ETF Holders

Leeward Financial Partners, LLC ETF holdings

Bellevue, WA

Reported $215.4M in 45 ETFs in its Form 13F for June 30, 2026.

ETF value
$215.4M
ETFs held
45
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
56.5%
of $381.2M

Top 10 of 45 ETF holdings

TickerFundValueSharesChange
VUGVanguard Morningstar Growth ETF$22.1M256,418+214,314 shares
VGTVanguard Information Technology ETF$19.1M159,986+138,811 shares
VVVanguard Morningstar Large-Cap ETF$15.0M43,665+1,104 shares
SCHFSchwab International Equity ETF$14.7M532,437+10,763 shares
VTVVanguard Morningstar Value ETF$14.4M66,023+1,451 shares
SCHGSchwab U.S. Large-Cap Growth ETF$13.9M411,525+8,764 shares
VBVanguard Morningstar Small-Cap ETF$12.1M39,856+624 shares
VBRVanguard Morningstar Small-Cap Value ETF$7.3M30,097−1,094 shares
VBKVanguard Morningstar Small-Cap Growth ETF$6.8M18,618+49 shares
SCHVSchwab U.S. Large-Cap Value ETF$6.3M181,501+3,856 shares
35 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001735201. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Leeward Financial Partners, LLC own?

Leeward Financial Partners, LLC reported 45 ETF positions worth $215.4M in its Form 13F for June 30, 2026. The largest was VUG, at $22.1M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.