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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 $381,157,007
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 256,418 $22,087,810 5.79%
2.
Microsoft Corp
 MSFT 51,834 $19,334,994 5.07%
3.
Vanguard World Fund
 VGT 159,986 $19,121,553 5.02%
4.
Apple Inc.
 AAPL 55,191 $15,970,037 4.19%
5.
Vanguard Index Fds - LARGE CAP ETF
 43,665 $15,016,994 3.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.