Notify me when Windward Private Wealth Management Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 44 | $288,752,294 | +$2,439,782 | -$7,319,914 | -$4,880,132 | BSV, VEA, VONG, VONV, BIV | 13F-HR | 02 Feb 2026, 16:02 |
| Q3 2025 | 44 | $289,851,935 | +$2,251,737 | -$2,353,101 | -$101,364 | BSV, VEA, VONG, VONV, BIV | 13F-HR | 05 Nov 2025, 17:26 |
| Q2 2025 | 42 | $277,316,641 | +$9,654,736 | -$4,049,894 | +$5,604,842 | BSV, VEA, VONG, VONV, BIV | 13F-HR | 21 Jul 2025, 17:37 |
| Q1 2025 | 42 | $256,462,526 | +$1,760,606 | -$2,569,100 | -$808,494 | BSV, VEA, VONG, VONV, BIV | 13F-HR | 08 May 2025, 15:48 |
| Q4 2024 | 46 | $256,517,751 | +$7,108,246 | -$4,488,703 | +$2,619,543 | BSV, VEA, VONG, VONV, BIV | 13F-HR | 29 Jan 2025, 21:58 |
| Q3 2024 | 47 | $260,841,991 | +$3,747,085 | -$2,970,309 | +$776,776 | BSV, VEA, VONG, VONV, BIV | 13F-HR | 31 Oct 2024, 17:48 |
| Q2 2024 | 46 | $246,991,192 | +$5,269,470 | -$4,236,519 | +$1,032,951 | BSV, VEA, VONG, BIV, VONV | 13F-HR | 22 Jul 2024, 17:32 |
| Q1 2024 | 47 | $244,667,982 | +$5,468,127 | -$8,374,771 | -$2,906,644 | BSV, VEA, VONG, VONV, BIV | 13F-HR | 06 May 2024, 21:51 |
| Q4 2023 | 48 | $238,536,683 | +$17,122,401 | -$15,718,057 | +$1,404,344 | BSV, VEA, VONG, VONV, BIV | 13F-HR | 29 Jan 2024, 19:39 |
| Q3 2023 | 47 | $221,044,292 | +$6,760,780 | -$4,252,514 | +$2,508,266 | BSV, VEA, VONG, BIV, VONV | 13F-HR | 03 Nov 2023, 18:03 |
| Q2 2023 | 46 | $225,713,651 | +$421,439 | -$13,909,564 | -$13,488,125 | BSV, VEA, VONG, VMBS, BIV | 13F-HR | 20 Jul 2023, 10:41 |
| Q1 2023 | 46 | $234,344,968 | +$3,154,655 | -$3,258,117 | -$103,462 | BSV, VEA, VONG, VMBS, BIV | 13F-HR | 24 Apr 2023, 21:27 |
| Q4 2022 | 47 | $225,740,985 | +$13,087,772 | -$7,199,018 | +$5,888,754 | BSV, VEA, VONG, VONV, VMBS | 13F-HR | 25 Jan 2023, 07:19 |
| Q3 2022 | 48 | $207,729,000 | +$13,628,936 | -$11,133,607 | +$2,495,329 | BSV, VEA, VONG, VMBS, BIV | 13F-HR | 26 Oct 2022, 10:26 |
| Q2 2022 | 45 | $217,618,000 | +$11,630,337 | -$11,754,638 | -$124,301 | BSV, VEA, BIV, VMBS, VONG | 13F-HR | 18 Jul 2022, 21:18 |
| Q1 2022 | 46 | $242,158,000 | +$11,044,207 | -$15,995,265 | -$4,951,058 | BSV, VONG, VEA, BIV, VONV | 13F-HR | 10 May 2022, 14:59 |
| Q4 2021 | 46 | $259,156,000 | +$10,149,379 | -$3,430,613 | +$6,718,766 | BSV, VONG, VEA, BIV, VONV | 13F-HR | 07 Feb 2022, 20:05 |
| Q3 2021 | 45 | $245,843,000 | +$11,811,939 | -$7,055,570 | +$4,756,369 | BSV, VEA, VONG, BIV, VMBS | 13F-HR | 29 Oct 2021, 17:14 |
| Q2 2021 | 45 | $243,714,000 | +$49,431,650 | -$11,289,131 | +$38,142,519 | BSV, VEA, VONG, BIV, VMBS | 13F-HR | 29 Jul 2021, 16:10 |
| Q1 2021 | 45 | $225,346,000 | +$16,284,587 | -$12,448,507 | +$3,836,080 | BSV, VEA, VONG, VMBS, BIV | 13F-HR | 05 May 2021, 21:14 |
| Q4 2020 | 43 | $214,056,000 | $0 | $0 | $0 | BSV, VEA, VONG, VMBS, BIV | 13F-HR | 25 Jan 2021, 21:27 |