Filed: 5/9/2025ACC: 0001941040-25-000275
📋 What this filing means
LEEWARD FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $267.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$267.71M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$92.71M34.6%
GROWTH ETF$17.44M6.5%
VALUE ETF$13.78M5.1%
INF TECH ETF$12.43M4.6%
LARGE CAP ETF$12.04M4.5%
US LCAP GR ETF$9.86M3.7%
SMALL CP ETF$8.76M3.3%
Portfolio Concentration
Top 3$47.75M17.8%
4–10$69.58M26.0%
11–25$76.64M28.6%
Rest$73.73M27.5%
Top 3 weight
17.8%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
VANGUARD INDEX FDS
SOLEShares47.04K
TypeSH
Market value$17.44M
6.52%
Sole
0.00
Shared
0.00
None
47.04K
MICROSOFT CORP
SOLEShares44.03K
TypeSH
Market value$16.53M
6.17%
Sole
0.00
Shared
0.00
None
44.03K
VANGUARD INDEX FDS
SOLEShares79.79K
TypeSH
Market value$13.78M
5.15%
Sole
0.00
Shared
0.00
None
79.79K
VANGUARD WORLD FD
SOLEShares22.91K
TypeSH
Market value$12.43M
4.64%
Sole
0.00
Shared
0.00
None
22.91K
VANGUARD INDEX FDS
SOLEShares46.86K
TypeSH
Market value$12.04M
4.50%
Sole
0.00
Shared
0.00
None
46.86K
APPLE INC
SOLEShares46.65K
TypeSH
Market value$10.36M
3.87%
Sole
0.00
Shared
0.00
None
46.65K
SCHWAB STRATEGIC TR
SOLEShares393.68K
TypeSH
Market value$9.86M
3.68%
Sole
0.00
Shared
0.00
None
393.68K
AMAZON COM INC
SOLEShares48.64K
TypeSH
Market value$9.25M
3.46%
Sole
0.00
Shared
0.00
None
48.64K
VANGUARD INDEX FDS
SOLEShares39.50K
TypeSH
Market value$8.76M
3.27%
Sole
0.00
Shared
0.00
None
39.50K
VANGUARD INDEX FDS
SOLEShares36.94K
TypeSH
Market value$6.88M
2.57%
Sole
0.00
Shared
0.00
None
36.94K
ALPHABET INC
SOLEShares40.75K
TypeSH
Market value$6.30M
2.35%
Sole
0.00
Shared
0.00
None
40.75K
SCHWAB STRATEGIC TR
SOLEShares316.70K
TypeSH
Market value$6.26M
2.34%
Sole
0.00
Shared
0.00
None
316.70K
VANGUARD BD INDEX FDS
SOLEShares79.89K
TypeSH
Market value$5.63M
2.10%
Sole
0.00
Shared
0.00
None
79.89K
VANGUARD INDEX FDS
SOLEShares22.10K
TypeSH
Market value$5.56M
2.08%
Sole
0.00
Shared
0.00
None
22.10K
ELI LILLY & CO
SOLEShares6.65K
TypeSH
Market value$5.49M
2.05%
Sole
0.00
Shared
0.00
None
6.65K
NVIDIA CORPORATION
SOLEShares50.11K
TypeSH
Market value$5.43M
2.03%
Sole
0.00
Shared
0.00
None
50.11K
VANGUARD BD INDEX FDS
SOLEShares68.92K
TypeSH
Market value$5.28M
1.97%
Sole
0.00
Shared
0.00
None
68.92K
GOLDMAN SACHS GROUP INC
SOLEShares9.51K
TypeSH
Market value$5.20M
1.94%
Sole
0.00
Shared
0.00
None
9.51K
NETFLIX INC
SOLEShares5.56K
TypeSH
Market value$5.18M
1.94%
Sole
0.00
Shared
0.00
None
5.56K
COSTCO WHSL CORP NEW
SOLEShares5.29K
TypeSH
Market value$5.01M
1.87%
Sole
0.00
Shared
0.00
None
5.29K
VISA INC
SOLEShares14.18K
TypeSH
Market value$4.97M
1.86%
Sole
0.00
Shared
0.00
None
14.18K
SCHWAB STRATEGIC TR
SOLEShares170.21K
TypeSH
Market value$4.52M
1.69%
Sole
0.00
Shared
0.00
None
170.21K
ECOLAB INC
SOLEShares17.59K
TypeSH
Market value$4.46M
1.67%
Sole
0.00
Shared
0.00
None
17.59K
VANGUARD SCOTTSDALE FDS
SOLEShares80.03K
TypeSH
Market value$3.71M
1.38%
Sole
0.00
Shared
0.00
None
80.03K
VANGUARD BD INDEX FDS
SOLEShares49.51K
TypeSH
Market value$3.64M
1.36%
Sole
0.00
Shared
0.00
None
49.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 47.04K | SH | $17.44M 6.52% | 0.00 | 0.00 | 47.04K |
MICROSOFT CORPSOLE | COM | 44.03K | SH | $16.53M 6.17% | 0.00 | 0.00 | 44.03K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 79.79K | SH | $13.78M 5.15% | 0.00 | 0.00 | 79.79K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 22.91K | SH | $12.43M 4.64% | 0.00 | 0.00 | 22.91K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 46.86K | SH | $12.04M 4.50% | 0.00 | 0.00 | 46.86K |
APPLE INCSOLE | COM | 46.65K | SH | $10.36M 3.87% | 0.00 | 0.00 | 46.65K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 393.68K | SH | $9.86M 3.68% | 0.00 | 0.00 | 393.68K |
AMAZON COM INCSOLE | COM | 48.64K | SH | $9.25M 3.46% | 0.00 | 0.00 | 48.64K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 39.50K | SH | $8.76M 3.27% | 0.00 | 0.00 | 39.50K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 36.94K | SH | $6.88M 2.57% | 0.00 | 0.00 | 36.94K |
ALPHABET INCSOLE | CAP STK CL A | 40.75K | SH | $6.30M 2.35% | 0.00 | 0.00 | 40.75K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 316.70K | SH | $6.26M 2.34% | 0.00 | 0.00 | 316.70K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 79.89K | SH | $5.63M 2.10% | 0.00 | 0.00 | 79.89K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 22.10K | SH | $5.56M 2.08% | 0.00 | 0.00 | 22.10K |
ELI LILLY & COSOLE | COM | 6.65K | SH | $5.49M 2.05% | 0.00 | 0.00 | 6.65K |
NVIDIA CORPORATIONSOLE | COM | 50.11K | SH | $5.43M 2.03% | 0.00 | 0.00 | 50.11K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 68.92K | SH | $5.28M 1.97% | 0.00 | 0.00 | 68.92K |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.51K | SH | $5.20M 1.94% | 0.00 | 0.00 | 9.51K |
NETFLIX INCSOLE | COM | 5.56K | SH | $5.18M 1.94% | 0.00 | 0.00 | 5.56K |
COSTCO WHSL CORP NEWSOLE | COM | 5.29K | SH | $5.01M 1.87% | 0.00 | 0.00 | 5.29K |
VISA INCSOLE | COM CL A | 14.18K | SH | $4.97M 1.86% | 0.00 | 0.00 | 14.18K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 170.21K | SH | $4.52M 1.69% | 0.00 | 0.00 | 170.21K |
ECOLAB INCSOLE | COM | 17.59K | SH | $4.46M 1.67% | 0.00 | 0.00 | 17.59K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 80.03K | SH | $3.71M 1.38% | 0.00 | 0.00 | 80.03K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 49.51K | SH | $3.64M 1.36% | 0.00 | 0.00 | 49.51K |
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