Windward Private Wealth Management Inc. - Portfolio Stock Holdings
Windward Private Wealth Management Inc. disclosed 44 stock positions in a recent SEC 13F filing. $312,552,068 of stock holdings were filed, with the largest holdings including BSV, VEA, and VONG. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
44Est. Stock Holding Value:
$312,552,068Top Stock Holdings By Sector
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Portfolio Stock Holdings - Windward Private Wealth Management Inc.
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