Leeward Financial Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$265M
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 85 stock holdings with total value $265M as of Q3 2024. Top holdings included MSFT, VUG, VGT, VTV, and VV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 85 $265M +$12.5M -$1.51M +$11M MSFT, VUG, VGT, VTV, VV 13F-HR 10/29/2024, 06:36 PM
Q2 2024 84 $246M +$31.5M -$23.5M +$7.92M MSFT, VUG, VGT, VTV, VV 13F-HR 7/30/2024, 12:30 PM
Q1 2024 92 $236M +$20.8M -$6.48M +$14.3M MSFT, VTV, VUG, VGT, VV 13F-HR 4/19/2024, 11:14 AM
Q4 2023 87 $207M +$18.6M -$12.9M +$5.71M MSFT, VUG, VTV, VGT, AAPL 13F-HR 1/26/2024, 04:39 PM
Q3 2023 76 $181M +$24.2M -$11.7M +$12.5M VUG, VTV, MSFT, VGT, AAPL 13F-HR 10/31/2023, 11:38 AM
Q2 2023 82 $174M +$34.4M -$34.1M +$290K MSFT, VUG, AAPL, VGT, VTV 13F-HR 8/7/2023, 07:49 PM
Q1 2023 73 $163M +$12.2M -$2.72M +$9.48M MSFT, VTV, AAPL, VUG, VGT 13F-HR 4/25/2023, 11:58 AM
Q4 2022 65 $145M +$18.7M -$20.6M -$1.86M VTV, MSFT, VUG, AAPL, VEA 13F-HR 1/30/2023, 11:59 AM
Q3 2022 64 $139M +$5.4M -$1.56M +$3.84M MSFT, VGT, VUG, AAPL, VTIP 13F-HR 11/3/2022, 12:17 PM
Q2 2022 67 $146M +$30.3M -$21.5M +$8.76M VGT, MSFT, VUG, AAPL, VEA 13F-HR 7/19/2022, 03:17 PM
Q1 2022 68 $162M +$20.4M -$4.34M +$16M VGT, VUG, VUSB, AAPL, MSFT 13F-HR 5/12/2022, 03:29 PM
Q4 2021 71 $160M $0 $0 VGT, VUG, AAPL, MSFT, VEA 13F-HR 1/26/2022, 06:50 PM