Leeward Financial Partners, LLC - Q4 2022 holdings

$145 Million is the total value of Leeward Financial Partners, LLC's 65 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .

 Value Shares↓ Weighting
VIG  VANGUARD SPECIALIZED FUNDSdiv app etf$2,473,637
+12.3%
16,2900.0%1.71%
+8.2%
SPY  SPDR S&P 500 ETF TRtr unit$1,950,011
+7.1%
5,0990.0%1.35%
+3.1%
SCHP  SCHWAB STRATEGIC TRus tips etf$1,104,681
-0.0%
21,3300.0%0.76%
-3.7%
IJR  ISHARES TRcore s&p scp etf$269,724
+8.8%
2,8500.0%0.19%
+4.5%
QQQ  INVESCO QQQ TRunit ser 1$242,847
-0.5%
9120.0%0.17%
-4.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-30
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD WORLD FDS8Q3 20235.9%
VANGUARD INDEX FDS8Q3 20236.2%
MICROSOFT CORP8Q3 20235.6%
APPLE INC8Q3 20235.0%
VANGUARD INDEX FDS8Q3 20235.5%
SCHWAB STRATEGIC TR8Q3 20233.5%
VANGUARD TAX-MANAGED INTL FD8Q3 20233.8%
AMAZON COM INC8Q3 20233.5%
VANGUARD INDEX FDS8Q3 20233.7%
SCHWAB STRATEGIC TR8Q3 20233.5%

View Leeward Financial Partners, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-19
13F-HR2024-01-26
13F-HR2023-10-31
13F-HR2023-08-08
13F-HR2023-04-25
13F-HR2023-01-30
13F-HR2022-11-03
13F-HR2022-07-19
13F-HR2022-05-12
13F-HR2022-01-27

View Leeward Financial Partners, LLC's complete filings history.

Compare quarters

Export Leeward Financial Partners, LLC's holdings