StockDriftsStockDriftsTop 50 Leeward Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.78% | 52.5K | $19.4M | -3.21%(-1.74K) | $366.67(+10.51%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.47% | 42.1K | $18.4M | -4.00%(-1.76K) | $51.93(+68.52%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 4.39% | 21.2K | $14.8M | -9.60%(-2.25K) | $57.73(+96.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.21% | 55.7K | $14.1M | -4.04%(-2.35K) | $177.20(+68.66%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.84% | 521.7K | $12.9M | -2.38%(-12.73K) | $19.85(+37.57%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.78% | 42.6K | $12.7M | +0.29%(+122) | $207.77(+64.26%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.77% | 64.6K | $12.7M | -1.53%(-1.00K) | $140.44(+48.37%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.49% | 402.8K | $11.7M | +0.15%(+587) | $19.28(+78.04%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.47% | 56.0K | $11.7M | +2.24%(+1.23K) | $158.36(+70.58%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 3.27% | 221.0K | $11.0M | +41.38%(+64.70K) | $49.82(-0.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.57% | +50.39% |
| Top 20 Holdings Unweighted | +14.94% | +51.86% |
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