Leeward Financial Partners
Leeward Financial Partners reported 111 stocks worth $388M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are MSFT (6.9%), VUG (5.9%) and VGT (5.1%). Compared with Q2 2026, the fund opened new positions in ILMN, STT and IBB, added to MSFT, COST and VUSB, trimmed VUG, VGT and AAPL and sold out of LRCX, TSLA and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $26.8M | 6.9% | 52K | +351 (+1%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $22.8M | 5.9% | 253K | −3,780 (−1%) | 8 of 8 | |
| 3 |  VGT Vanguard World FD | $19.9M | 5.1% | 158K | −1,614 (−1%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $18M | 4.7% | 54K | −1,023 (−2%) | 8 of 8 | |
| 5 |  SCHF Schwab International | $14.5M | 3.8% | 529K | −3,715 (−1%) | 8 of 8 | |
| 6 |  VTV Vanguard Index Fds | $14.2M | 3.7% | 66K | −342 (−1%) | 8 of 8 | |
| 7 |  VV Vanguard Large Cap ETF | $13.7M | 3.5% | 39K | −4,870 (−11%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $13.1M | 3.4% | 53K | −2,155 (−4%) | 8 of 8 | |
| 9 |  SCHG Schwab Strategic TR | $12.5M | 3.2% | 348K | −64K (−16%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $11.3M | 2.9% | 33K | −70 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Leeward Financial Partners 13F FAQ
What does Leeward Financial Partners own?
Leeward Financial Partners reported 111 stocks worth $388M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are MSFT (6.9%), VUG (5.9%) and VGT (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Leeward Financial Partners buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 32 added to, 40 trimmed and 4 sold out. New positions include ILMN, STT and IBB. It sold all of LRCX, TSLA and IBM.
When will Leeward Financial Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Leeward Financial Partners's portfolio worth?
The Q3 2026 filing reports $388M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.