Institutional Fund
Leeward Financial Partners, LLC
Bellevue, WACIK 17352015 filings on record
Portfolio Value
$336.20M
Q1 2026
Holdings
97
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-5.5%
from $355.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp5.8%
- Vanguard Index Fds5.5%
- Vanguard World Fd4.4%
- Apple Inc4.2%
- Schwab Strategic Tr3.8%
- Vanguard Index Fds3.8%
- Other72.5%
Portfolio Holdings
97 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 52.5K | $19.44M | 5.8% | −1.7K | Reduced |
| 2 | Vanguard Index Fds | 42.1K | $18.39M | 5.5% | −1.8K | Reduced |
| 3 | Vanguard World Fd | 21.2K | $14.77M | 4.4% | −2.2K | Reduced |
| 4 | Apple Inc | 55.7K | $14.14M | 4.2% | −2.3K | Reduced |
| 5 | Schwab Strategic Tr | 521.7K | $12.91M | 3.8% | −12.7K | Reduced |
| 6 | Vanguard Index Fds | 42.6K | $12.72M | 3.8% | +122 | Added |
| 7 | Vanguard Index Fds | 64.6K | $12.67M | 3.8% | −1.0K | Reduced |
| 8 | Schwab Strategic Tr | 402.8K | $11.73M | 3.5% | +587 | Added |
| 9 | Amazon Com Inc | 56.0K | $11.66M | 3.5% | +1.2K | Added |
| 10 | Vanguard Bd Index Fds | 221.0K | $11.00M | 3.3% | +64.7K | Added |
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