13F Filings History of Leeward Financial Partners, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$355,767,557
Signature - Title
James M. Ridgeway - Chief Compliance Officer
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by Leeward Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leeward Financial Partners, LLC reported 96 stock holdings with total value $355,767,557 as of Q4 2025. Top holdings included MSFT, VUG, VGT, AAPL, and VV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 96 $355,767,557 +$31,202,033 -$25,383,641 +$5,818,392 MSFT, VUG, VGT, AAPL, VV 13F-HR 09 Feb 2026, 17:22
Q3 2025 101 $351,491,260 +$17,750,084 -$4,646,403 +$13,103,681 MSFT, VUG, VGT, AAPL, SCHG 13F-HR 12 Nov 2025, 17:01
Q2 2025 100 $315,612,586 +$36,610,251 -$22,221,414 +$14,388,837 MSFT, VUG, VGT, AAPL, VTV 13F-HR 04 Aug 2025, 16:51
Q1 2025 86 $267,713,930 +$21,327,841 -$16,204,168 +$5,123,673 VUG, MSFT, VTV, VGT, VV 13F-HR 09 May 2025, 15:39
Q4 2024 92 $280,386,036 +$36,478,856 -$14,993,695 +$21,485,161 VUG, VGT, MSFT, VTV, VV 13F-HR 12 Feb 2025, 19:00
Q3 2024 85 $265,052,003 +$12,507,194 -$1,513,795 +$10,993,399 MSFT, VUG, VGT, VTV, VV 13F-HR 29 Oct 2024, 18:36
Q2 2024 84 $246,295,064 +$31,458,152 -$23,535,672 +$7,922,480 MSFT, VUG, VGT, VTV, VV 13F-HR 30 Jul 2024, 12:30
Q1 2024 92 $236,410,113 +$20,828,162 -$6,482,028 +$14,346,134 MSFT, VTV, VUG, VGT, VV 13F-HR 19 Apr 2024, 11:14
Q4 2023 87 $207,057,402 +$18,647,974 -$12,937,139 +$5,710,835 MSFT, VUG, VTV, VGT, AAPL 13F-HR 26 Jan 2024, 16:39
Q3 2023 76 $180,672,253 +$24,182,725 -$11,696,626 +$12,486,099 VUG, VTV, MSFT, VGT, AAPL 13F-HR 31 Oct 2023, 11:38
Q2 2023 82 $173,932,747 +$34,430,865 -$34,140,383 +$290,482 MSFT, VUG, AAPL, VGT, VTV 13F-HR 07 Aug 2023, 19:49
Q1 2023 73 $163,219,084 +$12,208,590 -$2,724,918 +$9,483,672 MSFT, VTV, AAPL, VUG, VGT 13F-HR 25 Apr 2023, 11:58
Q4 2022 65 $144,745,604 +$18,720,176 -$20,582,687 -$1,862,511 VTV, MSFT, VUG, AAPL, VEA 13F-HR 30 Jan 2023, 11:59
Q3 2022 64 $139,470,000 +$5,402,833 -$1,558,948 +$3,843,885 MSFT, VGT, VUG, AAPL, VTIP 13F-HR 03 Nov 2022, 12:17
Q2 2022 67 $145,711,000 +$30,267,499 -$21,502,902 +$8,764,597 VGT, MSFT, VUG, AAPL, VEA 13F-HR 19 Jul 2022, 15:17
Q1 2022 68 $161,898,000 +$20,352,126 -$4,339,730 +$16,012,396 VGT, VUG, VUSB, AAPL, MSFT 13F-HR 12 May 2022, 15:29
Q4 2021 71 $159,984,000 $0 $0 $0 VGT, VUG, AAPL, MSFT, VEA 13F-HR 26 Jan 2022, 18:50