Filed: 11/12/2025ACC: 0001941040-25-000643
📋 What this filing means
LEEWARD FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $351.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$351.49M
Total AUM (reported)
3.08M
Total Shares
Allocation by class
COM$121.95M34.7%
GROWTH ETF$22.02M6.3%
INF TECH ETF$17.69M5.0%
COM CL A$15.01M4.3%
US LCAP GR ETF$12.99M3.7%
INTL EQTY ETF$12.51M3.6%
LARGE CAP ETF$12.23M3.5%
Portfolio Concentration
Top 3$65.62M18.7%
4–10$88.43M25.2%
11–25$100.09M28.5%
Rest$97.34M27.7%
Top 3 weight
18.7%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 3.08M
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
3.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings101
Rows:
MICROSOFT CORP
SOLEShares50.01K
TypeSH
Market value$25.90M
7.37%
Sole
0.00
Shared
0.00
None
50.01K
VANGUARD INDEX FDS
SOLEShares45.92K
TypeSH
Market value$22.02M
6.27%
Sole
0.00
Shared
0.00
None
45.92K
VANGUARD WORLD FD
SOLEShares23.69K
TypeSH
Market value$17.69M
5.03%
Sole
0.00
Shared
0.00
None
23.69K
APPLE INC
SOLEShares61.07K
TypeSH
Market value$15.55M
4.42%
Sole
0.00
Shared
0.00
None
61.07K
SCHWAB STRATEGIC TR
SOLEShares407.22K
TypeSH
Market value$12.99M
3.70%
Sole
0.00
Shared
0.00
None
407.22K
SCHWAB STRATEGIC TR
SOLEShares537.18K
TypeSH
Market value$12.51M
3.56%
Sole
0.00
Shared
0.00
None
537.18K
VANGUARD INDEX FDS
SOLEShares39.74K
TypeSH
Market value$12.23M
3.48%
Sole
0.00
Shared
0.00
None
39.74K
VANGUARD INDEX FDS
SOLEShares64.84K
TypeSH
Market value$12.09M
3.44%
Sole
0.00
Shared
0.00
None
64.84K
AMAZON COM INC
SOLEShares54.01K
TypeSH
Market value$11.86M
3.37%
Sole
0.00
Shared
0.00
None
54.01K
ALPHABET INC
SOLEShares46.07K
TypeSH
Market value$11.20M
3.19%
Sole
0.00
Shared
0.00
None
46.07K
VANGUARD INDEX FDS
SOLEShares43.62K
TypeSH
Market value$11.09M
3.16%
Sole
0.00
Shared
0.00
None
43.62K
VANGUARD INDEX FDS
SOLEShares39.28K
TypeSH
Market value$8.20M
2.33%
Sole
0.00
Shared
0.00
None
39.28K
GOLDMAN SACHS GROUP INC
SOLEShares10.15K
TypeSH
Market value$8.09M
2.30%
Sole
0.00
Shared
0.00
None
10.15K
COSTCO WHSL CORP NEW
SOLEShares8.51K
TypeSH
Market value$7.88M
2.24%
Sole
0.00
Shared
0.00
None
8.51K
VANGUARD INDEX FDS
SOLEShares24.09K
TypeSH
Market value$7.17M
2.04%
Sole
0.00
Shared
0.00
None
24.09K
VERTIV HOLDINGS CO
SOLEShares46.72K
TypeSH
Market value$7.05M
2.01%
Sole
0.00
Shared
0.00
None
46.72K
NVIDIA CORPORATION
SOLEShares37.16K
TypeSH
Market value$6.93M
1.97%
Sole
0.00
Shared
0.00
None
37.16K
NETFLIX INC
SOLEShares5.45K
TypeSH
Market value$6.53M
1.86%
Sole
0.00
Shared
0.00
None
5.45K
VANGUARD BD INDEX FDS
SOLEShares78.15K
TypeSH
Market value$6.10M
1.74%
Sole
0.00
Shared
0.00
None
78.15K
VANGUARD BD INDEX FDS
SOLEShares82.46K
TypeSH
Market value$5.84M
1.66%
Sole
0.00
Shared
0.00
None
82.46K
VISA INC
SOLEShares16.89K
TypeSH
Market value$5.77M
1.64%
Sole
0.00
Shared
0.00
None
16.89K
SCHWAB STRATEGIC TR
SOLEShares179.05K
TypeSH
Market value$5.21M
1.48%
Sole
0.00
Shared
0.00
None
179.05K
ECOLAB INC
SOLEShares18.31K
TypeSH
Market value$5.01M
1.43%
Sole
0.00
Shared
0.00
None
18.31K
VANGUARD SCOTTSDALE FDS
SOLEShares99.35K
TypeSH
Market value$4.67M
1.33%
Sole
0.00
Shared
0.00
None
99.35K
VANGUARD BD INDEX FDS
SOLEShares91.06K
TypeSH
Market value$4.55M
1.30%
Sole
0.00
Shared
0.00
None
91.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 50.01K | SH | $25.90M 7.37% | 0.00 | 0.00 | 50.01K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 45.92K | SH | $22.02M 6.27% | 0.00 | 0.00 | 45.92K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 23.69K | SH | $17.69M 5.03% | 0.00 | 0.00 | 23.69K |
APPLE INCSOLE | COM | 61.07K | SH | $15.55M 4.42% | 0.00 | 0.00 | 61.07K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 407.22K | SH | $12.99M 3.70% | 0.00 | 0.00 | 407.22K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 537.18K | SH | $12.51M 3.56% | 0.00 | 0.00 | 537.18K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 39.74K | SH | $12.23M 3.48% | 0.00 | 0.00 | 39.74K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 64.84K | SH | $12.09M 3.44% | 0.00 | 0.00 | 64.84K |
AMAZON COM INCSOLE | COM | 54.01K | SH | $11.86M 3.37% | 0.00 | 0.00 | 54.01K |
ALPHABET INCSOLE | CAP STK CL A | 46.07K | SH | $11.20M 3.19% | 0.00 | 0.00 | 46.07K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 43.62K | SH | $11.09M 3.16% | 0.00 | 0.00 | 43.62K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 39.28K | SH | $8.20M 2.33% | 0.00 | 0.00 | 39.28K |
GOLDMAN SACHS GROUP INCSOLE | COM | 10.15K | SH | $8.09M 2.30% | 0.00 | 0.00 | 10.15K |
COSTCO WHSL CORP NEWSOLE | COM | 8.51K | SH | $7.88M 2.24% | 0.00 | 0.00 | 8.51K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 24.09K | SH | $7.17M 2.04% | 0.00 | 0.00 | 24.09K |
VERTIV HOLDINGS COSOLE | COM CL A | 46.72K | SH | $7.05M 2.01% | 0.00 | 0.00 | 46.72K |
NVIDIA CORPORATIONSOLE | COM | 37.16K | SH | $6.93M 1.97% | 0.00 | 0.00 | 37.16K |
NETFLIX INCSOLE | COM | 5.45K | SH | $6.53M 1.86% | 0.00 | 0.00 | 5.45K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 78.15K | SH | $6.10M 1.74% | 0.00 | 0.00 | 78.15K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 82.46K | SH | $5.84M 1.66% | 0.00 | 0.00 | 82.46K |
VISA INCSOLE | COM CL A | 16.89K | SH | $5.77M 1.64% | 0.00 | 0.00 | 16.89K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 179.05K | SH | $5.21M 1.48% | 0.00 | 0.00 | 179.05K |
ECOLAB INCSOLE | COM | 18.31K | SH | $5.01M 1.43% | 0.00 | 0.00 | 18.31K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 99.35K | SH | $4.67M 1.33% | 0.00 | 0.00 | 99.35K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 91.06K | SH | $4.55M 1.30% | 0.00 | 0.00 | 91.06K |
Page 1 of 5
…