Windward Private Wealth Management Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Windward Private Wealth Management Inc. reported 44 stock positions worth $288.8 million. Its top holding was Vanguard Short-Term Bond ETF (BSV) at 22.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 13.3%) and Vanguard Russell 1000 Growth (VONG, 12.3%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 7 and reduced 26. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +3%) and the biggest sale Vanguard Russell 1000 Growth (VONG, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001835866
- Portfolio Value
- $288.8M (Q4 2025)
- SEC Filing
- 0001835866-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 44 stocks · $288.8M
| BSV Vanguard Short-Term Bond ETF | 22.45% | 822,376 | $64.8M | Add +2.6% |
| VEA Vanguard Ftse Developed ETF | 13.35% | 616,922 | $38.5M | Reduce -4.2% |
| VONG Vanguard Russell 1000 Growth | 12.35% | 292,807 | $35.6M | Reduce -5.8% |
| VONV Vanguard Russell 1000 Value | 9.88% | 309,185 | $28.5M | Add +0.1% |
| BIV Vanguard Intermediate-Term B | 8.48% | 314,464 | $24.5M | Add +0.3% |
| VMBS Vanguard Mortgage-Backed Sec | 5.39% | 330,748 | $15.6M | Reduce -0.2% |
| VWO Vanguard Ftse Emerging Marke | 4.61% | 247,872 | $13.3M | Reduce -3.5% |
| VIG Vanguard Dividend Apprec ETF | 2.78% | 36,478 | $8.0M | Reduce -2.8% |
| VTWO Vanguard Russell 2000 ETF | 1.92% | 55,649 | $5.5M | Reduce -2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.86% | 28,073 | $5.4M | Reduce -5.9% |
| IXUS iShares Core Intl Stock ETF | 1.74% | 59,505 | $5.0M | Reduce -5.1% |
| IUSG iShares Core S&P U.S. Growth | 1.73% | 29,807 | $5.0M | Reduce -1.9% |
| IUSV iShares Core S&P U.S. Value | 1.38% | 38,843 | $4.0M | Reduce -1.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.30% | 41,806 | $3.7M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 1.27% | 45,898 | $3.7M | Add +4.7% |
| MUB iShares National Muni Bond E | 0.99% | 26,661 | $2.9M | Reduce -1.7% |
| VGSH Vanguard Short-Term Treasury | 0.89% | 43,959 | $2.6M | Reduce -1.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.80% | 5,199 | $2.3M | Reduce -11.3% |
| EFV iShares MSCI Eafe Value ETF | 0.66% | 26,844 | $1.9M | Reduce -2.2% |
| IGE iShares North American Natur | 0.65% | 37,325 | $1.9M | Reduce -5.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.62% | 8,412 | $1.8M | Reduce -5.5% |
| IWN iShares Russell 2000 Value E | 0.57% | 9,086 | $1.6M | Reduce -9.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.45% | 39,701 | $1.3M | Reduce -12.0% |
| VT Vanguard Tot World STK ETF | 0.44% | 8,982 | $1.3M | Reduce -0.9% |
| IVE iShares S&P 500 Value ETF | 0.43% | 5,900 | $1.3M | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.37% | 22,680 | $1.1M | Reduce -12.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.28% | 5,569 | $798K | Reduce -0.7% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.27% | 9,583 | $776K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.25% | 9,427 | $731K | Reduce -13.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.23% | 22,361 | $675K | Reduce -13.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.21% | 1,960 | $592K | Reduce -17.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 11,003 | $553K | Add +50.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 4,517 | $374K | Add +0.3% |
| RMD Resmed Inc. | 0.13% | 1,500 | $361K | No change |
| AVGO Broadcom Inc. | 0.12% | 1,017 | $352K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 1,254 | $323K | Reduce -4.3% |
| MBB iShares MBS ETF | 0.11% | 3,327 | $317K | Add +1.1% |
| EMR Emerson Electric Co. | 0.11% | 2,315 | $307K | Reduce -3.5% |
| EFA iShares MSCI Eafe ETF | 0.10% | 2,902 | $279K | No change |
| SHW The Sherwin-Williams Co. | 0.09% | 843 | $273K | No change |
| IEMG iShares Core MSCI Emerging | 0.09% | 3,801 | $256K | No change |
| FAST Fastenal Co. | 0.08% | 6,000 | $241K | No change |
| PNC PNC Financial Services Group | 0.08% | 1,080 | $225K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.07% | 2,302 | $209K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| VONG Vanguard Russell 1000 Growth | Reduce -5.8% | 12.35% | −0.58 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.5% | 4.61% | −0.19 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -11.3% | 0.80% | −0.08 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.07 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -12.0% | 0.45% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.9% | 1.86% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -12.3% | 0.37% | −0.05 |
| IXUS iShares Core Intl Stock ETF | Reduce -5.1% | 1.74% | −0.04 |
| IWN iShares Russell 2000 Value E | Reduce -9.1% | 0.57% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -17.2% | 0.21% | −0.04 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -13.0% | 0.23% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -13.3% | 0.25% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.5% | 0.62% | −0.02 |
| IGE iShares North American Natur | Reduce -5.4% | 0.65% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.8% | 2.78% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.6% | 0.89% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Reduce -2.7% | 1.92% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -1.7% | 0.99% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.3% | 0.11% | −0.00 |
| EMR Emerson Electric Co. | Reduce -3.5% | 0.11% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.7% | 0.28% | +0.00 |
| VT Vanguard Tot World STK ETF | Reduce -0.9% | 0.44% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.9% | 1.73% | +0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.9% | 1.38% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.2% | 0.66% | +0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.2% | 5.39% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.2% | 13.35% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| BSV Vanguard Short-Term Bond ETF | Add +2.6% | 22.45% | +0.62 |
| VONV Vanguard Russell 1000 Value | Add +0.1% | 9.88% | +0.36 |
| AVGO Broadcom Inc. | New | 0.12% | +0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +50.7% | 0.19% | +0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.7% | 1.27% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +0.3% | 8.48% | +0.04 |
| MBB iShares MBS ETF | Add +1.1% | 0.11% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.3% | 0.13% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $312.6M | BSV, VEA, VONG, VONV, BIV |
| Q1 2026 | 44 | $289.3M | BSV, VEA, VONG, VONV, BIV |
| Q4 2025 | 44 | $288.8M | BSV, VEA, VONG, VONV, BIV |
| Q3 2025 | 44 | $289.9M | BSV, VEA, VONG, VONV, BIV |
| Q2 2025 | 42 | $277.3M | BSV, VEA, VONG, VONV, BIV |
| Q1 2025 | 42 | $256.5M | BSV, VEA, VONG, VONV, BIV |
| Q4 2024 | 46 | $256.5M | BSV, VEA, VONG, VONV, BIV |
| Q3 2024 | 47 | $260.8M | BSV, VEA, VONG, VONV, BIV |
| Q2 2024 | 46 | $247.0M | BSV, VEA, VONG, BIV, VONV |
| Q1 2024 | 47 | $244.7M | BSV, VEA, VONG, VONV, BIV |