Windward Private Wealth Management Inc. - Portfolio overview

Windward Private Wealth Management Inc. has 45 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. BSV - VANGUARD BD INDEX FDS, 22.84%
2. VEA - VANGUARD TAX-MANAGED FDS, 13.67%
3. VONG - VANGUARD SCOTTSDALE FDS, 11.38%

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

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