Filed: 8/4/2025ACC: 0001941040-25-000411
📋 What this filing means
LEEWARD FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $315.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$315.61M
Total AUM (reported)
2.95M
Total Shares
Allocation by class
COM$110.51M35.0%
GROWTH ETF$19.99M6.3%
INF TECH ETF$15.18M4.8%
COM CL A$12.40M3.9%
VALUE ETF$11.92M3.8%
US LCAP GR ETF$11.60M3.7%
INTL EQTY ETF$11.58M3.7%
Portfolio Concentration
Top 3$57.36M18.2%
4–10$79.89M25.3%
11–25$90.13M28.6%
Rest$88.24M28.0%
Top 3 weight
18.2%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 2.95M
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
2.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings100
Rows:
MICROSOFT CORP
SOLEShares44.60K
TypeSH
Market value$22.18M
7.03%
Sole
0.00
Shared
0.00
None
44.60K
VANGUARD INDEX FDS
SOLEShares45.60K
TypeSH
Market value$19.99M
6.33%
Sole
0.00
Shared
0.00
None
45.60K
VANGUARD WORLD FD
SOLEShares22.89K
TypeSH
Market value$15.18M
4.81%
Sole
0.00
Shared
0.00
None
22.89K
APPLE INC
SOLEShares60.21K
TypeSH
Market value$12.35M
3.91%
Sole
0.00
Shared
0.00
None
60.21K
VANGUARD INDEX FDS
SOLEShares67.45K
TypeSH
Market value$11.92M
3.78%
Sole
0.00
Shared
0.00
None
67.45K
AMAZON COM INC
SOLEShares52.92K
TypeSH
Market value$11.61M
3.68%
Sole
0.00
Shared
0.00
None
52.92K
SCHWAB STRATEGIC TR
SOLEShares397.16K
TypeSH
Market value$11.60M
3.68%
Sole
0.00
Shared
0.00
None
397.16K
SCHWAB STRATEGIC TR
SOLEShares523.86K
TypeSH
Market value$11.58M
3.67%
Sole
0.00
Shared
0.00
None
523.86K
VANGUARD INDEX FDS
SOLEShares38.96K
TypeSH
Market value$11.12M
3.52%
Sole
0.00
Shared
0.00
None
38.96K
VANGUARD INDEX FDS
SOLEShares40.96K
TypeSH
Market value$9.71M
3.08%
Sole
0.00
Shared
0.00
None
40.96K
ALPHABET INC
SOLEShares44.73K
TypeSH
Market value$7.88M
2.50%
Sole
0.00
Shared
0.00
None
44.73K
COSTCO WHSL CORP NEW
SOLEShares7.80K
TypeSH
Market value$7.72M
2.45%
Sole
0.00
Shared
0.00
None
7.80K
VANGUARD INDEX FDS
SOLEShares36.86K
TypeSH
Market value$7.19M
2.28%
Sole
0.00
Shared
0.00
None
36.86K
NETFLIX INC
SOLEShares5.10K
TypeSH
Market value$6.83M
2.16%
Sole
0.00
Shared
0.00
None
5.10K
GOLDMAN SACHS GROUP INC
SOLEShares9.57K
TypeSH
Market value$6.78M
2.15%
Sole
0.00
Shared
0.00
None
9.57K
NVIDIA CORPORATION
SOLEShares39.69K
TypeSH
Market value$6.27M
1.99%
Sole
0.00
Shared
0.00
None
39.69K
VANGUARD INDEX FDS
SOLEShares22.47K
TypeSH
Market value$6.22M
1.97%
Sole
0.00
Shared
0.00
None
22.47K
VANGUARD BD INDEX FDS
SOLEShares122.92K
TypeSH
Market value$6.13M
1.94%
Sole
0.00
Shared
0.00
None
122.92K
VISA INC
SOLEShares16.08K
TypeSH
Market value$5.71M
1.81%
Sole
0.00
Shared
0.00
None
16.08K
VERTIV HOLDINGS CO
SOLEShares43.66K
TypeSH
Market value$5.61M
1.78%
Sole
0.00
Shared
0.00
None
43.66K
VANGUARD BD INDEX FDS
SOLEShares70K
TypeSH
Market value$5.41M
1.72%
Sole
0.00
Shared
0.00
None
70K
VANGUARD BD INDEX FDS
SOLEShares72.57K
TypeSH
Market value$5.05M
1.60%
Sole
0.00
Shared
0.00
None
72.57K
SCHWAB STRATEGIC TR
SOLEShares172.54K
TypeSH
Market value$4.77M
1.51%
Sole
0.00
Shared
0.00
None
172.54K
ECOLAB INC
SOLEShares17.02K
TypeSH
Market value$4.58M
1.45%
Sole
0.00
Shared
0.00
None
17.02K
VANGUARD SCOTTSDALE FDS
SOLEShares85.65K
TypeSH
Market value$3.97M
1.26%
Sole
0.00
Shared
0.00
None
85.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 44.60K | SH | $22.18M 7.03% | 0.00 | 0.00 | 44.60K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 45.60K | SH | $19.99M 6.33% | 0.00 | 0.00 | 45.60K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 22.89K | SH | $15.18M 4.81% | 0.00 | 0.00 | 22.89K |
APPLE INCSOLE | COM | 60.21K | SH | $12.35M 3.91% | 0.00 | 0.00 | 60.21K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 67.45K | SH | $11.92M 3.78% | 0.00 | 0.00 | 67.45K |
AMAZON COM INCSOLE | COM | 52.92K | SH | $11.61M 3.68% | 0.00 | 0.00 | 52.92K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 397.16K | SH | $11.60M 3.68% | 0.00 | 0.00 | 397.16K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 523.86K | SH | $11.58M 3.67% | 0.00 | 0.00 | 523.86K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 38.96K | SH | $11.12M 3.52% | 0.00 | 0.00 | 38.96K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 40.96K | SH | $9.71M 3.08% | 0.00 | 0.00 | 40.96K |
ALPHABET INCSOLE | CAP STK CL A | 44.73K | SH | $7.88M 2.50% | 0.00 | 0.00 | 44.73K |
COSTCO WHSL CORP NEWSOLE | COM | 7.80K | SH | $7.72M 2.45% | 0.00 | 0.00 | 7.80K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 36.86K | SH | $7.19M 2.28% | 0.00 | 0.00 | 36.86K |
NETFLIX INCSOLE | COM | 5.10K | SH | $6.83M 2.16% | 0.00 | 0.00 | 5.10K |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.57K | SH | $6.78M 2.15% | 0.00 | 0.00 | 9.57K |
NVIDIA CORPORATIONSOLE | COM | 39.69K | SH | $6.27M 1.99% | 0.00 | 0.00 | 39.69K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 22.47K | SH | $6.22M 1.97% | 0.00 | 0.00 | 22.47K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 122.92K | SH | $6.13M 1.94% | 0.00 | 0.00 | 122.92K |
VISA INCSOLE | COM CL A | 16.08K | SH | $5.71M 1.81% | 0.00 | 0.00 | 16.08K |
VERTIV HOLDINGS COSOLE | COM CL A | 43.66K | SH | $5.61M 1.78% | 0.00 | 0.00 | 43.66K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 70K | SH | $5.41M 1.72% | 0.00 | 0.00 | 70K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 72.57K | SH | $5.05M 1.60% | 0.00 | 0.00 | 72.57K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 172.54K | SH | $4.77M 1.51% | 0.00 | 0.00 | 172.54K |
ECOLAB INCSOLE | COM | 17.02K | SH | $4.58M 1.45% | 0.00 | 0.00 | 17.02K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 85.65K | SH | $3.97M 1.26% | 0.00 | 0.00 | 85.65K |
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