Filed: 2/9/2026ACC: 0001941040-26-000083
📋 What this filing means
LEEWARD FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $355.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$355.77M
Total AUM (reported)
3.12M
Total Shares
Allocation by class
COM$119.08M33.5%
GROWTH ETF$21.40M6.0%
INF TECH ETF$17.66M5.0%
COM CL A$14.98M4.2%
LARGE CAP ETF$13.36M3.8%
US LCAP GR ETF$13.12M3.7%
INTL EQTY ETF$12.85M3.6%
Portfolio Concentration
Top 3$65.29M18.4%
4–10$91.89M25.8%
11–25$102.76M28.9%
Rest$95.84M26.9%
Top 3 weight
18.4%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 3.12M
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
3.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings96
Rows:
MICROSOFT CORP
SOLEShares54.25K
TypeSH
Market value$26.23M
7.37%
Sole
0.00
Shared
0.00
None
54.25K
VANGUARD INDEX FDS
SOLEShares43.86K
TypeSH
Market value$21.40M
6.01%
Sole
0.00
Shared
0.00
None
43.86K
VANGUARD WORLD FD
SOLEShares23.42K
TypeSH
Market value$17.66M
4.96%
Sole
0.00
Shared
0.00
None
23.42K
APPLE INC
SOLEShares58.07K
TypeSH
Market value$15.79M
4.44%
Sole
0.00
Shared
0.00
None
58.07K
VANGUARD INDEX FDS
SOLEShares42.44K
TypeSH
Market value$13.36M
3.76%
Sole
0.00
Shared
0.00
None
42.44K
SCHWAB STRATEGIC TR
SOLEShares402.17K
TypeSH
Market value$13.12M
3.69%
Sole
0.00
Shared
0.00
None
402.17K
SCHWAB STRATEGIC TR
SOLEShares534.41K
TypeSH
Market value$12.85M
3.61%
Sole
0.00
Shared
0.00
None
534.41K
AMAZON COM INC
SOLEShares54.78K
TypeSH
Market value$12.64M
3.55%
Sole
0.00
Shared
0.00
None
54.78K
VANGUARD INDEX FDS
SOLEShares65.58K
TypeSH
Market value$12.52M
3.52%
Sole
0.00
Shared
0.00
None
65.58K
ALPHABET INC
SOLEShares37.08K
TypeSH
Market value$11.61M
3.26%
Sole
0.00
Shared
0.00
None
37.08K
VANGUARD INDEX FDS
SOLEShares44.29K
TypeSH
Market value$11.43M
3.21%
Sole
0.00
Shared
0.00
None
44.29K
GOLDMAN SACHS GROUP INC
SOLEShares10.28K
TypeSH
Market value$9.04M
2.54%
Sole
0.00
Shared
0.00
None
10.28K
COSTCO WHSL CORP NEW
SOLEShares10.02K
TypeSH
Market value$8.64M
2.43%
Sole
0.00
Shared
0.00
None
10.02K
VANGUARD INDEX FDS
SOLEShares38.77K
TypeSH
Market value$8.21M
2.31%
Sole
0.00
Shared
0.00
None
38.77K
VANGUARD BD INDEX FDS
SOLEShares156.34K
TypeSH
Market value$7.79M
2.19%
Sole
0.00
Shared
0.00
None
156.34K
NVIDIA CORPORATION
SOLEShares39.11K
TypeSH
Market value$7.29M
2.05%
Sole
0.00
Shared
0.00
None
39.11K
VANGUARD INDEX FDS
SOLEShares23.66K
TypeSH
Market value$7.15M
2.01%
Sole
0.00
Shared
0.00
None
23.66K
NETFLIX INC
SOLEShares64.43K
TypeSH
Market value$6.04M
1.70%
Sole
0.00
Shared
0.00
None
64.43K
VISA INC
SOLEShares17.21K
TypeSH
Market value$6.04M
1.70%
Sole
0.00
Shared
0.00
None
17.21K
VANGUARD BD INDEX FDS
SOLEShares77.45K
TypeSH
Market value$6.03M
1.70%
Sole
0.00
Shared
0.00
None
77.45K
VANGUARD BD INDEX FDS
SOLEShares81K
TypeSH
Market value$5.63M
1.58%
Sole
0.00
Shared
0.00
None
81K
SCHWAB STRATEGIC TR
SOLEShares177.66K
TypeSH
Market value$5.26M
1.48%
Sole
0.00
Shared
0.00
None
177.66K
BROADCOM INC
SOLEShares14.08K
TypeSH
Market value$4.87M
1.37%
Sole
0.00
Shared
0.00
None
14.08K
ECOLAB INC
SOLEShares18.08K
TypeSH
Market value$4.75M
1.33%
Sole
0.00
Shared
0.00
None
18.08K
VANGUARD SCOTTSDALE FDS
SOLEShares97.48K
TypeSH
Market value$4.59M
1.29%
Sole
0.00
Shared
0.00
None
97.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 54.25K | SH | $26.23M 7.37% | 0.00 | 0.00 | 54.25K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 43.86K | SH | $21.40M 6.01% | 0.00 | 0.00 | 43.86K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 23.42K | SH | $17.66M 4.96% | 0.00 | 0.00 | 23.42K |
APPLE INCSOLE | COM | 58.07K | SH | $15.79M 4.44% | 0.00 | 0.00 | 58.07K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 42.44K | SH | $13.36M 3.76% | 0.00 | 0.00 | 42.44K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 402.17K | SH | $13.12M 3.69% | 0.00 | 0.00 | 402.17K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 534.41K | SH | $12.85M 3.61% | 0.00 | 0.00 | 534.41K |
AMAZON COM INCSOLE | COM | 54.78K | SH | $12.64M 3.55% | 0.00 | 0.00 | 54.78K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 65.58K | SH | $12.52M 3.52% | 0.00 | 0.00 | 65.58K |
ALPHABET INCSOLE | CAP STK CL A | 37.08K | SH | $11.61M 3.26% | 0.00 | 0.00 | 37.08K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 44.29K | SH | $11.43M 3.21% | 0.00 | 0.00 | 44.29K |
GOLDMAN SACHS GROUP INCSOLE | COM | 10.28K | SH | $9.04M 2.54% | 0.00 | 0.00 | 10.28K |
COSTCO WHSL CORP NEWSOLE | COM | 10.02K | SH | $8.64M 2.43% | 0.00 | 0.00 | 10.02K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 38.77K | SH | $8.21M 2.31% | 0.00 | 0.00 | 38.77K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 156.34K | SH | $7.79M 2.19% | 0.00 | 0.00 | 156.34K |
NVIDIA CORPORATIONSOLE | COM | 39.11K | SH | $7.29M 2.05% | 0.00 | 0.00 | 39.11K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 23.66K | SH | $7.15M 2.01% | 0.00 | 0.00 | 23.66K |
NETFLIX INCSOLE | COM | 64.43K | SH | $6.04M 1.70% | 0.00 | 0.00 | 64.43K |
VISA INCSOLE | COM CL A | 17.21K | SH | $6.04M 1.70% | 0.00 | 0.00 | 17.21K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 77.45K | SH | $6.03M 1.70% | 0.00 | 0.00 | 77.45K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 81K | SH | $5.63M 1.58% | 0.00 | 0.00 | 81K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 177.66K | SH | $5.26M 1.48% | 0.00 | 0.00 | 177.66K |
BROADCOM INCSOLE | COM | 14.08K | SH | $4.87M 1.37% | 0.00 | 0.00 | 14.08K |
ECOLAB INCSOLE | COM | 18.08K | SH | $4.75M 1.33% | 0.00 | 0.00 | 18.08K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 97.48K | SH | $4.59M 1.29% | 0.00 | 0.00 | 97.48K |
Page 1 of 4