Windward Private Wealth Management Inc.

OVERLAND PARK, KS · CIK 1835866 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyOverland Park, KS

$312.6m reported value +8.0% vs Q1 2026

43positions

83.6%in top 10

0 new 12 added 19 reduced 1 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 BD INDEX FDS SHORT TRM BOND BSV	BSV	861,105	$67.1m21.46%	21.46%	Added +17.9k	+17,918 2.1%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	619,357	$44.1m14.12%	14.12%	Added +1.7k	+1,669 0.3%
3	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	307,150	$39.3m12.56%	12.56%	Added +6.8k	+6,827 2.3%
4	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	308,428	$32.8m10.49%	10.49%	Added +2.7k	+2,652 0.9%
5	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	334,344	$25.6m8.20%	8.20%	Added +6.9k	+6,927 2.1%
6	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	345,088	$16.2m5.17%	5.17%	Added +2.0k	+1,959 0.6%
7	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	252,376	$15.1m4.82%	4.82%	Added +2.4k	+2,383 0.9%
8	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	36,051	$8.5m2.73%	2.73%	Reduced -60	-60 -0.2%
9	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	55,465	$6.7m2.15%	2.15%	Reduced -49	-49 -0.1%
10	VANGUARD INDEX FDS VALUE ETF VTV	VTV	26,772	$5.8m1.87%	1.87%	Reduced -124	-124 -0.5%
11	ISHARES TR CORE S&P US GWT IUSG	IUSG	30,403	$5.7m1.83%	1.83%	Reduced -189	-189 -0.6%
12	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	58,205	$5.6m1.78%	1.78%	Reduced -876	-876 -1.5%
13	ISHARES TR CORE S&P US VLU IUSV	IUSV	37,500	$4.1m1.32%	1.32%	Reduced -960	-960 -2.5%
14	ISHARES TR CORE MSCI EAFE IEFA	IEFA	39,266	$3.8m1.21%	1.21%	Reduced -200	-200 -0.5%
15	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	45,406	$3.6m1.15%	1.15%	Reduced -269	-269 -0.6%
16	ISHARES TR NATIONAL MUN ETF MUB	MUB	25,841	$2.8m0.89%	0.89%	Reduced -925	-925 -3.5%
17	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	45,392	$2.6m0.85%	0.85%	Added +2.5k	+2,548 6.0%
18	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	30,592	$2.5m0.81%	0.81%	Reduced -602	-602 -1.9%
19	ISHARES TR EAFE VALUE ETF EFV	EFV	26,844	$2.1m0.66%	0.66%	Unchanged
20	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	8,412	$2.0m0.65%	0.65%	Unchanged
21	ISHARES TR NORTH AMERN NAT IGE	IGE	35,116	$2.0m0.63%	0.63%	Reduced -915	-915 -2.5%
22	ISHARES TR RUS 2000 VAL ETF IWN	IWN	8,292	$1.8m0.59%	0.59%	Reduced -480	-480 -5.5%
23	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	9,750	$1.5m0.49%	0.49%	Added +700	+700 7.7%
24	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	38,316	$1.4m0.44%	0.44%	Reduced -1.0k	-1,014 -2.6%
25	ISHARES TR S&P 500 VAL ETF IVE	IVE	5,900	$1.3m0.43%	0.43%	Unchanged
26	ISHARES TR CORE TOTAL USD IUSB	IUSB	20,926	$965.7k0.31%	0.31%	Reduced -1.1k	-1,145 -5.2%
27	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	4,822	$744.0k0.24%	0.24%	Reduced -747	-747 -13.4%
28	WISDOMTREE TR INTL SMCAP DIV DLS	DLS	8,478	$710.4k0.23%	0.23%	Reduced -1.1k	-1,105 -11.5%
29	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	1,913	$699.6k0.22%	0.22%	Reduced -30	-30 -1.5%
30	ISHARES TR EAFE SML CP ETF SCZ	SCZ	8,475	$697.2k0.22%	0.22%	Unchanged
31	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	22,103	$663.3k0.21%	0.21%	Added +34	+34 0.1%
32	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	11,593	$586.4k0.19%	0.19%	Reduced -591	-591 -4.8%
33	ISHARES INC CORE MSCI EMKT IEMG	IEMG	4,904	$406.2k0.13%	0.13%	Unchanged
34	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,152	$349.2k0.11%	0.11%	Reduced -84	-84 -6.8%
35	ISHARES TR MBS ETF MBB	MBB	3,684	$348.2k0.11%	0.11%	Added +390	+390 11.8%
36	EMERSON ELEC CO COM EMR	EMR	2,315	$331.4k0.11%	0.11%	Unchanged
37	ISHARES TR 1 3 YR TREAS BD SHY	SHY	3,813	$313.1k0.10%	0.10%	Added +13	+13 0.3%
38	ISHARES TR MSCI EAFE ETF EFA	EFA	2,902	$301.5k0.10%	0.10%	Unchanged
39	RESMED INC COM RMD	RMD	1,500	$292.3k0.09%	0.09%	Unchanged
40	FASTENAL CO COM FAST	FAST	6,000	$288.2k0.09%	0.09%	Unchanged
41	PNC FINL SVCS GROUP INC COM PNC	PNC	1,080	$265.9k0.09%	0.09%	Unchanged
42	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	2,266	$247.2k0.08%	0.08%	Unchanged
43	SHERWIN WILLIAMS CO COM SHW	SHW	629	$216.6k0.07%	0.07%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLE	XLE	3,419	$209.4k3.4k shares