Leeward Financial Partners, LLC
•CIK: 1735201•Filing: Q4 2025
**Leeward Financial Partners, LLC** manages $356M across a diversified portfolio of 96 positions. The strategy exhibits a significant tilt toward large-cap technology and growth equities, evidenced by top holdings including MSFT ($26.2M) and VUG ($21.4M). Further concentration is seen in sector ETFs such as VGT ($17.7M) and AAPL ($15.8M), alongside core holdings in AMZN ($12.6M) and GOOGL ($11.6M). This allocation suggests a systematic, technology-forward approach within the current market cycle.
Total AUM
$355.8M
QoQ Performance
+1.2%
Positions
72
Top 10 Concentration
44.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
VUG
MSFT7.4%
VUG6.0%
VGT5.0%
AAPL4.4%
VV3.8%
SCHG3.7%
SCHF3.6%
AMZN3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.7%
Technology20.3%
Consumer6.9%
Financial5.2%
ETF2.2%
Communication1.7%
Healthcare1.5%
Materials1.3%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW3 new positions
↑33 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023