Leeward Financial Partners, LLC holds a diversified book of 108 reported positions worth $381.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Teradyne Inc and trimmed Microsoft Corp. Their largest long position is Vanguard Growth ETF at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +10% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Leeward Financial Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Leeward Financial Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $167.8M |
| Swiss Re Ltd | 38 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ramsey Quantitative Systems | 8 / 80 | $98.5M |
| Vista Capital Partners, Inc. | 43 / 80 | $990.0M |
| Emerald Advisors, LLC | 28 / 80 | $683.7M |
| 9823 Capital, L.P. | 8 / 80 | $126.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Leeward Financial Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $22.1M | 256.4K | 5.8% | ▲+509% Added · +214K sh | |
| 2 | Microsoft Corp COM | $19.3M | 51.8K | 5.1% | ▼−1.3% Reduced · −674 sh | |
| 3 | Vanguard World FD INF TECH ETF | $19.1M | 160.0K | 5.0% | ▲+656% Added · +139K sh | |
| 4 | Apple Inc COM | $16.0M | 55.2K | 4.2% | ▼−0.9% Reduced · −533 sh | |
| 5 | Vanguard Index FDS LARGE CAP ETF | $15.0M | 43.7K | 3.9% | ▲+2.6% Added · +1K sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $14.7M | 532.4K | 3.9% | ▲+2.1% Added · +11K sh | |
| 7 | Vanguard Index FDS VALUE ETF | $14.4M | 66.0K | 3.8% | ▲+2.2% Added · +1K sh | |
| 8 | Schwab Strategic TR US LCAP GR ETF | $13.9M | 411.5K | 3.7% | ▲+2.2% Added · +9K sh | |
| 9 | Amazon Com Inc COM | $13.1M | 54.8K | 3.4% | ▼−2.2% Reduced · −1K sh | |
| 10 | Vanguard Index FDS SMALL CP ETF | $12.1M | 39.9K | 3.2% | ▲+1.6% Added · +624 sh | |
| 11 | Alphabet Inc CAP STK CL A | $11.8M | 32.9K | 3.1% | ▼−1.5% Reduced · −513 sh | |
| 12 | Costco Wholesale Corporation COM | $8.5M | 9.1K | 2.2% | ▼−7.3% Reduced · −711 sh | |
| 13 | Goldman Sachs Group Inc COM | $8.4M | 8.3K | 2.2% | ▼−2.1% Reduced · −176 sh | |
| 14 | Nvidia Corporation COM | $7.9M | 39.6K | 2.1% | ▲+1.7% Added · +657 sh | |
| 15 | Vanguard Index FDS SM CP VAL ETF | $7.3M | 30.1K | 1.9% | ▼−3.5% Reduced · −1K sh | |
| 16 | Vanguard Index FDS SML CP GRW ETF | $6.8M | 18.6K | 1.8% | ▲+0.3% Added · +49 sh | |
| 17 | Vertiv Holdings Co COM CL A | $6.3M | 18.9K | 1.7% | ▼−4.7% Reduced · −937 sh | |
| 18 | Schwab Strategic TR US LCAP VA ETF | $6.3M | 181.5K | 1.7% | ▲+2.2% Added · +4K sh | |
| 19 | Vanguard BD Index FDS INTERMED TERM | $6.2M | 80.5K | 1.6% | ▲+4.8% Added · +4K sh | |
| 20 | Vanguard BD Index FDS LONG TERM BOND | $5.7M | 83.0K | 1.5% | ▲+2.3% Added · +2K sh | |
| 21 | Applovin Corp COM CL A | $5.6M | 10.8K | 1.5% | ▼−14% Reduced · −2K sh | |
| 22 | JPMorgan Chase & Co COM | $5.6M | 17.0K | 1.5% | ▲+5.4% Added · +868 sh | |
| 23 | Broadcom Inc COM | $5.4M | 14.4K | 1.4% | ▼−1.4% Reduced · −204 sh | |
| 24 | Natera Inc COM | $5.3M | 19.6K | 1.4% | ▲+1.6% Added · +316 sh | |
| 25 | Vanguard BD Index FDS VANGUARD ULTRA | $5.3M | 105.8K | 1.4% | ▼−52% Reduced · −115K sh | |
| 26 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.2M | 72.8K | 1.4% | ▲+3.3% Added · +2K sh | |
| 27 | Unitedhealth Group Inc COM | $5.2M | 12.4K | 1.4% | ▲+0.1% Added · +11 sh | |
| 28 | Ecolab Inc COM | $5.1M | 18.3K | 1.3% | ▲+4.5% Added · +782 sh | |
| 29 | Cummins Inc COM | $4.8M | 6.8K | 1.3% | ▲+3.4% Added · +223 sh | |
| 30 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $4.7M | 101.4K | 1.2% | ▲+4.4% Added · +4K sh | |
| 31 | Marriott Intl Inc New CL A | $4.6M | 12.5K | 1.2% | ▲+327% Added · +10K sh | |
| 32 | Ishares TR NATIONAL MUN ETF | $4.4M | 40.6K | 1.1% | ▼−1.0% Reduced · −405 sh | |
| 33 | Ishares TR CORE S&P500 ETF | $4.3M | 5.7K | 1.1% | ▲+0.1% Added · +3 sh | |
| 34 | Vanguard BD Index FDS TOTAL BND MRKT | $4.2M | 57.2K | 1.1% | ▲+10% Added · +5K sh | |
| 35 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.9M | 6.0K | 1.0% | ▼−20% Reduced · −1K sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $3.8M | 5.1K | 1.0% | ▲+0.2% Added · +12 sh | |
| 37 | Ishares TR U.S. TECH ETF | $3.8M | 15.0K | 1.0% | —Held | |
| 38 | Teradyne Inc COM | $3.7M | 7.7K | 1.0% | ▲New New position | |
| 39 | Vanguard BD Index FDS SHORT TRM BOND | $3.2M | 41.2K | 0.8% | ▲+9.1% Added · +3K sh | |
| 40 | Lam Research Corp COM NEW | $3.1M | 7.2K | 0.8% | ▲New New position | |
| 41 | Ishares Inc CORE MSCI EMKT | $3.0M | 36.0K | 0.8% | ▲+3.3% Added · +1K sh | |
| 42 | Ishares TR BROAD USD HIGH | $2.6M | 71.4K | 0.7% | ▲+4.7% Added · +3K sh | |
| 43 | Ssga Active ETF TR ST STR TOTAL ETF | $2.6M | 64.9K | 0.7% | ▲+10% Added · +6K sh | |
| 44 | Vanguard Specialized Funds DIV APP ETF | $2.4M | 10.3K | 0.6% | ▼−18% Reduced · −2K sh | |
| 45 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $2.3M | 92.3K | 0.6% | ▼−0.5% Reduced · −448 sh | |
| 46 | Meta Platforms Inc CL A | $2.3M | 4.1K | 0.6% | ▼−40% Reduced · −3K sh | |
| 47 | Invesco Exch Traded FD TR II NATL AMT MUNI | $2.2M | 95.4K | 0.6% | ▼−0.3% Reduced · −249 sh | |
| 48 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.2M | 43.6K | 0.6% | ▼−0.2% Reduced · −90 sh | |
| 49 | Amphenol Corp CL A | $2.2M | 12.2K | 0.6% | ▼−1.4% Reduced · −174 sh | |
| 50 | Vanguard Scottsdale FDS INT-TERM CORP | $2.1M | 25.0K | 0.5% | ▲+7.6% Added · +2K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1735201/holdings"
Use Arkolith to show Leeward Financial Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.