Leeward Financial Partners, LLC

Bellevue, WA · CIK 1735201 · 13F filing filed 2025-08-04

SEC-registered investment adviser since 2020 · limited liability company

Assets managed$401.5m
Staff3 · 3 in investment roles
Main clients (by assets)High net worth individuals 96%, Individuals 4%
Websiteleewardfp.com
Form ADV · 2026-09-11SEC adviser record

Kindwealth
Others nearbyBellevue, WA

$315.6m reported value +17.9% vs Q1 2025

100positions

43.5%in top 10

17 new 49 added 28 reduced 3 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	44,599	$22.2m7.03%	7.03%	Added +572	+572 1.3%
2	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	45,597	$20.0m6.33%	6.33%	Reduced -1.4k	-1,442 -3.1%
3	VANGUARD WORLD FD INF TECH ETF VGT	VGT	22,890	$15.2m4.81%	4.81%	Reduced -20	-20 -0.1%
4	APPLE INC COM AAPL	AAPL	60,208	$12.4m3.91%	3.91%	Added +13.6k	+13,560 29.1%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	67,452	$11.9m3.78%	3.78%	Reduced -12.3k	-12,336 -15.5%
6	AMAZON COM INC COM AMZN	AMZN	52,923	$11.6m3.68%	3.68%	Added +4.3k	+4,284 8.8%
7	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	397,164	$11.6m3.68%	3.68%	Added +3.5k	+3,486 0.9%
8	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	523,857	$11.6m3.67%	3.67%	Added +207.2k	+207,153 65.4%
9	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	38,962	$11.1m3.52%	3.52%	Reduced -7.9k	-7,898 -16.9%
10	VANGUARD INDEX FDS SMALL CP ETF VB	VB	40,956	$9.7m3.08%	3.08%	Added +1.5k	+1,453 3.7%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	44,733	$7.9m2.50%	2.50%	Added +4.0k	+3,982 9.8%
12	COSTCO WHSL CORP NEW COM COST	COST	7,799	$7.7m2.45%	2.45%	Added +2.5k	+2,505 47.3%
13	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	36,862	$7.2m2.28%	2.28%	Reduced -73	-73 -0.2%
14	NETFLIX INC COM NFLX	NFLX	5,100	$6.8m2.16%	2.16%	Reduced -459	-459 -8.3%
15	GOLDMAN SACHS GROUP INC COM GS	GS	9,573	$6.8m2.15%	2.15%	Added +62	+62 0.7%
16	NVIDIA CORPORATION COM NVDA	NVDA	39,693	$6.3m1.99%	1.99%	Reduced -10.4k	-10,414 -20.8%
17	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	22,474	$6.2m1.97%	1.97%	Added +378	+378 1.7%
18	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	122,922	$6.1m1.94%	1.94%	Added +84.1k	+84,089 216.5%
19	VISA INC COM CL A V	V	16,084	$5.7m1.81%	1.81%	Added +1.9k	+1,904 13.4%
20	VERTIV HOLDINGS CO COM CL A VRT	VRT	43,657	$5.6m1.78%	1.78%	Added +1.4k	+1,400 3.3%
21	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	70,002	$5.4m1.72%	1.72%	Added +1.1k	+1,077 1.6%
22	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	72,573	$5.0m1.60%	1.60%	Reduced -7.3k	-7,319 -9.2%
23	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	172,541	$4.8m1.51%	1.51%	Added +2.3k	+2,328 1.4%
24	ECOLAB INC COM ECL	ECL	17,016	$4.6m1.45%	1.45%	Reduced -578	-578 -3.3%
25	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	85,648	$4.0m1.26%	1.26%	Added +5.6k	+5,613 7.0%
26	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	52,521	$3.9m1.23%	1.23%	Added +3.0k	+3,014 6.1%
27	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	43,272	$3.9m1.22%	1.22%	Added +3.2k	+3,219 8.0%
28	ISHARES TR NATIONAL MUN ETF MUB	MUB	34,673	$3.6m1.15%	1.15%	Added +3.1k	+3,112 9.9%
29	ISHARES TR CORE S&P500 ETF IVV	IVV	5,829	$3.6m1.15%	1.15%	Added +8	+8 0.1%
30	UNITEDHEALTH GROUP INC COM UNH	UNH	11,496	$3.6m1.14%	1.14%	Added +10.6k	+10,550 1115.2%
31	BROADCOM INC COM AVGO	AVGO	12,518	$3.5m1.09%	1.09%	Added +3.4k	+3,411 37.5%
32	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,164	$3.2m1.01%	1.01%	Reduced -50	-50 -1.0%
33	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	23,139	$3.2m1.00%	1.00%	Added +15.6k	+15,648 208.9%
34	SERVICENOW INC COM NOW	NOW	2,847	$2.9m0.93%	0.93%	Reduced -416	-416 -12.8%
35	ELI LILLY & CO COM LLY	LLY	3,730	$2.9m0.92%	0.92%	Reduced -2.9k	-2,923 -43.9%
36	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	36,709	$2.9m0.92%	0.92%	Added +5.2k	+5,185 16.4%
37	ISHARES TR U.S. TECH ETF IYW	IYW	15,452	$2.7m0.85%	0.85%	Unchanged
38	AXON ENTERPRISE INC COM AXON	AXON	3,174	$2.6m0.83%	0.83%	Added +697	+697 28.1%
39	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	12,561	$2.6m0.81%	0.81%	Reduced -9	-9 -0.1%
40	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	59,517	$2.4m0.76%	0.76%	Added +5.1k	+5,097 9.4%
41	ISHARES TR BROAD USD HIGH USHY	USHY	59,134	$2.2m0.70%	0.70%	Added +3.6k	+3,650 6.6%
42	GALLAGHER ARTHUR J & CO COM AJG	AJG	6,822	$2.2m0.69%	0.69%	Reduced -401	-401 -5.5%
43	NXP SEMICONDUCTORS N V COM NXPI	NXPI	9,630	$2.1m0.67%	0.67%	New
44	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	24,366	$2.0m0.64%	0.64%	Added +2.3k	+2,285 10.3%
45	PACCAR INC COM PCAR	PCAR	20,064	$1.9m0.60%	0.60%	Added +91	+91 0.5%
46	FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN FLMI	FLMI	69,889	$1.7m0.54%	0.54%	Added +3.5k	+3,503 5.3%
47	BOEING CO COM BA	BA	7,545	$1.6m0.50%	0.50%	Reduced -68	-68 -0.9%
48	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	32,142	$1.6m0.50%	0.50%	Added +2.2k	+2,212 7.4%
49	INVESCO EXCH TRADED FD TR II NATL AMT MUNI PZA	PZA	70,233	$1.6m0.50%	0.50%	Added +5.7k	+5,692 8.8%
50	EATON CORP PLC SHS ETN	ETN	3,495	$1.2m0.40%	0.40%	Reduced -5.2k	-5,219 -59.9%
51	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	16,185	$1.2m0.38%	0.38%	Added +51	+51 0.3%
52	MARRIOTT INTL INC NEW CL A MAR	MAR	4,130	$1.1m0.36%	0.36%	Unchanged
53	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,003	$1.1m0.35%	0.35%	Added +1.1k	+1,086 118.4%
54	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	41,380	$1.1m0.35%	0.35%	Unchanged
55	ISHARES TR IBOXX HI YD ETF HYG	HYG	13,331	$1.1m0.34%	0.34%	Added +4.8k	+4,776 55.8%
56	STARBUCKS CORP COM SBUX	SBUX	10,454	$957.9k0.30%	0.30%	Added +703	+703 7.2%
57	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	15,949	$909.2k0.29%	0.29%	Added +4.4k	+4,361 37.6%
58	META PLATFORMS INC CL A META	META	1,138	$839.9k0.27%	0.27%	Added +463	+463 68.6%
59	PNC FINL SVCS GROUP INC COM PNC	PNC	3,516	$655.5k0.21%	0.21%	Reduced -9.6k	-9,552 -73.1%
60	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,291	$627.1k0.20%	0.20%	Added +72	+72 5.9%
61	ADAPTIVE BIOTECHNOLOGIES COR COM ADPT	ADPT	51,650	$601.7k0.19%	0.19%	Unchanged
62	JPMORGAN CHASE & CO COM JPM	JPM	1,819	$527.3k0.17%	0.17%	Added +899	+899 97.7%
63	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	9,049	$508.1k0.16%	0.16%	Added +1.6k	+1,595 21.4%
64	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	2,000	$486.1k0.15%	0.15%	New
65	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	5,028	$470.8k0.15%	0.15%	Added +28	+28 0.6%
66	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,446	$439.5k0.14%	0.14%	Added +7	+7 0.5%
67	HOME DEPOT INC COM HD	HD	1,142	$418.8k0.13%	0.13%	Added +327	+327 40.1%
68	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	905	$398.8k0.13%	0.13%	New
69	ARISTA NETWORKS INC COM SHS ANET	ANET	3,889	$397.9k0.13%	0.13%	Added +325	+325 9.1%
70	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	1,013	$370.9k0.12%	0.12%	New
71	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,430	$356.4k0.11%	0.11%	Added +1.6k	+1,625 23.9%
72	DECKERS OUTDOOR CORP COM DECK	DECK	3,457	$356.3k0.11%	0.11%	Added +1.6k	+1,579 84.1%
73	ROYAL CARIBBEAN GROUP COM RCL	RCL	1,134	$355.1k0.11%	0.11%	New
74	APPLOVIN CORP COM CL A APP	APP	995	$348.3k0.11%	0.11%	New
75	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	613	$348.0k0.11%	0.11%	Added +188	+188 44.2%
76	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	1,550	$336.9k0.11%	0.11%	New
77	STRYKER CORPORATION COM SYK	SYK	851	$336.6k0.11%	0.11%	New
78	REGAL REXNORD CORPORATION COM RRX	RRX	2,287	$331.5k0.11%	0.11%	Reduced -75	-75 -3.2%
79	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,174	$327.4k0.10%	0.10%	Reduced -29	-29 -2.4%
80	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	716	$318.8k0.10%	0.10%	Added +58	+58 8.8%
81	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	11,650	$308.7k0.10%	0.10%	New
82	PROCTER AND GAMBLE CO COM PG	PG	1,937	$308.6k0.10%	0.10%	Reduced -19.3k	-19,261 -90.9%
83	LOWES COS INC COM LOW	LOW	1,295	$287.3k0.09%	0.09%	Reduced -78	-78 -5.7%
84	ISHARES TR US AER DEF ETF ITA	ITA	1,520	$286.7k0.09%	0.09%	New
85	MORGAN STANLEY COM NEW MS	MS	1,975	$278.2k0.09%	0.09%	Reduced -54	-54 -2.7%
86	ALPHABET INC CAP STK CL C GOOG	GOOG	1,558	$276.4k0.09%	0.09%	New
87	ORACLE CORP COM ORCL	ORCL	1,233	$269.6k0.09%	0.09%	Reduced -336	-336 -21.4%
88	COMFORT SYS USA INC COM FIX	FIX	501	$268.6k0.09%	0.09%	New
89	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	2,300	$265.3k0.08%	0.08%	Reduced -71	-71 -3.0%
90	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	4,761	$263.8k0.08%	0.08%	Reduced -723	-723 -13.2%
91	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	851	$262.4k0.08%	0.08%	Reduced -5	-5 -0.6%
92	CELESTICA INC COM CLS	CLS	1,579	$246.5k0.08%	0.08%	Reduced -991	-991 -38.6%
93	ADOBE INC COM ADBE	ADBE	634	$245.3k0.08%	0.08%	Reduced -255	-255 -28.7%
94	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	831	$245.0k0.08%	0.08%	New
95	ABBVIE INC COM ABBV	ABBV	1,314	$244.0k0.08%	0.08%	New
96	DONALDSON INC COM DCI	DCI	3,482	$241.5k0.08%	0.08%	Unchanged
97	MCDONALDS CORP COM MCD	MCD	750	$219.2k0.07%	0.07%	Unchanged
98	HOWMET AEROSPACE INC COM HWM	HWM	1,162	$216.3k0.07%	0.07%	New
99	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	8,465	$214.2k0.07%	0.07%	New
100	DATADOG INC CL A COM DDOG	DDOG	1,558	$209.3k0.07%	0.07%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ABBOTT LABS ABT	ABT	25,465	$3.4m25.5k shares
VANGUARD WORLD FD VHT	VHT	2,329	$616.6k2.3k shares
VANGUARD STAR FDS VXUS	VXUS	3,774	$234.4k3.8k shares