§ 13F · FUND PROFILE
Leeward Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $351M (13F)Positions · 101Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 53K | $19M | 5.8% | −3% |
| 2 | VUG | VANGUARD INDEX FDS | 42K | $18M | 5.5% | −4% |
| 3 | VGT | VANGUARD WORLD FD | 21K | $15M | 4.4% | −10% |
| 4 | AAPL | APPLE INC | 56K | $14M | 4.2% | −4% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 522K | $13M | 3.8% | −2% |
| 6 | VV | VANGUARD INDEX FDS | 43K | $13M | 3.8% | ±0% |
| 7 | VTV | VANGUARD INDEX FDS | 65K | $13M | 3.8% | −2% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 403K | $12M | 3.5% | ±0% |
| 9 | AMZN | AMAZON COM INC | 56K | $12M | 3.5% | +2% |
| 10 | VUSB | VANGUARD BD INDEX FDS | 221K | $11M | 3.3% | +41% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEEWARD SIGNAL
AC read
Leeward Financial Partners, LLC is a Other fund managing $351 million in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed