Leeward Financial Partners, LLC
Q2 2025 13F Holdings
- Locationbellevue, WA
- Num holdings
100
- Value ($000)
$315,613
- Date Filed08/04/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $22.18M | 7 % | 44,599 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $19.99M | 6 % | 45,597 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $15.18M | 5 % | 22,890 | ||
AAPL APPLE INC | COM | 037833100 | $12.35M | 4 % | 60,208 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $11.92M | 4 % | 67,452 | ||
AMZN AMAZON COM INC | COM | 023135106 | $11.61M | 4 % | 52,923 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $11.60M | 4 % | 397,164 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $11.58M | 4 % | 523,857 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $11.12M | 4 % | 38,962 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $9.71M | 3 % | 40,956 |
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