Windward Private Wealth Management Inc. - Portfolio Stock Holdings
Windward Private Wealth Management Inc. disclosed 43 stock positions in a recent SEC 13F filing. $308,361,611 of stock holdings were filed, with the largest holdings including BSV, VEA, and VONV. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $309,587,600 and has 9 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:
43Est. Stock Holding Value:
$308,361,611Top Stock Holdings By Sector
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Portfolio Stock Holdings - Windward Private Wealth Management Inc.
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