Leeward Financial Partners, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm's equity securities portfolio, which consists of 111 holdings. The report was signed by James M. Ridgeway, Chief Compliance Officer, and was submitted on October 23, 2026.
The portfolio is diversified across several sectors, with significant positions in technology and healthcare. The firm's largest holding is Microsoft Corporation, with 26,765,663 shares. Other major technology positions include NVIDIA Corporation (7,995,897 shares), Apple Inc. (18,038,963 shares), and Amazon.com Inc. (13,111,768 shares). In the healthcare sector, AbbVie Inc. is held with 1,271 shares.
The filing also lists substantial positions in exchange-traded funds (ETFs). The firm holds the Vanguard S&P 500 ETF (298,373 shares) and the Vanguard Morningstar Large Cap ETF (13,650,000 shares). Other notable ETF holdings include the Schwab Strategic US Large Cap Growth ETF (12,487,113 shares) and the Vanguard Morningstar Total Stock Market ETF (528,756 shares).
Leeward Financial Partners also holds positions in several other individual companies, including Meta Platforms Inc., Visa Inc., and Eli Lilly & Co. The report lists the total number of shares held for each security, with the lowest holding being United Rentals Inc. at 254 shares.
