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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 $312,551,948
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 861,105 $67,088,682 21.46%
2.
Vanguard Tax-Managed Fds
 619,357 $44,129,186 14.12%
3.
Vanguard Scottsdale Funds
 VCIT 307,150 $39,256,842 12.56%
4.
Vanguard Scottsdale Funds
 VCIT 308,428 $32,788,981 10.49%
5.
Vanguard Bond Index Funds
 BND 334,344 $25,644,147 8.2%
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.