Leeward Financial Partners, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 381,157
- 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 |
|---|---|---|---|---|---|
| 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 | 165.8 K | 43.5% | 22.76 K | 0 | 22.76 K |
| ETFs | 206.5 K | 54.2% | 21.8 K | 0 | 21.8 K |
| Debt | 8.93 K | 2.3% | 388 | 0 | 388 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
381,157
Holdings
108
QoQ value change ($000)
44,952
(13.4%)
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.