Leeward Financial Partners, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 387,809
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 111 | 387,809 | 13F-HR | Leeward Financial Partners, LLC |
| Q2 2026 | 8/6/2026 | 108 | 381,157 | 13F-HR | Leeward Financial Partners, LLC |
| Q1 2026 | 4/20/2026 | 97 | 336,205 | 13F-HR | Leeward Financial Partners, LLC |
| Q4 2025 | 2/9/2026 | 96 | 355,768 | 13F-HR | Leeward Financial Partners, LLC |
| Q3 2025 | 11/12/2025 | 101 | 351,491 | 13F-HR | Leeward Financial Partners, LLC |
| Q2 2025 | 8/4/2025 | 100 | 315,613 | 13F-HR | Leeward Financial Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170.8 K | 44.1% | 5.065 K | 0 | 5.065 K |
| ETFs | 208.6 K | 53.8% | 2.16 K | 0 | 2.16 K |
| Debt | 8.354 K | 2.2% | 0 | 576 | -576 |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
387,809
Holdings
111
QoQ value change ($000)
6,652
(1.7%)
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.