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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001835866

Windward Private Wealth Management Inc.

OVERLAND PARK, KS · File #028-20460

Latest AUM
$288.8M
Positions
44
Top-10 Concentration
83.1%
Filings
12

Sector Allocation

Financials
0.3%$776,319
Industrials
0.2%$548,027
Technology
0.1%$351,984
Materials
0.1%$273,157

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD BD INDEX FDS921937827822,376$64.8M22.45%
2VANGUARD TAX-MANAGED FDS921943858616,922$38.5M13.35%
3VANGUARD SCOTTSDALE FDS92206C680292,807$35.6M12.35%
4VANGUARD SCOTTSDALE FDS92206C714309,185$28.5M9.88%
5VANGUARD BD INDEX FDS921937819314,464$24.5M8.48%
6VANGUARD SCOTTSDALE FDS92206C771330,748$15.6M5.39%
7VANGUARD INTL EQUITY INDEX F922042858247,872$13.3M4.61%
8VANGUARD SPECIALIZED FUNDS92190884436,478$8.0M2.78%
9VANGUARD SCOTTSDALE FDS92206C66455,649$5.5M1.92%
10VANGUARD INDEX FDS92290874428,073$5.4M1.86%
11ISHARES TR46432F83459,505$5.0M1.74%
12ISHARES TR46428767129,807$5.0M1.73%
13ISHARES TR46428766338,843$4.0M1.38%
14ISHARES TR46432F84241,806$3.7M1.30%
15VANGUARD SCOTTSDALE FDS92206C40945,898$3.7M1.27%
16ISHARES TR46428841426,661$2.9M0.99%
17VANGUARD SCOTTSDALE FDS92206C10243,959$2.6M0.89%
18VANGUARD ADMIRAL FDS INC9219325055,199$2.3M0.80%
19ISHARES TR46428887726,844$1.9M0.66%
20ISHARES TR46428737437,325$1.9M0.65%