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Home > Institutional Investor > Leeward Financial Partners, Llc > Profile

Instuitional Investor - Leeward Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Leeward Financial Partners, Llc
Portfolio Value $355,767,557
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 54,247 $26,234,902 7.37%
2.
Vanguard Index Fds - GROWTH ETF
 43,860 $21,397,299 6.01%
3.
Vanguard World Fund
 23,423 $17,655,472 4.96%
4.
Apple Inc.
 AAPL 58,069 $15,786,697 4.44%
5.
Vanguard Index Fds - LARGE CAP ETF
 42,439 $13,359,916 3.76%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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