§ 13F · FUND PROFILE
Leeward Financial Partners, LLC.
AUM · $381M (13F)Positions · 108Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 256K | $22M | 5.8% | +509% |
| 2 | MSFT | MICROSOFT CORP | 52K | $19M | 5.1% | −1% |
| 3 | VGT | VANGUARD WORLD FD | 160K | $19M | 5.0% | +656% |
| 4 | AAPL | APPLE INC | 55K | $16M | 4.2% | −1% |
| 5 | VV | VANGUARD INDEX FDS | 44K | $15M | 3.9% | +3% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 532K | $15M | 3.9% | +2% |
| 7 | VTV | VANGUARD INDEX FDS | 66K | $14M | 3.8% | +2% |
| 8 | SCHG | SCHWAB STRATEGIC TR | 412K | $14M | 3.7% | +2% |
| 9 | AMZN | AMAZON COM INC | 55K | $13M | 3.4% | −2% |
| 10 | VB | VANGUARD INDEX FDS | 40K | $12M | 3.2% | +2% |
§ 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 $381 million in assets. The fund runs a portfolio of 108 positions.
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