Leeward Financial Partners, LLC

Q4 2025 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$355,768
Net value change ($000)
+4,277 (1.2%)
New positions
3
Sold out positions
8
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
NTRA 3,973 NEW
APP 3,663 452.8%
META 3,516 479.0%
VUSB 3,239 71.1%
JPM 2,073 363.0%
APH 1,554 NEW
VV 1,127 9.2%
GS 949 11.7%
ORCL 865 253.7%
AMZN 786 6.6%
Top Reduces (Value $000, Stocks/ETFs)
VRT -2,941 -41.7%
NOW -2,101 -81.8%
LLY -2,097 -69.5%
NXPI -1,971 -81.0%
AJG -1,826 -75.6%
PLTR -1,623 -38.8%
PCAR -1,601 -70.3%
BA -1,170 -71.9%
ETN -766 -70.0%
HOOD -716 -100.0%
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