Leeward Financial Partners, LLC Diversified Active

CIK: 0001735201 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $267,714 (100.0% shares, 0.0% debt)

Holdings (86)

VUG VANGUARD INDEX FDS 6.5%
Value ($000) $17,443 Shares 47,039 Est. Cost $319.86 Unrealized
MSFT MICROSOFT CORP 6.2%
Value ($000) $16,527 Shares 44,027 Est. Cost $331.90 Unrealized +22.1%
VTV VANGUARD INDEX FDS 5.1%
Value ($000) $13,783 Shares 79,788 Est. Cost $143.10 Unrealized
VGT VANGUARD WORLD FD 4.6%
Value ($000) $12,426 Shares 22,910 Est. Cost $476.07 Unrealized
VV VANGUARD INDEX FDS 4.5%
Value ($000) $12,044 Shares 46,860 Est. Cost $204.14 Unrealized
AAPL APPLE INC 3.9%
Value ($000) $10,362 Shares 46,648 Est. Cost $163.00 Unrealized +41.6%
SCHG SCHWAB STRATEGIC TR 3.7%
Value ($000) $9,858 Shares 393,678 Est. Cost $40.44 Unrealized
AMZN AMAZON COM INC 3.5%
Value ($000) $9,254 Shares 48,639 Est. Cost $129.89 Unrealized +67.1%
VB VANGUARD INDEX FDS 3.3%
Value ($000) $8,760 Shares 39,503 Est. Cost $220.33 Unrealized
VBR VANGUARD INDEX FDS 2.6%
Value ($000) $6,881 Shares 36,935 Est. Cost $182.20 Unrealized
GOOGL ALPHABET INC 2.4%
Value ($000) $6,302 Shares 40,751 Est. Cost $128.15 Unrealized +41.0%
SCHF SCHWAB STRATEGIC TR 2.3%
Value ($000) $6,264 Shares 316,704 Est. Cost $27.69 Unrealized
BLV VANGUARD BD INDEX FDS 2.1%
Value ($000) $5,626 Shares 79,892 Est. Cost $71.82 Unrealized
VBK VANGUARD INDEX FDS 2.1%
Value ($000) $5,563 Shares 22,096 Est. Cost $240.86 Unrealized
LLY ELI LILLY & CO 2.1%
Value ($000) $5,495 Shares 6,653 Est. Cost $799.26 Unrealized +3.4%
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $5,431 Shares 50,107 Est. Cost $96.37 Unrealized +31.5%
BIV VANGUARD BD INDEX FDS 2.0%
Value ($000) $5,278 Shares 68,925 Est. Cost $74.94 Unrealized
GS GOLDMAN SACHS GROUP INC 1.9%
Value ($000) $5,196 Shares 9,511 Est. Cost $419.44 Unrealized +40.8%
NFLX NETFLIX INC 1.9%
Value ($000) $5,184 Shares 5,559 Est. Cost $65.41 Unrealized +45.4%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $5,007 Shares 5,294 Est. Cost $841.79 Unrealized +15.3%
V VISA INC 1.9%
Value ($000) $4,969 Shares 14,180 Est. Cost $220.47 Unrealized +52.5%
SCHV SCHWAB STRATEGIC TR 1.7%
Value ($000) $4,524 Shares 170,213 Est. Cost $40.74 Unrealized
ECL ECOLAB INC 1.7%
Value ($000) $4,460 Shares 17,594 Est. Cost $188.31 Unrealized +32.6%
VMBS VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $3,706 Shares 80,035 Est. Cost $48.04 Unrealized
BND VANGUARD BD INDEX FDS 1.4%
Value ($000) $3,636 Shares 49,507 Est. Cost $78.34 Unrealized
VNQ VANGUARD INDEX FDS 1.4%
Value ($000) $3,626 Shares 40,053 Est. Cost $90.03 Unrealized
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $3,613 Shares 21,198 Est. Cost $163.95 Unrealized 0.0%
ABT ABBOTT LABS 1.3%
Value ($000) $3,378 Shares 25,465 Est. Cost $125.48 Unrealized 0.0%
MUB ISHARES TR 1.2%
Value ($000) $3,328 Shares 31,561 Est. Cost $109.65 Unrealized
IVV ISHARES TR 1.2%
Value ($000) $3,271 Shares 5,821 Est. Cost $486.00 Unrealized
VRT VERTIV HOLDINGS CO 1.1%
Value ($000) $3,051 Shares 42,257 Est. Cost $95.66 Unrealized +11.1%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $2,917 Shares 5,214 Est. Cost $478.91 Unrealized
NOW SERVICENOW INC 1.0%
Value ($000) $2,598 Shares 3,263 Est. Cost $125.12 Unrealized +54.0%
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $2,494 Shares 7,223 Est. Cost $191.81 Unrealized +63.3%
BSV VANGUARD BD INDEX FDS 0.9%
Value ($000) $2,468 Shares 31,524 Est. Cost $79.48 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.9%
Value ($000) $2,438 Shares 12,570 Est. Cost $171.76 Unrealized
ETN EATON CORP PLC 0.9%
Value ($000) $2,369 Shares 8,714 Est. Cost $178.63 Unrealized +72.7%
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $2,297 Shares 13,068 Est. Cost $128.86 Unrealized +42.3%
TOTL SSGA ACTIVE ETF TR 0.8%
Value ($000) $2,193 Shares 54,420 Est. Cost $40.28 Unrealized
IYW ISHARES TR 0.8%
Value ($000) $2,170 Shares 15,452 Est. Cost $114.62 Unrealized
USHY ISHARES TR 0.8%
Value ($000) $2,042 Shares 55,484 Est. Cost $35.64 Unrealized
PCAR PACCAR INC 0.7%
Value ($000) $1,945 Shares 19,973 Est. Cost $66.43 Unrealized +55.0%
VUSB VANGUARD BD INDEX FDS 0.7%
Value ($000) $1,936 Shares 38,833 Est. Cost $49.47 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,805 Shares 22,081 Est. Cost $86.34 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.6%
Value ($000) $1,622 Shares 66,386 Est. Cost $24.04 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $1,525 Shares 9,107 Est. Cost $156.02 Unrealized +34.5%
PZA INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,487 Shares 64,541 Est. Cost $23.54 Unrealized
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $1,485 Shares 29,930 Est. Cost $50.11 Unrealized
AXON AXON ENTERPRISE INC 0.5%
Value ($000) $1,303 Shares 2,477 Est. Cost $259.43 Unrealized +125.6%
BA BOEING CO 0.5%
Value ($000) $1,298 Shares 7,613 Est. Cost $200.52 Unrealized -13.7%
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,113 Shares 41,380 Est. Cost $44.35 Unrealized
SPTM SPDR SER TR 0.4%
Value ($000) $1,097 Shares 16,134 Est. Cost $58.44 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $984 Shares 4,130 Est. Cost $152.72 Unrealized +76.4%
SBUX STARBUCKS CORP 0.4%
Value ($000) $956 Shares 9,751 Est. Cost $94.44 Unrealized +6.9%
HYG ISHARES TR 0.3%
Value ($000) $675 Shares 8,555 Est. Cost $81.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $649 Shares 1,219 Est. Cost $298.72 Unrealized +62.7%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $632 Shares 7,491 Est. Cost $7.93 Unrealized +1007.6%
VHT VANGUARD WORLD FD 0.2%
Value ($000) $617 Shares 2,329 Est. Cost $264.73 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $589 Shares 11,588 Est. Cost $50.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $496 Shares 946 Est. Cost $452.64 Unrealized +10.3%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $430 Shares 917 Est. Cost $329.07 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $395 Shares 1,439 Est. Cost $244.76 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $389 Shares 675 Est. Cost $475.47 Unrealized +35.3%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.1%
Value ($000) $384 Shares 51,650 Est. Cost $30.65 Unrealized -74.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $374 Shares 7,454 Est. Cost $59.96 Unrealized -9.3%
ADBE ADOBE INC 0.1%
Value ($000) $341 Shares 889 Est. Cost $496.79 Unrealized -13.7%
LOW LOWES COS INC 0.1%
Value ($000) $320 Shares 1,373 Est. Cost $201.77 Unrealized +20.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $319 Shares 658 Est. Cost $340.14 Unrealized +37.0%
HD HOME DEPOT INC 0.1%
Value ($000) $299 Shares 815 Est. Cost $298.81 Unrealized +27.4%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $280 Shares 6,805 Est. Cost $37.22 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $276 Shares 3,564 Est. Cost $102.84 Unrealized -1.4%
RRX REGAL REXNORD CORPORATION 0.1%
Value ($000) $269 Shares 2,362 Est. Cost $126.16 Unrealized +10.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $262 Shares 856 Est. Cost $228.99 Unrealized +29.0%
SMH VANECK ETF TRUST 0.1%
Value ($000) $254 Shares 1,203 Est. Cost $216.17 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $237 Shares 2,029 Est. Cost $125.91 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $234 Shares 3,774 Est. Cost $62.10 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $234 Shares 750 Est. Cost $266.70 Unrealized +9.8%
DCI DONALDSON INC 0.1%
Value ($000) $234 Shares 3,482 Est. Cost $59.95 Unrealized +13.5%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $227 Shares 1,371 Est. Cost $29.56 Unrealized +66.8%
SHOP SHOPIFY INC 0.1%
Value ($000) $226 Shares 2,371 Est. Cost $60.73 Unrealized +79.4%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $226 Shares 920 Est. Cost $228.03 Unrealized +10.0%
ORCL ORACLE CORP 0.1%
Value ($000) $219 Shares 1,569 Est. Cost $175.85 Unrealized -8.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $218 Shares 425 Est. Cost $527.51 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $210 Shares 1,878 Est. Cost $144.85 Unrealized +11.5%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $208 Shares 5,000 Est. Cost $47.54 Unrealized 0.0%
CLS CELESTICA INC 0.1%
Value ($000) $203 Shares 2,570 Est. Cost $78.23 Unrealized +35.6%