account_balance
Investment manager · 13F filer · SEC CIK 1835866
Windward Private Wealth Management Inc.
Reported value$309Mas of Sep 30, 2026
Positions43 0 new, 0 sold out
Top 10 weight83.7%BSV alone is 22%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSVVanguard Bd Index FDS
22.2%Added +5%
VEAVanguard Tax-Managed FDS
13.7%Trimmed −3%
VONVVanguard Scottsdale FDS
10.2%Trimmed −6%
IUSGiShares Tr
9.3%Added +388%
BIVVanguard Bd Index FDS
8.3%Added +6%
VONGVanguard Scottsdale FDS
5.3%−59%
VMBSVanguard Scottsdale FDS
5.1%Added +4%
VWOVanguard Intl Equity Index F
4.8%
VIGVanguard Specialized Funds
2.7%
VTWO1.9%
VTV1.8%
IXUS1.7%
BSVVanguard Bd Index FDS
22.2%Added +5%
VEAVanguard Tax-Managed FDS
13.7%−3%
VONVVanguard Scottsdale FDS
10.2%−6%
IUSGiShares Tr
9.3%+388%
BIVVanguard Bd Index FDS
8.3%+6%
VONG5.3%
VMBS5.1%
VWO4.8%
VIG2.7%
VTV
IXUS
Boxes 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
BSV Vanguard Bd Index FDS 22.2% Added +5%
VEA Vanguard Tax-Managed FDS 13.7% Trimmed −3%
VONV Vanguard Scottsdale FDS 10.2% Trimmed −6%
IUSG iShares Tr 9.3% Added +388%
BIV Vanguard Bd Index FDS 8.3% Added +6%
VONG Vanguard Scottsdale FDS 5.3% Trimmed −59%
VMBS Vanguard Scottsdale FDS 5.1% Added +4%
VWO Vanguard Intl Equity Index F 4.8% Held
VIG Vanguard Specialized Funds 2.7% Held
VTWO Vanguard Scottsdale FDS 1.9% Trimmed −7%
VTV Vanguard Index FDS 1.8% Trimmed −2%
IXUS iShares Tr 1.7% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- IUSG +388%
- VTEB +36%
- BIV +6%
- BSV +5%
arrow_downwardTrimmed
- VONG −59%
- VTWO −7%
- VONV −6%
- VGSH −5%
remove_circleSold out
None
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