Leeward Financial Partners, LLC

Bellevue, WA · CIK 1735201 · 13F filing filed 2026-08-06

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

$381.2m reported value +13.4% vs Q1 2026

108positions

41.9%in top 10

11 new 39 added 39 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

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	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	256,418	$22.1m5.79%	5.79%	Added +3.8k	+3,794 1.5%
2	MICROSOFT CORP COM MSFT	MSFT	51,834	$19.3m5.07%	5.07%	Reduced -674	-674 -1.3%
3	VANGUARD WORLD FD INF TECH ETF VGT	VGT	159,986	$19.1m5.02%	5.02%	Reduced -9.4k	-9,414 -5.6%
4	APPLE INC COM AAPL	AAPL	55,191	$16.0m4.19%	4.19%	Reduced -533	-533 -1.0%
5	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	43,665	$15.0m3.94%	3.94%	Added +1.1k	+1,104 2.6%
6	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	532,437	$14.7m3.87%	3.87%	Added +10.8k	+10,763 2.1%
7	VANGUARD INDEX FDS VALUE ETF VTV	VTV	66,023	$14.4m3.77%	3.77%	Added +1.5k	+1,451 2.2%
8	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	411,525	$13.9m3.65%	3.65%	Added +8.8k	+8,764 2.2%
9	AMAZON COM INC COM AMZN	AMZN	54,781	$13.1m3.43%	3.43%	Reduced -1.2k	-1,227 -2.2%
10	VANGUARD INDEX FDS SMALL CP ETF VB	VB	39,856	$12.1m3.17%	3.17%	Added +624	+624 1.6%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	32,908	$11.8m3.09%	3.09%	Reduced -513	-513 -1.5%
12	COSTCO WHSL CORP NEW COM COST	COST	9,094	$8.5m2.23%	2.23%	Reduced -711	-711 -7.2%
13	GOLDMAN SACHS GROUP INC COM GS	GS	8,261	$8.4m2.19%	2.19%	Reduced -176	-176 -2.1%
14	NVIDIA CORPORATION COM NVDA	NVDA	39,614	$7.9m2.08%	2.08%	Added +657	+657 1.7%
15	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	30,097	$7.3m1.92%	1.92%	Reduced -1.1k	-1,094 -3.5%
16	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	18,618	$6.8m1.79%	1.79%	Added +49	+49 0.3%
17	VERTIV HOLDINGS CO COM CL A VRT	VRT	18,943	$6.3m1.66%	1.66%	Reduced -937	-937 -4.7%
18	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	181,501	$6.3m1.66%	1.66%	Added +3.9k	+3,856 2.2%
19	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	80,475	$6.2m1.62%	1.62%	Added +3.7k	+3,666 4.8%
20	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	82,969	$5.7m1.50%	1.50%	Added +1.8k	+1,847 2.3%
21	APPLOVIN CORP COM CL A APP	APP	10,807	$5.6m1.46%	1.46%	Reduced -1.8k	-1,820 -14.4%
22	JPMORGAN CHASE & CO COM JPM	JPM	16,987	$5.6m1.46%	1.46%	Added +868	+868 5.4%
23	BROADCOM INC COM AVGO	AVGO	14,404	$5.4m1.43%	1.43%	Reduced -204	-204 -1.4%
24	NATERA INC COM NTRA	NTRA	19,553	$5.3m1.39%	1.39%	Added +316	+316 1.6%
25	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	105,776	$5.3m1.38%	1.38%	Reduced -115.3k	-115,262 -52.1%
26	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	72,812	$5.2m1.36%	1.36%	Added +2.3k	+2,346 3.3%
27	UNITEDHEALTH GROUP INC COM UNH	UNH	12,411	$5.2m1.35%	1.35%	Added +11	+11 0.1%
28	ECOLAB INC COM ECL	ECL	18,338	$5.1m1.34%	1.34%	Added +782	+782 4.5%
29	CUMMINS INC COM CMI	CMI	6,763	$4.8m1.27%	1.27%	Added +223	+223 3.4%
30	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	101,397	$4.7m1.25%	1.25%	Added +4.3k	+4,315 4.4%
31	MARRIOTT INTL INC NEW CL A MAR	MAR	12,484	$4.6m1.21%	1.21%	Added +9.6k	+9,560 326.9%
32	ISHARES TR NATIONAL MUN ETF MUB	MUB	40,562	$4.4m1.15%	1.15%	Reduced -405	-405 -1.0%
33	ISHARES TR CORE S&P500 ETF IVV	IVV	5,679	$4.3m1.12%	1.12%	Added +3	+3 0.1%
34	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	57,230	$4.2m1.10%	1.10%	Added +5.2k	+5,232 10.1%
35	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	6,017	$3.9m1.04%	1.04%	Reduced -1.5k	-1,491 -19.9%
36	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,111	$3.8m1.00%	1.00%	Added +12	+12 0.2%
37	ISHARES TR U.S. TECH ETF IYW	IYW	15,002	$3.8m0.99%	0.99%	Unchanged
38	TERADYNE INC COM TER	TER	7,719	$3.7m0.98%	0.98%	New
39	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	41,220	$3.2m0.84%	0.84%	Added +3.4k	+3,443 9.1%
40	LAM RESEARCH CORP COM NEW LRCX	LRCX	7,217	$3.1m0.82%	0.82%	New
41	ISHARES INC CORE MSCI EMKT IEMG	IEMG	35,994	$3.0m0.78%	0.78%	Added +1.1k	+1,149 3.3%
42	ISHARES TR BROAD USD HIGH USHY	USHY	71,441	$2.6m0.69%	0.69%	Added +3.2k	+3,217 4.7%
43	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	64,911	$2.6m0.67%	0.67%	Added +6.1k	+6,133 10.4%
44	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	10,309	$2.4m0.64%	0.64%	Reduced -2.2k	-2,242 -17.9%
45	FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN FLMI	FLMI	92,304	$2.3m0.61%	0.61%	Reduced -448	-448 -0.5%
46	META PLATFORMS INC CL A META	META	4,111	$2.3m0.61%	0.61%	Reduced -2.7k	-2,744 -40.0%
47	INVESCO EXCH TRADED FD TR II NATL AMT MUNI PZA	PZA	95,441	$2.2m0.59%	0.59%	Reduced -249	-249 -0.3%
48	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	43,593	$2.2m0.58%	0.58%	Reduced -90	-90 -0.2%
49	AMPHENOL CORP CL A APH	APH	12,196	$2.2m0.56%	0.56%	Reduced -174	-174 -1.4%
50	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	24,983	$2.1m0.54%	0.54%	Added +1.8k	+1,764 7.6%
51	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	16,374	$1.5m0.39%	0.39%	Added +46	+46 0.3%
52	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,886	$1.4m0.36%	0.36%	Unchanged
53	AXON ENTERPRISE INC COM AXON	AXON	2,457	$1.4m0.36%	0.36%	Reduced -205	-205 -7.7%
54	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	3,321	$1.3m0.35%	0.35%	Added +13	+13 0.4%
55	ISHARES TR IBOXX HI YD ETF HYG	HYG	15,365	$1.2m0.32%	0.32%	Added +1.6k	+1,581 11.5%
56	VISA INC COM CL A V	V	3,469	$1.2m0.31%	0.31%	Reduced -34	-34 -1.0%
57	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	41,380	$1.1m0.29%	0.29%	Unchanged
58	STARBUCKS CORP COM SBUX	SBUX	9,728	$994.1k0.26%	0.26%	Added +270	+270 2.9%
59	ORACLE CORP COM ORCL	ORCL	6,126	$897.8k0.24%	0.24%	Reduced -131	-131 -2.1%
60	NETFLIX INC COM NFLX	NFLX	12,500	$892.5k0.23%	0.23%	Reduced -32.7k	-32,679 -72.3%
61	ADAPTIVE BIOTECHNOLOGIES COR COM ADPT	ADPT	41,400	$888.0k0.23%	0.23%	Unchanged
62	ELI LILLY & CO COM LLY	LLY	659	$790.4k0.21%	0.21%	Unchanged
63	ARISTA NETWORKS INC COM SHS ANET	ANET	3,931	$667.8k0.18%	0.18%	Reduced -106	-106 -2.6%
64	PNC FINL SVCS GROUP INC COM PNC	PNC	2,696	$663.8k0.17%	0.17%	Unchanged
65	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,245	$622.9k0.16%	0.16%	Unchanged
66	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,223	$609.4k0.16%	0.16%	Reduced -15.6k	-15,553 -74.9%
67	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	6,297	$607.2k0.16%	0.16%	Reduced -410	-410 -6.1%
68	PACCAR INC COM PCAR	PCAR	4,996	$600.1k0.16%	0.16%	Reduced -51	-51 -1.0%
69	MICRON TECHNOLOGY INC COM MU	MU	499	$576.0k0.15%	0.15%	New
70	COMFORT SYS USA INC COM FIX	FIX	272	$539.1k0.14%	0.14%	Reduced -24	-24 -8.1%
71	REGAL REXNORD CORPORATION COM RRX	RRX	2,243	$534.3k0.14%	0.14%	Reduced -44	-44 -1.9%
72	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,410	$521.8k0.14%	0.14%	Reduced -89	-89 -5.9%
73	ALPHABET INC CAP STK CL C GOOG	GOOG	1,457	$514.8k0.14%	0.14%	Added +50	+50 3.5%
74	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	5,527	$481.1k0.13%	0.13%	Reduced -29	-29 -0.5%
75	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	859	$448.7k0.12%	0.12%	Added +25	+25 3.0%
76	BOEING CO COM BA	BA	2,060	$446.0k0.12%	0.12%	Reduced -86	-86 -4.0%
77	EATON CORP PLC SHS ETN	ETN	992	$422.7k0.11%	0.11%	Unchanged
78	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	7,670	$421.9k0.11%	0.11%	Unchanged
79	ROYAL CARIBBEAN GROUP COM RCL	RCL	1,313	$416.9k0.11%	0.11%	Added +281	+281 27.2%
80	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	4,730	$415.8k0.11%	0.11%	Unchanged
81	CELESTICA INC COM CLS	CLS	1,034	$377.2k0.10%	0.10%	Added +51	+51 5.2%
82	DATADOG INC CL A COM DDOG	DDOG	1,382	$359.8k0.09%	0.09%	Reduced -615	-615 -30.8%
83	GALLAGHER ARTHUR J & CO COM AJG	AJG	1,560	$358.1k0.09%	0.09%	Reduced -106	-106 -6.4%
84	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,254	$352.4k0.09%	0.09%	Reduced -120	-120 -8.7%
85	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	10,741	$340.6k0.09%	0.09%	Unchanged
86	ISHARES TR US AER DEF ETF ITA	ITA	1,401	$339.6k0.09%	0.09%	Unchanged
87	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	2,858	$335.2k0.09%	0.09%	Unchanged
88	ABBVIE INC COM ABBV	ABBV	1,271	$319.8k0.08%	0.08%	Added +3	+3 0.2%
89	HOWMET AEROSPACE INC COM HWM	HWM	1,177	$316.4k0.08%	0.08%	Added +98	+98 9.1%
90	DONALDSON INC COM DCI	DCI	3,482	$312.6k0.08%	0.08%	Unchanged
91	DIREXION SHS ETF TR DLY TECH BULL 3X TECL	TECL	1,300	$300.0k0.08%	0.08%	New
92	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	426	$292.4k0.08%	0.08%	Reduced -42	-42 -9.0%
93	UNITED RENTALS INC COM URI	URI	253	$286.6k0.08%	0.08%	New
94	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	2,460	$280.9k0.07%	0.07%	Added +15	+15 0.6%
95	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	2,000	$273.9k0.07%	0.07%	Unchanged
96	MERCK & CO INC COM MRK	MRK	2,131	$273.8k0.07%	0.07%	Unchanged
97	MORGAN STANLEY COM NEW MS	MS	1,281	$267.8k0.07%	0.07%	Reduced -413	-413 -24.4%
98	SERVICENOW INC COM NOW	NOW	2,679	$266.0k0.07%	0.07%	Reduced -45	-45 -1.6%
99	MCDONALDS CORP COM MCD	MCD	950	$256.8k0.07%	0.07%	Unchanged
100	HOME DEPOT INC COM HD	HD	719	$253.6k0.07%	0.07%	Unchanged