§ 13F · FUND PROFILE
Windward Private Wealth Management Inc..
AUM · $313M (13F)Positions · 43Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 861K | $67M | 21.5% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 619K | $44M | 14.1% | ±0% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 307K | $39M | 12.6% | +2% |
| 4 | VONV | VANGUARD SCOTTSDALE FDS | 308K | $33M | 10.5% | +1% |
| 5 | BIV | VANGUARD BD INDEX FDS | 334K | $26M | 8.2% | +2% |
| 6 | VMBS | VANGUARD SCOTTSDALE FDS | 345K | $16M | 5.2% | +1% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 252K | $15M | 4.8% | +1% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 36K | $9M | 2.7% | ±0% |
| 9 | VTWO | VANGUARD SCOTTSDALE FDS | 55K | $7M | 2.2% | ±0% |
| 10 | VTV | VANGUARD INDEX FDS | 27K | $6M | 1.9% | ±0% |
§ 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 $313 million in assets. The fund runs a portfolio of 43 positions.
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