Leeward Financial Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Leeward Financial Partners, LLC reported 97 stock positions worth $336.2 million. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 5.5%) and Vanguard Info Tech ETF (VGT, 4.4%). Compared with Q4 2025, it opened 4 new positions, sold out of 3, added to 28 and reduced 46. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +875%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F
Q2 2026
Location
Bellevue, WA
CIK
0001735201
Portfolio Value
$336.2M (Q1 2026)
SEC Filing
0001941040-26-000234 ↗ filed Apr 20, 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 Q4 2025 Q1 2026: $336.2M $336.2M Q1 2026 Q2 2026: $381.2M Q2 2026

Holdings 97 stocks · $336.2M
MSFT Microsoft Corp. 5.78% 52,508 $19.4M Reduce -3.2%
VUG Vanguard Mrngstar GR ETF-Sui 5.47% 42,104 $18.4M Reduce -4.0%
VGT Vanguard Info Tech ETF 4.39% 21,175 $14.8M Reduce -9.6%
AAPL Apple Inc. 4.21% 55,724 $14.1M Reduce -4.0%
SCHF Schwab Intl Equity ETF 3.84% 521,674 $12.9M Reduce -2.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 3.78% 42,561 $12.7M Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui 3.77% 64,572 $12.7M Reduce -1.5%
SCHG Schwab US Large-Cap Growth 3.49% 402,761 $11.7M Add +0.1%
AMZN Amazon.com Inc. 3.47% 56,008 $11.7M Add +2.2%
VUSB Vanguard Ultra Short Bond Et 3.27% 221,038 $11.0M Add +41.4%
VB Vanguard Most SM-Cap ETF-Usd 3.06% 39,232 $10.3M Reduce -11.4%
COST Costco Wholesale Corp. 2.91% 9,805 $9.8M Reduce -2.1%
GOOGL Alphabet Inc. Class A 2.86% 33,421 $9.6M Reduce -9.9%
GS Goldman Sachs Group Inc. 2.12% 8,437 $7.1M Reduce -17.9%
NVDA Nvidia Corp. 2.02% 38,957 $6.8M Reduce -0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.02% 31,191 $6.8M Reduce -19.5%
BIV Vanguard Intermediate-Term B 1.76% 76,809 $5.9M Reduce -0.8%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.67% 18,569 $5.6M Reduce -21.5%
BLV Vanguard Long-Term Bond ETF 1.66% 81,122 $5.6M Add +0.1%
SCHV Schwab US Large-Cap Value 1.61% 177,645 $5.4M Reduce -0.0%
APP AppLovin Corp. Class A 1.49% 12,627 $5.0M Add +90.3%
VRT Vertiv Holdings Co. Class A 1.48% 19,880 $5.0M Reduce -21.6%
JPM JPMorgan Chase & Co. 1.41% 16,119 $4.7M Add +96.4%
ECL Ecolab Inc. 1.39% 17,556 $4.7M Reduce -2.9%
VMBS Vanguard Mortgage-Backed Sec 1.36% 97,082 $4.6M Reduce -0.4%
AVGO Broadcom Inc. 1.34% 14,608 $4.5M Add +3.7%
VEA Vanguard Ftse Developed ETF 1.34% 70,466 $4.5M Add +874.9%
MUB iShares National Muni Bond E 1.29% 40,967 $4.3M Add +0.3%
NFLX Netflix Inc. 1.29% 45,179 $4.3M Reduce -29.9%
META Meta Platforms Inc. Class A 1.17% 6,855 $3.9M Add +6.5%
NTRA Natera Inc. 1.14% 19,237 $3.8M Add +10.9%
BND Vanguard Total Bond Market 1.14% 51,998 $3.8M Reduce -1.6%
IVV iShares Core S&P 500 ETF 1.10% 5,676 $3.7M Reduce -2.3%
CMI Cummins Inc. 1.05% 6,540 $3.5M New
UNH Unitedhealth Group Inc. 1.00% 12,400 $3.4M Add +2.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.99% 5,099 $3.3M Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.90% 20,776 $3.0M Add +44.5%
BSV Vanguard Short-Term Bond ETF 0.88% 37,777 $3.0M Reduce -1.1%
SMH Vaneck Semiconductor ETF 0.86% 7,508 $2.9M Add +470.1%
IYW iShares Ustechnology ETF 0.81% 15,002 $2.7M No change
VIG Vanguard Dividend Apprec ETF 0.80% 12,551 $2.7M Reduce -0.1%
USHY iShares Broad Usd High Yield 0.75% 68,224 $2.5M Add +0.1%
IEMG iShares Core MSCI Emerging 0.72% 34,845 $2.4M New
TOTL SS Doubleline TR Tact ETF 0.69% 58,778 $2.3M Reduce -1.4%
FLMI Franklin Dynamic Municipal B 0.68% 92,752 $2.3M Add +1.0%
PZA Invesco National Amt-Free Mu 0.65% 95,690 $2.2M Add +2.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.65% 43,683 $2.2M Add +2.0%
VCIT Vanguard Int-Term Corporate 0.57% 23,219 $1.9M Reduce -1.9%
APH Amphenol Corp. Class A 0.46% 12,370 $1.6M Add +7.6%
ISRG Intuitive Surgical Inc. 0.45% 3,308 $1.5M New
SPTM SS SPDR P S&P 1500 Comp ETF 0.38% 16,328 $1.3M Add +0.3%
AXON Axon Enterprise Inc. 0.34% 2,662 $1.1M Reduce -10.7%
SCHP Schwab U.S. Tips ETF 0.33% 41,380 $1.1M No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.33% 13,784 $1.1M Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 0.32% 1,886 $1.1M Reduce -0.1%
V Visa Inc. Class A 0.31% 3,503 $1.1M Reduce -79.7%
MAR Marriott International Class A 0.28% 2,924 $956K Reduce -29.2%
ORCL Oracle Corp. 0.27% 6,257 $920K Add +1.1%
SBUX Starbucks Corp. 0.25% 9,458 $847K Reduce -2.1%
LLY Eli Lilly & Co. 0.18% 659 $606K Reduce -23.1%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 1,245 $597K No change
VNQ Vanguard Real Estate ETF 0.18% 6,707 $595K Reduce -86.0%
PCAR Paccar Inc. 0.17% 5,047 $583K Reduce -18.3%
ADPT Adaptive Biotechnologies 0.17% 41,400 $575K No change
PNC PNC Financial Services Group 0.17% 2,696 $561K Reduce -3.1%
ANET Arista Networks Inc. 0.15% 4,037 $496K Reduce -2.1%
VTI VG Morningstar TS MKT ETF-US 0.14% 1,499 $481K No change
RRX Regal Rexnord Corp. 0.13% 2,287 $428K No change
BA The Boeing Co. 0.13% 2,146 $427K Add +2.0%
FIX Comfort Systems USA Inc. 0.12% 296 $408K Reduce -23.7%
GOOG Alphabet Inc. Class C 0.12% 1,407 $404K No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.11% 834 $386K No change
IBKR Interactive Brokers Gro Class A 0.11% 5,556 $373K Reduce -2.9%
DFUV Dimensional US Marketwide Va 0.11% 7,670 $372K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.11% 1,666 $361K Reduce -26.7%
ETN Eaton Corp. PLC 0.11% 992 $355K Reduce -3.6%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.10% 946 $348K No change
SCHD Schwab US DVD Equity ETF 0.10% 10,741 $330K No change
BR Broadridge Financial Solutio 0.10% 2,000 $325K No change
XLY SS Consumer Disc Select Sect 0.09% 2,858 $311K No change
ITA iShares U.S. Aerospace & Def 0.09% 1,401 $306K No change
DCI Donaldson Co. Inc. 0.09% 3,482 $296K No change
MCD McDonald's Corp. 0.09% 950 $295K No change
SHOP Shopify Inc. Class A 0.09% 2,445 $290K No change
NOW ServiceNow Inc. 0.08% 2,724 $285K Reduce -10.9%
RCL Royal Caribbean Cruises Ltd. 0.08% 1,032 $284K Reduce -23.5%
VOO Vanguard S&P 500 ETF 0.08% 468 $279K Add +0.4%
MS Morgan Stanley 0.08% 1,694 $279K Reduce -4.7%
CLS Celestica Inc. 0.08% 983 $277K Reduce -4.1%
ABBV Abbvie Inc. 0.08% 1,268 $276K No change
NXPI NXP Semiconductors NV 0.08% 1,374 $270K Reduce -35.3%
SYK Stryker Corp. 0.08% 785 $258K Add +0.3%
MRK Merck & Co. Inc. 0.08% 2,131 $256K No change
HWM Howmet Aerospace Inc. 0.07% 1,079 $249K Reduce -20.9%
HD Home Depot Inc. 0.07% 719 $237K Add +0.1%
DDOG Datadog Inc. Class A 0.07% 1,997 $236K New
TSLA Tesla Inc. 0.06% 553 $206K Add +0.7%

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -3.2% 5.78% −1.59
V Visa Inc. Class A Reduce -79.7% 0.31% −1.38
VNQ Vanguard Real Estate ETF Reduce -86.0% 0.18% −1.02
VGT Vanguard Info Tech ETF Reduce -9.6% 4.39% −0.57
VUG Vanguard Mrngstar GR ETF-Sui Reduce -4.0% 5.47% −0.54
GS Goldman Sachs Group Inc. Reduce -17.9% 2.12% −0.42
NFLX Netflix Inc. Reduce -29.9% 1.29% −0.41
GOOGL Alphabet Inc. Class A Reduce -9.9% 2.86% −0.40
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -21.5% 1.67% −0.34
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -19.5% 2.02% −0.29
AAPL Apple Inc. Reduce -4.0% 4.21% −0.23
VB Vanguard Most SM-Cap ETF-Usd Reduce -11.4% 3.06% −0.16
AXON Axon Enterprise Inc. Reduce -10.7% 0.34% −0.14
LLY Eli Lilly & Co. Reduce -23.1% 0.18% −0.08
MAR Marriott International Class A Reduce -29.2% 0.28% −0.08
IBM Intl Business Machines Corp. Sold out 0.00% −0.07
DECK Deckers Outdoor Corp. Sold out 0.00% −0.06
URI United Rentals Inc. Sold out 0.00% −0.06
AJG Arthur J Gallagher & Co. Reduce -26.7% 0.11% −0.06
NXPI NXP Semiconductors NV Reduce -35.3% 0.08% −0.05
NOW ServiceNow Inc. Reduce -10.9% 0.08% −0.05
NVDA Nvidia Corp. Reduce -0.4% 2.02% −0.03
RCL Royal Caribbean Cruises Ltd. Reduce -23.5% 0.08% −0.02
PCAR Paccar Inc. Reduce -18.3% 0.17% −0.02
IVV iShares Core S&P 500 ETF Reduce -2.3% 1.10% −0.02
MS Morgan Stanley Reduce -4.7% 0.08% −0.01
HWM Howmet Aerospace Inc. Reduce -20.9% 0.07% −0.00
ANET Arista Networks Inc. Reduce -2.1% 0.15% −0.00
CLS Celestica Inc. Reduce -4.1% 0.08% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -0.1% 0.32% −0.00
PNC PNC Financial Services Group Reduce -3.1% 0.17% +0.00
IBKR Interactive Brokers Gro Class A Reduce -2.9% 0.11% +0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -1.1% 0.33% +0.01
ETN Eaton Corp. PLC Reduce -3.6% 0.11% +0.01
VCIT Vanguard Int-Term Corporate Reduce -1.9% 0.57% +0.01
FIX Comfort Systems USA Inc. Reduce -23.7% 0.12% +0.02
TOTL SS Doubleline TR Tact ETF Reduce -1.4% 0.69% +0.02
SBUX Starbucks Corp. Reduce -2.1% 0.25% +0.02
VIG Vanguard Dividend Apprec ETF Reduce -0.1% 0.80% +0.03
BSV Vanguard Short-Term Bond ETF Reduce -1.1% 0.88% +0.03
BND Vanguard Total Bond Market Reduce -1.6% 1.14% +0.04
ECL Ecolab Inc. Reduce -2.9% 1.39% +0.06
VMBS Vanguard Mortgage-Backed Sec Reduce -0.4% 1.36% +0.07
BIV Vanguard Intermediate-Term B Reduce -0.8% 1.76% +0.07
SCHV Schwab US Large-Cap Value Reduce -0.0% 1.61% +0.13
SCHF Schwab Intl Equity ETF Reduce -2.4% 3.84% +0.23
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.5% 3.77% +0.25
VRT Vertiv Holdings Co. Class A Reduce -21.6% 1.48% +0.33
COST Costco Wholesale Corp. Reduce -2.1% 2.91% +0.48

Portfolio Buys Q4 2025 → Q1 2026
VEA Vanguard Ftse Developed ETF Add +874.9% 1.34% +1.22
VUSB Vanguard Ultra Short Bond Et Add +41.4% 3.27% +1.08
CMI Cummins Inc. New 1.05% +1.05
IEMG iShares Core MSCI Emerging New 0.72% +0.72
SMH Vaneck Semiconductor ETF Add +470.1% 0.86% +0.72
JPM JPMorgan Chase & Co. Add +96.4% 1.41% +0.67
ISRG Intuitive Surgical Inc. New 0.45% +0.45
APP AppLovin Corp. Class A Add +90.3% 1.49% +0.24
PLTR Palantir Technologies Inc. Class A Add +44.5% 0.90% +0.19
BLV Vanguard Long-Term Bond ETF Add +0.1% 1.66% +0.08
DDOG Datadog Inc. Class A New 0.07% +0.07
MUB iShares National Muni Bond E Add +0.3% 1.29% +0.06
PZA Invesco National Amt-Free Mu Add +2.0% 0.65% +0.04
VTEB Vanguard Tax-Exempt Bond ETF Add +2.0% 0.65% +0.04
FLMI Franklin Dynamic Municipal B Add +1.0% 0.68% +0.04
USHY iShares Broad Usd High Yield Add +0.1% 0.75% +0.03
APH Amphenol Corp. Class A Add +7.6% 0.46% +0.03
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +0.3% 3.78% +0.03
NTRA Natera Inc. Add +10.9% 1.14% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.99% +0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.3% 0.38% +0.01
VOO Vanguard S&P 500 ETF Add +0.4% 0.08% +0.00
HD Home Depot Inc. Add +0.1% 0.07% +0.00
SYK Stryker Corp. Add +0.3% 0.08% −0.00
BA The Boeing Co. Add +2.0% 0.13% −0.00
TSLA Tesla Inc. Add +0.7% 0.06% −0.01
AVGO Broadcom Inc. Add +3.7% 1.34% −0.03
META Meta Platforms Inc. Class A Add +6.5% 1.17% −0.03
ORCL Oracle Corp. Add +1.1% 0.27% −0.07
AMZN Amazon.com Inc. Add +2.2% 3.47% −0.08
UNH Unitedhealth Group Inc. Add +2.3% 1.00% −0.13
SCHG Schwab US Large-Cap Growth Add +0.1% 3.49% −0.20

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