Fund HoldingsLeeward Financial Partners, LLC

Total Portfolio Value
$180.67M
Total Bought
$21.10M
Total Sold
$12.23M
Net Transaction
+$8.87M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD INDEX FDS56,92771,780+14,8538,0899,9015.48%+1,811
VANGUARD INDEX FDS33,26041,024+7,7649,41111,1716.18%+1,760
ORACLE CORP(ORCL)012,913+12,91301,3680.76%+1,368
INGERSOLL RAND INC(IR)020,706+20,70601,3190.73%+1,319
AMAZON COM INC(AMZN)37,98949,282+11,2934,9526,2653.47%+1,312
EOG RES INC(EOG)010,330+10,33001,3090.72%+1,309
SERVICENOW INC(NOW)02,248+2,24801,2570.70%+1,257
VANGUARD BD INDEX FDS33,27251,819+18,5472,4933,4751.92%+982
SCHWAB STRATEGIC TR66,68379,926+13,2434,9985,8123.22%+814
VANGUARD INDEX FDS34,77940,162+5,3837,0507,8594.35%+809
ALPHABET INC(GOOG)29,77833,413+3,6353,5644,3722.42%+808
VANGUARD INDEX FDS24,03828,202+4,1644,7815,3322.95%+551
ADOBE INC(ADBE)5,4476,176+7292,6643,1491.74%+486
HOME DEPOT INC(HD)8,25110,050+1,7992,5633,0371.68%+474
VERTEX PHARMACEUTICALS INC(VRTX)7,5278,902+1,3752,6493,0961.71%+447
VANGUARD BD INDEX FDS32,60940,027+7,4182,4532,8941.60%+441
UNITEDHEALTH GROUP INC(UNH)5,5406,115+5752,6633,0831.71%+420
VANGUARD WORLD FDS
INF TECH ETF
19,64821,919+2,2718,6889,0945.03%+407
CONSTELLATION BRANDS INC(STZ)10,21011,565+1,3552,5132,9071.61%+394
VANGUARD INDEX FDS13,01215,535+2,5232,9893,3271.84%+338
EATON CORP PLC(ETN)17,01317,476+4633,4213,7272.06%+306
NVIDIA CORPORATION(NVDA)6,0186,538+5202,5462,8441.57%+298
SHOPIFY INC(SHOP)04,919+4,91902680.15%+268
SCHWAB STRATEGIC TR169,252185,056+15,8046,0346,2853.48%+251
VISA INC(V)11,50912,870+1,3612,7332,9601.64%+227
ILLINOIS TOOL WKS INC(ITW)5,8247,190+1,3661,4571,6560.92%+199
ISHARES TR
BROAD USD HIGH
36,40941,059+4,6501,2851,4250.79%+140
ISHARES TR4,7545,235+4812,1192,2481.24%+129
VANGUARD MUN BD FDS16,52019,566+3,0468309410.52%+111
ISHARES TR21,03822,865+1,8272,2452,3451.30%+99
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
34,72040,215+5,4958309230.51%+93
INVESCO EXCH TRADED FD TR II35,16240,898+5,7368309060.50%+76
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
50,94955,176+4,2272,3432,4161.34%+72
GALLAGHER ARTHUR J & CO(AJG)6,9176,970+531,5191,5890.88%+70
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
34,18937,675+3,4861,3861,4560.81%+70
VANGUARD INDEX FDS704898+1942873530.20%+66
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
18,59020,193+1,6031,4691,5340.85%+65
MARRIOTT INTL INC NEW(MAR)4,0814,08107508020.44%+53
AUTOMATIC DATA PROCESSING IN1,6801,68003694040.22%+35
CROWDSTRIKE HLDGS INC(CRWD)2,2492,181-683303650.20%+35
VANECK ETF TRUST
SEMICONDUCTR ETF
1,8582,123+2652833080.17%+25
COSTCO WHSL CORP NEW(COST)909895-144895060.28%+16
UBER TECHNOLOGIES INC(UBER)5,2475,24702272410.13%+15
INTERACTIVE BROKERS GROUP IN(IBKR)2,8342,83402352450.14%+10
PALANTIR TECHNOLOGIES INC(PLTR)10,38910,431+421591670.09%+8
TESLA INC(TSLA)1,1031,138+352892850.16%-4
ISHARES TR1,5041,50402382310.13%-7
INVESCO QQQ TR81281203002910.16%-9
DONALDSON INC(DCI)3,4823,48202182080.11%-10
ISHARES TR3,0003,00002992830.16%-16
ARK ETF TR
INNOVATION ETF
5,7735,762-112552290.13%-26
SPDR SER TR
ST STR PR SP1500
15,74615,807+618578300.46%-28
BOEING CO(BA)1,9751,97504173790.21%-38
FRANKLIN RESOURCES INC(BEN)18,43818,43804924530.25%-39
PACCAR INC(PCAR)22,80921,976-8331,9081,8681.03%-40
SCHWAB STRATEGIC TR21,33021,33001,1181,0770.60%-41
MONSTER BEVERAGE CORP NEW(MNST)8,9308,848-825134690.26%-44
SCHWAB STRATEGIC TR44,75945,819+1,0603,0032,9531.63%-49
VANGUARD INDEX FDS30,33432,847+2,5132,5352,4851.38%-49
VANGUARD INDEX FDS8,1868,149-371,3541,3000.72%-54
BERKSHIRE HATHAWAY INC DEL1,6091,409-2005494940.27%-55
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)54,09754,09703632950.16%-68
ISHARES TR15,42215,302-1201,6791,6050.89%-74
SPDR S&P 500 ETF TR(SPY)5,0995,09902,2602,1801.21%-81
VANGUARD BD INDEX FDS
VANGUARD ULTRA
46,29844,102-2,1962,2762,1691.20%-107
VANGUARD SPECIALIZED FUNDS16,29916,329+302,6472,5371.40%-110
SHAKE SHACK INC(SHAK)4,7564,451-3053702580.14%-111
VANGUARD TAX-MANAGED FDS100,699103,412+2,7134,6504,5212.50%-129
STARBUCKS CORP(SBUX)14,21213,967-2451,4081,2750.71%-133
VANGUARD MALVERN FDS40,25037,102-3,1481,9091,7540.97%-154
VANGUARD BD INDEX FDS29,94827,927-2,0212,2632,0991.16%-164
MICROSOFT CORP(MSFT)28,77530,512+1,7379,7999,6345.33%-165
VANGUARD BD INDEX FDS36,31634,976-1,3402,6402,4411.35%-199
METLIFE INC(MET)3,6250-3,6252050-205
PURE STORAGE INC(P)6,0030-6,0032210-221
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
4,5210-4,5212610-261
AMGEN INC(AMGN)1,3100-1,3102910-291
SPDR SER TR
STATE STRET SPDR
16,1540-16,1542980-298
ABBVIE INC(ABBV)2,2390-2,2393020-302
ISHARES TR
CORE HIGH DV ETF
6,8772,495-4,3826932470.14%-446
APPLE INC(AAPL)45,04148,202+3,1618,7378,2534.57%-484
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
11,6430-11,6438810-881
DEVON ENERGY CORP NEW(DVN)18,9470-18,9479160-916
ISHARES TR23,4768,513-14,9631,7626280.35%-1,135
PROCTER AND GAMBLE CO(PG)11,2120-11,2121,7010-1,701
ASML HOLDING N V
N Y REGISTRY SHS
2,7650-2,7652,0040-2,004
VANGUARD INTL EQUITY INDEX F57,8840-57,8842,3550-2,355
Page 1 of 1