Leeward Financial Partners, LLC

Registered adviser

CIK

1735201

Location

Bellevue, WA

Portfolio Value

Small $377,999,955

Diversification

Diversified

Filing Date

Global Rank

#4,551 / 8,827 — · as of Jun 2026

Top Industry

Software - Infrastructure 16.9%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 288779

Roster of Nov 1, 2026

Regulatory AUM

$401,470,428

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$401,470,428	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$323,762,046	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$269,908,119	Individuals and high net worth (99%)
May 2023 to Mar 2024	$183,134,394	Individuals and high net worth (98%)
Apr 2023	$183,134,394	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$188,103,405	Individuals and high net worth (97%)

2 earlier changes not shown.

Stated strategy

Multi-asset, Wealth management / planning Form ADV Part 2A, Sep 11, 2026 · original

In the firm's words

Multi-asset: Leeward believes that asset allocation is a primary driver of investment success.
Wealth management / planning: Leeward collects information from the client about the client’s goals, investment objectives, risk comfort level, net worth and income outlook, time horizon, liquidity needs, tax, estate planning, legal considerations and other preferences or needs.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 64.0% of the book (60%+)

Turnover

Low turnover

19.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 67.2%; sector active share 43.6% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

111 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

20.0%

−0.6 pts

Top 5

48.5%

+1.7 pts

Top 10

66.1%

+2.1 pts

HHI

712

Diversified−0

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	54.8%	$207,160,138	47
Technology	19.7%	$74,392,300	21
Financial Services	5.2%	$19,597,279	9
Healthcare	5.0%	$18,923,651	10
Consumer Cyclical	5.0%	$18,816,788	6
Communication Services	4.4%	$16,733,901	5
Industrials	2.4%	$8,992,727	11
Consumer Defensive	2.2%	$8,311,404	1
Basic Materials	1.3%	$5,071,767	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUSB	VANGUARD ULTRA-SHORT BOND ETF	+58,004	163,780	$8,115,299
NOW	ServiceNow, Inc.	+25,802	28,481	$3,816,738
APH	Amphenol Corp	+11,788	23,984	$2,021,851
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	+2,141	67,052	$2,509,085
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,571	58,801	$4,124,890
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+1,287	26,270	$2,057,203
USHY	iShares Broad USD High Yield Corporate Bond ETF	+1,219	72,660	$2,595,415
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+1,100	102,497	$4,551,891
TER	Teradyne, Inc	+906	8,625	$3,457,848
CRWD	CrowdStrike Holdings, Inc.	+807	1,076	$284,871
BIV	Vanguard Bond Index Funds	+709	81,184	$5,915,066
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+501	15,866	$1,225,013
BLV	VANGUARD LONG-TERM BOND INDEX FUND	+434	83,403	$5,231,870
VEA	Vanguard FTSE Developed Markets ETF	+356	73,168	$5,166,392
VRT	Vertiv Holdings Co	+353	19,296	$4,656,317
MSFT	Microsoft Corp	+351	52,185	$26,765,686
IEMG	iShares Trust	+285	36,279	$0
ECL	Ecolab Inc.	+133	18,471	$5,071,767
SMH	VanEck Semiconductor ETF	+52	6,069	$3,696,021
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	+44	16,418	$1,511,276
GS	Goldman Sachs Group Inc	+37	8,298	$7,471,187
COST	Costco Wholesale Corp	+36	9,130	$8,311,404
SBUX	Starbucks Corp	+25	9,753	$916,391
HWM	Howmet Aerospace Inc.	+9	1,186	$268,249
HD	Home Depot, Inc.	+6	725	$206,255
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHG	Schwab U.S. Large-Cap Growth ETF	−63,985	347,540	$12,487,112
CMI	Cummins Inc	−5,998	765	$395,176
APP	AppLovin Corp	−5,236	5,571	$1,617,985
VV	VANGUARD LARGE-CAP INDEX FUND	−4,870	38,795	$13,650,020
NVDA	Nvidia Corp	−4,603	35,011	$7,995,812
VUG	VANGUARD GROWTH INDEX FUND	−3,780	252,638	$22,765,210
SCHF	Schwab International Equity ETF	−3,715	528,722	$14,523,993
NTRA	Natera, Inc.	−3,262	16,291	$6,733,233
ISRG	Intuitive Surgical Inc	−2,795	526	$213,887
AMZN	Amazon Com Inc	−2,155	52,626	$13,111,767
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−1,614	158,372	$19,902,609
PZA	Invesco National AMT-Free Municipal Bond ETF	−1,417	94,024	$2,011,173
VIG	Vanguard Specialized Funds	−1,239	9,070	$2,116,121
MAR	Marriott International Inc	−1,203	11,281	$4,012,313
NFLX	Netflix Inc	−1,182	11,318	$787,506
PLTR	Palantir Technologies Inc.	−1,124	4,099	$766,717
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−1,044	29,053	$6,712,114
AAPL	Apple Inc.	−1,023	54,168	$18,039,027
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−961	42,632	$2,019,051
FLMI	Franklin Dynamic Municipal Bond ETF	−904	91,400	$2,131,448
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−716	17,902	$6,047,832
META	Meta Platforms, Inc.	−618	3,493	$2,533,053
MUB	iShares National Muni Bond ETF	−583	39,979	$4,041,876
ANET	Arista Networks, Inc.	−439	3,492	$710,936
V	Visa Inc.	−432	3,037	$1,091,285
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
ILMN	Illumina, Inc.	16,113	$4,409,805
STT	State Street Corp	18,144	$3,167,760
IGV	iShares Expanded Tech-Software Sector ETF	25,800	$2,747,184
SNOW	Snowflake Inc.	4,758	$1,615,626
NTAP	NetApp, Inc.	1,008	$211,760
JNJ	Johnson & Johnson	758	$200,672
—		13,723	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	7,217	$3,127,342
TSLA	Tesla, Inc.	553	$232,591
IBM	International Business Machines Corp	803	$225,811
AMAT	Applied Materials Inc	293	$211,839
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

111 tracked positions · $377,999,955 total · filing declares 111 positions · $387,808,785 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 111 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	52,185	+351	$26,765,686	+38.4%	7.08%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	252,638	-3,780	$22,765,210	+3.1%	6.02%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	158,372	-1,614	$19,902,609	+4.1%	5.27%
AAPL	Apple Inc. Technology	Reduced	54,168	-1,023	$18,039,027	+13.0%	4.77%
SCHF	Schwab International Equity ETF	Reduced	528,722	-3,715	$14,523,993	−1.5%	3.84%
VTV	VANGUARD VALUE INDEX FUND	Reduced	65,681	-342	$14,192,350	−1.4%	3.75%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	38,795	-4,870	$13,650,020	−9.1%	3.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	52,626	-2,155	$13,111,767	+0.4%	3.47%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	347,540	-63,985	$12,487,112	−10.3%	3.30%
GOOGL	Alphabet Inc. Communication Services	Reduced	32,838	-70	$11,298,899	−3.9%	2.99%
VB	Vanguard Index Funds	Reduced	39,539	-317	$11,248,450	−6.9%	2.98%
COST	Costco Wholesale Corp Consumer Defensive	Added	9,130	+36	$8,311,404	−2.3%	2.20%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Added	163,780	+58,004	$8,115,299	+54.1%	2.15%
NVDA	Nvidia Corp Technology	Reduced	35,011	-4,603	$7,995,812	+0.9%	2.12%
GS	Goldman Sachs Group Inc Financial Services	Added	8,298	+37	$7,471,187	−10.6%	1.98%
NTRA	Natera, Inc. Healthcare	Reduced	16,291	-3,262	$6,733,233	+26.9%	1.78%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	29,053	-1,044	$6,712,114	−8.2%	1.78%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	17,902	-716	$6,047,832	−11.2%	1.60%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	181,236	-265	$6,036,971	−4.4%	1.60%
BIV	Vanguard Bond Index Funds	Added	81,184	+709	$5,915,066	−4.2%	1.56%
JPM	Jpmorgan Chase & Co Financial Services	Held	16,987	0	$5,619,809	+1.1%	1.49%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	Added	83,403	+434	$5,231,870	−8.5%	1.38%
VEA	Vanguard FTSE Developed Markets ETF	Added	73,168	+356	$5,166,392	−0.4%	1.37%
ECL	Ecolab Inc. Basic Materials	Added	18,471	+133	$5,071,767	−0.7%	1.34%
AVGO	Broadcom Inc. Technology	Reduced	14,367	-37	$5,045,546	−7.3%	1.33%
VRT	Vertiv Holdings Co Industrials	Added	19,296	+353	$4,656,317	−26.6%	1.23%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	102,497	+1,100	$4,551,891	−4.1%	1.20%
UNH	Unitedhealth Group Inc Healthcare	Reduced	12,391	-20	$4,548,488	−11.8%	1.20%
ILMN	Illumina, Inc. Healthcare	NEW	16,113	NEW	$4,409,805	NEW	1.17%
IVV	iShares Core S&P 500 ETF	Reduced	5,599	-80	$4,287,994	+0.8%	1.13%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	58,801	+1,571	$4,124,890	−1.8%	1.09%
MUB	iShares National Muni Bond ETF	Reduced	39,979	-583	$4,041,876	−7.4%	1.07%
MAR	Marriott International Inc Consumer Cyclical	Reduced	11,281	-1,203	$4,012,313	−13.3%	1.06%
SPY	Spdr S&P 500 ETF Trust	Held	5,111	0	$3,897,801	+2.1%	1.03%
NOW	ServiceNow, Inc. Technology	Added	28,481	+25,802	$3,816,738	+1335.0%	1.01%
SMH	VanEck Semiconductor ETF	Added	6,069	+52	$3,696,021	−6.3%	0.98%
TER	Teradyne, Inc Technology	Added	8,625	+906	$3,457,848	−7.4%	0.91%
STT	State Street Corp Financial Services	NEW	18,144	NEW	$3,167,760	NEW	0.84%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	40,865	-355	$3,122,086	−2.8%	0.83%
IGV	iShares Expanded Tech-Software Sector ETF	NEW	25,800	NEW	$2,747,184	NEW	0.73%
USHY	iShares Broad USD High Yield Corporate Bond ETF	Added	72,660	+1,219	$2,595,415	−1.9%	0.69%
META	Meta Platforms, Inc. Communication Services	Reduced	3,493	-618	$2,533,053	+9.4%	0.67%
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	Added	67,052	+2,141	$2,509,085	−2.1%	0.66%
FLMI	Franklin Dynamic Municipal Bond ETF	Reduced	91,400	-904	$2,131,448	−8.3%	0.56%
VIG	Vanguard Specialized Funds	Reduced	9,070	-1,239	$2,116,121	−13.2%	0.56%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	26,270	+1,287	$2,057,203	−0.4%	0.54%
APH	Amphenol Corp Technology	Added	23,984	+11,788	$2,021,851	−6.0%	0.53%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Reduced	42,632	-961	$2,019,051	−8.4%	0.53%
PZA	Invesco National AMT-Free Municipal Bond ETF	Reduced	94,024	-1,417	$2,011,173	−10.4%	0.53%
APP	AppLovin Corp Communication Services	Reduced	5,571	-5,236	$1,617,985	−70.9%	0.43%

Showing the top 50 of 111 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.