Windward Private Wealth Management Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 43 separate positions held by the firm, with a total value of $3,094,237,221. The report was signed by Brad Harrison, the Chief Compliance Officer, on October 22, 2026.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the iShares Core S&P US Value ETF, which accounts for 4,025,441 shares. This is followed by the Vanguard International Equity Index Fund FTSE Emerging Market ETF, which holds 14,901,756 shares. Other significant holdings include the Vanguard International Equity Index Fund FTSE Developed Market ETF with 42,473,398 shares and the Vanguard International Equity Index Fund FTSE All-World Stock ETF with 15,693,842 shares.
In addition to ETFs, the portfolio includes several individual equity positions. Emerson Electric Co. is the largest single stock holding, with 2,315 shares. Other notable individual stocks include PNC Financial Services Group Inc. with 240,041 shares and ResMed Inc. with 331,650 shares. The filing also includes various bond ETFs, such as the Vanguard Short-Term Corporate Bond ETF and the Vanguard Short-Term Treasury ETF.
