Filed: 4/20/2026ACC: 0001941040-26-000234
📋 What this filing means
LEEWARD FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $336.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$336.20M
Total AUM (reported)
3.19M
Total Shares
Allocation by class
COM$108.30M32.2%
GROWTH ETF$18.39M5.5%
INF TECH ETF$14.77M4.4%
INTL EQTY ETF$12.91M3.8%
LARGE CAP ETF$12.72M3.8%
VALUE ETF$12.67M3.8%
US LCAP GR ETF$11.73M3.5%
Portfolio Concentration
Top 3$52.60M15.6%
4–10$86.84M25.8%
11–25$96.88M28.8%
Rest$99.88M29.7%
Top 3 weight
15.6%
Top 10 weight
41.5%
Voting Authority Distribution
Total shares with voting rights: 3.19M
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
3.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings97
Rows:
MICROSOFT CORP
SOLEShares52.51K
TypeSH
Market value$19.44M
5.78%
Sole
0.00
Shared
0.00
None
52.51K
VANGUARD INDEX FDS
SOLEShares42.10K
TypeSH
Market value$18.39M
5.47%
Sole
0.00
Shared
0.00
None
42.10K
VANGUARD WORLD FD
SOLEShares21.18K
TypeSH
Market value$14.77M
4.39%
Sole
0.00
Shared
0.00
None
21.18K
APPLE INC
SOLEShares55.72K
TypeSH
Market value$14.14M
4.21%
Sole
0.00
Shared
0.00
None
55.72K
SCHWAB STRATEGIC TR
SOLEShares521.67K
TypeSH
Market value$12.91M
3.84%
Sole
0.00
Shared
0.00
None
521.67K
VANGUARD INDEX FDS
SOLEShares42.56K
TypeSH
Market value$12.72M
3.78%
Sole
0.00
Shared
0.00
None
42.56K
VANGUARD INDEX FDS
SOLEShares64.57K
TypeSH
Market value$12.67M
3.77%
Sole
0.00
Shared
0.00
None
64.57K
SCHWAB STRATEGIC TR
SOLEShares402.76K
TypeSH
Market value$11.73M
3.49%
Sole
0.00
Shared
0.00
None
402.76K
AMAZON COM INC
SOLEShares56.01K
TypeSH
Market value$11.66M
3.47%
Sole
0.00
Shared
0.00
None
56.01K
VANGUARD BD INDEX FDS
SOLEShares221.04K
TypeSH
Market value$11.00M
3.27%
Sole
0.00
Shared
0.00
None
221.04K
VANGUARD INDEX FDS
SOLEShares39.23K
TypeSH
Market value$10.28M
3.06%
Sole
0.00
Shared
0.00
None
39.23K
COSTCO WHOLESALE CORPORATION
SOLEShares9.80K
TypeSH
Market value$9.77M
2.91%
Sole
0.00
Shared
0.00
None
9.80K
ALPHABET INC
SOLEShares33.42K
TypeSH
Market value$9.61M
2.86%
Sole
0.00
Shared
0.00
None
33.42K
GOLDMAN SACHS GROUP INC
SOLEShares8.44K
TypeSH
Market value$7.14M
2.12%
Sole
0.00
Shared
0.00
None
8.44K
NVIDIA CORPORATION
SOLEShares38.96K
TypeSH
Market value$6.79M
2.02%
Sole
0.00
Shared
0.00
None
38.96K
VANGUARD INDEX FDS
SOLEShares31.19K
TypeSH
Market value$6.78M
2.02%
Sole
0.00
Shared
0.00
None
31.19K
VANGUARD BD INDEX FDS
SOLEShares76.81K
TypeSH
Market value$5.93M
1.76%
Sole
0.00
Shared
0.00
None
76.81K
VANGUARD INDEX FDS
SOLEShares18.57K
TypeSH
Market value$5.61M
1.67%
Sole
0.00
Shared
0.00
None
18.57K
VANGUARD BD INDEX FDS
SOLEShares81.12K
TypeSH
Market value$5.58M
1.66%
Sole
0.00
Shared
0.00
None
81.12K
SCHWAB STRATEGIC TR
SOLEShares177.65K
TypeSH
Market value$5.42M
1.61%
Sole
0.00
Shared
0.00
None
177.65K
APPLOVIN CORP
SOLEShares12.63K
TypeSH
Market value$5.03M
1.49%
Sole
0.00
Shared
0.00
None
12.63K
VERTIV HOLDINGS CO
SOLEShares19.88K
TypeSH
Market value$4.98M
1.48%
Sole
0.00
Shared
0.00
None
19.88K
JPMORGAN CHASE & CO
SOLEShares16.12K
TypeSH
Market value$4.74M
1.41%
Sole
0.00
Shared
0.00
None
16.12K
ECOLAB INC
SOLEShares17.56K
TypeSH
Market value$4.67M
1.39%
Sole
0.00
Shared
0.00
None
17.56K
VANGUARD SCOTTSDALE FDS
SOLEShares97.08K
TypeSH
Market value$4.56M
1.36%
Sole
0.00
Shared
0.00
None
97.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 52.51K | SH | $19.44M 5.78% | 0.00 | 0.00 | 52.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 42.10K | SH | $18.39M 5.47% | 0.00 | 0.00 | 42.10K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 21.18K | SH | $14.77M 4.39% | 0.00 | 0.00 | 21.18K |
APPLE INCSOLE | COM | 55.72K | SH | $14.14M 4.21% | 0.00 | 0.00 | 55.72K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 521.67K | SH | $12.91M 3.84% | 0.00 | 0.00 | 521.67K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 42.56K | SH | $12.72M 3.78% | 0.00 | 0.00 | 42.56K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 64.57K | SH | $12.67M 3.77% | 0.00 | 0.00 | 64.57K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 402.76K | SH | $11.73M 3.49% | 0.00 | 0.00 | 402.76K |
AMAZON COM INCSOLE | COM | 56.01K | SH | $11.66M 3.47% | 0.00 | 0.00 | 56.01K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 221.04K | SH | $11.00M 3.27% | 0.00 | 0.00 | 221.04K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 39.23K | SH | $10.28M 3.06% | 0.00 | 0.00 | 39.23K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 9.80K | SH | $9.77M 2.91% | 0.00 | 0.00 | 9.80K |
ALPHABET INCSOLE | CAP STK CL A | 33.42K | SH | $9.61M 2.86% | 0.00 | 0.00 | 33.42K |
GOLDMAN SACHS GROUP INCSOLE | COM | 8.44K | SH | $7.14M 2.12% | 0.00 | 0.00 | 8.44K |
NVIDIA CORPORATIONSOLE | COM | 38.96K | SH | $6.79M 2.02% | 0.00 | 0.00 | 38.96K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 31.19K | SH | $6.78M 2.02% | 0.00 | 0.00 | 31.19K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 76.81K | SH | $5.93M 1.76% | 0.00 | 0.00 | 76.81K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 18.57K | SH | $5.61M 1.67% | 0.00 | 0.00 | 18.57K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 81.12K | SH | $5.58M 1.66% | 0.00 | 0.00 | 81.12K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 177.65K | SH | $5.42M 1.61% | 0.00 | 0.00 | 177.65K |
APPLOVIN CORPSOLE | COM CL A | 12.63K | SH | $5.03M 1.49% | 0.00 | 0.00 | 12.63K |
VERTIV HOLDINGS COSOLE | COM CL A | 19.88K | SH | $4.98M 1.48% | 0.00 | 0.00 | 19.88K |
JPMORGAN CHASE & COSOLE | COM | 16.12K | SH | $4.74M 1.41% | 0.00 | 0.00 | 16.12K |
ECOLAB INCSOLE | COM | 17.56K | SH | $4.67M 1.39% | 0.00 | 0.00 | 17.56K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 97.08K | SH | $4.56M 1.36% | 0.00 | 0.00 | 97.08K |
Page 1 of 4