StockDriftsStockDriftsTop 50 Leeward Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 5.79% | 256.4K | $22.1M | +1.50%(+3.79K) | $52.31(+70.47%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.07% | 51.8K | $19.3M | -1.28%(-674) | $366.67(+32.56%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 5.02% | 160.0K | $19.1M | -5.56%(-9.41K) | $57.73(+112.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.19% | 55.2K | $16.0M | -0.96%(-533) | $177.20(+72.34%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 3.94% | 43.7K | $15.0M | +2.59%(+1.10K) | $210.53(+69.34%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.87% | 532.4K | $14.7M | +2.06%(+10.76K) | $19.97(+43.47%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.77% | 66.0K | $14.4M | +2.25%(+1.45K) | $141.87(+60.37%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.65% | 411.5K | $13.9M | +2.18%(+8.76K) | $19.53(+82.43%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.43% | 54.8K | $13.1M | -2.19%(-1.23K) | $158.36(+65.79%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.17% | 39.9K | $12.1M | +1.59%(+624) | $221.78(+39.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.58% | +62.54% | — | — | +43.08% |
| Top 20 Holdings Unweighted | +18.02% | +64.39% | — | — | +45.29% |
Leeward Financial Partners, LLC reports $381.16M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are VUG (5.8%), MSFT (5.1%) and VGT (5.0%). The top 20 holdings account for 61.64% of reported assets. Its disclosed equity book has returned +62.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leeward Financial Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1735201). View Leeward Financial Partners, LLC’s 13F filings on SEC