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Leeward Financial Partners - Q4 2025 13F Filings

LE

Leeward Financial Partners, LLC

CIK: 0001735201
Address: Washington Bellevue 10015 Ne 4Th Street #4001
$355.77 M
Portfolio Value
96
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/09/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. NTRA Natera
+$3.97 M
2. APP Applovin Corporation
+$3.71 M
3. META Meta Platforms
+$3.59 M
4. VUSB Vanguard Ultra-Short Bond Etf
+$3.25 M
5. JPM Jpmorgan Chase & Co
+$2.06 M

Top Sells

Q4 2025
1. VRT Vertiv Holdings Co
−$3.46 M
2. LLY Eli Lilly And Company
−$3.33 M
3. GOOGL Alphabet
−$2.82 M
4. PCAR Paccar
−$1.86 M
5. NXPI Nxp Semiconductors Nv
−$1.86 M

Asset Allocation

Stocks/ETFs
+1.22%
$355.77 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Leeward Financial Partners Q4 2025 Filing Summary

Leeward Financial Partners, LLC filed its 13F report for Q4 2025 on February 09, 2026. The portfolio totaled 355.77 M reflecting a +1.22% change from the prior quarter, spanning 96 assets. The top 10 holdings comprised 44.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 8 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Leeward Financial Partners’s Q4 2025 Filing

Leeward Financial Partners submitted their Form 13F-HR for the Q4 2025 period on 02/09/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Leeward Financial Partners reported a managed portfolio value of 355.77 M, consisting of 96 individual positions.

This page displays the raw filing documents. To see which stocks Leeward Financial Partners bought or sold during Q4 2025, please visit Leeward Financial Partners's Portfolio Analysis page.