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| Leeward Financial Partners LLC
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|---|---|
| CRD # | 288779 |
| SEC # | 801-119921 |
| CIK # | 0001735201 |
| AUM | 401.5 M (2026-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 206-718-6644 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.4 | ||
| Apple Inc | 14.1 | ||
| Amazon Com Inc | 11.7 | ||
| Costco Wholesale Corp /NEW | 9.8 | ||
| Alphabet Inc | 9.6 | ||
| Goldman Sachs Group Inc | 7.1 | ||
| Nvidia Corp | 6.8 | ||
| Applovin Corp | 5.0 | ||
| GS Acquisition Holdings Corp | 5.0 | ||
| J P Morgan Chase & Co | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 17.8 |
| (b) Individuals (high net worth individuals) | 187 | 383.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 607 | 401.5 |
| By Discretionary | ||
| Discretionary | 607 | 401.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 607 | 401.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.5 | |
| Total | 607 | 401.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001735201] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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