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The Analysis of Leeward Financial Partners, LLC's Holdings & P&L

Currently, Leeward Financial Partners, LLC holds 97 types of securities in its portfolio with a total value $336.2M. In the most recent quarter, they have increased their positions in VEA (+63.2K shares, valued at $4.1M), CMI (+6.5K shares, valued at $3.5M), VUSB (+64.7K shares, valued at $3.2M); decreased their positions in V (-13.7K shares, valued at $4.1M), VNQ (-41.3K shares, valued at $3.7M), NFLX (-19.3K shares, valued at $1.9M); initiated new positions in CMI (+6.5K shares, valued at $3.5M), IEMG (+34.8K shares, valued at $2.4M), ISRG (+3.3K shares, valued at $1.5M).

1M P&L

+12.6M+3.65%

3M P&L

-184.7M-34.00%

HY P&L

-183.4M-33.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A191.8M

60.3%

2Software - Infrastructure23.4M

7.3%

3Consumer Electronics14.1M

4.4%

Top Industries by Stock Count

1N/A41 stocks

47.1%

2Software - Application4 stocks

4.6%

3Aerospace & Defense3 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP52.5K shares-3.21%2026-03-312026-04-20

VUG VANGUARD INDEX FDS42.1K shares-4.00%2026-03-312026-04-20

VGT VANGUARD WORLD FD21.2K shares-9.60%2026-03-312026-04-20

AAPL APPLE INC55.7K shares-4.04%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR521.7K shares-2.38%2026-03-312026-04-20

VV VANGUARD INDEX FDS42.6K shares0.29%2026-03-312026-04-20

VTV VANGUARD INDEX FDS64.6K shares-1.53%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR402.8K shares0.15%2026-03-312026-04-20

Sponsored

AMZN AMAZON COM INC56.0K shares2.24%2026-03-312026-04-20

VUSB VANGUARD BD INDEX FDS221.0K shares41.38%2026-03-312026-04-20

VB VANGUARD INDEX FDS39.2K shares-11.42%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION9.8K shares-2.12%2026-03-312026-04-20

ALPHABET INC ALPHABET INC33.4K shares-9.86%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC8.4K shares-17.93%2026-03-312026-04-20

NVDA NVIDIA CORPORATION39.0K shares-0.40%2026-03-312026-04-20

VBR VANGUARD INDEX FDS31.2K shares-19.54%2026-03-312026-04-20

Sponsored

BIV VANGUARD BD INDEX FDS76.8K shares-0.83%2026-03-312026-04-20

VBK VANGUARD INDEX FDS18.6K shares-21.53%2026-03-312026-04-20

BLV VANGUARD BD INDEX FDS81.1K shares0.15%2026-03-312026-04-20

SCHV SCHWAB STRATEGIC TR177.6K shares-0.01%2026-03-312026-04-20

APP APPLOVIN CORP12.6K shares90.25%2026-03-312026-04-20

VRT VERTIV HOLDINGS CO19.9K shares-21.57%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO16.1K shares96.41%2026-03-312026-04-20

ECL ECOLAB INC17.6K shares-2.90%2026-03-312026-04-20

Sponsored

VMBS VANGUARD SCOTTSDALE FDS97.1K shares-0.41%2026-03-312026-04-20

BROADCOM INC BROADCOM INC14.6K shares3.74%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS70.5K shares874.90%2026-03-312026-04-20

MUB ISHARES TR41.0K shares0.35%2026-03-312026-04-20

NFLX NETFLIX INC.45.2K shares-29.88%2026-03-312026-04-20

META META PLATFORMS INC6.9K shares6.48%2026-03-312026-04-20

NTRA NATERA INC19.2K shares10.92%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS52.0K shares-1.60%2026-03-312026-04-20

Sponsored

IVV ISHARES TR5.7K shares-2.29%2026-03-312026-04-20

CMI CUMMINS INC6.5K sharesnew addition2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC12.4K shares2.34%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T5.1K shares0.12%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC20.8K shares44.46%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS37.8K shares-1.13%2026-03-312026-04-20

SMH VANECK ETF TRUST7.5K shares470.08%2026-03-312026-04-20

IYW ISHARES TR15.0K shares0.00%2026-03-312026-04-20

Sponsored

VIG VANGUARD SPECIALIZED FUNDS12.6K shares-0.08%2026-03-312026-04-20

USHY ISHARES TR68.2K shares0.12%2026-03-312026-04-20

IEMG ISHARES INC34.8K sharesnew addition2026-03-312026-04-20

TOTL SSGA ACTIVE ETF TR58.8K shares-1.38%2026-03-312026-04-20

FLMI FRANKLIN TEMPLETON ETF TR92.8K shares1.00%2026-03-312026-04-20

PZA INVESCO EXCH TRADED FD TR II95.7K shares2.05%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS43.7K shares1.98%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS23.2K shares-1.87%2026-03-312026-04-20

Sponsored

APH AMPHENOL CORP12.4K shares7.57%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC3.3K sharesnew addition2026-03-312026-04-20

SPTM SPDR SERIES TRUST16.3K shares0.29%2026-03-312026-04-20

AXON AXON ENTERPRISE INC2.7K shares-10.70%2026-03-312026-04-20

SCHP SCHWAB STRATEGIC TR41.4K shares0.00%2026-03-312026-04-20

HYG ISHARES TR13.8K shares-1.08%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-0.11%2026-03-312026-04-20

V VISA INC3.5K shares-79.65%2026-03-312026-04-20

Sponsored

MAR MARRIOTT INTL INC NEW2.9K shares-29.20%2026-03-312026-04-20

ORCL ORACLE CORP6.3K shares1.08%2026-03-312026-04-20

SBUX STARBUCKS CORP9.5K shares-2.07%2026-03-312026-04-20

LLY ELI LILLY & CO659 shares-23.10%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares0.00%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS6.7K shares-86.02%2026-03-312026-04-20

PCAR PACCAR INC5.0K shares-18.29%2026-03-312026-04-20

ADPT ADAPTIVE BIOTECHNOLOGIES COR41.4K shares0.00%2026-03-312026-04-20

Sponsored

PNC PNC FINL SVCS GROUP INC2.7K shares-3.06%2026-03-312026-04-20

ARISTA NETWORKS INC ARISTA NETWORKS INC4.0K shares-2.13%2026-03-312026-04-20

VTI VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-20

RRX REGAL REXNORD CORPORATION2.3K shares0.00%2026-03-312026-04-20

BA BOEING CO2.1K shares2.00%2026-03-312026-04-20

FIX COMFORT SYS USA INC296 shares-23.71%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-04-20

DIA STATE STR SPDR DOW JONES IND834 shares0.00%2026-03-312026-04-20

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN5.6K shares-2.88%2026-03-312026-04-20

DFUV DIMENSIONAL ETF TRUST7.7K shares0.00%2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO1.7K shares-26.67%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC992 shares-3.60%2026-03-312026-04-20

MGK VANGUARD WORLD FD946 shares0.00%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR10.7K shares0.00%2026-03-312026-04-20

BR BROADRIDGE FINL SOLUTIONS IN2.0K shares0.00%2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-04-20

Sponsored

ITA ISHARES TR1.4K shares0.00%2026-03-312026-04-20

DCI DONALDSON INC3.5K shares0.00%2026-03-312026-04-20

MCD MCDONALDS CORP950 shares0.00%2026-03-312026-04-20

SHOP SHOPIFY INC2.4K shares0.00%2026-03-312026-04-20

NOW SERVICENOW INC2.7K shares-10.86%2026-03-312026-04-20

RCL ROYAL CARIBBEAN GROUP1.0K shares-23.50%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS468 shares0.43%2026-03-312026-04-20

MS MORGAN STANLEY1.7K shares-4.67%2026-03-312026-04-20

Sponsored

CELESTICA INC CELESTICA INC983 shares-4.10%2026-03-312026-04-20

ABBV ABBVIE INC1.3K shares0.00%2026-03-312026-04-20

NXPI NXP SEMICONDUCTORS N V1.4K shares-35.34%2026-03-312026-04-20

SYK STRYKER CORPORATION785 shares0.26%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC2.1K shares0.00%2026-03-312026-04-20

HWM HOWMET AEROSPACE INC1.1K shares-20.95%2026-03-312026-04-20

HD HOME DEPOT INC719 shares0.14%2026-03-312026-04-20

DDOG DATADOG INC2.0K sharesnew addition2026-03-312026-04-20

Sponsored

TSLA TESLA INC553 shares0.73%2026-03-312026-04-20

MSFT

MICROSOFT CORP

-3.21%

Shares52.5K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

-4.00%

Shares42.1K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

-9.60%

Shares21.2K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-4.04%

Shares55.7K

Event2026-03-31

Filed2026-04-20

SCHF

SCHWAB STRATEGIC TR

-2.38%

Shares521.7K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.29%

Shares42.6K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

-1.53%

Shares64.6K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

0.15%

Shares402.8K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

2.24%

Shares56.0K

Event2026-03-31

Filed2026-04-20

VUSB

VANGUARD BD INDEX FDS

41.38%

Shares221.0K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-11.42%

Shares39.2K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-2.12%

Shares9.8K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-9.86%

Shares33.4K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

-17.93%

Shares8.4K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.40%

Shares39.0K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

-19.54%

Shares31.2K

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

-0.83%

Shares76.8K

Event2026-03-31

Filed2026-04-20

VBK

VANGUARD INDEX FDS

-21.53%

Shares18.6K

Event2026-03-31

Filed2026-04-20

BLV

VANGUARD BD INDEX FDS

0.15%

Shares81.1K

Event2026-03-31

Filed2026-04-20

SCHV

SCHWAB STRATEGIC TR

-0.01%

Shares177.6K

Event2026-03-31

Filed2026-04-20

APP

APPLOVIN CORP

90.25%

Shares12.6K

Event2026-03-31

Filed2026-04-20

VRT

VERTIV HOLDINGS CO

-21.57%

Shares19.9K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

96.41%

Shares16.1K

Event2026-03-31

Filed2026-04-20

ECL

ECOLAB INC

-2.90%

Shares17.6K

Event2026-03-31

Filed2026-04-20

VMBS

VANGUARD SCOTTSDALE FDS

-0.41%

Shares97.1K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

3.74%

Shares14.6K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

874.90%

Shares70.5K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

0.35%

Shares41.0K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

-29.88%

Shares45.2K

Event2026-03-31

Filed2026-04-20