Leeward Financial Partners, LLC - Portfolio Stock Holdings
Leeward Financial Partners, LLC disclosed 115 stock positions in a recent SEC 13F filing. $387,807,539 of stock holdings were filed, with the largest holdings including MSFT, VUG, and VGT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $401,470,428 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
115Est. Stock Holding Value:
$387,807,539Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Leeward Financial Partners, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...