Leeward Financial Partners, LLC
Q1 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
86
- Value ($000)
$267,714
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001735201
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $17.44M | 7 % | 47,039 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $16.53M | 6 % | 44,027 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $13.78M | 5 % | 79,788 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $12.43M | 5 % | 22,910 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $12.04M | 5 % | 46,860 | ||
AAPL APPLE INC | COM | 037833100 | $10.36M | 4 % | 46,648 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.86M | 4 % | 393,678 | ||
AMZN AMAZON COM INC | COM | 023135106 | $9.25M | 4 % | 48,639 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.76M | 3 % | 39,503 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $6.88M | 3 % | 36,935 |
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