Windward Private Wealth Management Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 312,552
- Description
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- Website
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- Founded
- —
- 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 | 8/4/2026 | 43 | 312,552 | 13F-HR | Windward Private Wealth Management Inc. |
| Q1 2026 | 5/6/2026 | 44 | 289,282 | 13F-HR | Windward Private Wealth Management Inc. |
| Q4 2025 | 2/2/2026 | 44 | 288,752 | 13F-HR | Windward Private Wealth Management Inc. |
| Q3 2025 | 11/5/2025 | 44 | 289,852 | 13F-HR | Windward Private Wealth Management Inc. |
| Q2 2025 | 7/22/2025 | 42 | 277,317 | 13F-HR | Windward Private Wealth Management Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.104 K | 0.7% | 0 | 22 | -22 |
| ETFs | 243.4 K | 77.9% | 22.31 K | 0 | 22.31 K |
| Debt | 67.09 K | 21.5% | 975 | 0 | 975 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
312,552
Holdings
43
QoQ value change ($000)
23,270
(8.0%)
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.