Leeward Financial Partners, LLC

Q3 2025 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
101
Total value ($000)
$351,491
Net value change ($000)
+35,878 (11.4%)
New positions
4
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 3,721 16.8%
GOOGL 3,317 42.1%
AAPL 3,197 25.9%
VGT 2,508 16.5%
VUG 2,035 10.2%
VRT 1,441 25.7%
SCHG 1,394 12.0%
VB 1,385 14.3%
GS 1,312 19.4%
VV 1,117 10.0%
Top Reduces (Value $000, Stocks/ETFs)
VUSB -1,577 -25.7%
AXON -436 -16.6%
VEA -388 -42.7%
NOW -358 -12.2%
PG -309 -100.0%
NFLX -297 -4.3%
ADBE -245 -100.0%
SCHA -214 -100.0%
ETN -154 -12.3%
META -106 -12.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type