Leeward Financial Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Leeward Financial Partners, LLC reported 108 stock positions worth $381.2 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 5.8% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Vanguard Info Tech ETF (VGT, 5.0%). Compared with Q1 2026, it opened 11 new positions, added to 39 and reduced 39. The biggest buy was a new position in Teradyne (TER) and the biggest sale Vanguard Ultra Short Bond Et (VUSB, shares −52%).

Most Recent 13F
Q2 2026
Location
Bellevue, WA
CIK
0001735201
Portfolio Value
$381.2M (Q2 2026)
SEC Filing
0001941040-26-000521 ↗ filed Aug 6, 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 Q1 2026 Q2 2026: $381.2M $381.2M Q2 2026

Holdings 108 stocks · $381.2M
VUG Vanguard Mrngstar GR ETF-Sui 5.79% 256,418 $22.1M Add +1.5%
MSFT Microsoft Corp. 5.07% 51,834 $19.3M Reduce -1.3%
VGT Vanguard Info Tech ETF 5.02% 159,986 $19.1M Reduce -5.6%
AAPL Apple Inc. 4.19% 55,191 $16.0M Reduce -1.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 3.94% 43,665 $15.0M Add +2.6%
SCHF Schwab Intl Equity ETF 3.87% 532,437 $14.7M Add +2.1%
VTV Vanguard Mrngstr Val ETF-Aui 3.77% 66,023 $14.4M Add +2.3%
SCHG Schwab US Large-Cap Growth 3.65% 411,525 $13.9M Add +2.2%
AMZN Amazon.com Inc. 3.43% 54,781 $13.1M Reduce -2.2%
VB Vanguard Most SM-Cap ETF-Usd 3.17% 39,856 $12.1M Add +1.6%
GOOGL Alphabet Inc. Class A 3.09% 32,908 $11.8M Reduce -1.5%
COST Costco Wholesale Corp. 2.23% 9,094 $8.5M Reduce -7.3%
GS Goldman Sachs Group Inc. 2.19% 8,261 $8.4M Reduce -2.1%
NVDA Nvidia Corp. 2.08% 39,614 $7.9M Add +1.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.92% 30,097 $7.3M Reduce -3.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 1.79% 18,618 $6.8M Add +0.3%
VRT Vertiv Holdings Co. Class A 1.66% 18,943 $6.3M Reduce -4.7%
SCHV Schwab US Large-Cap Value 1.66% 181,501 $6.3M Add +2.2%
BIV Vanguard Intermediate-Term B 1.62% 80,475 $6.2M Add +4.8%
BLV Vanguard Long-Term Bond ETF 1.50% 82,969 $5.7M Add +2.3%
APP AppLovin Corp. Class A 1.46% 10,807 $5.6M Reduce -14.4%
JPM JPMorgan Chase & Co. 1.46% 16,987 $5.6M Add +5.4%
AVGO Broadcom Inc. 1.43% 14,404 $5.4M Reduce -1.4%
NTRA Natera Inc. 1.39% 19,553 $5.3M Add +1.6%
VUSB Vanguard Ultra Short Bond Et 1.38% 105,776 $5.3M Reduce -52.1%
VEA Vanguard Ftse Developed ETF 1.36% 72,812 $5.2M Add +3.3%
UNH Unitedhealth Group Inc. 1.35% 12,411 $5.2M Add +0.1%
ECL Ecolab Inc. 1.34% 18,338 $5.1M Add +4.5%
CMI Cummins Inc. 1.27% 6,763 $4.8M Add +3.4%
VMBS Vanguard Mortgage-Backed Sec 1.25% 101,397 $4.7M Add +4.4%
MAR Marriott International Class A 1.21% 12,484 $4.6M Add +326.9%
MUB iShares National Muni Bond E 1.15% 40,562 $4.4M Reduce -1.0%
IVV iShares Core S&P 500 ETF 1.12% 5,679 $4.3M Add +0.1%
BND Vanguard Total Bond Market 1.10% 57,230 $4.2M Add +10.1%
SMH Vaneck Semiconductor ETF 1.04% 6,017 $3.9M Reduce -19.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.00% 5,111 $3.8M Add +0.2%
IYW iShares Ustechnology ETF 0.99% 15,002 $3.8M No change
TER Teradyne Inc. 0.98% 7,719 $3.7M New
BSV Vanguard Short-Term Bond ETF 0.84% 41,220 $3.2M Add +9.1%
LRCX Lam Research Corp. 0.82% 7,217 $3.1M New
IEMG iShares Core MSCI Emerging 0.78% 35,994 $3.0M Add +3.3%
USHY iShares Broad Usd High Yield 0.69% 71,441 $2.6M Add +4.7%
TOTL SS Doubleline TR Tact ETF 0.67% 64,911 $2.6M Add +10.4%
VIG Vanguard Dividend Apprec ETF 0.64% 10,309 $2.4M Reduce -17.9%
FLMI Franklin Dynamic Municipal B 0.61% 92,304 $2.3M Reduce -0.5%
META Meta Platforms Inc. Class A 0.61% 4,111 $2.3M Reduce -40.0%
PZA Invesco National Amt-Free Mu 0.59% 95,441 $2.2M Reduce -0.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.58% 43,593 $2.2M Reduce -0.2%
APH Amphenol Corp. Class A 0.56% 12,196 $2.2M Reduce -1.4%
VCIT Vanguard Int-Term Corporate 0.54% 24,983 $2.1M Add +7.6%
SPTM SS SPDR P S&P 1500 Comp ETF 0.39% 16,374 $1.5M Add +0.3%
QQQ Invesco QQQ Trust Series 1 0.36% 1,886 $1.4M No change
AXON Axon Enterprise Inc. 0.36% 2,457 $1.4M Reduce -7.7%
ISRG Intuitive Surgical Inc. 0.35% 3,321 $1.3M Add +0.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.32% 15,365 $1.2M Add +11.5%
V Visa Inc. Class A 0.31% 3,469 $1.2M Reduce -1.0%
SCHP Schwab U.S. Tips ETF 0.29% 41,380 $1.1M No change
SBUX Starbucks Corp. 0.26% 9,728 $994K Add +2.9%
ORCL Oracle Corp. 0.24% 6,126 $898K Reduce -2.1%
NFLX Netflix Inc. 0.23% 12,500 $893K Reduce -72.3%
ADPT Adaptive Biotechnologies 0.23% 41,400 $888K No change
LLY Eli Lilly & Co. 0.21% 659 $790K No change
ANET Arista Networks Inc. 0.18% 3,931 $668K Reduce -2.6%
PNC PNC Financial Services Group 0.17% 2,696 $664K No change
BRK.B Berkshire Hathaway Inc. Class B 0.16% 1,245 $623K No change
PLTR Palantir Technologies Inc. Class A 0.16% 5,223 $609K Reduce -74.9%
VNQ Vanguard Real Estate ETF 0.16% 6,297 $607K Reduce -6.1%
PCAR Paccar Inc. 0.16% 4,996 $600K Reduce -1.0%
MU Micron Technology Inc. 0.15% 499 $576K New
FIX Comfort Systems USA Inc. 0.14% 272 $539K Reduce -8.1%
RRX Regal Rexnord Corp. 0.14% 2,243 $534K Reduce -1.9%
VTI VG Morningstar TS MKT ETF-US 0.14% 1,410 $522K Reduce -5.9%
GOOG Alphabet Inc. Class C 0.14% 1,457 $515K Add +3.5%
IBKR Interactive Brokers Gro Class A 0.13% 5,527 $481K Reduce -0.5%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.12% 859 $449K Add +3.0%
BA The Boeing Co. 0.12% 2,060 $446K Reduce -4.0%
ETN Eaton Corp. PLC 0.11% 992 $423K No change
DFUV Dimensional US Marketwide Va 0.11% 7,670 $422K No change
RCL Royal Caribbean Cruises Ltd. 0.11% 1,313 $417K Add +27.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.11% 4,730 $416K No change
CLS Celestica Inc. 0.10% 1,034 $377K Add +5.2%
DDOG Datadog Inc. Class A 0.09% 1,382 $360K Reduce -30.8%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.09% 1,560 $358K Reduce -6.4%
NXPI NXP Semiconductors NV 0.09% 1,254 $352K Reduce -8.7%
SCHD Schwab US DVD Equity ETF 0.09% 10,741 $341K No change
ITA iShares U.S. Aerospace & Def 0.09% 1,401 $340K No change
XLY SS Consumer Disc Select Sect 0.09% 2,858 $335K No change
ABBV Abbvie Inc. 0.08% 1,271 $320K Add +0.2%
HWM Howmet Aerospace Inc. 0.08% 1,177 $316K Add +9.1%
DCI Donaldson Co. Inc. 0.08% 3,482 $313K No change
TECL Dire Dai Tec Bull 3X ETF-Usd 0.08% 1,300 $300K New
VOO Vanguard S&P 500 ETF 0.08% 426 $292K Reduce -9.0%
URI United Rentals Inc. 0.08% 253 $287K New
SHOP Shopify Inc. Class A 0.07% 2,460 $281K Add +0.6%
BR Broadridge Financial Solutio 0.07% 2,000 $274K No change
MRK Merck & Co. Inc. 0.07% 2,131 $274K No change
MS Morgan Stanley 0.07% 1,281 $268K Reduce -24.4%
NOW ServiceNow Inc. 0.07% 2,679 $266K Reduce -1.6%
MCD McDonald's Corp. 0.07% 950 $257K No change
HD Home Depot Inc. 0.07% 719 $254K No change
SYK Stryker Corp. 0.07% 787 $248K Add +0.3%
DELL Dell Technologies -C 0.06% 553 $239K New
AMD Advanced Micro Devices 0.06% 410 $238K New
TSLA Tesla Inc. 0.06% 553 $233K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 803 $226K New
AMAT Applied Materials Inc. 0.06% 293 $212K New
VYM Vanguard High DVD Yield ETF 0.06% 1,326 $210K New
CRWD CrowdStrike Holdings Inc. Class A 0.05% 269 $205K New

Portfolio Sells Q1 2026 → Q2 2026
VUSB Vanguard Ultra Short Bond Et Reduce -52.1% 1.38% −1.89
NFLX Netflix Inc. Reduce -72.3% 0.23% −1.06
PLTR Palantir Technologies Inc. Class A Reduce -74.9% 0.16% −0.74
MSFT Microsoft Corp. Reduce -1.3% 5.07% −0.71
COST Costco Wholesale Corp. Reduce -7.3% 2.23% −0.67
META Meta Platforms Inc. Class A Reduce -40.0% 0.61% −0.56
VIG Vanguard Dividend Apprec ETF Reduce -17.9% 0.64% −0.16
MUB iShares National Muni Bond E Reduce -1.0% 1.15% −0.15
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.5% 1.92% −0.10
FLMI Franklin Dynamic Municipal B Reduce -0.5% 0.61% −0.07
VTEB Vanguard Tax-Exempt Bond ETF Reduce -0.2% 0.58% −0.07
PZA Invesco National Amt-Free Mu Reduce -0.3% 0.59% −0.07
AMZN Amazon.com Inc. Reduce -2.2% 3.43% −0.04
ORCL Oracle Corp. Reduce -2.1% 0.24% −0.04
APP AppLovin Corp. Class A Reduce -14.4% 1.46% −0.03
VNQ Vanguard Real Estate ETF Reduce -6.1% 0.16% −0.02
AAPL Apple Inc. Reduce -1.0% 4.19% −0.02
PCAR Paccar Inc. Reduce -1.0% 0.16% −0.02
NOW ServiceNow Inc. Reduce -1.6% 0.07% −0.01
AJG Arthur J Gallagher & Co. Reduce -6.4% 0.09% −0.01
MS Morgan Stanley Reduce -24.4% 0.07% −0.01
BA The Boeing Co. Reduce -4.0% 0.12% −0.01
VOO Vanguard S&P 500 ETF Reduce -9.0% 0.08% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -5.9% 0.14% −0.01
V Visa Inc. Class A Reduce -1.0% 0.31% −0.00
NXPI NXP Semiconductors NV Reduce -8.7% 0.09% +0.01
RRX Regal Rexnord Corp. Reduce -1.9% 0.14% +0.01
IBKR Interactive Brokers Gro Class A Reduce -0.5% 0.13% +0.02
FIX Comfort Systems USA Inc. Reduce -8.1% 0.14% +0.02
DDOG Datadog Inc. Class A Reduce -30.8% 0.09% +0.02
AXON Axon Enterprise Inc. Reduce -7.7% 0.36% +0.03
ANET Arista Networks Inc. Reduce -2.6% 0.18% +0.03
GS Goldman Sachs Group Inc. Reduce -2.1% 2.19% +0.07
AVGO Broadcom Inc. Reduce -1.4% 1.43% +0.08
APH Amphenol Corp. Class A Reduce -1.4% 0.56% +0.10
SMH Vaneck Semiconductor ETF Reduce -19.9% 1.04% +0.18
VRT Vertiv Holdings Co. Class A Reduce -4.7% 1.66% +0.18
GOOGL Alphabet Inc. Class A Reduce -1.5% 3.09% +0.23
VGT Vanguard Info Tech ETF Reduce -5.6% 5.02% +0.62

Portfolio Buys Q1 2026 → Q2 2026
TER Teradyne Inc. New 0.98% +0.98
MAR Marriott International Class A Add +326.9% 1.21% +0.93
LRCX Lam Research Corp. New 0.82% +0.82
UNH Unitedhealth Group Inc. Add +0.1% 1.35% +0.36
VUG Vanguard Mrngstar GR ETF-Sui Add +1.5% 5.79% +0.32
NTRA Natera Inc. Add +1.6% 1.39% +0.25
CMI Cummins Inc. Add +3.4% 1.27% +0.22
SCHG Schwab US Large-Cap Growth Add +2.2% 3.65% +0.16
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +2.6% 3.94% +0.16
MU Micron Technology Inc. New 0.15% +0.15
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.3% 1.79% +0.12
VB Vanguard Most SM-Cap ETF-Usd Add +1.6% 3.17% +0.11
TECL Dire Dai Tec Bull 3X ETF-Usd New 0.08% +0.08
URI United Rentals Inc. New 0.08% +0.08
DELL Dell Technologies -C New 0.06% +0.06
AMD Advanced Micro Devices New 0.06% +0.06
IEMG iShares Core MSCI Emerging Add +3.3% 0.78% +0.06
IBM Intl Business Machines Corp. New 0.06% +0.06
NVDA Nvidia Corp. Add +1.7% 2.08% +0.06
AMAT Applied Materials Inc. New 0.06% +0.06
VYM Vanguard High DVD Yield ETF New 0.06% +0.06
CRWD CrowdStrike Holdings Inc. Class A New 0.05% +0.05
JPM JPMorgan Chase & Co. Add +5.4% 1.46% +0.05
SCHV Schwab US Large-Cap Value Add +2.2% 1.66% +0.05
SCHF Schwab Intl Equity ETF Add +2.1% 3.87% +0.03
RCL Royal Caribbean Cruises Ltd. Add +27.2% 0.11% +0.02
VEA Vanguard Ftse Developed ETF Add +3.3% 1.36% +0.02
CLS Celestica Inc. Add +5.2% 0.10% +0.02
GOOG Alphabet Inc. Class C Add +3.5% 0.14% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 1.00% +0.01
IVV iShares Core S&P 500 ETF Add +0.1% 1.12% +0.01
HWM Howmet Aerospace Inc. Add +9.1% 0.08% +0.01
SBUX Starbucks Corp. Add +2.9% 0.26% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +2.3% 3.77% +0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.3% 0.39% +0.01
DIA SS SPDR Dow Jones Indus Avg Add +3.0% 0.12% +0.00
ABBV Abbvie Inc. Add +0.2% 0.08% +0.00
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +11.5% 0.32% −0.00
SYK Stryker Corp. Add +0.3% 0.07% −0.01
SHOP Shopify Inc. Class A Add +0.6% 0.07% −0.01
TOTL SS Doubleline TR Tact ETF Add +10.4% 0.67% −0.02
VCIT Vanguard Int-Term Corporate Add +7.6% 0.54% −0.03
BND Vanguard Total Bond Market Add +10.1% 1.10% −0.04
BSV Vanguard Short-Term Bond ETF Add +9.1% 0.84% −0.04
ECL Ecolab Inc. Add +4.5% 1.34% −0.05
USHY iShares Broad Usd High Yield Add +4.7% 0.69% −0.05
ISRG Intuitive Surgical Inc. Add +0.4% 0.35% −0.11
VMBS Vanguard Mortgage-Backed Sec Add +4.4% 1.25% −0.11
BIV Vanguard Intermediate-Term B Add +4.8% 1.62% −0.14
BLV Vanguard Long-Term Bond ETF Add +2.3% 1.50% −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