Sponsored
The Analysis of Leeward Financial Partners, LLC's Holdings & P&L
Currently, Leeward Financial Partners, LLC holds 108 types of securities in its portfolio with a total value $381.2M. In the most recent quarter, they have increased their positions in VUG (+214.3K shares, valued at $18.5M), VGT (+138.8K shares, valued at $16.6M), TER (+7.7K shares, valued at $3.7M); decreased their positions in VUSB (-115.3K shares, valued at $5.7M), N/A (-32.7K shares, valued at $2.3M), N/A (-15.6K shares, valued at $1.8M); initiated new positions in TER (+7.7K shares, valued at $3.7M), LRCX (+7.2K shares, valued at $3.1M), MU (+499 shares, valued at $576.0K).
1M P&L
-3.4M-1.03%
3M P&L
+2.1M+0.67%
HY P&L
-154.6M-32.26%
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/A204.5M
61.6%
2Software - Infrastructure19.3M
5.8%
3Consumer Electronics16.0M
4.8%
Top Industries by Stock Count
1N/A41 stocks
47.1%
2Specialty Industrial Machinery4 stocks
4.6%
3Semiconductors3 stocks
3.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VUG
509.01%VANGUARD INDEX FDS
Shares256.4K
Event2026-06-30
Filed2026-08-06
MSFT
-1.28%MICROSOFT CORP
Shares51.8K
Event2026-06-30
Filed2026-08-06
VGT
655.54%VANGUARD WORLD FD
Shares160.0K
Event2026-06-30
Filed2026-08-06
AAPL
-0.96%APPLE INC
Shares55.2K
Event2026-06-30
Filed2026-08-06
VV
2.59%VANGUARD INDEX FDS
Shares43.7K
Event2026-06-30
Filed2026-08-06
SCHF
2.06%SCHWAB STRATEGIC TR
Shares532.4K
Event2026-06-30
Filed2026-08-06
VTV
2.25%VANGUARD INDEX FDS
Shares66.0K
Event2026-06-30
Filed2026-08-06
SCHG
2.18%SCHWAB STRATEGIC TR
Shares411.5K
Event2026-06-30
Filed2026-08-06
AMZN
-2.19%AMAZON COM INC
Shares54.8K
Event2026-06-30
Filed2026-08-06
VB
1.59%VANGUARD INDEX FDS
Shares39.9K
Event2026-06-30
Filed2026-08-06
GOOGL
-1.53%ALPHABET INC
Shares32.9K
Event2026-06-30
Filed2026-08-06
COSTCO WHOLESALE CORPORATION
-7.25%COSTCO WHOLESALE CORPORATION
Shares9.1K
Event2026-06-30
Filed2026-08-06
GS
-2.09%GOLDMAN SACHS GROUP INC
Shares8.3K
Event2026-06-30
Filed2026-08-06
NVDA
1.69%NVIDIA CORPORATION
Shares39.6K
Event2026-06-30
Filed2026-08-06
VBR
-3.51%VANGUARD INDEX FDS
Shares30.1K
Event2026-06-30
Filed2026-08-06
VBK
0.26%VANGUARD INDEX FDS
Shares18.6K
Event2026-06-30
Filed2026-08-06
VRT
-4.71%VERTIV HOLDINGS CO
Shares18.9K
Event2026-06-30
Filed2026-08-06
SCHV
2.17%SCHWAB STRATEGIC TR
Shares181.5K
Event2026-06-30
Filed2026-08-06
BIV
4.77%VANGUARD BD INDEX FDS
Shares80.5K
Event2026-06-30
Filed2026-08-06
BLV
2.28%VANGUARD BD INDEX FDS
Shares83.0K
Event2026-06-30
Filed2026-08-06
APPLOVIN CORP
-14.41%APPLOVIN CORP
Shares10.8K
Event2026-06-30
Filed2026-08-06
JPMORGAN CHASE & CO
5.38%JPMORGAN CHASE & CO
Shares17.0K
Event2026-06-30
Filed2026-08-06
BROADCOM INC
-1.40%BROADCOM INC
Shares14.4K
Event2026-06-30
Filed2026-08-06
NTRA
1.64%NATERA INC
Shares19.6K
Event2026-06-30
Filed2026-08-06
VUSB
-52.15%VANGUARD BD INDEX FDS
Shares105.8K
Event2026-06-30
Filed2026-08-06
VEA
3.33%VANGUARD TAX-MANAGED FDS
Shares72.8K
Event2026-06-30
Filed2026-08-06
UNITEDHEALTH GROUP INC
0.09%UNITEDHEALTH GROUP INC
Shares12.4K
Event2026-06-30
Filed2026-08-06
ECL
4.45%ECOLAB INC
Shares18.3K
Event2026-06-30
Filed2026-08-06
CMI
3.41%CUMMINS INC
Shares6.8K
Event2026-06-30
Filed2026-08-06
VMBS
4.44%VANGUARD SCOTTSDALE FDS
Shares101.4K
Event2026-06-30
Filed2026-08-06
MAR
326.95%MARRIOTT INTL INC NEW
Shares12.5K
Event2026-06-30
Filed2026-08-06
MUB
-0.99%ISHARES TR
Shares40.6K
Event2026-06-30
Filed2026-08-06
ISHARES TR
0.05%ISHARES TR
Shares5.7K
Event2026-06-30
Filed2026-08-06
BND
10.06%VANGUARD BD INDEX FDS
Shares57.2K
Event2026-06-30
Filed2026-08-06
SMH
-19.86%VANECK ETF TRUST
Shares6.0K
Event2026-06-30
Filed2026-08-06
STATE STR SPDR S&P 500 ETF T
0.24%STATE STR SPDR S&P 500 ETF T
Shares5.1K
Event2026-06-30
Filed2026-08-06
IYW
0.00%ISHARES TR
Shares15.0K
Event2026-06-30
Filed2026-08-06
TER
NewTERADYNE INC
Shares7.7K
Event2026-06-30
Filed2026-08-06
BSV
9.11%VANGUARD BD INDEX FDS
Shares41.2K
Event2026-06-30
Filed2026-08-06
LRCX
NewLAM RESEARCH CORP
Shares7.2K
Event2026-06-30
Filed2026-08-06
IEMG
3.30%ISHARES INC
Shares36.0K
Event2026-06-30
Filed2026-08-06
USHY
4.72%ISHARES TR
Shares71.4K
Event2026-06-30
Filed2026-08-06
TOTL
10.43%SSGA ACTIVE ETF TR
Shares64.9K
Event2026-06-30
Filed2026-08-06
VIG
-17.86%VANGUARD SPECIALIZED FUNDS
Shares10.3K
Event2026-06-30
Filed2026-08-06
FLMI
-0.48%FRANKLIN TEMPLETON ETF TR
Shares92.3K
Event2026-06-30
Filed2026-08-06
META PLATFORMS INC
-40.03%META PLATFORMS INC
Shares4.1K
Event2026-06-30
Filed2026-08-06
INVESCO EXCH TRADED FD TR II
-0.26%INVESCO EXCH TRADED FD TR II
Shares95.4K
Event2026-06-30
Filed2026-08-06
VTEB
-0.21%VANGUARD MUN BD FDS
Shares43.6K
Event2026-06-30
Filed2026-08-06
APH
-1.41%AMPHENOL CORP
Shares12.2K
Event2026-06-30
Filed2026-08-06
VCIT
7.60%VANGUARD SCOTTSDALE FDS
Shares25.0K
Event2026-06-30
Filed2026-08-06
SPTM
0.28%SPDR SERIES TRUST
Shares16.4K
Event2026-06-30
Filed2026-08-06
QQQ
0.00%INVESCO QQQ TR
Shares1.9K
Event2026-06-30
Filed2026-08-06
AXON
-7.70%AXON ENTERPRISE INC
Shares2.5K
Event2026-06-30
Filed2026-08-06
ISRG
0.39%INTUITIVE SURGICAL INC
Shares3.3K
Event2026-06-30
Filed2026-08-06
HYG
11.47%ISHARES TR
Shares15.4K
Event2026-06-30
Filed2026-08-06
VISA INC
-0.97%VISA INC
Shares3.5K
Event2026-06-30
Filed2026-08-06
SCHP
0.00%SCHWAB STRATEGIC TR
Shares41.4K
Event2026-06-30
Filed2026-08-06
SBUX
2.85%STARBUCKS CORP
Shares9.7K
Event2026-06-30
Filed2026-08-06
ORACLE CORP
-2.09%ORACLE CORP
Shares6.1K
Event2026-06-30
Filed2026-08-06
NETFLIX INC.
-72.33%NETFLIX INC.
Shares12.5K
Event2026-06-30
Filed2026-08-06
ADPT
0.00%ADAPTIVE BIOTECHNOLOGIES COR
Shares41.4K
Event2026-06-30
Filed2026-08-06
LLY
0.00%ELI LILLY & CO
Shares659
Event2026-06-30
Filed2026-08-06
ANET
-2.63%ARISTA NETWORKS INC
Shares3.9K
Event2026-06-30
Filed2026-08-06
PNC
0.00%PNC FINL SVCS GROUP INC
Shares2.7K
Event2026-06-30
Filed2026-08-06
BRK.B
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1.2K
Event2026-06-30
Filed2026-08-06
PALANTIR TECHNOLOGIES INC
-74.86%PALANTIR TECHNOLOGIES INC
Shares5.2K
Event2026-06-30
Filed2026-08-06
VNQ
-6.11%VANGUARD INDEX FDS
Shares6.3K
Event2026-06-30
Filed2026-08-06
PCAR
-1.01%PACCAR INC
Shares5.0K
Event2026-06-30
Filed2026-08-06
MU
NewMICRON TECHNOLOGY INC
Shares499
Event2026-06-30
Filed2026-08-06
FIX
-8.11%COMFORT SYS USA INC
Shares272
Event2026-06-30
Filed2026-08-06
RRX
-1.92%REGAL REXNORD CORPORATION
Shares2.2K
Event2026-06-30
Filed2026-08-06
VANGUARD INDEX FDS
-5.94%VANGUARD INDEX FDS
Shares1.4K
Event2026-06-30
Filed2026-08-06
GOOG
3.55%ALPHABET INC
Shares1.5K
Event2026-06-30
Filed2026-08-06
IBKR
-0.52%INTERACTIVE BROKERS GROUP IN
Shares5.5K
Event2026-06-30
Filed2026-08-06
DIA
3.00%STATE STR SPDR DOW JONES IND
Shares859
Event2026-06-30
Filed2026-08-06
BA
-4.01%BOEING CO
Shares2.1K
Event2026-06-30
Filed2026-08-06
ETN
0.00%EATON CORP PLC
Shares992
Event2026-06-30
Filed2026-08-06
DFUV
0.00%DIMENSIONAL ETF TRUST
Shares7.7K
Event2026-06-30
Filed2026-08-06
ROYAL CARIBBEAN GROUP
27.23%ROYAL CARIBBEAN GROUP
Shares1.3K
Event2026-06-30
Filed2026-08-06
MGK
400.00%VANGUARD WORLD FD
Shares4.7K
Event2026-06-30
Filed2026-08-06
CLS
5.19%CELESTICA INC
Shares1.0K
Event2026-06-30
Filed2026-08-06
DATADOG INC
-30.80%DATADOG INC
Shares1.4K
Event2026-06-30
Filed2026-08-06
AJG
-6.36%GALLAGHER ARTHUR J & CO
Shares1.6K
Event2026-06-30
Filed2026-08-06
NXP SEMICONDUCTORS N V
-8.73%NXP SEMICONDUCTORS N V
Shares1.3K
Event2026-06-30
Filed2026-08-06
SCHD
0.00%SCHWAB STRATEGIC TR
Shares10.7K
Event2026-06-30
Filed2026-08-06
ITA
0.00%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-08-06
XLY
0.00%SELECT SECTOR SPDR TR
Shares2.9K
Event2026-06-30
Filed2026-08-06
ABBVIE INC
0.24%ABBVIE INC
Shares1.3K
Event2026-06-30
Filed2026-08-06
HWM
9.08%HOWMET AEROSPACE INC
Shares1.2K
Event2026-06-30
Filed2026-08-06
DCI
0.00%DONALDSON INC
Shares3.5K
Event2026-06-30
Filed2026-08-06
TECL
NewDIREXION SHARES ETF TRUST
Shares1.3K
Event2026-06-30
Filed2026-08-06
VOO
-8.97%VANGUARD INDEX FDS
Shares426
Event2026-06-30
Filed2026-08-06
URI
NewUNITED RENTALS INC
Shares253
Event2026-06-30
Filed2026-08-06
SHOP
0.61%SHOPIFY INC
Shares2.5K
Event2026-06-30
Filed2026-08-06
BR
0.00%BROADRIDGE FINL SOLUTIONS IN
Shares2.0K
Event2026-06-30
Filed2026-08-06
MRK
0.00%MERCK & CO INC
Shares2.1K
Event2026-06-30
Filed2026-08-06
MS
-24.38%MORGAN STANLEY
Shares1.3K
Event2026-06-30
Filed2026-08-06
SERVICENOW INC
-1.65%SERVICENOW INC
Shares2.7K
Event2026-06-30
Filed2026-08-06
MCD
0.00%MCDONALDS CORP
Shares950
Event2026-06-30
Filed2026-08-06
HD
0.00%HOME DEPOT INC
Shares719
Event2026-06-30
Filed2026-08-06
SYK
0.25%STRYKER CORPORATION
Shares787
Event2026-06-30
Filed2026-08-06
DELL
NewDELL TECHNOLOGIES INC
Shares553
Event2026-06-30
Filed2026-08-06
AMD
NewADVANCED MICRO DEVICES INC
Shares410
Event2026-06-30
Filed2026-08-06
TSLA
0.00%TESLA INC
Shares553
Event2026-06-30
Filed2026-08-06
IBM
NewINTERNATIONAL BUSINESS MACHS
Shares803
Event2026-06-30
Filed2026-08-06
APPLIED MATLS INC
NewAPPLIED MATLS INC
Shares293
Event2026-06-30
Filed2026-08-06
VYM
NewVANGUARD WHITEHALL FDS
Shares1.3K
Event2026-06-30
Filed2026-08-06
CROWDSTRIKE HLDGS INC
NewCROWDSTRIKE HLDGS INC
Shares269
Event2026-06-30
Filed2026-08-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available