Leeward Financial Partners, LLC
Q4 2024 13F Holdings
- Locationbellevue, WA
- Num holdings
92
- Value ($000)
$280,386
- Date Filed02/12/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $18.95M | 7 % | 46,165 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $17.69M | 6 % | 28,456 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $17.68M | 6 % | 41,938 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $13.37M | 5 % | 78,999 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $12.37M | 4 % | 45,865 | ||
AAPL APPLE INC | COM | 037833100 | $11.43M | 4 % | 45,649 | ||
AMZN AMAZON COM INC | COM | 023135106 | $10.71M | 4 % | 48,821 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $10.58M | 4 % | 379,581 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.89M | 3 % | 36,982 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.53M | 3 % | 39,760 |
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