§ 13F · FUND PROFILE
Windward Private Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290M (13F)Positions · 44Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$209K 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 MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 843K | $66M | 22.9% | +3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 618K | $40M | 13.7% | ±0% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 300K | $33M | 11.4% | +3% |
| 4 | VONV | VANGUARD SCOTTSDALE FDS | 306K | $29M | 9.9% | −1% |
| 5 | BIV | VANGUARD BD INDEX FDS | 327K | $25M | 8.7% | +4% |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | 343K | $16M | 5.6% | +4% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 250K | $14M | 4.7% | +1% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 36K | $8M | 2.7% | −1% |
| 9 | VTWO | VANGUARD SCOTTSDALE FDS | 56K | $6M | 1.9% | ±0% |
| 10 | VTV | VANGUARD INDEX FDS | 27K | $5M | 1.8% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINDWARD SIGNAL
AC read
Windward Private Wealth Management Inc. is a Other fund managing $290 million in assets. The fund runs a portfolio of 44 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