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

Windward Private Wealth Management Inc.

$313M in tracked AUM across 43 positions as of Q2 2026.

WP
CIK 0001835866 · last filed Jun 30, 2026
Total AUM
$313M
as of Q2 2026
Holdings
43
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Windward Private Wealth Management Inc. 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
BSV
VANGUARD BD INDEX FDS
$67M861K21.5%02
VEA
VANGUARD TAX-MANAGED FDS
$44M619K14.1%03
VONG
VANGUARD SCOTTSDALE FDS
$39M307K12.6%04
VONV
VANGUARD SCOTTSDALE FDS
$33M308K10.5%05
BIV
VANGUARD BD INDEX FDS
$26M334K8.2%06
VMBS
VANGUARD SCOTTSDALE FDS
$16M345K5.2%07
VWO
VANGUARD INTL EQUITY INDEX F
$15M252K4.8%08
VIG
VANGUARD SPECIALIZED FUNDS
$9M36K2.7%09
VTWO
VANGUARD SCOTTSDALE FDS
$7M55K2.2%10
VTV
VANGUARD INDEX FDS
$6M27K1.9%

Filing history

2026Q2Jun 30
$313M▲ 8.2%
43 positionsView →2025Q4Dec 31
$289M▼ 0.4%
44 positionsView →2025Q3Sep 30
$290M▲ 4.5%
44 positionsView →2025Q2Jun 30
$277M▲ 8.1%
42 positionsLocked2025Q1Mar 31
$256M▼ 0.0%
42 positionsLocked2024Q4Dec 31
$257M▼ 1.7%
46 positionsLocked2024Q3Sep 30
$261M▲ 5.6%
47 positionsLocked2024Q2Jun 30
$247M▲ 0.9%
46 positionsLocked2024Q1Mar 31
$245M▲ 2.6%
47 positionsLocked2023Q4Dec 31
$239M▲ 7.9%
48 positionsLocked2023Q3Sep 30
$221M▼ 2.1%
47 positionsLocked2023Q2Jun 30
$226M▼ 3.7%
46 positionsLocked
Showing 12 of 22