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Home > Institutional Investor > Windward Private Wealth Management Inc. > Profile

Instuitional Investor - Windward Private Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Windward Private Wealth Management Inc.
Portfolio Value $289,851,935
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 801,653 $63,258,430 21.82%
2.
Vanguard Tax-Managed Fds
 644,261 $38,604,119 13.32%
3.
Vanguard Scottsdale Funds
 310,958 $37,470,439 12.93%
4.
Vanguard Scottsdale Funds
 308,952 $27,611,040 9.53%
5.
Vanguard Bond Index Funds
 BND 313,451 $24,477,350 8.44%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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