13F HOLDINGS REPORT
Leeward Financial Partners, LLC
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001941040-26-000083
Total Value
$355.8M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 54,247 | $26.2M | 7.37% |
| 2 | VANGUARD INDEX FDS | 922908736 | 43,860 | $21.4M | 6.01% |
| 3 | VANGUARD WORLD FD | 92204A702 | 23,423 | $17.7M | 4.96% |
| 4 | APPLE INC | AAPL | 58,069 | $15.8M | 4.44% |
| 5 | VANGUARD INDEX FDS | 922908637 | 42,439 | $13.4M | 3.76% |
| 6 | SCHWAB STRATEGIC TR | 808524300 | 402,174 | $13.1M | 3.69% |
| 7 | SCHWAB STRATEGIC TR | 808524805 | 534,407 | $12.8M | 3.61% |
| 8 | AMAZON COM INC | AMZN | 54,779 | $12.6M | 3.55% |
| 9 | VANGUARD INDEX FDS | 922908744 | 65,576 | $12.5M | 3.52% |
| 10 | ALPHABET INC | GOOG | 37,078 | $11.6M | 3.26% |
| 11 | VANGUARD INDEX FDS | 922908751 | 44,292 | $11.4M | 3.21% |
| 12 | GOLDMAN SACHS GROUP INC | GSCE | 10,280 | $9.0M | 2.54% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 10,017 | $8.6M | 2.43% |
| 14 | VANGUARD INDEX FDS | 922908611 | 38,765 | $8.2M | 2.31% |
| 15 | VANGUARD BD INDEX FDS | 92203C303 | 156,338 | $7.8M | 2.19% |
| 16 | NVIDIA CORPORATION | NVDA | 39,113 | $7.3M | 2.05% |
| 17 | VANGUARD INDEX FDS | 922908595 | 23,665 | $7.1M | 2.01% |
| 18 | NETFLIX INC | NFLX | 64,430 | $6.0M | 1.70% |
| 19 | VISA INC | V | 17,211 | $6.0M | 1.70% |
| 20 | VANGUARD BD INDEX FDS | 921937819 | 77,453 | $6.0M | 1.70% |
| 21 | VANGUARD BD INDEX FDS | 921937793 | 81,000 | $5.6M | 1.58% |
| 22 | SCHWAB STRATEGIC TR | 808524409 | 177,656 | $5.3M | 1.48% |
| 23 | BROADCOM INC | AVGO | 14,081 | $4.9M | 1.37% |
| 24 | ECOLAB INC | ECL | 18,080 | $4.7M | 1.33% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C771 | 97,482 | $4.6M | 1.29% |
| 26 | APPLOVIN CORP | APP | 6,637 | $4.5M | 1.26% |
| 27 | ISHARES TR | 464288414 | 40,825 | $4.4M | 1.23% |
| 28 | META PLATFORMS INC | META | 6,438 | $4.2M | 1.19% |
| 29 | VANGUARD INDEX FDS | 922908553 | 47,973 | $4.2M | 1.19% |
| 30 | VERTIV HOLDINGS CO | VRT | 25,346 | $4.1M | 1.15% |
| 31 | UNITEDHEALTH GROUP INC | UNH | 12,117 | $4.0M | 1.12% |
| 32 | ISHARES TR | 464287200 | 5,809 | $4.0M | 1.12% |
| 33 | NATERA INC | NTRA | 17,343 | $4.0M | 1.12% |
| 34 | VANGUARD BD INDEX FDS | 921937835 | 52,844 | $3.9M | 1.10% |
| 35 | SPDR S&P 500 ETF TR | SPY | 5,093 | $3.5M | 0.98% |
| 36 | VANGUARD BD INDEX FDS | 921937827 | 38,207 | $3.0M | 0.85% |
| 37 | ISHARES TR | 464287721 | 15,002 | $3.0M | 0.84% |
| 38 | VANGUARD SPECIALIZED FUNDS | 921908844 | 12,561 | $2.8M | 0.78% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 8,207 | $2.6M | 0.74% |
| 40 | PALANTIR TECHNOLOGIES INC | PLTR | 14,382 | $2.6M | 0.72% |
| 41 | ISHARES TR | 46435U853 | 68,139 | $2.5M | 0.72% |
| 42 | SSGA ACTIVE ETF TR | 78467V848 | 59,599 | $2.4M | 0.67% |
| 43 | FRANKLIN TEMPLETON ETF TR | FGDL | 91,834 | $2.3M | 0.64% |
| 44 | INVESCO EXCH TRADED FD TR II | IVZ | 93,767 | $2.2M | 0.61% |
| 45 | VANGUARD MUN BD FDS | 922907746 | 42,833 | $2.2M | 0.61% |
| 46 | VANGUARD SCOTTSDALE FDS | 92206C870 | 23,662 | $2.0M | 0.56% |
| 47 | AXON ENTERPRISE INC | AXON | 2,981 | $1.7M | 0.48% |
| 48 | AMPHENOL CORP NEW | 032095101 | 11,500 | $1.6M | 0.44% |
| 49 | SPDR SERIES TRUST | 78464A805 | 16,280 | $1.3M | 0.38% |
| 50 | MARRIOTT INTL INC NEW | 571903202 | 4,130 | $1.3M | 0.36% |
| 51 | ORACLE CORP | ORCL-PD | 6,190 | $1.2M | 0.34% |
| 52 | INVESCO QQQ TR | IVZ | 1,888 | $1.2M | 0.33% |
| 53 | ISHARES TR | 464288513 | 13,934 | $1.1M | 0.32% |
| 54 | SCHWAB STRATEGIC TR | 808524870 | 41,380 | $1.1M | 0.31% |
| 55 | ELI LILLY & CO | LLY | 857 | $921,001 | 0.26% |
| 56 | STARBUCKS CORP | SBUX | 9,658 | $813,275 | 0.23% |
| 57 | PACCAR INC | PCAR | 6,177 | $676,465 | 0.19% |
| 58 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 41,400 | $672,336 | 0.19% |
| 59 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,245 | $625,738 | 0.18% |
| 60 | GALLAGHER ARTHUR J & CO | 363576109 | 2,272 | $587,989 | 0.17% |
| 61 | PNC FINL SVCS GROUP INC | 693475105 | 2,781 | $580,478 | 0.16% |
| 62 | ARISTA NETWORKS INC | ANET | 4,125 | $540,499 | 0.15% |
| 63 | VANGUARD INDEX FDS | 922908769 | 1,499 | $502,570 | 0.14% |
| 64 | VANECK ETF TRUST | 92189F676 | 1,317 | $474,291 | 0.13% |
| 65 | SERVICENOW INC | NOW | 3,056 | $468,149 | 0.13% |
| 66 | NXP SEMICONDUCTORS N V | NXPI | 2,125 | $461,253 | 0.13% |
| 67 | BOEING CO | BA-PA | 2,104 | $456,870 | 0.13% |
| 68 | VANGUARD TAX-MANAGED FDS | 921943858 | 7,228 | $451,529 | 0.13% |
| 69 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 2,000 | $446,340 | 0.13% |
| 70 | ALPHABET INC | GOOG | 1,407 | $441,517 | 0.12% |
| 71 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 834 | $400,795 | 0.11% |
| 72 | SHOPIFY INC | SHOP | 2,445 | $393,572 | 0.11% |
| 73 | VANGUARD WORLD FD | 921910816 | 946 | $390,480 | 0.11% |
| 74 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,349 | $376,263 | 0.11% |
| 75 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 5,721 | $367,918 | 0.10% |
| 76 | COMFORT SYS USA INC | 199908104 | 388 | $362,117 | 0.10% |
| 77 | DIMENSIONAL ETF TRUST | 25434V724 | 7,670 | $357,345 | 0.10% |
| 78 | SELECT SECTOR SPDR TR | 81369Y407 | 2,858 | $341,274 | 0.10% |
| 79 | EATON CORP PLC | ETN | 1,029 | $327,747 | 0.09% |
| 80 | REGAL REXNORD CORPORATION | RRX | 2,287 | $320,912 | 0.09% |
| 81 | MORGAN STANLEY | MS-PQ | 1,777 | $315,471 | 0.09% |
| 82 | DONALDSON INC | DCI | 3,482 | $308,714 | 0.09% |
| 83 | CELESTICA INC | CLS | 1,025 | $303,000 | 0.09% |
| 84 | ISHARES TR | 464288760 | 1,401 | $300,781 | 0.08% |
| 85 | SCHWAB STRATEGIC TR | 808524797 | 10,741 | $294,637 | 0.08% |
| 86 | VANGUARD INDEX FDS | 922908363 | 466 | $292,069 | 0.08% |
| 87 | MCDONALDS CORP | MCD | 950 | $290,385 | 0.08% |
| 88 | ABBVIE INC | ABBV | 1,268 | $289,612 | 0.08% |
| 89 | HOWMET AEROSPACE INC | HWM | 1,365 | $279,852 | 0.08% |
| 90 | STRYKER CORPORATION | SYK | 783 | $275,371 | 0.08% |
| 91 | HOME DEPOT INC | HD | 718 | $247,115 | 0.07% |
| 92 | TESLA INC | TSLA | 549 | $246,896 | 0.07% |
| 93 | INTERNATIONAL BUSINESS MACHS | INTR | 803 | $237,857 | 0.07% |
| 94 | MERCK & CO INC | MRK | 2,131 | $224,309 | 0.06% |
| 95 | DECKERS OUTDOOR CORP | DECK | 2,078 | $215,426 | 0.06% |
| 96 | UNITED RENTALS INC | URI | 255 | $206,377 | 0.06% |