETF-Usd Add +1.6% 3.21% +0.06
V Visa Inc. Class A Add +1.9% 1.70% +0.06
MCD McDonald's Corp. Add +26.7% 0.08% +0.02
VTI VG Morningstar TS MKT ETF-US Add +6.3% 0.14% +0.01
TSLA Tesla Inc. Add +11.4% 0.07% +0.01
VOO Vanguard S&P 500 ETF Add +7.4% 0.08% +0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.3% 0.38% +0.01
MSFT Microsoft Corp. Add +8.5% 7.37% +0.00
MUB iShares National Muni Bond E Add +0.8% 1.23% +0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +0.5% 0.61% −0.00
PZA Invesco National Amt-Free Mu Add +0.3% 0.61% −0.00
RCL Royal Caribbean Cruises Ltd. Add +14.1% 0.11% −0.00
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +0.7% 0.32% −0.00
BSV Vanguard Short-Term Bond ETF Add +0.9% 0.85% −0.00
FLMI Franklin Dynamic Municipal B Add +0.1% 0.64% −0.00
URI United Rentals Inc. Add +1.2% 0.06% −0.01
VNQ Vanguard Real Estate ETF Add +1.8% 1.19% −0.03
UNH Unitedhealth Group Inc. Add +1.8% 1.12% −0.05
NFLX Netflix Inc. Add +18.2% 1.70% −0.16

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