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Latest Leeward Financial Partners, LLC Stock Portfolio

$381Million | No. of Holdings #108

Leeward Financial Partners, LLC Performance

2026 Q2-14.75%
YTD-19.12%
2025+12.89%

About Leeward Financial Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Leeward Financial Partners, LLC reported an equity portfolio of $381.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Leeward Financial Partners, LLC are VB, MSFT, VAW. The fund has invested 5.8% of it's portfolio in VANGUARD INDEX FDS and 5.1% of portfolio in MICROSOFT CORP. <br><br> They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), NETFLIX INC. (NFLX) and VANGUARD BD INDEX FDS (VUSB). Leeward Financial Partners, LLC opened new stock positions in TERADYNE INC (TER), LAM RESEARCH CORP (LRCX) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and VANGUARD WORLD FD (EDV).
Leeward Financial Partners, LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$381Million
  as of Aug 06, 2026

Leeward Financial Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Leeward Financial Partners, LLC made a return of -14.75% in the last quarter. In trailing 12 months, it's portfolio return was -12.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
teradyne inc3,734,790
lam research corp3,127,340
micron technology inc575,991
direxion shares etf trust299,988
united rentals inc286,621
dell technologies inc238,597
advanced micro devices inc238,173
international business machs225,812
New stocks bought by Leeward Financial Partners, LLC

Additions

Ticker% Inc.
vanguard world fd655
vanguard index fds509
vanguard world fd400
marriott intl inc new326
royal caribbean group27.23
ishares tr11.47
ssga active etf tr10.43
vanguard bd index fds10.06
Additions to existing portfolio by Leeward Financial Partners, LLC

Reductions

Ticker% Reduced
palantir technologies inc-74.86
netflix inc.-72.33
vanguard bd index fds-52.15
meta platforms inc-40.03
datadog inc-30.8
morgan stanley-24.38
vaneck etf trust-19.86
vanguard specialized funds-17.86
Leeward Financial Partners, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Leeward Financial Partners, LLC

Sector Distribution

Leeward Financial Partners, LLC has about 56.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Basic Materials
Sector%
Others56.8
Technology17.9
Consumer Cyclical5.2
Financial Services4.4
Industrials4.2
Communication Services4.1
Healthcare3.8
Consumer Defensive2.2
Basic Materials1.3

Market Cap. Distribution

Leeward Financial Partners, LLC has about 43% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED56.8
MEGA-CAP30
LARGE-CAP13

Stocks belong to which Index?

About 37.5% of the stocks held by Leeward Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others62.1
S&P 50037.5
Top 5 Winners (%)%
DDOG
datadog inc
102.0 %
AFK
vaneck etf trust
64.0 %
ADPT
adaptive biotechnologies cor
54.5 %
UNH
unitedhealth group inc
53.6 %
FIX
comfort sys usa inc
42.0 %
Top 5 Winners ($)$
GOOG
alphabet inc
2.3 M
AAPL
apple inc
2.0 M
VB
vanguard index fds
1.9 M
FNDA
schwab strategic tr
1.9 M
AFK
vaneck etf trust
1.8 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.3 %
VB
vanguard index fds
-70.3 %
EDV
vanguard world fd
-65.6 %
NFLX
netflix inc.
-16.4 %
BR
broadridge finl solutions in
-15.7 %
Top 5 Losers ($)$
VAW
vanguard world fd
-52.4 M
VB
vanguard index fds
-52.3 M
EDV
vanguard world fd
-0.8 M
NFLX
netflix inc.
-0.7 M
COST
costco wholesale corporation
-0.6 M

Leeward Financial Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Leeward Financial Partners, LLC

Leeward Financial Partners, LLC has 108 stocks in it's portfolio. About 41.9% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Leeward Financial Partners, LLC last quarter.

$381.16MTotal Value
108Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Leeward Financial Partners, LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leeward Financial Partners, LLC's holding in Ishares Tr over time
1.15%40,562
$4.37M
1.15%
decreased 0.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leeward Financial Partners, LLC's holding in Ishares Tr over time
0.32%15,365
$1.23M
0.32%
increased 11.47 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Leeward Financial Partners, LLC's holding in Ishares Tr over time
0.09%1,401
$339.6K
0.09%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Leeward Financial Partners, LLC's holding in Vaneck Etf Trust over time
1.03%6,017
$3.95M
1.03%
decreased 19.86 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
Leeward Financial Partners, LLC's holding in Ishares Tr over time
0.69%71,441
$2.64M
0.69%
increased 4.72 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Leeward Financial Partners, LLC's holding in Spdr Series Trust over time
0.39%16,374
$1.49M
0.39%
increased 0.28 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Leeward Financial Partners, LLC's holding in Vanguard Bd Index Fds over time
1.62%80,475
$6.17M
1.62%
increased 4.77 percentadded