13F HOLDINGS REPORT
Leeward Financial Partners, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001941040-25-000643
Total Value
$351.5M
Positions
101
Other Managers
0
Confidential Omitted
No
Holdings (101)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 50,014 | $25.9M | 7.37% |
| 2 | VANGUARD INDEX FDS | 922908736 | 45,922 | $22.0M | 6.27% |
| 3 | VANGUARD WORLD FD | 92204A702 | 23,694 | $17.7M | 5.03% |
| 4 | APPLE INC | AAPL | 61,071 | $15.6M | 4.42% |
| 5 | SCHWAB STRATEGIC TR | 808524300 | 407,224 | $13.0M | 3.70% |
| 6 | SCHWAB STRATEGIC TR | 808524805 | 537,185 | $12.5M | 3.56% |
| 7 | VANGUARD INDEX FDS | 922908637 | 39,736 | $12.2M | 3.48% |
| 8 | VANGUARD INDEX FDS | 922908744 | 64,840 | $12.1M | 3.44% |
| 9 | AMAZON COM INC | AMZN | 54,006 | $11.9M | 3.37% |
| 10 | ALPHABET INC | GOOG | 46,072 | $11.2M | 3.19% |
| 11 | VANGUARD INDEX FDS | 922908751 | 43,617 | $11.1M | 3.16% |
| 12 | VANGUARD INDEX FDS | 922908611 | 39,276 | $8.2M | 2.33% |
| 13 | GOLDMAN SACHS GROUP INC | GSCE | 10,155 | $8.1M | 2.30% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 8,514 | $7.9M | 2.24% |
| 15 | VANGUARD INDEX FDS | 922908595 | 24,088 | $7.2M | 2.04% |
| 16 | VERTIV HOLDINGS CO | VRT | 46,715 | $7.0M | 2.01% |
| 17 | NVIDIA CORPORATION | NVDA | 37,158 | $6.9M | 1.97% |
| 18 | NETFLIX INC | NFLX | 5,449 | $6.5M | 1.86% |
| 19 | VANGUARD BD INDEX FDS | 921937819 | 78,152 | $6.1M | 1.74% |
| 20 | VANGUARD BD INDEX FDS | 921937793 | 82,458 | $5.8M | 1.66% |
| 21 | VISA INC | V | 16,892 | $5.8M | 1.64% |
| 22 | SCHWAB STRATEGIC TR | 808524409 | 179,050 | $5.2M | 1.48% |
| 23 | ECOLAB INC | ECL | 18,308 | $5.0M | 1.43% |
| 24 | VANGUARD SCOTTSDALE FDS | 92206C771 | 99,353 | $4.7M | 1.33% |
| 25 | VANGUARD BD INDEX FDS | 92203C303 | 91,064 | $4.6M | 1.30% |
| 26 | ISHARES TR | 464288414 | 40,518 | $4.3M | 1.23% |
| 27 | VANGUARD INDEX FDS | 922908553 | 47,124 | $4.3M | 1.23% |
| 28 | BROADCOM INC | AVGO | 12,810 | $4.2M | 1.20% |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 22,909 | $4.2M | 1.19% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 11,904 | $4.1M | 1.17% |
| 31 | VANGUARD BD INDEX FDS | 921937835 | 53,865 | $4.0M | 1.14% |
| 32 | ISHARES TR | 464287200 | 5,880 | $3.9M | 1.12% |
| 33 | SPDR S&P 500 ETF TR | SPY | 5,164 | $3.4M | 0.98% |
| 34 | ISHARES TR | 464287721 | 15,452 | $3.0M | 0.86% |
| 35 | ELI LILLY & CO | LLY | 3,955 | $3.0M | 0.86% |
| 36 | VANGUARD BD INDEX FDS | 921937827 | 37,883 | $3.0M | 0.85% |
| 37 | VANGUARD SPECIALIZED FUNDS | 921908844 | 12,561 | $2.7M | 0.77% |
| 38 | ISHARES TR | 46435U853 | 69,028 | $2.6M | 0.74% |
| 39 | SERVICENOW INC | NOW | 2,791 | $2.6M | 0.73% |
| 40 | SSGA ACTIVE ETF TR | 78467V848 | 61,626 | $2.5M | 0.71% |
| 41 | NXP SEMICONDUCTORS N V | NXPI | 10,679 | $2.4M | 0.69% |
| 42 | GALLAGHER ARTHUR J & CO | 363576109 | 7,794 | $2.4M | 0.69% |
| 43 | PACCAR INC | PCAR | 23,158 | $2.3M | 0.65% |
| 44 | FRANKLIN TEMPLETON ETF TR | FGDL | 91,698 | $2.3M | 0.65% |
| 45 | AXON ENTERPRISE INC | AXON | 3,054 | $2.2M | 0.62% |
| 46 | INVESCO EXCH TRADED FD TR II | IVZ | 93,496 | $2.2M | 0.61% |
| 47 | VANGUARD MUN BD FDS | 922907746 | 42,606 | $2.1M | 0.61% |
| 48 | VANGUARD SCOTTSDALE FDS | 92206C870 | 25,136 | $2.1M | 0.60% |
| 49 | BOEING CO | BA-PA | 7,537 | $1.6M | 0.46% |
| 50 | SPDR SERIES TRUST | 78464A805 | 16,233 | $1.3M | 0.37% |
| 51 | INVESCO QQQ TR | IVZ | 2,009 | $1.2M | 0.34% |
| 52 | ISHARES TR | 464288513 | 13,837 | $1.1M | 0.32% |
| 53 | SCHWAB STRATEGIC TR | 808524870 | 41,380 | $1.1M | 0.32% |
| 54 | EATON CORP PLC | ETN | 2,922 | $1.1M | 0.31% |
| 55 | MARRIOTT INTL INC NEW | 571903202 | 4,130 | $1.1M | 0.31% |
| 56 | STARBUCKS CORP | SBUX | 10,207 | $863,490 | 0.25% |
| 57 | APPLOVIN CORP | APP | 1,126 | $809,076 | 0.23% |
| 58 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 51,650 | $772,684 | 0.22% |
| 59 | META PLATFORMS INC | META | 1,000 | $734,380 | 0.21% |
| 60 | ROBINHOOD MKTS INC | 770700102 | 5,000 | $715,900 | 0.20% |
| 61 | PNC FINL SVCS GROUP INC | 693475105 | 3,406 | $684,368 | 0.19% |
| 62 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,273 | $639,927 | 0.18% |
| 63 | ARISTA NETWORKS INC | ANET | 4,155 | $605,425 | 0.17% |
| 64 | JPMORGAN CHASE & CO. | VYLD | 1,809 | $570,613 | 0.16% |
| 65 | VANGUARD TAX-MANAGED FDS | 921943858 | 8,700 | $521,299 | 0.15% |
| 66 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 2,000 | $476,340 | 0.14% |
| 67 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 6,785 | $466,876 | 0.13% |
| 68 | VANGUARD INDEX FDS | 922908769 | 1,410 | $462,720 | 0.13% |
| 69 | HOME DEPOT INC | HD | 1,127 | $456,709 | 0.13% |
| 70 | COMFORT SYS USA INC | 199908104 | 534 | $440,646 | 0.13% |
| 71 | VANECK ETF TRUST | 92189F676 | 1,322 | $431,448 | 0.12% |
| 72 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 905 | $419,685 | 0.12% |
| 73 | DECKERS OUTDOOR CORP | DECK | 4,059 | $411,461 | 0.12% |
| 74 | VANGUARD WORLD FD | 921910816 | 1,013 | $407,651 | 0.12% |
| 75 | CHIPOTLE MEXICAN GRILL INC | CMG | 10,328 | $404,758 | 0.12% |
| 76 | CELESTICA INC | CLS | 1,553 | $382,628 | 0.11% |
| 77 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,182 | $382,472 | 0.11% |
| 78 | SELECT SECTOR SPDR TR | 81369Y407 | 1,550 | $371,442 | 0.11% |
| 79 | SHOPIFY INC | SHOP | 2,445 | $363,351 | 0.10% |
| 80 | ALPHABET INC | GOOG | 1,476 | $359,480 | 0.10% |
| 81 | DIMENSIONAL ETF TRUST | 25434V724 | 7,670 | $342,772 | 0.10% |
| 82 | ORACLE CORP | ORCL-PD | 1,211 | $340,582 | 0.10% |
| 83 | REGAL REXNORD CORPORATION | RRX | 2,287 | $328,047 | 0.09% |
| 84 | ISHARES TR | 464288760 | 1,520 | $318,075 | 0.09% |
| 85 | SCHWAB STRATEGIC TR | 808524797 | 11,650 | $318,056 | 0.09% |
| 86 | MORGAN STANLEY | MS-PQ | 1,978 | $314,423 | 0.09% |
| 87 | STRYKER CORPORATION | SYK | 846 | $312,586 | 0.09% |
| 88 | ABBVIE INC | ABBV | 1,296 | $300,191 | 0.09% |
| 89 | DONALDSON INC | DCI | 3,482 | $285,002 | 0.08% |
| 90 | VERTEX PHARMACEUTICALS INC | VRTX | 716 | $280,414 | 0.08% |
| 91 | HOWMET AEROSPACE INC | HWM | 1,365 | $267,854 | 0.08% |
| 92 | VANGUARD INDEX FDS | 922908363 | 434 | $265,604 | 0.08% |
| 93 | DATADOG INC | DDOG | 1,835 | $261,304 | 0.07% |
| 94 | AUTOMATIC DATA PROCESSING IN | ADP | 820 | $240,670 | 0.07% |
| 95 | UNITED RENTALS INC | URI | 252 | $240,574 | 0.07% |
| 96 | MCDONALDS CORP | MCD | 750 | $227,953 | 0.06% |
| 97 | INTERNATIONAL BUSINESS MACHS | INTR | 803 | $226,574 | 0.06% |
| 98 | TESLA INC | TSLA | 493 | $219,247 | 0.06% |
| 99 | LOWES COS INC | 548661107 | 826 | $207,521 | 0.06% |
| 100 | BLUE OWL CAPITAL INC | OWL | 12,148 | $205,666 | 0.06% |
| 101 | ISHARES TR | 464287770 | 2,250 | $201,690 | 0.06% |