Leeward Financial Partners, LLC
Q3 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
101
- Value ($000)
$351,491
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001735201
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $25.90 M | 7 % | 50,014 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $22.02 M | 6 % | 45,922 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $17.69 M | 5 % | 23,694 | ||
AAPL APPLE INC | COM | 037833100 | $15.55 M | 4 % | 61,071 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $12.99 M | 4 % | 407,224 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $12.51 M | 4 % | 537,185 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $12.23 M | 4 % | 39,736 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $12.09 M | 3 % | 64,840 | ||
AMZN AMAZON COM INC | COM | 023135106 | $11.86 M | 3 % | 54,006 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $11.20 M | 3 % | 46,072 |
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