Leeward Financial Partners, LLC: 13F holdings

CIK 17352012026Q2

Positions108
Reported value$381.2m
Filed2026-08-06

Top 10 holdings

SecuritySharesValueWeight
VUG VANGUARD INDEX FDS256,418$22.1m5.8%
MSFT MICROSOFT CORP51,834$19.3m5.1%
VGT VANGUARD WORLD FD159,986$19.1m5.0%
AAPL APPLE INC55,191$16.0m4.2%
VV VANGUARD INDEX FDS43,665$15.0m3.9%
SCHF SCHWAB STRATEGIC TR532,437$14.7m3.9%
VTV VANGUARD INDEX FDS66,023$14.4m3.8%
SCHG SCHWAB STRATEGIC TR411,525$13.9m3.7%
AMZN AMAZON COM INC54,781$13.1m3.4%
VB VANGUARD INDEX FDS39,856$12.1m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1735201")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples