☆Leeward Financial Partners, LLC
Quality Q
0.409
AUM ($M)
381
Positions
108
Turnover
0.07
Top-10 wt
42%
Herfindahl
0.026
History (qtrs)
6
Excess Return
—
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Holdings · 108 positions · portfolio value $381M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 5.8% | +0.3% | 22.1 | 256,418 | +214,314 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 5.1% | -0.7% | 19.3 | 51,834 | -674 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 5.0% | +0.6% | 19.1 | 159,986 | +138,811 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 4.2% | -0.0% | 16.0 | 55,191 | -533 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | ADD | — | 3.9% | +0.2% | 15.0 | 43,665 | +1,104 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 3.9% | +0.0% | 14.7 | 532,437 | +10,763 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 3.8% | +0.0% | 14.4 | 66,023 | +1,451 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 3.7% | +0.2% | 13.9 | 411,525 | +8,764 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 3.4% | -0.0% | 13.1 | 54,781 | -1,227 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 3.2% | +0.1% | 12.1 | 39,856 | +624 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 3.1% | +0.2% | 11.8 | 32,908 | -513 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 2.2% | -0.7% | 8.5 | 9,094 | -711 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 2.2% | +0.1% | 8.4 | 8,261 | -176 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 2.1% | +0.1% | 7.9 | 39,614 | +657 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 1.9% | -0.1% | 7.3 | 30,097 | -1,094 | 5 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | ADD | — | 1.8% | +0.1% | 6.8 | 18,618 | +49 | 5 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | TRIM | — | 1.7% | +0.2% | 6.3 | 18,943 | -937 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | ADD | — | 1.7% | +0.0% | 6.3 | 181,501 | +3,856 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | ADD | — | 1.6% | -0.1% | 6.2 | 80,475 | +3,666 | 5 | — |
| ☆BLV funds › | VANGUARD BD INDEX FDS | ADD | — | 1.5% | -0.2% | 5.7 | 82,969 | +1,847 | 5 | — |
| ☆APP funds › | APPLOVIN CORP | TRIM | — | 1.5% | -0.0% | 5.6 | 10,807 | -1,820 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 1.5% | +0.0% | 5.6 | 16,987 | +868 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 1.4% | +0.1% | 5.4 | 14,404 | -204 | 5 | — |
| ☆NTRA funds › | NATERA INC | ADD | — | 1.4% | +0.2% | 5.3 | 19,553 | +316 | 3 | — |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | TRIM | — | 1.4% | -1.9% | 5.3 | 105,776 | -115,262 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 1.4% | +0.0% | 5.2 | 72,812 | +2,346 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 1.4% | +0.4% | 5.2 | 12,411 | +11 | 5 | — |
| ☆ECL funds › | ECOLAB INC | ADD | — | 1.3% | -0.0% | 5.1 | 18,338 | +782 | 5 | — |
| ☆CMI funds › | CUMMINS INC | ADD | — | 1.3% | +0.2% | 4.8 | 6,763 | +223 | 2 | — |
| ☆VMBS funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.2% | -0.1% | 4.7 | 101,397 | +4,315 | 5 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | ADD | — | 1.2% | +0.9% | 4.6 | 12,484 | +9,560 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 1.1% | -0.1% | 4.4 | 40,562 | -405 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 1.1% | +0.0% | 4.3 | 5,679 | +3 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 1.1% | -0.0% | 4.2 | 57,230 | +5,232 | 5 | — |
| ☆SMH funds › | VANECK ETF TRUST | TRIM | — | 1.0% | +0.2% | 3.9 | 6,017 | -1,491 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 1.0% | +0.0% | 3.8 | 5,111 | +12 | 5 | — |
| ☆IYW funds › | ISHARES TR | HOLD | — | 1.0% | +0.2% | 3.8 | 15,002 | +0 | 5 | — |
| ☆TER funds › | TERADYNE INC | NEW | — | 1.0% | +1.0% | 3.7 | 7,719 | +7,719 | 1 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.8% | -0.0% | 3.2 | 41,220 | +3,443 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.8% | +0.8% | 3.1 | 7,217 | +7,217 | 1 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 0.8% | +0.1% | 3.0 | 35,994 | +1,149 | 2 | — |
| ☆USHY funds › | ISHARES TR | ADD | — | 0.7% | -0.1% | 2.6 | 71,441 | +3,217 | 5 | — |
| ☆TOTL funds › | SSGA ACTIVE ETF TR | ADD | — | 0.7% | -0.0% | 2.6 | 64,911 | +6,133 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 0.6% | -0.2% | 2.4 | 10,309 | -2,242 | 5 | — |
| ☆FLMI funds › | FRANKLIN TEMPLETON ETF TR | TRIM | — | 0.6% | -0.1% | 2.3 | 92,304 | -448 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.6% | -0.6% | 2.3 | 4,111 | -2,744 | 5 | — |
| ☆PZA funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.6% | -0.1% | 2.2 | 95,441 | -249 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | TRIM | — | 0.6% | -0.1% | 2.2 | 43,593 | -90 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 0.6% | +0.1% | 2.2 | 12,196 | -174 | 3 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.5% | -0.0% | 2.1 | 24,983 | +1,764 | 5 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | ADD | — | 0.4% | +0.0% | 1.5 | 16,374 | +46 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.4% | +0.0% | 1.4 | 1,886 | +0 | 5 | — |
| ☆AXON funds › | AXON ENTERPRISE INC | TRIM | — | 0.4% | +0.0% | 1.4 | 2,457 | -205 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 0.3% | -0.1% | 1.3 | 3,321 | +13 | 2 | — |
| ☆HYG funds › | ISHARES TR | ADD | — | 0.3% | -0.0% | 1.2 | 15,365 | +1,581 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.3% | -0.0% | 1.2 | 3,469 | -34 | 5 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.3% | -0.0% | 1.1 | 41,380 | +0 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.3% | +0.0% | 1.0 | 9,728 | +270 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.2% | -0.0% | 0.9 | 6,126 | -131 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.2% | -1.1% | 0.9 | 12,500 | -32,679 | 5 | — |
| ☆ADPT funds › | ADAPTIVE BIOTECHNOLOGIES COR | HOLD | — | 0.2% | +0.1% | 0.9 | 41,400 | +0 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.2% | +0.0% | 0.8 | 659 | +0 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | TRIM | — | 0.2% | +0.0% | 0.7 | 3,931 | -106 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | HOLD | — | 0.2% | +0.0% | 0.7 | 2,696 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.2% | -0.0% | 0.6 | 1,245 | +0 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.2% | -0.7% | 0.6 | 5,223 | -15,553 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | -0.0% | 0.6 | 6,297 | -410 | 5 | — |
| ☆PCAR funds › | PACCAR INC | TRIM | — | 0.2% | -0.0% | 0.6 | 4,996 | -51 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 0.6 | 499 | +499 | 1 | — |
| ☆FIX funds › | COMFORT SYS USA INC | TRIM | — | 0.1% | +0.0% | 0.5 | 272 | -24 | 5 | — |
| ☆RRX funds › | REGAL REXNORD CORPORATION | TRIM | — | 0.1% | +0.0% | 0.5 | 2,243 | -44 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.5 | 1,410 | -89 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,457 | +50 | 5 | — |
| ☆IBKR funds › | INTERACTIVE BROKERS GROUP IN | TRIM | — | 0.1% | +0.0% | 0.5 | 5,527 | -29 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | ADD | — | 0.1% | +0.0% | 0.4 | 859 | +25 | 5 | — |
| ☆BA funds › | BOEING CO | TRIM | — | 0.1% | -0.0% | 0.4 | 2,060 | -86 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | HOLD | — | 0.1% | +0.0% | 0.4 | 992 | +0 | 5 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.4 | 7,670 | +0 | 5 | — |
| ☆RCL funds › | ROYAL CARIBBEAN GROUP | ADD | — | 0.1% | +0.0% | 0.4 | 1,313 | +281 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 0.1% | +0.0% | 0.4 | 4,730 | +3,784 | 5 | — |
| ☆CLS funds › | CELESTICA INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,034 | +51 | 5 | — |
| ☆DDOG funds › | DATADOG INC | TRIM | — | 0.1% | +0.0% | 0.4 | 1,382 | -615 | 2 | — |
| ☆AJG funds › | GALLAGHER ARTHUR J & CO | TRIM | — | 0.1% | -0.0% | 0.4 | 1,560 | -106 | 5 | — |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V | TRIM | — | 0.1% | +0.0% | 0.4 | 1,254 | -120 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | -0.0% | 0.3 | 10,741 | +0 | 5 | — |
| ☆ITA funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 1,401 | +0 | 5 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | -0.0% | 0.3 | 2,858 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,271 | +3 | 5 | — |
| ☆HWM funds › | HOWMET AEROSPACE INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,177 | +98 | 5 | — |
| ☆DCI funds › | DONALDSON INC | HOLD | — | 0.1% | -0.0% | 0.3 | 3,482 | +0 | 5 | — |
| ☆TECL funds › | DIREXION SHARES ETF TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 1,300 | +1,300 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 426 | -42 | 5 | — |
| ☆URI funds › | UNITED RENTALS INC | NEW | — | 0.1% | +0.1% | 0.3 | 253 | +253 | 1 | — |
| ☆SHOP funds › | SHOPIFY INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,460 | +15 | 5 | — |
| ☆BR funds › | BROADRIDGE FINL SOLUTIONS IN | HOLD | — | 0.1% | -0.0% | 0.3 | 2,000 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.1% | -0.0% | 0.3 | 2,131 | +0 | 3 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.1% | -0.0% | 0.3 | 1,281 | -413 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,679 | -45 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 950 | +0 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | HOLD | — | 0.1% | -0.0% | 0.3 | 719 | +0 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | ADD | — | 0.1% | -0.0% | 0.2 | 787 | +2 | 5 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | NEW | — | 0.1% | +0.1% | 0.2 | 553 | +553 | 1 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.2 | 410 | +410 | 1 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.1% | -0.0% | 0.2 | 553 | +0 | 4 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | NEW | — | 0.1% | +0.1% | 0.2 | 803 | +803 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.2 | 293 | +293 | 1 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | NEW | — | 0.1% | +0.1% | 0.2 | 1,326 | +1,326 | 1 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.2 | 269 | +269 | 1 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 381 | 108 | 0.07 | 42% | 0.026 | 0.407 | — | in |
| 2026Q1 | 336 | 97 | 0.09 | 41% | 0.026 | 0.370 | — | in |
| 2025Q4 | 356 | 96 | 0.07 | 44% | 0.029 | 0.390 | — | in |
| 2025Q3 | 351 | 101 | 0.04 | 44% | 0.029 | 0.451 | — | in |
| 2025Q2 | 316 | 100 | 0.11 | 43% | 0.028 | 0.331 | — | entered |
| 2025Q1 | 268 | 86 | 0.00 | 44% | 0.028 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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