Point Windward Advisors Inc. - Portfolio overview

Point Windward Advisors Inc. has 100 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. BX - BLACKSTONE INC, 3.45%
2. AAPL - APPLE INC, 2.94%
3. AMZN - AMAZON COM INC, 2.91%

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

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