Institutional Fund
Windward Private Wealth Management Inc.
Overland Park, KSCIK 18358665 filings on record
Portfolio Value
$289.28M
Q1 2026
Holdings
44
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+0.2%
from $288.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds22.9%
- Vanguard Tax-Managed Fds13.7%
- Vanguard Scottsdale Fds11.4%
- Vanguard Scottsdale Fds9.9%
- Vanguard Bd Index Fds8.7%
- Vanguard Scottsdale Fds5.6%
- Other27.9%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 843.2K | $66.11M | 22.9% | +20.8K | Added |
| 2 | Vanguard Tax-Managed Fds | 617.7K | $39.58M | 13.7% | +766 | Added |
| 3 | Vanguard Scottsdale Fds | 300.3K | $32.94M | 11.4% | +7.5K | Added |
| 4 | Vanguard Scottsdale Fds | 305.8K | $28.66M | 9.9% | −3.4K | Reduced |
| 5 | Vanguard Bd Index Fds | 327.4K | $25.27M | 8.7% | +13.0K | Added |
| 6 | Vanguard Scottsdale Fds | 343.1K | $16.11M | 5.6% | +12.4K | Added |
| 7 | Vanguard Intl Equity Index F | 250.0K | $13.51M | 4.7% | +2.1K | Added |
| 8 | Vanguard Specialized Funds | 36.1K | $7.77M | 2.7% | −367 | Reduced |
| 9 | Vanguard Scottsdale Fds | 55.5K | $5.56M | 1.9% | −135 | Reduced |
| 10 | Vanguard Index Fds | 26.9K | $5.28M | 1.8% | −1.2K | Reduced |
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