13F Insight
DOSSIER · 13F-HR · Q2 2026

Leeward Financial Partners, LLC

$381M in tracked AUM across 108 positions as of Q2 2026.

LF
CIK 0001735201 · last filed Jun 30, 2026
Total AUM
$381M
as of Q2 2026
Holdings
108
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Leeward Financial Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$22M256K5.8%02
MSFT
MICROSOFT CORP
$19M52K5.1%03
VGT
VANGUARD WORLD FD
$19M160K5.0%04
AAPL
APPLE INC
$16M55K4.2%05
VV
VANGUARD INDEX FDS
$15M44K3.9%06
SCHF
SCHWAB STRATEGIC TR
$15M532K3.9%07
VTV
VANGUARD INDEX FDS
$14M66K3.8%08
SCHG
SCHWAB STRATEGIC TR
$14M412K3.7%09
AMZN
AMAZON COM INC
$13M55K3.4%10
VB
VANGUARD INDEX FDS
$12M40K3.2%

Filing history

2026Q2Jun 30
$381M▲ 13.4%
108 positionsView →2026Q1Mar 31
$336M▼ 5.5%
97 positionsView →2025Q4Dec 31
$356M▲ 1.2%
96 positionsView →2025Q3Sep 30
$351M▲ 11.4%
101 positionsView →2025Q2Jun 30
$316M▲ 17.9%
100 positionsLocked2025Q1Mar 31
$268M▼ 4.5%
86 positionsLocked2024Q4Dec 31
$280M▲ 5.8%
92 positionsLocked2024Q3Sep 30
$265M▲ 7.6%
85 positionsLocked2024Q2Jun 30
$246M▲ 4.2%
84 positionsLocked2024Q1Mar 31
$236M▲ 14.2%
92 positionsLocked2023Q4Dec 31
$207M▲ 14.6%
87 positionsLocked2023Q3Sep 30
$181M▲ 3.9%
76 positionsLocked
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