Windward Private Wealth Management Inc. ETF holdings
Overland Park, KS
Reported $311.2M in 38 ETFs in its Form 13F for June 30, 2026.
ETF value
$311.2M
ETFs held
38
Change from prior quarter
+8.1%
With price moves
ETFs as a share of its 13F
99.6%
of $312.6M
Top 10 of 38 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BSV | Vanguard Short-Term Bond ETF | $67.1M | 861,105 | +17,918 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $44.1M | 619,357 | +1,669 shares |
| VONG | Vanguard Russell 1000 Growth ETF | $39.3M | 307,150 | +6,827 shares |
| VONV | Vanguard Russell 1000 Value ETF | $32.8M | 308,428 | +2,652 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $25.6M | 334,344 | +6,927 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $16.2M | 345,088 | +1,959 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $15.1M | 252,376 | +2,383 shares |
| VIG | Vanguard Dividend Appreciation ETF | $8.5M | 36,051 | −60 shares |
| VTWO | Vanguard Russell 2000 ETF | $6.7M | 55,465 | −49 shares |
| VTV | Vanguard Morningstar Value ETF | $5.8M | 26,772 | −124 shares |
28 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001835866. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Windward Private Wealth Management Inc. own?
Windward Private Wealth Management Inc. reported 38 ETF positions worth $311.2M in its Form 13F for June 30, 2026. The largest was BSV, at $67.1M.
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.