Westwind Capital
All 13F Filings
- Location
- Las Cruces, NM
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 489,428
- Description
- Las Cruces New Mexico based fiduciary portfolio advisory practice with a manager led governance framework and a pragmatic and allocation disciplined investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through position level governance and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/9/2026 | 43 | 489,428 | 13F-HR | Westwind Capital |
| Q3 2025 | 10/14/2025 | 37 | 478,738 | 13F-HR | Westwind Capital |
| Q2 2025 | 7/11/2025 | 40 | 489,158 | 13F-HR | Westwind Capital |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 451.8 K | 92.3% | 0 | 464 | -464 |
| ETFs | 37.68 K | 7.7% | 11.15 K | 0 | 11.15 K |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
489,428
Holdings
43
QoQ value change ($000)
10,690
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.