Leeward Financial Partners, LLC

Q2 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$381,157
Net value change ($000)
+44,952 (13.4%)
New positions
11
Sold out positions
0
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VGT 4,348 29.4%
TER 3,735 NEW
VUG 3,698 20.1%
MAR 3,670 383.9%
LRCX 3,127 NEW
VV 2,298 18.1%
SCHG 2,194 18.7%
GOOGL 2,149 22.4%
SCHWAB STRATEGIC TRUST 1,838 14.2%
AAPL 1,828 12.9%
Top Reduces (Value $000, Stocks/ETFs)
VUSB -5,738 -52.1%
NFLX -3,451 -79.4%
PLTR -2,430 -80.0%
META -1,606 -40.9%
COST -1,263 -12.9%
VIG -260 -9.6%
ISRG -204 -13.4%
MSFT -102 -0.5%
BR -51 -15.7%
MCD -38 -12.9%
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