13F HOLDINGS REPORT
Leeward Financial Partners, LLC
Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001941040-25-000411
Total Value
$315.6M
Positions
100
Other Managers
0
Confidential Omitted
No
Holdings (100)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 44,599 | $22.2M | 7.03% |
| 2 | VANGUARD INDEX FDS | 922908736 | 45,597 | $20.0M | 6.33% |
| 3 | VANGUARD WORLD FD | 92204A702 | 22,890 | $15.2M | 4.81% |
| 4 | APPLE INC | AAPL | 60,208 | $12.4M | 3.91% |
| 5 | VANGUARD INDEX FDS | 922908744 | 67,452 | $11.9M | 3.78% |
| 6 | AMAZON COM INC | AMZN | 52,923 | $11.6M | 3.68% |
| 7 | SCHWAB STRATEGIC TR | 808524300 | 397,164 | $11.6M | 3.68% |
| 8 | SCHWAB STRATEGIC TR | 808524805 | 523,857 | $11.6M | 3.67% |
| 9 | VANGUARD INDEX FDS | 922908637 | 38,962 | $11.1M | 3.52% |
| 10 | VANGUARD INDEX FDS | 922908751 | 40,956 | $9.7M | 3.08% |
| 11 | ALPHABET INC | GOOG | 44,733 | $7.9M | 2.50% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 7,799 | $7.7M | 2.45% |
| 13 | VANGUARD INDEX FDS | 922908611 | 36,862 | $7.2M | 2.28% |
| 14 | NETFLIX INC | NFLX | 5,100 | $6.8M | 2.16% |
| 15 | GOLDMAN SACHS GROUP INC | GSCE | 9,573 | $6.8M | 2.15% |
| 16 | NVIDIA CORPORATION | NVDA | 39,693 | $6.3M | 1.99% |
| 17 | VANGUARD INDEX FDS | 922908595 | 22,474 | $6.2M | 1.97% |
| 18 | VANGUARD BD INDEX FDS | 92203C303 | 122,922 | $6.1M | 1.94% |
| 19 | VISA INC | V | 16,084 | $5.7M | 1.81% |
| 20 | VERTIV HOLDINGS CO | VRT | 43,657 | $5.6M | 1.78% |
| 21 | VANGUARD BD INDEX FDS | 921937819 | 70,002 | $5.4M | 1.72% |
| 22 | VANGUARD BD INDEX FDS | 921937793 | 72,573 | $5.0M | 1.60% |
| 23 | SCHWAB STRATEGIC TR | 808524409 | 172,541 | $4.8M | 1.51% |
| 24 | ECOLAB INC | ECL | 17,016 | $4.6M | 1.45% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C771 | 85,648 | $4.0M | 1.26% |
| 26 | VANGUARD BD INDEX FDS | 921937835 | 52,521 | $3.9M | 1.23% |
| 27 | VANGUARD INDEX FDS | 922908553 | 43,272 | $3.9M | 1.22% |
| 28 | ISHARES TR | 464288414 | 34,673 | $3.6M | 1.15% |
| 29 | ISHARES TR | 464287200 | 5,829 | $3.6M | 1.15% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 11,496 | $3.6M | 1.14% |
| 31 | BROADCOM INC | AVGO | 12,518 | $3.5M | 1.09% |
| 32 | SPDR S&P 500 ETF TR | SPY | 5,164 | $3.2M | 1.01% |
| 33 | PALANTIR TECHNOLOGIES INC | PLTR | 23,139 | $3.2M | 1.00% |
| 34 | SERVICENOW INC | NOW | 2,847 | $2.9M | 0.93% |
| 35 | ELI LILLY & CO | LLY | 3,730 | $2.9M | 0.92% |
| 36 | VANGUARD BD INDEX FDS | 921937827 | 36,709 | $2.9M | 0.92% |
| 37 | ISHARES TR | 464287721 | 15,452 | $2.7M | 0.85% |
| 38 | AXON ENTERPRISE INC | AXON | 3,174 | $2.6M | 0.83% |
| 39 | VANGUARD SPECIALIZED FUNDS | 921908844 | 12,561 | $2.6M | 0.81% |
| 40 | SSGA ACTIVE ETF TR | 78467V848 | 59,517 | $2.4M | 0.76% |
| 41 | ISHARES TR | 46435U853 | 59,134 | $2.2M | 0.70% |
| 42 | GALLAGHER ARTHUR J & CO | 363576109 | 6,822 | $2.2M | 0.69% |
| 43 | NXP SEMICONDUCTORS N V | NXPI | 9,630 | $2.1M | 0.67% |
| 44 | VANGUARD SCOTTSDALE FDS | 92206C870 | 24,366 | $2.0M | 0.64% |
| 45 | PACCAR INC | PCAR | 20,064 | $1.9M | 0.60% |
| 46 | FRANKLIN TEMPLETON ETF TR | FGDL | 69,889 | $1.7M | 0.54% |
| 47 | BOEING CO | BA-PA | 7,545 | $1.6M | 0.50% |
| 48 | VANGUARD MUN BD FDS | 922907746 | 32,142 | $1.6M | 0.50% |
| 49 | INVESCO EXCH TRADED FD TR II | IVZ | 70,233 | $1.6M | 0.50% |
| 50 | EATON CORP PLC | ETN | 3,495 | $1.2M | 0.40% |
| 51 | SPDR SERIES TRUST | 78464A805 | 16,185 | $1.2M | 0.38% |
| 52 | MARRIOTT INTL INC NEW | 571903202 | 4,130 | $1.1M | 0.36% |
| 53 | INVESCO QQQ TR | IVZ | 2,003 | $1.1M | 0.35% |
| 54 | SCHWAB STRATEGIC TR | 808524870 | 41,380 | $1.1M | 0.35% |
| 55 | ISHARES TR | 464288513 | 13,331 | $1.1M | 0.34% |
| 56 | STARBUCKS CORP | SBUX | 10,454 | $957,877 | 0.30% |
| 57 | VANGUARD TAX-MANAGED FDS | 921943858 | 15,949 | $909,247 | 0.29% |
| 58 | META PLATFORMS INC | META | 1,138 | $839,946 | 0.27% |
| 59 | PNC FINL SVCS GROUP INC | 693475105 | 3,516 | $655,453 | 0.21% |
| 60 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,291 | $627,070 | 0.20% |
| 61 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 51,650 | $601,723 | 0.19% |
| 62 | JPMORGAN CHASE & CO. | VYLD | 1,819 | $527,346 | 0.17% |
| 63 | CHIPOTLE MEXICAN GRILL INC | CMG | 9,049 | $508,107 | 0.16% |
| 64 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 2,000 | $486,060 | 0.15% |
| 65 | ROBINHOOD MKTS INC | 770700102 | 5,028 | $470,772 | 0.15% |
| 66 | VANGUARD INDEX FDS | 922908769 | 1,446 | $439,483 | 0.14% |
| 67 | HOME DEPOT INC | HD | 1,142 | $418,757 | 0.13% |
| 68 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 905 | $398,788 | 0.13% |
| 69 | ARISTA NETWORKS INC | ANET | 3,889 | $397,884 | 0.13% |
| 70 | VANGUARD WORLD FD | 921910816 | 1,013 | $370,930 | 0.12% |
| 71 | DIMENSIONAL ETF TRUST | 25434V724 | 8,430 | $356,420 | 0.11% |
| 72 | DECKERS OUTDOOR CORP | DECK | 3,457 | $356,313 | 0.11% |
| 73 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,134 | $355,101 | 0.11% |
| 74 | APPLOVIN CORP | APP | 995 | $348,330 | 0.11% |
| 75 | VANGUARD INDEX FDS | 922908363 | 613 | $348,046 | 0.11% |
| 76 | SELECT SECTOR SPDR TR | 81369Y407 | 1,550 | $336,862 | 0.11% |
| 77 | STRYKER CORPORATION | SYK | 851 | $336,625 | 0.11% |
| 78 | REGAL REXNORD CORPORATION | RRX | 2,287 | $331,524 | 0.11% |
| 79 | VANECK ETF TRUST | 92189F676 | 1,174 | $327,405 | 0.10% |
| 80 | VERTEX PHARMACEUTICALS INC | VRTX | 716 | $318,763 | 0.10% |
| 81 | SCHWAB STRATEGIC TR | 808524797 | 11,650 | $308,736 | 0.10% |
| 82 | PROCTER AND GAMBLE CO | 742718109 | 1,937 | $308,619 | 0.10% |
| 83 | LOWES COS INC | 548661107 | 1,295 | $287,268 | 0.09% |
| 84 | ISHARES TR | 464288760 | 1,520 | $286,733 | 0.09% |
| 85 | MORGAN STANLEY | MS-PQ | 1,975 | $278,199 | 0.09% |
| 86 | ALPHABET INC | GOOG | 1,558 | $276,374 | 0.09% |
| 87 | ORACLE CORP | ORCL-PD | 1,233 | $269,571 | 0.09% |
| 88 | COMFORT SYS USA INC | 199908104 | 501 | $268,641 | 0.09% |
| 89 | SHOPIFY INC | SHOP | 2,300 | $265,305 | 0.08% |
| 90 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 4,761 | $263,807 | 0.08% |
| 91 | AUTOMATIC DATA PROCESSING IN | ADP | 851 | $262,448 | 0.08% |
| 92 | CELESTICA INC | CLS | 1,579 | $246,498 | 0.08% |
| 93 | ADOBE INC | ADBE | 634 | $245,282 | 0.08% |
| 94 | INTERNATIONAL BUSINESS MACHS | INTR | 831 | $244,962 | 0.08% |
| 95 | ABBVIE INC | ABBV | 1,314 | $243,997 | 0.08% |
| 96 | DONALDSON INC | DCI | 3,482 | $241,477 | 0.08% |
| 97 | MCDONALDS CORP | MCD | 750 | $219,162 | 0.07% |
| 98 | HOWMET AEROSPACE INC | HWM | 1,162 | $216,283 | 0.07% |
| 99 | SCHWAB STRATEGIC TR | 808524607 | 8,465 | $214,160 | 0.07% |
| 100 | DATADOG INC | DDOG | 1,558 | $209,286 | 0.07% |