Leeward Financial Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    bellevue, WA
  • CIK
    0001735201
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

86

$267.71 M
VUG, MSFT, VTV, VANGUARD WORLD FDS
13F-HR
May 9, 2025
000194104025000275

92

$280.39 M
VUG, VANGUARD WORLD FDS, MSFT, VTV
13F-HR
Feb 12, 2025
000194104025000141

85

$265.05 M
MSFT, VUG, VANGUARD WORLD FDS, VTV
13F-HR
Oct 30, 2024
000194104024000452

84

$246.30 M
MSFT, VUG, VANGUARD WORLD FDS, VTV
13F-HR
Jul 30, 2024
000194104024000306

92

$236.41 M
MSFT, VTV, VUG, VANGUARD WORLD FDS
13F-HR
Apr 19, 2024
000194104024000195

87

$207.06 M
MSFT, VUG, VTV, VANGUARD WORLD FDS
13F-HR
Jan 26, 2024
000194104024000047

76

$180.67 M
VUG, VTV, MSFT, VANGUARD WORLD FDS
13F-HR
Oct 31, 2023
000194104023000324

82

$173.93 M
MSFT, VUG, AAPL, VANGUARD WORLD FDS
13F-HR
Aug 8, 2023
000194104023000196

73

$163.22 M
MSFT, VTV, AAPL, VUG
13F-HR
Apr 25, 2023
000194104023000101

65

$144.75 M
VTV, MSFT, VUG, AAPL
13F-HR
Jan 30, 2023
000194104023000034

64

$139.47 M
MSFT, VANGUARD WORLD FDS, VUG, AAPL
13F-HR
Nov 3, 2022
000173520122000009

67

$145.71 M
VANGUARD WORLD FDS, MSFT, VUG, AAPL
13F-HR
Jul 19, 2022
000173520122000007

68

$161.90 M
VANGUARD WORLD FDS, VUG, VUSB, AAPL
13F-HR
May 12, 2022
000173520122000005

71

$159.98 M
VANGUARD WORLD FDS, VUG, AAPL, MSFT
13F-HR
Jan 27, 2022
000173520122000003