Leeward Financial Partners

Bellevue, WAfiles as Leeward Financial Partners, LLC

$381m in 108 US stocks at the end of 30 June 2026. The top 10 are 41.9% of the money. It changed about 7.4% of the portfolio this quarter.

Value

$381m

Stocks

108

Top 10 share

41.9%

Turnover

7.4%

What changed this quarter

New

Bought for the first time this quarter.

TeradyneTER
1.0% of the fund
Lam ResearchLRCX
0.8% of the fund
Micron TechnologyMU
0.2% of the fund
Direxion Shares ETF TrustTECL
<0.1% of the fund
United RentalsURI
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
International Business MachinesIBM
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
Vanguard Whitehall FDSVYM
<0.1% of the fund
CrowdStrike HoldingsCRWD
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVV
3.9% of the fund
+3%
Schwab Strategic TRSCHF
3.9% of the fund
+2%
Vanguard Index FDSVTV
3.8% of the fund
+2%
Schwab Strategic TRSCHG
3.7% of the fund
+2%
Schwab Strategic TRSCHV
1.7% of the fund
+2%
Vanguard BD Index FDSBIV
1.6% of the fund
+5%
Vanguard BD Index FDSBLV
1.5% of the fund
+2%
JPMorgan ChaseJPM
1.5% of the fund
+5%
Vanguard Tax-Managed FDSVEA
1.4% of the fund
+3%
EcolabECL
1.3% of the fund
+4%
CumminsCMI
1.3% of the fund
+3%
Vanguard Scottsdale FDSVMBS
1.2% of the fund
+4%
Marriott InternationalMAR
1.2% of the fund
+327%
Vanguard BD Index FDSBND
1.1% of the fund
+10%
Vanguard BD Index FDSBSV
0.8% of the fund
+9%
IsharesIEMG
0.8% of the fund
+3%
Ishares TRUSHY
0.7% of the fund
+5%
Ssga Active ETF TRTOTL
0.7% of the fund
+10%
Vanguard Scottsdale FDSVCIT
0.5% of the fund
+8%
Ishares TRHYG
0.3% of the fund
+11%
StarbucksSBUX
0.3% of the fund
+3%
AlphabetGOOG
0.1% of the fund
+4%
State STR Spdr DOW Jones INDDIA
0.1% of the fund
+3%
Royal Caribbean CruisesRCL
0.1% of the fund
+27%
CelesticaCLS
<0.1% of the fund
+5%

Cut

Sold some of their stake.

Vanguard World FDVGT
5.0% of the fund
-6%
Amazon.comAMZN
3.4% of the fund
-2%
Costco WholesaleCOST
2.2% of the fund
-7%
Goldman Sachs GroupGS
2.2% of the fund
-2%
Vanguard Index FDSVBR
1.9% of the fund
-4%
Vertiv HoldingsVRT
1.7% of the fund
-5%
AppLovinAPP
1.5% of the fund
-14%
Vanguard BD Index FDSVUSB
1.4% of the fund
-52%
Vaneck ETF TrustSMH
1.0% of the fund
-20%
Vanguard Specialized FundsVIG
0.6% of the fund
-18%
Meta PlatformsMETA
0.6% of the fund
-40%
Axon EnterpriseAXON
0.4% of the fund
-8%
OracleORCL
0.2% of the fund
-2%
NetflixNFLX
0.2% of the fund
-72%
Arista NetworksANET
0.2% of the fund
-3%
Palantir TechnologiesPLTR
0.2% of the fund
-75%
Vanguard Index FDSVNQ
0.2% of the fund
-6%
Comfort Systems USAFIX
0.1% of the fund
-8%
Vanguard Index FDSVTI
0.1% of the fund
-6%
BoeingBA
0.1% of the fund
-4%
DatadogDDOG
<0.1% of the fund
-31%
Arthur J. GallagherAJG
<0.1% of the fund
-6%
NXP SemiconductorsNXPI
<0.1% of the fund
-9%
Vanguard Index FDSVOO
<0.1% of the fund
-9%
Morgan StanleyMS
<0.1% of the fund
-24%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Vanguard Index FDSVUG
Share
5.8%
Value
$22m
Shares
256,418
Held
MicrosoftMSFT
Share
5.1%
Value
$19m
Shares
51,834
Held
Vanguard World FDVGT
Share
5.0%
Value
$19m
Shares
159,986
-6%
AppleAAPL
Share
4.2%
Value
$16m
Shares
55,191
Held
Vanguard Index FDSVV
Share
3.9%
Value
$15m
Shares
43,665
+3%
Schwab Strategic TRSCHF
Share
3.9%
Value
$15m
Shares
532,437
+2%
Vanguard Index FDSVTV
Share
3.8%
Value
$14m
Shares
66,023
+2%
Schwab Strategic TRSCHG
Share
3.7%
Value
$14m
Shares
411,525
+2%
Amazon.comAMZN
Share
3.4%
Value
$13m
Shares
54,781
-2%
Vanguard Index FDSVB
Share
3.2%
Value
$12m
Shares
39,856
Held
AlphabetGOOGL
Share
3.1%
Value
$12m
Shares
32,908
Held
Costco WholesaleCOST
Share
2.2%
Value
$9m
Shares
9,094
-7%
Goldman Sachs GroupGS
Share
2.2%
Value
$8m
Shares
8,261
-2%
NvidiaNVDA
Share
2.1%
Value
$8m
Shares
39,614
Held
Vanguard Index FDSVBR
Share
1.9%
Value
$7m
Shares
30,097
-4%
Vanguard Index FDSVBK
Share
1.8%
Value
$7m
Shares
18,618
Held
Vertiv HoldingsVRT
Share
1.7%
Value
$6m
Shares
18,943
-5%
Schwab Strategic TRSCHV
Share
1.7%
Value
$6m
Shares
181,501
+2%
Vanguard BD Index FDSBIV
Share
1.6%
Value
$6m
Shares
80,475
+5%
Vanguard BD Index FDSBLV
Share
1.5%
Value
$6m
Shares
82,969
+2%
AppLovinAPP
Share
1.5%
Value
$6m
Shares
10,807
-14%
JPMorgan ChaseJPM
Share
1.5%
Value
$6m
Shares
16,987
+5%
BroadcomAVGO
Share
1.4%
Value
$5m
Shares
14,404
Held
NateraNTRA
Share
1.4%
Value
$5m
Shares
19,553
Held
Vanguard BD Index FDSVUSB
Share
1.4%
Value
$5m
Shares
105,776
-52%
Vanguard Tax-Managed FDSVEA
Share
1.4%
Value
$5m
Shares
72,812
+3%
UnitedHealth GroupUNH
Share
1.4%
Value
$5m
Shares
12,411
Held
EcolabECL
Share
1.3%
Value
$5m
Shares
18,338
+4%
CumminsCMI
Share
1.3%
Value
$5m
Shares
6,763
+3%
Vanguard Scottsdale FDSVMBS
Share
1.2%
Value
$5m
Shares
101,397
+4%
Marriott InternationalMAR
Share
1.2%
Value
$5m
Shares
12,484
+327%
Ishares TRMUB
Share
1.1%
Value
$4m
Shares
40,562
Held
Ishares TRIVV
Share
1.1%
Value
$4m
Shares
5,679
Held
Vanguard BD Index FDSBND
Share
1.1%
Value
$4m
Shares
57,230
+10%
Vaneck ETF TrustSMH
Share
1.0%
Value
$4m
Shares
6,017
-20%
State STR Spdr S&P 500 ETF TSPY
Share
1.0%
Value
$4m
Shares
5,111
Held
Ishares TRIYW
Share
1.0%
Value
$4m
Shares
15,002
Held
TeradyneTER
Share
1.0%
Value
$4m
Shares
7,719
New
Vanguard BD Index FDSBSV
Share
0.8%
Value
$3m
Shares
41,220
+9%
Lam ResearchLRCX
Share
0.8%
Value
$3m
Shares
7,217
New
IsharesIEMG
Share
0.8%
Value
$3m
Shares
35,994
+3%
Ishares TRUSHY
Share
0.7%
Value
$3m
Shares
71,441
+5%
Ssga Active ETF TRTOTL
Share
0.7%
Value
$3m
Shares
64,911
+10%
Vanguard Specialized FundsVIG
Share
0.6%
Value
$2m
Shares
10,309
-18%
Franklin Templeton ETF TRFLMI
Share
0.6%
Value
$2m
Shares
92,304
Held
Meta PlatformsMETA
Share
0.6%
Value
$2m
Shares
4,111
-40%
Invesco Exch Traded FD TR IIPZA
Share
0.6%
Value
$2m
Shares
95,441
Held
Vanguard MUN BD FDSVTEB
Share
0.6%
Value
$2m
Shares
43,593
Held
AmphenolAPH
Share
0.6%
Value
$2m
Shares
12,196
Held
Vanguard Scottsdale FDSVCIT
Share
0.5%
Value
$2m
Shares
24,983
+8%
Spdr Series TrustSPTM
Share
0.4%
Value
$1m
Shares
16,374
Held
Invesco QQQ TRQQQ
Share
0.4%
Value
$1m
Shares
1,886
Held
Axon EnterpriseAXON
Share
0.4%
Value
$1m
Shares
2,457
-8%
Intuitive SurgicalISRG
Share
0.3%
Value
$1m
Shares
3,321
Held
Ishares TRHYG
Share
0.3%
Value
$1m
Shares
15,365
+11%
VisaV
Share
0.3%
Value
$1m
Shares
3,469
Held
Schwab Strategic TRSCHP
Share
0.3%
Value
$1m
Shares
41,380
Held
StarbucksSBUX
Share
0.3%
Value
$994,096
Shares
9,728
+3%
OracleORCL
Share
0.2%
Value
$897,765
Shares
6,126
-2%
NetflixNFLX
Share
0.2%
Value
$892,500
Shares
12,500
-72%
Adaptive BiotechnologiesADPT
Share
0.2%
Value
$888,030
Shares
41,400
Held
Eli LillyLLY
Share
0.2%
Value
$790,424
Shares
659
Held
Arista NetworksANET
Share
0.2%
Value
$667,798
Shares
3,931
-3%
PNC Financial Services GroupPNC
Share
0.2%
Value
$663,809
Shares
2,696
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$622,924
Shares
1,245
Held
Palantir TechnologiesPLTR
Share
0.2%
Value
$609,367
Shares
5,223
-75%
Vanguard Index FDSVNQ
Share
0.2%
Value
$607,242
Shares
6,297
-6%
PaccarPCAR
Share
0.2%
Value
$600,120
Shares
4,996
Held
Micron TechnologyMU
Share
0.2%
Value
$575,991
Shares
499
New
Comfort Systems USAFIX
Share
0.1%
Value
$539,090
Shares
272
-8%
Regal RexnordRRX
Share
0.1%
Value
$534,260
Shares
2,243
Held
Vanguard Index FDSVTI
Share
0.1%
Value
$521,756
Shares
1,410
-6%
AlphabetGOOG
Share
0.1%
Value
$514,802
Shares
1,457
+4%
Interactive Brokers GroupIBKR
Share
0.1%
Value
$481,070
Shares
5,527
Held
State STR Spdr DOW Jones INDDIA
Share
0.1%
Value
$448,733
Shares
859
+3%
BoeingBA
Share
0.1%
Value
$445,977
Shares
2,060
-4%
EatonETN
Share
0.1%
Value
$422,711
Shares
992
Held
Dimensional ETF TrustDFUV
Share
0.1%
Value
$421,927
Shares
7,670
Held
Royal Caribbean CruisesRCL
Share
0.1%
Value
$416,917
Shares
1,313
+27%
Vanguard World FDMGK
Share
0.1%
Value
$415,814
Shares
4,730
Held
CelesticaCLS
Share
<0.1%
Value
$377,203
Shares
1,034
+5%
DatadogDDOG
Share
<0.1%
Value
$359,818
Shares
1,382
-31%
Arthur J. GallagherAJG
Share
<0.1%
Value
$358,129
Shares
1,560
-6%
NXP SemiconductorsNXPI
Share
<0.1%
Value
$352,412
Shares
1,254
-9%
Schwab Strategic TRSCHD
Share
<0.1%
Value
$340,610
Shares
10,741
Held
Ishares TRITA
Share
<0.1%
Value
$339,630
Shares
1,401
Held
Select Sector Spdr TRXLY
Share
<0.1%
Value
$335,186
Shares
2,858
Held
AbbVieABBV
Share
<0.1%
Value
$319,834
Shares
1,271
Held
Howmet AerospaceHWM
Share
<0.1%
Value
$316,448
Shares
1,177
+9%
DonaldsonDCI
Share
<0.1%
Value
$312,579
Shares
3,482
Held
Direxion Shares ETF TrustTECL
Share
<0.1%
Value
$299,988
Shares
1,300
New
Vanguard Index FDSVOO
Share
<0.1%
Value
$292,392
Shares
426
-9%
United RentalsURI
Share
<0.1%
Value
$286,621
Shares
253
New
ShopifySHOP
Share
<0.1%
Value
$280,883
Shares
2,460
Held
Broadridge Financial SolutionsBR
Share
<0.1%
Value
$273,900
Shares
2,000
Held
MerckMRK
Share
<0.1%
Value
$273,834
Shares
2,131
Held
Morgan StanleyMS
Share
<0.1%
Value
$267,780
Shares
1,281
-24%
ServiceNowNOW
Share
<0.1%
Value
$265,971
Shares
2,679
Held
McDonald'sMCD
Share
<0.1%
Value
$256,795
Shares
950
Held
Home DepotHD
Share
<0.1%
Value
$253,630
Shares
719
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVUG	5.8%	$22m	256,418	Held
MicrosoftMSFT	5.1%	$19m	51,834	Held
Vanguard World FDVGT	5.0%	$19m	159,986	-6%
AppleAAPL	4.2%	$16m	55,191	Held
Vanguard Index FDSVV	3.9%	$15m	43,665	+3%
Schwab Strategic TRSCHF	3.9%	$15m	532,437	+2%
Vanguard Index FDSVTV	3.8%	$14m	66,023	+2%
Schwab Strategic TRSCHG	3.7%	$14m	411,525	+2%
Amazon.comAMZN	3.4%	$13m	54,781	-2%
Vanguard Index FDSVB	3.2%	$12m	39,856	Held
AlphabetGOOGL	3.1%	$12m	32,908	Held
Costco WholesaleCOST	2.2%	$9m	9,094	-7%
Goldman Sachs GroupGS	2.2%	$8m	8,261	-2%
NvidiaNVDA	2.1%	$8m	39,614	Held
Vanguard Index FDSVBR	1.9%	$7m	30,097	-4%
Vanguard Index FDSVBK	1.8%	$7m	18,618	Held
Vertiv HoldingsVRT	1.7%	$6m	18,943	-5%
Schwab Strategic TRSCHV	1.7%	$6m	181,501	+2%
Vanguard BD Index FDSBIV	1.6%	$6m	80,475	+5%
Vanguard BD Index FDSBLV	1.5%	$6m	82,969	+2%
AppLovinAPP	1.5%	$6m	10,807	-14%
JPMorgan ChaseJPM	1.5%	$6m	16,987	+5%
BroadcomAVGO	1.4%	$5m	14,404	Held
NateraNTRA	1.4%	$5m	19,553	Held
Vanguard BD Index FDSVUSB	1.4%	$5m	105,776	-52%
Vanguard Tax-Managed FDSVEA	1.4%	$5m	72,812	+3%
UnitedHealth GroupUNH	1.4%	$5m	12,411	Held
EcolabECL	1.3%	$5m	18,338	+4%
CumminsCMI	1.3%	$5m	6,763	+3%
Vanguard Scottsdale FDSVMBS	1.2%	$5m	101,397	+4%
Marriott InternationalMAR	1.2%	$5m	12,484	+327%
Ishares TRMUB	1.1%	$4m	40,562	Held
Ishares TRIVV	1.1%	$4m	5,679	Held
Vanguard BD Index FDSBND	1.1%	$4m	57,230	+10%
Vaneck ETF TrustSMH	1.0%	$4m	6,017	-20%
State STR Spdr S&P 500 ETF TSPY	1.0%	$4m	5,111	Held
Ishares TRIYW	1.0%	$4m	15,002	Held
TeradyneTER	1.0%	$4m	7,719	New
Vanguard BD Index FDSBSV	0.8%	$3m	41,220	+9%
Lam ResearchLRCX	0.8%	$3m	7,217	New
IsharesIEMG	0.8%	$3m	35,994	+3%
Ishares TRUSHY	0.7%	$3m	71,441	+5%
Ssga Active ETF TRTOTL	0.7%	$3m	64,911	+10%
Vanguard Specialized FundsVIG	0.6%	$2m	10,309	-18%
Franklin Templeton ETF TRFLMI	0.6%	$2m	92,304	Held
Meta PlatformsMETA	0.6%	$2m	4,111	-40%
Invesco Exch Traded FD TR IIPZA	0.6%	$2m	95,441	Held
Vanguard MUN BD FDSVTEB	0.6%	$2m	43,593	Held
AmphenolAPH	0.6%	$2m	12,196	Held
Vanguard Scottsdale FDSVCIT	0.5%	$2m	24,983	+8%
Spdr Series TrustSPTM	0.4%	$1m	16,374	Held
Invesco QQQ TRQQQ	0.4%	$1m	1,886	Held
Axon EnterpriseAXON	0.4%	$1m	2,457	-8%
Intuitive SurgicalISRG	0.3%	$1m	3,321	Held
Ishares TRHYG	0.3%	$1m	15,365	+11%
VisaV	0.3%	$1m	3,469	Held
Schwab Strategic TRSCHP	0.3%	$1m	41,380	Held
StarbucksSBUX	0.3%	$994,096	9,728	+3%
OracleORCL	0.2%	$897,765	6,126	-2%
NetflixNFLX	0.2%	$892,500	12,500	-72%
Adaptive BiotechnologiesADPT	0.2%	$888,030	41,400	Held
Eli LillyLLY	0.2%	$790,424	659	Held
Arista NetworksANET	0.2%	$667,798	3,931	-3%
PNC Financial Services GroupPNC	0.2%	$663,809	2,696	Held
Berkshire HathawayBRK-B	0.2%	$622,924	1,245	Held
Palantir TechnologiesPLTR	0.2%	$609,367	5,223	-75%
Vanguard Index FDSVNQ	0.2%	$607,242	6,297	-6%
PaccarPCAR	0.2%	$600,120	4,996	Held
Micron TechnologyMU	0.2%	$575,991	499	New
Comfort Systems USAFIX	0.1%	$539,090	272	-8%
Regal RexnordRRX	0.1%	$534,260	2,243	Held
Vanguard Index FDSVTI	0.1%	$521,756	1,410	-6%
AlphabetGOOG	0.1%	$514,802	1,457	+4%
Interactive Brokers GroupIBKR	0.1%	$481,070	5,527	Held
State STR Spdr DOW Jones INDDIA	0.1%	$448,733	859	+3%
BoeingBA	0.1%	$445,977	2,060	-4%
EatonETN	0.1%	$422,711	992	Held
Dimensional ETF TrustDFUV	0.1%	$421,927	7,670	Held
Royal Caribbean CruisesRCL	0.1%	$416,917	1,313	+27%
Vanguard World FDMGK	0.1%	$415,814	4,730	Held
CelesticaCLS	<0.1%	$377,203	1,034	+5%
DatadogDDOG	<0.1%	$359,818	1,382	-31%
Arthur J. GallagherAJG	<0.1%	$358,129	1,560	-6%
NXP SemiconductorsNXPI	<0.1%	$352,412	1,254	-9%
Schwab Strategic TRSCHD	<0.1%	$340,610	10,741	Held
Ishares TRITA	<0.1%	$339,630	1,401	Held
Select Sector Spdr TRXLY	<0.1%	$335,186	2,858	Held
AbbVieABBV	<0.1%	$319,834	1,271	Held
Howmet AerospaceHWM	<0.1%	$316,448	1,177	+9%
DonaldsonDCI	<0.1%	$312,579	3,482	Held
Direxion Shares ETF TrustTECL	<0.1%	$299,988	1,300	New
Vanguard Index FDSVOO	<0.1%	$292,392	426	-9%
United RentalsURI	<0.1%	$286,621	253	New
ShopifySHOP	<0.1%	$280,883	2,460	Held
Broadridge Financial SolutionsBR	<0.1%	$273,900	2,000	Held
MerckMRK	<0.1%	$273,834	2,131	Held
Morgan StanleyMS	<0.1%	$267,780	1,281	-24%
ServiceNowNOW	<0.1%	$265,971	2,679	Held
McDonald'sMCD	<0.1%	$256,795	950	Held
Home DepotHD	<0.1%	$253,630	719	Held

Showing the largest 100 of 108.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 20.8% since 30 June 2025.

Where the money is

Technology16.6%

Media & telecom5.5%

Retail & consumer5.2%

Financial services4.6%

Industrials4.3%

Health care3.8%

Everyday goods2.2%

Materials1.3%

Other56.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.