StockDriftsStockDriftsTop 50 Leeward Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.9% | 52.2K | $26.8M | +0.68%(+351) | $367.19(+42.67%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 5.87% | 252.6K | $22.8M | -1.47%(-3.78K) | $52.31(+66.08%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 5.13% | 158.4K | $19.9M | -1.01%(-1.61K) | $57.73(+106.62%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.65% | 54.2K | $18.0M | -1.85%(-1.02K) | $177.20(+95.71%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.75% | 528.7K | $14.5M | -0.70%(-3.71K) | $19.97(+34.16%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.66% | 65.7K | $14.2M | -0.52%(-342) | $141.87(+58.76%) | 2026-09-30 | |
| VV | VANGUARD INDEX FDS | 3.52% | 38.8K | $13.7M | -11.15%(-4.87K) | $210.53(+66.53%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.38% | 52.6K | $13.1M | -3.93%(-2.15K) | $158.36(+56.91%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.22% | 347.5K | $12.5M | -15.55%(-63.98K) | $19.53(+78.53%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.91% | 32.8K | $11.3M | -0.21%(-70) | $145.85(+120.79%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.58% | +70.97% | — | — | +47.73% |
| Top 20 Holdings Unweighted | +18.30% | +65.55% | — | — | +44.55% |
Leeward Financial Partners LLC reports $387.81M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.9%), VUG (5.9%) and VGT (5.1%). The top 20 holdings account for 62.23% of reported assets. Its disclosed equity book has returned +70.97% on a three-year cumulative basis. Figures reflect the Q3 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