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Leeward Financial Partners, LLC
Leeward Financial Partners, LLC is a boutique Registered Investment Advisor headquartered in Bellevue, Washington. The firm was founded to provide institutional-quality asset management and highly customized wealth management solutions for individuals and families, with a focus on high net worth clients primarily in the Pacific Northwest. As of their latest regulatory filings in 2025, they employ 3 professionals serving approximately 183 clients. Leeward Financial Partners is registered in the state of Washington and provides fiduciary, personalized advisory services.
Investment Strategy
Leeward Financial Partners uses a highly customized, client-focused wealth management approach, leveraging institutional asset management experience to build diversified portfolios tailored to each client's needs. Their investment philosophy centers on long-term growth, risk management, and delivering personalized solutions, primarily through discretionary management of equity and ETF holdings. They emphasize individualized service and disciplined portfolio construction for high net worth individuals and families, aiming to preserve and grow wealth over time while balancing risk and return.
Latest 13F Filing Activity
Leeward Financial Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $316M. The fund increased holdings in Microsoft Corp., Schwab Strategic TR, Vanguard BD Index FDS among other positions. Leeward Financial Partners, LLC reduced exposure to Abbott Labs, Procter and Gamble Co., Eli Lilly & Co. among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.03% | $22.2M | 44,599 | $344.75 | $497.41 | +$5.7M |
V VUG | VANGUARD INDEX FDS | 6.33% | $20.0M | 45,597 | $319.96 | $438.40 | +$2.5M |
V VGT | VANGUARD WORLD FD | 4.81% | $15.2M | 22,890 | $476.10 | $663.28 | +$2.8M |
A AAPL | APPLE INC | 3.91% | $12.4M | 60,208 | $184.48 | $205.17 | +$2.0M |
V VTV | VANGUARD INDEX FDS | 3.78% | $11.9M | 67,452 | $143.63 | $176.74 | -$1.9M |
Industry Allocation
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