Q2 2026 13F · SEC CIK 1735201
Leeward Financial Partners, LLC
Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $381.2M
- Reported positions
- 108
- Top holdings a year, 3 yrs
- +20.2%
- Assets under management
- $401.5M
Leeward Financial Partners, LLC is a wealth manager that reported 108 positions worth $381.2M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Vanguard Indx Fd (VUG, 5.8%), Microsoft Corp (MSFT, 5.1%), Vanguard Info Tech (VGT, 5.0%). A portfolio copying its top holdings returned 20.2% a year over the last 3 years, against 20.4% for the S&P 500.
Leeward Financial Partners, LLC holdings largest 50 of 108 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Leeward Financial Partners, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- VGT Vanguard Info Tech+655.5% shares
- VUG Vanguard Indx Fd+509.0% shares
- TOTL Ssga Active ETF Tr+10.4% shares
- BND Vanguard Total Bond Market ETF+10.1% shares
- BSV Vanguard Bd Index Fds Vanguard Short Ter+9.1% shares
- VCIT Vanguard Scottsdale Fds+7.6% shares
- JPM Jpmorgan Chase & Co+5.4% shares
Reduced
- VUSB Vanguard Bd Index Fds-52.1% shares
- META Meta Platforms Inc Class A-40.0% shares
- SMH Vaneck Semiconductor ETF-19.9% shares
- VIG Vanguard Dividend Appreciation ETF-17.9% shares
- APP Applovin Corp-14.4% shares
- COST Costco Whsl Corp New-7.3% shares
Left the top 50
- NFLX Netflix Inc Totalwas 1.3%
- PLTR Palantir Technologies Inclass Class Awas 0.9%
- ISRG Intuitive Surgical Incwas 0.5%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +20.7% /yr
- S&P 500 +20.1%
- 3 years
- +20.2% /yr
- S&P 500 +20.4%
- 5 years
- +11.5% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $381.2M | 108 |
| Q1 2026 | $336.2M | 97 |
| Q4 2025 | $355.8M | 96 |
| Q3 2025 | $351.5M | 101 |
| Q2 2025 | $315.6M | 100 |
| Q1 2025 | $267.7M | 86 |
| Q4 2024 | $280.4M | 92 |
| Q3 2024 | $265.1M | 85 |
| Q2 2024 | $246.3M | 84 |
| Q1 2024 | $236.4M | 92 |
| Q4 2023 | $207.1M | 87 |
| Q3 2023 | $180.7M | 76 |
Questions about Leeward Financial Partners, LLC's portfolio
What stocks does Leeward Financial Partners, LLC own?
Leeward Financial Partners, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 108 positions worth $381.2M. The largest are Vanguard Indx Fd (VUG) at 5.8%, Microsoft Corp (MSFT) at 5.1%, Vanguard Info Tech (VGT) at 5.0%, Apple Inc (AAPL) at 4.2% and Vanguard Inx Lrg (VV) at 3.9%.
What did Leeward Financial Partners, LLC buy last quarter?
In Q2 2026, Leeward Financial Partners, LLC added Vanguard Info Tech (VGT) (+655.5% shares), Vanguard Indx Fd (VUG) (+509.0% shares) and Ssga Active ETF Tr (TOTL) (+10.4% shares), compared with its Q1 2026 filing.
What did Leeward Financial Partners, LLC sell last quarter?
In Q2 2026, Leeward Financial Partners, LLC cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), cut from its top 50 Intuitive Surgical Inc (ISRG), Vanguard Bd Index Fds (VUSB) (-52.1% shares), Meta Platforms Inc Class A (META) (-40.0% shares) and Vaneck Semiconductor ETF (SMH) (-19.9% shares), compared with its Q1 2026 filing.
How has Leeward Financial Partners, LLC's portfolio performed?
A portfolio copying Leeward Financial Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.7% against +20.1%. Over 5 years: +11.5% a year against +13.0%.
When is Leeward Financial Partners, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Leeward Financial Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Leeward Financial Partners, LLC manage?
Leeward Financial Partners, LLC reported $401.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $381.2M.