0001735201-22-000009.txt : 20221103 0001735201-22-000009.hdr.sgml : 20221103 20221103121714 ACCESSION NUMBER: 0001735201-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221103 DATE AS OF CHANGE: 20221103 EFFECTIVENESS DATE: 20221103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Leeward Financial Partners, LLC CENTRAL INDEX KEY: 0001735201 IRS NUMBER: 821531856 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21499 FILM NUMBER: 221357009 BUSINESS ADDRESS: STREET 1: 67 CASCADE KEY CITY: BELLEVUE STATE: WA ZIP: 98006 BUSINESS PHONE: 206-718-6644 MAIL ADDRESS: STREET 1: 67 CASCADE KEY CITY: BELLEVUE STATE: WA ZIP: 98006 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001735201 XXXXXXXX 09-30-2022 09-30-2022 false Leeward Financial Partners, LLC

67 Cascade Key Bellevue WA 98006

13F HOLDINGS REPORT 028-21499 N James M. Ridgeway 206-353-6644 James M. Ridgeway Bellevue WA 11-03-2022 0 64 139470 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 2327 17342 SH SOLE 0 0 17342 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 478 67097 SH SOLE 0 0 67097 ADOBE SYSTEMS INCORPORATED COM 00724F101 700 2545 SH SOLE 0 0 2545 ALPHABET INC CAP STK CL A 02079K305 2178 22771 SH SOLE 0 0 22771 AMAZON COM INC COM 023135106 4827 42719 SH SOLE 0 0 42719 AMGEN INC COM 031162100 2173 9641 SH SOLE 0 0 9641 APPLE INC COM 037833100 5907 42745 SH SOLE 0 0 42745 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 321 1202 SH SOLE 0 0 1202 COCA COLA CO COM 191216100 1700 30339 SH SOLE 0 0 30339 COSTCO WHSL CORP NEW COM 22160K105 479 1014 SH SOLE 0 0 1014 CROWDSTRIKE HLDGS INC CL A 22788C105 284 1722 SH SOLE 0 0 1722 EATON CORP PLC SHS G29183103 2281 17107 SH SOLE 0 0 17107 ILLINOIS TOOL WKS INC COM 452308109 1033 5720 SH SOLE 0 0 5720 INVESCO QQQ TR UNIT SER 1 46090E103 244 912 SH SOLE 0 0 912 ISHARES TR U.S. TECH ETF 464287721 1300 17712 SH SOLE 0 0 17712 ISHARES TR CORE S&P SCP ETF 464287804 248 2850 SH SOLE 0 0 2850 ISHARES TR CORE S&P500 ETF 464287200 1897 5290 SH SOLE 0 0 5290 ISHARES TR IBOXX HI YD ETF 464288513 1250 17504 SH SOLE 0 0 17504 ISHARES TR NATIONAL MUN ETF 464288414 1278 12462 SH SOLE 0 0 12462 ISHARES TR CORE HIGH DV ETF 46429B663 3517 38531 SH SOLE 0 0 38531 JOHNSON & JOHNSON COM 478160104 1445 8843 SH SOLE 0 0 8843 MARRIOTT INTL INC NEW CL A 571903202 581 4145 SH SOLE 0 0 4145 MATTERPORT INC COM CL A 577096100 121 31989 SH SOLE 0 0 31989 META PLATFORMS INC CL A 30303M102 1245 9177 SH SOLE 0 0 9177 METLIFE INC COM 59156R108 2105 34637 SH SOLE 0 0 34637 MICROSOFT CORP COM 594918104 6831 29332 SH SOLE 0 0 29332 MONSTER BEVERAGE CORP NEW COM 61174X109 409 4709 SH SOLE 0 0 4709 NVIDIA CORPORATION COM 67066G104 843 6947 SH SOLE 0 0 6947 PACCAR INC COM 693718108 1273 15212 SH SOLE 0 0 15212 PROCTER AND GAMBLE CO COM 742718109 1910 15131 SH SOLE 0 0 15131 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 243 7381 SH SOLE 0 0 7381 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4411 156810 SH SOLE 0 0 156810 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1105 21330 SH SOLE 0 0 21330 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3435 61556 SH SOLE 0 0 61556 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4623 79008 SH SOLE 0 0 79008 SHOPIFY INC CL A 82509L107 220 8181 SH SOLE 0 0 8181 SPDR S&P 500 ETF TR TR UNIT 78462F103 1821 5099 SH SOLE 0 0 5099 SPDR SER TR PORTFOLI S&P1500 78464A805 686 15551 SH SOLE 0 0 15551 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 2474 135858 SH SOLE 0 0 135858 STARBUCKS CORP COM 855244109 1574 18677 SH SOLE 0 0 18677 TESLA INC COM 88160R101 398 1500 SH SOLE 0 0 1500 UNITEDHEALTH GROUP INC COM 91324P102 2686 5318 SH SOLE 0 0 5318 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 219 1181 SH SOLE 0 0 1181 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3550 47452 SH SOLE 0 0 47452 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3453 48409 SH SOLE 0 0 48409 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 3499 71476 SH SOLE 0 0 71476 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 778 16302 SH SOLE 0 0 16302 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2267 13858 SH SOLE 0 0 13858 VANGUARD INDEX FDS VALUE ETF 922908744 3095 25062 SH SOLE 0 0 25062 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1331 9279 SH SOLE 0 0 9279 VANGUARD INDEX FDS SMALL CP ETF 922908751 4402 25755 SH SOLE 0 0 25755 VANGUARD INDEX FDS GROWTH ETF 922908736 5920 27671 SH SOLE 0 0 27671 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3622 18560 SH SOLE 0 0 18560 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4293 117654 SH SOLE 0 0 117654 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5126 106553 SH SOLE 0 0 106553 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1818 31459 SH SOLE 0 0 31459 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1308 29009 SH SOLE 0 0 29009 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1069 14128 SH SOLE 0 0 14128 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2718 36589 SH SOLE 0 0 36589 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2202 16290 SH SOLE 0 0 16290 VANGUARD STAR FDS VG TL INTL STK F 921909768 646 14116 SH SOLE 0 0 14116 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4767 131114 SH SOLE 0 0 131114 VANGUARD WORLD FDS INF TECH ETF 92204A702 6590 21439 SH SOLE 0 0 21439 VISA INC COM CL A 92826C839 1936 10899 SH SOLE 0 0 10899