account_balance
Investment manager · 13F filer · SEC CIK 1735201
Leeward Financial Partners, LLC
Reported value$388Mas of Sep 30, 2026
Positions111 7 new, 4 sold out
Top 10 weight43.0%MSFT alone is 7%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
6.9%
VUGVanguard Index FDS
5.9%
VGTVanguard World Fd
5.1%
AAPLApple Inc.
4.7%
SCHFSchwab Strategic Tr
3.7%
VTVVanguard Index FDS
3.7%
VVVanguard Index FDS
3.5%Trimmed −11%
AMZNAmazon.com Inc
3.4%Trimmed −4%
SCHGSchwab Strategic Tr
3.2%Trimmed −16%
GOOGLAlphabet Inc.
2.9%
VBVanguard Index FDS
2.9%
COSTCostco Wholesale Corp
2.1%
MSFTMicrosoft Corp
6.9%
VUGVanguard Index FDS
5.9%
VGTVanguard World Fd
5.1%
AAPLApple Inc.
4.7%
SCHFSchwab Strategic Tr
3.7%
VTVVanguard Index FDS
3.7%
VVVanguard Index FDS
3.5%
AMZNAmazon.com Inc
3.4%
SCHGSchwab Strategic Tr
3.2%
VB2.9%
COSTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 6.9% Held
VUG Vanguard Index FDS 5.9% Held
VGT Vanguard World Fd 5.1% Held
AAPL Apple Inc. 4.7% HeldSCHF Schwab Strategic Tr 3.7% Held
VTV Vanguard Index FDS 3.7% Held
VV Vanguard Index FDS 3.5% Trimmed −11%
AMZN Amazon.com Inc 3.4% Trimmed −4%SCHG Schwab Strategic Tr 3.2% Trimmed −16%
GOOGL Alphabet Inc. 2.9% HeldVB Vanguard Index FDS 2.9% Held
COST Costco Wholesale Corp 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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