§ 13F · FUND PROFILE
Windward Private Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $277.3T (13F)Positions · 42Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$352.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 822K | $64.8T | 22.4% | +3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 617K | $38.5T | 13.3% | −4% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 293K | $35.6T | 12.3% | −6% |
| 4 | VONV | VANGUARD SCOTTSDALE FDS | 309K | $28.5T | 9.9% | ±0% |
| 5 | BIV | VANGUARD BD INDEX FDS | 314K | $24.5T | 8.5% | ±0% |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | 331K | $15.6T | 5.4% | ±0% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 248K | $13.3T | 4.6% | −4% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 36K | $8.0T | 2.8% | −3% |
| 9 | VTWO | VANGUARD SCOTTSDALE FDS | 56K | $5.5T | 1.9% | −3% |
| 10 | VTV | VANGUARD INDEX FDS | 28K | $5.4T | 1.9% | −6% |
§ 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 $277316.6 trillion in assets. The fund runs a portfolio of 42 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed