Leeward Financial Partners, LLC - Portfolio overview

Leeward Financial Partners, LLC has 107 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 5.73%
2. VUG - VANGUARD INDEX FDS, 5.42%
3. VGT - VANGUARD WORLD FD, 4.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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