Leeward Financial Partners, LLC

Q1 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$336,205
Net value change ($000)
-19,563 (-5.5%)
New positions
4
Sold out positions
3
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VEA 4,063 898.9%
CMI 3,519 NEW
VUSB 3,212 41.2%
IEMG 2,430 NEW
SMH 2,405 507.4%
JPM 2,098 79.3%
ISRG 1,525 NEW
COST 1,132 13.1%
VRT 876 21.3%
APP 554 12.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -6,798 -25.9%
V -4,977 -82.5%
VNQ -3,650 -86.0%
VUG -3,007 -14.1%
VGT -2,881 -16.3%
GOOGL -1,994 -17.2%
GS -1,898 -21.0%
NFLX -1,697 -28.1%
AAPL -1,645 -10.4%
VBK -1,538 -21.5%
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