StockDriftsStockDriftsTop 43 Windward Private Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 21.46% | 861.1K | $67.1M | +2.13%(+17.92K) | $79.69(-2.60%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.12% | 619.4K | $44.1M | +0.27%(+1.67K) | $45.43(+62.93%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 12.56% | 307.1K | $39.3M | +2.27%(+6.83K) | $64.96(+99.03%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 10.49% | 308.4K | $32.8M | +0.87%(+2.65K) | $62.37(+80.84%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 8.2% | 334.3K | $25.6M | +2.12%(+6.93K) | $86.71(-12.89%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 5.17% | 345.1K | $16.2M | +0.57%(+1.96K) | $52.40(-12.00%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.82% | 252.4K | $15.1M | +0.95%(+2.38K) | $46.22(+30.64%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.73% | 36.1K | $8.5M | -0.17%(-60) | $134.99(+81.54%) | 2026-06-30 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 2.15% | 55.5K | $6.7M | -0.09%(-49) | $75.26(+62.39%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.87% | 26.8K | $5.8M | -0.46%(-124) | $111.74(+103.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.87% | +32.63% | +4.08% | +22.11% |
| Top 20 Holdings Unweighted | +11.40% | +38.25% | +4.96% | +27.41% |
Windward Private Wealth Management Inc. reports $312.55M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are BSV (21.5%), VEA (14.1%) and VONG (12.6%). The top 20 holdings account for 94.72% of reported assets. Its disclosed equity book has returned +32.63% 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 Windward Private Wealth Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1835866). View Windward Private Wealth Management Inc.’s 13F filings on SEC